How to Use the Baremetrics MCP in CrewAI

Deploy autonomous financial analyst crews with CrewAI. Let your agents collaborate to monitor, analyze, and report on your Baremetrics data.

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Connect Baremetrics MCP to CrewAI

Create your Vinkius account to connect Baremetrics to CrewAI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Baremetrics with CrewAI

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Assemble a Financial Monitoring Crew

This server gives your CrewAI agents the tools they need to become a financial watchdog team. You can assign one agent the role of 'Metric Monitor,' responsible for periodically calling `get_mrr`, `get_churn_rate`, and `get_ltv`. Its findings are passed to a second agent, the 'Analyst.' The Analyst agent's job is to interpret the data. If it sees a spike in churn, it can use its own tools to investigate further, perhaps using `list_customers` to find patterns. A third 'Notifier' agent can then be tasked with summarizing the findings and alerting the human team.

Automate Customer Success Operations

Build a crew to manage customer interactions based on financial triggers. An agent can monitor subscriptions using `list_subscriptions`. When a high-value customer's subscription is about to renew or cancel, it can delegate a task to another agent. That second agent, the 'Customer Specialist,' could then use `get_customer` to pull the user's full details and prepare a summary for your account management team. CrewAI's role-based approach means each agent does one job well, leading to more reliable outcomes. This MCP server provides the core financial data they need to act.

Conduct In-Depth Business Audits

Your CrewAI team can perform deep audits of your Baremetrics account. A 'Researcher' agent can be tasked with mapping out your entire setup by calling `list_plans`, `list_sources`, and `list_metrics`. It catalogs everything it finds. This information is then passed to a 'Verification' agent. Its goal is to cross-reference the data, ensuring that plans are correctly configured and data sources are all reporting as expected. It's a powerful way to use an autonomous crew for internal compliance and health checks.

Setup guide

Set up Baremetrics MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Baremetrics tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Baremetrics Analyst",
    goal="Access and analyze Baremetrics data via MCP.",
    backstory="Expert analyst with direct Baremetrics access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Baremetrics transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Baremetrics Analyst",
        goal="Access and analyze Baremetrics data via MCP.",
        backstory="Expert analyst with direct Baremetrics access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Baremetrics transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Baremetrics. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Baremetrics MCP in CrewAI

You'd create a simple crew. One agent would be tasked with fetching the data using tools like `get_mrr` and `get_active_customers`, and a second agent would be tasked with formatting and sending the report.

Yes, that's a great use case for a CrewAI crew. A 'Monitor' agent would track MRR with `get_mrr`. If it drops, it would trigger an 'Investigator' agent to find the cause using tools like `list_subscriptions` to check for recent cancellations.

When you initialize the connection to the MCP server in CrewAI, you can use the `tool_filter` option. This lets you create separate server instances for each agent, exposing only the tools relevant to their role.

The fastest way is to pass the Vinkius URL directly into your Agent's `mcps` list. For more complex setups, you can use the `MCPServerHTTP` class from `crewai.mcp` for more control.

No, it is not. This MCP server processes requests for your Baremetrics financial metrics and customer data inside a secure, ephemeral environment. Each transaction is isolated and no data is persisted on Vinkius servers after the request is complete.

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