In simple English
This tool connects to your company's data and acts as an assistant for customer success managers. It reads records from your customer relationship management software and other tools to find warning signs. It highlights which accounts need your attention and drafts emails or plans for you to review. It never contacts a customer or changes a record without a person approving it first. It is free and open source, and a single person can install it in about ten minutes.
What it is
A Python-based plugin and AI engine designed for Claude that analyses customer health and generates retention playbooks. It runs either as a desktop assistant or as a scheduled server job against your data warehouse.
What it is good for
Solo founders and customer success teams who spend too much time manually checking usage logs and support tickets to spot churn risks before renewal time.
- Drafts renewal plans, meeting scripts, and emails automatically.
- Requires explicit human approval before any action or CRM write.
- Includes a complete sample account so you can test it immediately.
- Requires a paid Claude plan and configured connectors to pull live data.
- Health score default weights need manual tuning after the first quarter to match your actual churn.
- Running in server mode for the whole company requires engineering setup and a data warehouse.
Manual spreadsheet checks across multiple tools to spot at-risk accounts.
Claude Code or the Claude desktop app with connected business tools.
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/plugin marketplace add kyle-olmstead/cs-claude-engine /plugin install cs-engine@cs-engine