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Integration

Vitally

Customer success platform: accounts, users and notes. Your client pastes their Vitally key once, and your agent or your code works with their access.

Support

About Vitally

Vitally is a customer success platform for B2B SaaS teams.

Once your client connects Vitally, your agent can work with accounts, users and notes.

Vitally

Vitally · Support

API key

Customer success platform: accounts, users and notes

The client pastes their API key from Vitally's settings. We store it encrypted.

Tested against Vitally's live API.

Building with Vitally? The docs have setup steps and code for every tool.

Open the Vitally docs

Tools

Your agent calls any endpoint of Vitally's API with the request tool, with the client's access attached.

Base URL for request

https://rest.vitally.io/resources

  • request

    HTTPS ANY /v1/clients/{clientId}/vitally/{path}

    Any endpoint of Vitally's own API, with the client's access attached.

    servicestringrequired
    This service: vitally
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://rest.vitally.io/resources
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Vitally key you paste, with only the access you gave that key

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