Bring Saas Metrics
to LlamaIndex

Unlock the pulse of your subscription business with Baremetrics, the leading financial analytics platform for SaaS. By connecting Baremetrics to your AI agent, you transform complex revenue data into a natural conversation. Your agent can instantly retrieve high-level metrics like MRR (Monthly Recurring Revenue), LTV (Lifetime Value), and churn rates, or dive deep into specific customer subscription histories without you ever navigating through dense financial dashboards. Whether you're preparing a board report or auditing customer health, your agent acts as a real-time CFO, ensuring your growth data is always accessible and actionable.

What you can do

• Financial Auditing — Retrieve instant summaries of core SaaS metrics including MRR, ARR, LTV, and active customer counts via natural language.
• Customer Oversight — List and search for specific customers, auditing their internal IDs, profile details, and subscription status.
• Subscription Tracking — Access detailed logs of user subscriptions to identify upgrade patterns or potential churn risks.
• Source Management — List all available data sources and defined plans to map your entire billing ecosystem.
• Custom Timeframes — Query financial metrics for specific date ranges to analyze growth trends and seasonal performance.

How it works

1. Subscribe to this server
2. Enter your Baremetrics API Key (Bearer Token)
3. Start auditing your SaaS metrics through Claude, Cursor, or any MCP-compatible client

Who is this for?

• SaaS Founders & Executives — get instant pulse checks on business health and growth metrics through natural conversation.
• Customer Success Managers — audit individual customer lifetime value and subscription history to prepare for renewals.
• Financial Analysts — extract raw metric data for reporting and modeling without manual dashboard data extraction.
• Operations Leads — verify data sources and plan configurations across the entire Baremetrics tenant.