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How to Use the Baremetrics MCP in Mastra AI

Build resilient financial workflows on Mastra AI. Automate MRR reporting, churn alerts, and customer data syncs from your Baremetrics account.

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Mastra AI

Connect Baremetrics MCP to Mastra AI

Create your Vinkius account to connect Baremetrics to Mastra AI 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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Automate Financial Reporting

This server exposes your core Baremetrics data as tools for your Mastra agent. You can schedule a workflow to run daily that calls `get_mrr`, `get_ltv`, and `get_churn_rate`, then sends the results to a Slack channel or a database. It's set-and-forget reporting. Because Mastra is built for automation, you can add conditional logic. For example: if `get_churn_rate` is above a certain threshold, the agent could automatically trigger another workflow to analyze which customers churned using `list_customers` and `get_customer`.

Create Robust Data Sync Workflows

Keep your internal systems up-to-date with your Baremetrics data. Use the `list_customers` and `list_subscriptions` tools to pull fresh data on a schedule. Your Mastra agent can then sync this information with your CRM or data warehouse. This isn't just a simple data dump. Mastra's engine adds resilience. If the network flakes or an API call fails, it automatically retries with exponential backoff. Your data syncs will complete, even when things get unstable. This is a key feature of this MCP server integration.

Build Conditional Customer Alerts

Go beyond simple reporting and build agents that react to your business. A Mastra workflow can monitor for specific events. For instance, you could use `list_subscriptions` to find new high-value sign-ups and then use `get_customer` to fetch their details and alert your sales team. You can also set up human-in-the-loop approvals. Before an agent takes a major action based on Baremetrics data, Mastra can pause the workflow and wait for your confirmation. You get the benefits of automation without losing control.

Setup guide

Set up Baremetrics MCP in Mastra AI

Prerequisites

  • Node.js 18+ and a TypeScript project
  • @mastra/mcp + @mastra/core packages
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).

  2. 2

    Configure the MCPClient

    Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Discover and inject tools

    Call mcpClient.listTools() and spread the result into your agent's tools object. All Baremetrics tools become native Mastra tools.

  4. 4

    Run with any model

    Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts
import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "baremetrics-mcp-client",
  servers: {
    "baremetrics-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Baremetrics Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Baremetrics tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Baremetrics transactions"
);
console.log(result.text);

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 Mastra AI

Yes, that's a perfect job for a Mastra agent. The agent would use tools like `get_mrr` and `get_active_customers` from this MCP server and then use a separate messaging tool to post the results.
Mastra has built-in automatic retries with exponential backoff. If a call to a Baremetrics tool like `get_churn_rate` fails, the agent will wait and try again, ensuring your workflow is resilient.
Yes. Mastra AI supports `requireToolApproval`. You can configure your agent to pause and ask for confirmation before executing a tool that modifies data or sends a critical alert based on your Baremetrics numbers.
It's straightforward. After `npm install`, you instantiate the `MCPClient` and pass your Vinkius server URL. Mastra's client automatically detects the transport and makes the tools available to your agents.
Your data's security is paramount. This MCP server processes financial metrics and customer/subscription lists within a V8 Isolate sandbox. Each request is stateless and ephemeral, meaning no data is ever logged or stored by Vinkius.

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