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Velaris (BYOK)

Read your Velaris customer success data: organizations, accounts, opportunities, risks, lifecycle stages, tasks and tickets with your own access token (EU region)

Unify Dynamics LLC

Tools10read-only
Sign-inBYOKbring your own key
Key keptNeverused for one call only
PriceFreeoptional Pro limits
ProviderVelarisunofficial, not affiliated
Works withMCP · RESTany agent

Try asking

Real questions, and the tools your agent calls to answer them.

Which customer organizations are in Velaris?
Tools called
list_organizations
Which customer accounts are in Velaris and when do they renew?
Tools called
list_accounts
What opportunities are open in Velaris?
Tools called
list_opportunities
Which customers are flagged as at risk in Velaris?
Tools called
list_risks
What lifecycle stages does Velaris have for accounts?
Tools called
list_lifecycle_stages
Which activity types exist in Velaris?
Tools called
list_activity_types

About

Velaris (BYOK) lets an AI assistant read your own Velaris data through the Velaris API with a key you supply (Velaris access token (Profile, Security, Access token)). Read-only: 10 tools (list_organizations, list_accounts, list_opportunities, list_risks, list_lifecycle_stages, list_activity_types, list_field_definitions, list_custom_object_schemas, get_base_currency, list_tasks). The BYOK key travels with each request, is used for that one call only and is never stored, logged or cached; it is only ever sent to api.euw1.velaris.io. Unofficial connector by Unify Dynamics LLC: not affiliated with, endorsed by or sponsored by Velaris. Velaris and its logos are trademarks of their owners and are used only to say which service the connector works with.

Sources: Live from the Velaris API (api.euw1.velaris.io) with a BYOK key; documentation: https://developers.velaris.io/. Endpoints checked against that documentation on 2026-10-16.

Privacy

The publisher, Unify Dynamics LLC, states that tool inputs are processed in memory and not retained.

Data not collectedNo account, no profile, no stored prompts or results.

What it can do

10 tools, grouped by job. Every one is read-only or compute-only.

OpenAPI
Read your data10 tools
  • List organizationsList customer organizations with lifecycle stage, churn flags, health pulse, name, renewal and join dates.
  • List accountsList customer accounts with parent organization, lifecycle stage, churn flags, health pulse, name and renewal date.
  • List opportunitiesList pipeline opportunities (upsell, expansion, renewal) with stage, status, pulse and customer organization.
  • List risksList churn risks with stage, status, pulse and customer organization.
  • List lifecycle stagesList the lifecycle stages configured for a level (organization, account, opportunity, risk) in order, with usage counts.
  • List activity typesList activity types such as call, meeting and email that can be logged against customers.
  • List field definitionsList the custom and system field definitions of a level with name, label, data type and whether they are required.
  • List custom object schemasList custom object definitions with singular and plural names, API name and description.
  • Get base currencyShow the base currency of the workspace.
  • List tasksList customer success tasks with name, status, priority, due date and the customer entity they belong to.

Information

PublisherUnify Dynamics LLC
CategoryWork & productivity
LanguagesEnglish
Built forWorldwide
CompatibilityAny MCP client · any agent · REST
Version0.1.0
MCP endpointhttps://byok-velaris.connectorbay.com/mcp
REST APIopenapi.json
SupportGet help · Status
CountryWorldwide
FunctionOther
LayerDeep connectors

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Get Velaris (BYOK)

Free · BYOK · Read-only

BYOK: bring your own keyThis connector uses your own Velaris Velaris access token (Profile, Security, Access token). Create one at https://developers.velaris.io/, with the fewest permissions it needs (read-only if the provider offers it). Your assistant sends it in the X-Upstream-Key header with every request. It is used for that one call only: never stored, logged or cached, and only ever sent to Velaris. Revoke it at the provider whenever you like. Unofficial connector: not affiliated with Velaris.