# ProfitWell MCP

> ProfitWell MCP connects your AI agent directly to your subscription metrics data (Paddle). Get real-time access to Monthly Recurring Revenue (MRR), Customer Lifetime Value (LTV), and detailed churn analysis. Manage customer accounts, track growth trends, and update subscriptions—all through natural conversation.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** subscription-metrics, churn-analysis, mrr-tracking, revenue-intelligence, ltv-calculation

## Description

Need a deep dive into your revenue health without exporting another CSV? This MCP gives your AI agent direct control over your ProfitWell data. Instead of logging into separate dashboards to piece together monthly metrics, you just talk to your client. You can retrieve immediate data like MRR and LTV, monitor exactly who is churning, or even manually update a subscription status if needed. It's about taking the guesswork out of growth reporting.

This integration acts as a dedicated revenue analyst built into your chat window. Whether you’re tracking daily spikes in new subscribers or analyzing long-term retention rates, all that data is accessible through Vinkius, making complex financial modeling conversational. You can analyze customer history and get a clear picture of unit economics without ever leaving your workspace.

## Tools

### churn_subscription
Marks a customer's subscription as churned.

### create_subscription
Adds a brand new subscriber account to ProfitWell.

### get_customer_history
Retrieves the full billing and subscription history for any given customer.

### get_daily_metrics
Fetches key growth statistics for a specific day.

### exclude_customer
Removes a customer from the metrics calculation pool (e.g., test accounts).

### get_account_status
Checks the current operational status of the API connection.

### list_subscription_plans
Lists all active product plans and their associated pricing information.

### get_customer_ltv
Calculates the predicted lifetime value for a customer account.

### get_monthly_metrics
Retrieves detailed financial statistics aggregated by month.

### get_retention_stats
Generates specific reports detailing retention and churn metrics over a time period.

### unchurn_subscription
Reverses a cancellation or suspension on an existing account.

### update_subscription
Modifies the plan or status of an existing subscriber's account.

## Prompt Examples

**Prompt:** 
```
List all monthly metrics for my account.
```

**Response:** 
```
I've retrieved your metrics. For this month, your MRR is $15,200 with a 2.5% churn rate. Would you like to see the daily breakdown?
```

**Prompt:** 
```
Show me our MRR trend for the last 6 months with churn and expansion breakdown.
```

**Response:** 
```
MRR trend (Dec-May): $124K, $131K, $138K, $142K, $149K, $156K (current). Net growth: $32K (+25.8%). Monthly breakdown for May: New MRR $12,400, Expansion $4,800, Contraction -$2,100, Churn -$8,100. Net new MRR: $7,000. Gross churn rate: 5.2% (down from 6.1% in Dec). Your LTV/CAC ratio improved to 4.2x. Customer count grew from 847 to 1,023.
```

**Prompt:** 
```
Identify the top 10 customers at risk of churning based on engagement and usage patterns.
```

**Response:** 
```
Top 10 at-risk customers identified by ProfitWell Retain analysis. #1: DataFlow Inc ($2,400/mo MRR) has not logged in for 18 days and usage dropped 78%. #2: CloudBridge ($1,800/mo) downgraded payment method. #3: TechVentures ($1,500/mo) submitted 3 support tickets about limitations. #4: ScaleUp ($1,200/mo) has declining API calls. Combined at-risk MRR: $14,200. Recommended actions: schedule check-in calls for top 5, send personalized feature discovery emails to the remaining 5.
```

## Capabilities

### Track Subscription Metrics
Retrieve daily or monthly figures for MRR, churn rates, and growth statistics.

### Analyze Customer Value
Determine the projected lifetime value (LTV) of specific customers or cohorts.

### Manage Account Status
Create, update, suspend, or reactivate customer subscriptions using natural language commands.

### Review Billing History
Access detailed records of any customer's subscription changes and billing events.

## Use Cases

### Quarterly Revenue Review
The CFO needs to know if Q3 MRR hit targets. They prompt their agent: 'List all monthly metrics for the last quarter.' The agent uses `get_monthly_metrics` and instantly provides a summary, including new revenue and contraction figures, allowing the team to adjust forecasts immediately.

### Handling At-Risk Accounts
A CSM notices a key client's usage dropped sharply. They ask their agent for `get_customer_history`. The detailed billing record shows multiple failed payments, allowing the CSM to preemptively reach out and fix payment methods before the account churns.

### Testing New Pricing Models
A product manager needs to see how different plans affect long-term revenue. They use `list_subscription_plans` first, then ask their agent to calculate LTV using a specific plan's data point via `get_customer_ltv`, validating the financial model before launch.

### Correcting Billing Errors
The finance team identifies an account that was incorrectly marked as canceled. They use the agent to run `unchurn_subscription` and confirm the change using `get_account_status`, ensuring billing continuity with zero manual intervention.

## Benefits

- Stop exporting CSV files for basic reporting. You can now use your agent to pull monthly figures, like those provided by the `get_monthly_metrics` tool, directly into a chat window.
- Get immediate customer context without switching tabs. Need to know why an account is struggling? Use `get_customer_history` to review all billing changes instantly.
- Proactively manage revenue risks. Instead of waiting for manual reports, you can run the `get_retention_stats` tool to see current churn rates and spot trends immediately.
- Act on data in real time. If a customer needs a plan change or suspension reversal, tools like `update_subscription` or `unchurn_subscription` let your agent execute that action instantly.
- Know your worth upfront. Use the `get_customer_ltv` tool to calculate how much a specific client is actually worth before negotiating a renewal.

## How It Works

The bottom line is you can run complex financial reports using simple conversation prompts.

1. Subscribe to the MCP and enter your ProfitWell Private API Token within the Vinkius marketplace.
2. Connect this MCP to your preferred AI client (Claude, Cursor, etc.).
3. Ask your agent a question like 'What was our MRR last month?' and receive the data immediately.

## Frequently Asked Questions

**How do I check my current MRR using ProfitWell MCP?**
You can request this by asking your agent to run the `get_monthly_metrics` tool. This pulls the latest financial data, giving you an immediate read on your monthly recurring revenue.

**Can I update a customer's plan using ProfitWell MCP?**
Yes, use the `update_subscription` tool. You can instruct your agent to change a specific subscriber’s tier or status without having to log into the backend dashboard.

**What if I need to see past billing data with ProfitWell MCP?**
Use the `get_customer_history` tool. This gives you a full, detailed audit trail of every payment and subscription change for any customer on record.

**Does ProfitWell MCP handle test accounts correctly?**
Yes. You can use the `exclude_customer` tool to filter out specific groups of users (like internal testing accounts) before running reports, ensuring your metrics are clean.