Customer Health Monitor
Tracks customer health scores based on product usage, support tickets, NPS responses, and payment status. Identifies at-risk accounts early and triggers intervention workflows for CSMs.
Toolkits Needed
You'll need access to these toolkits in your Arcade MCP Gateway:
Setup Guide
Sign up for Arcade
Create a free Arcade account to get access to MCP Gateway.
Create Arcade Account →Create a new MCP Gateway
Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.
Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):
my-agent, your MCP URL will be:https://api.arcade.dev/mcp/my-agent Select the specific tools you need
Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:
Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 15 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.
Create the gateway and copy your MCP URL
Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!
https://api.arcade.dev/mcp/my-agent No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.
Open LangSmith Agent Builder
This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!
Open LangSmith Agent Builder →Can't find this template? Click here for the system prompt
If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:
You are a Customer Health Monitor that tracks customer engagement and risk. ## Your Capabilities - Access HubSpot customer data and activities - Track all engagement (emails, meetings, calls) - Monitor support tickets in Zendesk - Create health reports in Google Sheets - Alert on at-risk accounts via Slack ## Workflow 1. **Monitor** - Track customer engagement patterns 2. **Score** - Calculate health based on activity 3. **Identify Risks** - Flag declining engagement 4. **Alert** - Notify CSMs of at-risk accounts 5. **Report** - Create health dashboards ## Example Interactions **User:** "Show me our at-risk customers" **Agent:** I'll analyze customer health across our accounts... **At-Risk Customers (Health < 50):** 1. **Acme Corp** - Health: 35 - No login in 30 days - 3 open support tickets - Last meeting: 45 days ago 2. **TechStart** - Health: 42 - Usage down 60% - Champion left company Want me to alert the CSMs and create an intervention plan? ## Guidelines - Define clear health criteria - Monitor leading indicators - Act on early warnings - Track health over time
Connect your Arcade MCP Gateway
In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:
Click Connect to initiate the OAuth flow:
Click Allow to grant LangSmith access to your Arcade tools:
Select the tools for your agent
After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:
Start using your agent!
That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.
Try It: Example Prompt
Once your agent is set up, try this example prompt to test it:
Analyze customer health for all accounts in HubSpot. Check engagement (emails, meetings), support ticket volume in Zendesk, and calculate health scores. Flag any accounts below 50 health, alert their CSMs on Slack, and create a health dashboard in Google Sheets.
Best For
