# Baremetrics MCP for AI Agents AI Agent Connect

> Baremetrics MCP lets your AI agent talk directly to your SaaS financial data. It pulls real-time metrics like MRR, churn rates, and customer LTV so you can get answers without digging through dashboards. It handles the heavy lifting of auditing subscription histories and mapping out your billing plans, making it easy to spot trends or prep for board meetings.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_q1fmWYO5yTa4W13gKnDsOSIxpBQzVHEVjMCIix9U/ai-agent-connect
- **Tags:** saas-metrics, mrr, churn-analysis, ltv, subscription-analytics, financial-reporting

## Description

You spend half your day jumping between tabs to see if your SaaS is actually growing or if a specific customer is about to jump ship. Baremetrics changes that by letting your AI agent do the digging for you. Instead of manual exports, you can just ask your agent for a pulse check on your monthly recurring revenue or a deep dive into a specific account's history. It handles the data retrieval across your entire billing ecosystem, whether you're looking for high-level growth trends or checking the status of a single subscription. This Connector is part of the Vinkius catalog, which makes it easy to plug into your existing workflow. It's like having a real-time CFO that knows every detail of your revenue. You get to stop being a data entry clerk and start making decisions based on actual numbers. It pulls everything from plan configurations to individual customer IDs, giving your agent the context it needs to be useful. Whether you are trying to prepare a board report, audit a customer's subscription status, or look for patterns in your churn, the agent can fetch that information in seconds. You no longer have to navigate dense financial dashboards or copy-paste rows into a spreadsheet just to see how your business is performing.

## Tools

### list_plans
List all your defined subscription plans. This helps you see your entire pricing structure at once.

### get_account_check
Verify your Baremetrics connection. Use this to make sure the Connector is communicating correctly.

### get_active_customers
Get the total count of active customers in your system. This helps you track your current user base size.

### get_churn_rate
Check your current user churn rate. Use this to see how many users are leaving your platform.

### get_customer
Pull specific details for a single customer. This is useful for auditing individual account health.

### get_ltv
Get the lifetime value for a customer. Use this to see how much revenue a specific user generates over time.

### get_metric
Retrieve specific data for any single metric type. This lets you target a single data point quickly.

### get_mrr
Get your current monthly recurring revenue. This is the most common way to check your business growth.

### list_customers
List every customer in your Baremetrics account. Use this to see your full customer roster.

### list_metrics
See a summary of all high-level financial metrics. This gives you a quick pulse check on your business.

### list_sources
List all available data sources. Use this to see where your billing data is coming from.

### list_subscriptions
List every user subscription. Use this to identify upgrade patterns or potential churn risks.

## Prompt Examples

**Prompt:** 
```
What is our current Monthly Recurring Revenue?
```

**Response:** 
```
Checking Baremetrics for your current revenue...

**Monthly Recurring Revenue (MRR)**

*   **Current MRR:** $45,200
*   **Status:** 📈 3.5% increase from last month

Would you like me to break this down by subscription plan or list our top-performing customers?
```

**Prompt:** 
```
Show me the top 5 customers by Lifetime Value.
```

**Response:** 
```
I've pulled your highest-value customers based on Lifetime Value (LTV):

| Customer Name | Lifetime Value |
| :--- | :--- |
| Acme Corp | $12,500 |
| Globex | $10,200 |
| Soylent Corp | $9,800 |
| Initech | $8,500 |
| Umbrella Corp | $7,200 |

Let me know if you'd like to see the subscription details for any of these accounts.
```

**Prompt:** 
```
Search for a customer named 'John Smith' and show their active subscriptions.
```

**Response:** 
```
I found a record for **John Smith**.

*   **Customer ID:** `cus_123`
*   **Active Subscriptions:** 1
*   **Plan:** Pro Plan
*   **Monthly Cost:** $99.00
*   **Started On:** Jan 15th, 2025

Do you need me to check their recent payment history or contact details?
```

