# Baremetrics MCP for AI Agents MCP > Baremetrics MCP connects your AI client directly to high-grade SaaS financial analytics. It allows you to audit core business metrics—like Monthly Recurring Revenue (MRR), Customer Lifetime Value (LTV), and churn rates—by simply asking questions in natural language, bypassing complex dashboards entirely. ## Overview - **Category:** money-moves - **Price:** Free - **Tags:** saas-metrics, mrr, churn-analysis, ltv, subscription-analytics, financial-reporting ## Description Stop clicking through dense, multi-tab financial dashboards just to get a single number for a board meeting. Baremetrics lets your AI agent act like an instant CFO, giving you the pulse of your subscription business via conversation. You can ask about specific customer health or dive into overall growth trends without ever needing to know where the data lives. Your agent instantly retrieves core metrics—MRR, ARR, LTV, and churn rates—or lists detailed logs showing who upgraded and when. When you use this MCP through Vinkius, your AI client manages all the complexity of billing data, turning raw financial records into actionable insights that fit right into a Slack message or an email draft. You just ask what you need to know about your growth, and it arrives ready to use. ## Tools ### get_account_check Verifies the connection status to Baremetrics. ### get_active_customers Returns a simple count of active customers. ### get_churn_rate Calculates the user churn rate for your business. ### get_customer Retrieves all details about a single customer profile. ### get_ltv Calculates the Customer Lifetime Value (LTV) for a client or group of clients. ### get_metric Pulls specific, single data points for various financial metrics. ### get_mrr Retrieves the current Monthly Recurring Revenue (MRR). ### list_customers Lists all existing customer accounts in Baremetrics. ### list_metrics Provides a summary of high-level financial metrics available for review. ### list_plans Lists every defined pricing and feature plan in your billing system. ### list_sources Shows all data sources connected to the Baremetrics account. ### list_subscriptions Lists every user subscription record, detailing status and dates. ## Prompt Examples **Prompt:** ``` What was our total recurring revenue last quarter? ``` **Response:** ``` **💰 Quarterly Revenue Snapshot** * **MRR (Last 3 Months Avg):** $42,500 * **Total ARR:** $127,500 * **Growth vs. Last Quarter:** +8% increase. This number is based on all active subscriptions and accounts listed in the system. ``` **Prompt:** ``` Show me who has been with us the longest? ``` **Response:** ``` **📈 Top 5 Customers by Tenure** | Customer Name | OID | Years Active | | :--- | :--- | :--- | | Acme Corp | cus_123 | 4.1 years | | Globex Inc. | cus_456 | 3.8 years | | Initech | cus_789 | 3.0 years | | Soylent Corp | cus_101 | 2.5 years | | Umbrella Corp | cus_202 | 2.1 years | The list is sorted by the `get_customer` tool. ``` **Prompt:** ``` Are there any customers whose LTV looks concerning? ``` **Response:** ``` **⚠️ Potential Churn Risk Report** I checked for customers with a low Lifetime Value (LTV). Here are three names to review: * **Acme Corp:** Projected LTV: $12,500. Status: Active 'Pro Plan'. Last activity: 4 weeks ago. * **Widget Co.:** Projected LTV: $8,500. Status: Trial nearing end. Needs follow up. * **Beta Ltd.:** Projected LTV: $7,200. Subscription type: Basic. ``` ## Capabilities ### Check connection status Verifies that the Baremetrics account is correctly connected for immediate data access. ### Get active customer count Provides a quick, up-to-date total count of currently active paying customers. ### Calculate user churn rate Determines the percentage of users or revenue lost over a defined period. ### Retrieve Customer Lifetime Value (LTV) Calculates the total projected value of a customer throughout their relationship with your company. ### Get specific customer details Fetches deep profile and billing information for any single identified customer. ### Retrieve Monthly Recurring Revenue (MRR) Gets the total predictable revenue earned every month from active subscriptions. ### List all user subscriptions Provides a comprehensive list of all current user subscription records, helping track upgrades or downgrades. ## Use Cases ### Preparing a quarterly board report The CEO needs to know the current financial standing. They ask their agent, 'What was our average LTV last quarter and what's our current MRR?' The agent uses `get_ltv` and `get_mrr`, compiling both numbers into a ready-to-send summary. ### Investigating why a key client left The CS Manager suspects billing issues. They ask the agent to 'Show me all subscription logs for customer X.' The agent uses `list_subscriptions` and `get_customer`, providing detailed audit trails showing where the account status changed. ### Modeling potential revenue loss The CFO needs a projection. They prompt, 'What is our current churn rate?' The agent uses `get_churn_rate` and provides the percentage, allowing the analyst to immediately model the impact of that loss. ### Verifying billing source integrity The Operations Lead suspects a data feed problem. They ask the agent to 'List all available data sources.' The agent uses `list_sources` and displays the full inventory, ensuring no revenue streams are being overlooked. ## Benefits - Stop digging through tabs. Instead of manually pulling data from dashboards, your agent executes tools like `get_mrr` or `get_ltv`, delivering the exact financial number you need in a single conversational response. - Audit customer health instantly. Use `list_customers` and then `get_customer` to pull detailed subscription status for any user without logging into the billing portal. - Track revenue movements easily. The MCP lets your agent list all subscriptions, helping you spot upgrade patterns or identify which customers are showing signs of potential churn risk. - Time travel on finances. You can query specific date ranges using general metric tools to analyze seasonal performance and growth trends without needing complex pivot tables. - Map the ecosystem. Tools like `list_plans` and `list_sources` let you verify that your entire billing structure is configured correctly across all defined data sources. ## How It Works The bottom line is you talk to your AI client in plain English; it translates that into specific financial queries and brings back the raw numbers. 1. Subscribe to this MCP and enter your Baremetrics API Key (Bearer Token). 2. Connect the credentialing to your AI client via Vinkius. 3. Ask your agent a question, like 'What was my MRR last quarter?' or 'Show me all active subscriptions for customer XYZ.' The tool handles the data retrieval. ## Frequently Asked Questions **How does Baremetrics MCP help me audit my SaaS revenue metrics?** It lets your AI client pull complex financial numbers like MRR and LTV instantly. Instead of navigating multiple dashboards, you just ask the agent for a metric, and it gives you the current figure along with context. **Can I use Baremetrics MCP to find out customer subscription details?** Absolutely. You can list all user subscriptions or search by individual customer ID. This helps you track upgrade patterns, identify where revenue is coming from, and verify status changes. **Is Baremetrics MCP better than using a standalone financial reporting tool?** This MCP isn't a replacement; it’s an accelerator. It takes your existing dedicated financial tools (like Baremetrics) and lets your AI client interact with them conversationally, making the data accessible to anyone who can talk. **Does Baremetrics MCP help me calculate churn rates?** Yes, it provides a specific tool to calculate the user churn rate. This is critical for understanding how much revenue or customer base you are losing month over month. **What kind of data sources can I map with Baremetrics MCP?** The MCP allows you to list all defined plans and available data sources within your billing system. This helps operations leads verify that every revenue stream is accounted for in the analytics.