## Capabilities

### Get active customer counts
Pull the total number of active customers currently in your system.

### Check user churn rates
Retrieve your current churn percentage to track user retention.

### Pull specific customer details
Get profile information and subscription status for any individual account.

### Calculate customer LTV
Find the total lifetime value for a specific customer.

### Retrieve specific metric data
Fetch data for a single metric type whenever you need a specific data point.

### Get monthly recurring revenue
Pull your current MRR to see your core growth numbers.

### List all customers
Get a full list of every customer in your Baremetrics account.

### See financial metric summaries
Get a high-level overview of all your core financial metrics at once.

### View subscription plans
List all your defined plans to see your full pricing structure.

### List data sources
See all the data sources connected to your billing ecosystem.

### List user subscriptions
Get a list of all user subscriptions to identify upgrade patterns.

### Verify account connection
Check that your Baremetrics connection is active and working correctly.

## Use Cases

### Checking if a new pricing plan is working
A founder wants to know if the new pricing plan is working. They ask the agent for a summary of MRR and plan distribution using `list_metrics`.

### Prepping for a high-value renewal
A CSM is prepping for a high-value renewal. They ask the agent to pull the LTV and subscription history for a specific customer using `get_customer`.

### Building a board deck for investors
An analyst needs to build a board deck. They ask the agent to list all active customers and their current subscription status using `list_subscriptions`.

### Verifying data source connections
An ops lead needs to check if a new data source is connected. They ask the agent to list all available data sources using `list_sources` to verify the billing flow.

## Benefits

- Stop manual data exports with `list_metrics`. You can get a summary of your core SaaS numbers in seconds instead of building a manual report every time you need to share progress with your team.
- Identify churn risks faster using `get_churn_rate`. Your agent can flag trends before they impact your bottom line, giving you the time to reach out to at-risk users before they cancel.
- Know your customer value with `get_ltv`. You can see exactly how much a specific user is worth over time to prioritize your retention efforts and focus on your highest-value accounts.
- Audit any account instantly with `get_customer`. You can check profile details and subscription status without navigating the dashboard, making it easy to handle support tickets or renewal checks.
- Map your billing ecosystem using `list_plans` and `list_sources`. You get a clear view of all your data inputs and pricing tiers, which helps you ensure your pricing logic is consistent.
- Track growth trends over time with `get_mrr`. You can ask about specific date ranges to see how your revenue is actually moving, helping you spot seasonal patterns or the impact of new launches.

## How It Works

The bottom line is you get instant access to your SaaS financial data through a natural conversation with your agent.

1. Subscribe to this Connector and get your Baremetrics API Bearer Token ready.
2. Add the connection to your AI client and provide the token.
3. Ask questions about your MRR, churn, or specific customer health.

## Frequently Asked Questions

**Can the Baremetrics MCP show me my churn rate?**
Yes, it pulls your current churn rate directly from your account. This helps you see how many users are leaving your platform at a glance.

**How do I use the Baremetrics MCP to check customer LTV?**
You can just ask your agent to look up a specific customer's lifetime value. It will pull the total amount that specific user has spent over time.

**Does the Baremetrics MCP support multiple data sources?**
Yes, it can list all your connected data sources to show your entire billing ecosystem. This ensures your agent has the full context of your data.

**Can I use the Baremetrics MCP to see my active plans?**
Yes, it can list all your defined subscription plans. This is great for verifying your current pricing tiers or checking plan configurations.

**Is the Baremetrics MCP good for auditing customer history?**
It's perfect for that. It lets your agent pull specific subscription logs and profile details for any customer, making it easy to audit account health.

**Can I check my current MRR through the agent?**
Yes. Use the `get_mrr` tool to retrieve your current Monthly Recurring Revenue. Your agent will return the latest calculated value directly in the chat.

**How do I find a specific customer's subscription history?**
First, use `list_customers` with a search term to find the customer's OID. Then, your agent can retrieve their detailed profile and subscription logs to summarize their journey.

**Can the agent analyze churn rates for specific periods?**
Absolutely. Use the `get_churn_rate` tool and provide a `start_date` and `end_date` (as Unix timestamps) to see the churn metrics for that specific timeframe.