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Connect Claude & ChatGPT to Baremetrics

Ask your AI what your MRR was last month, who churned in March or why customers cancelled, and it reads the answer from Baremetrics. It can look up customers, subscriptions, plans and charges, break a metric down by plan and check progress on your goals. It can also add chart annotations and manage customers, plans and subscriptions in an API source.

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Try asking

  • “What was our MRR at the end of last month, compared to 30 days earlier?”

    The AI reads the MRR metric for the date range and compares it with the period you asked for.

  • “Who churned in March?”

    It lists the customers behind the churn metric for March.

  • “Why have customers cancelled lately?”

    It reads the cancellation insight events and the reasons customers gave when they cancelled.

What your AI can do

Metrics and goals

Read MRR, ARR, ARPU, LTV and other metrics for any date range, break them down by plan, see the customers behind them and check goal progress.

Customers and subscriptions

Search customers, read their plan, MRR, lifetime value and event history, and list subscriptions, plans, charges and refunds.

Churn and annotations

Read cancellation reasons and events, add notes to metric charts, and create or update customers, plans and subscriptions in an API source.

  • “Which plans bring in the most MRR?”

    It breaks the MRR metric down by plan for the date range.

  • “Show me everything that has happened with [email protected].”

    It searches for the customer, then reads her plan, MRR, lifetime value, event history and charges.

  • “Add a note on the MRR chart for 1 June: price change went live.”

    It finds your user ID and adds an annotation to the MRR chart on that date.

63 tools for Baremetrics

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • cancel_subscriptionDeletesCancel a subscription by `subscription_oid` at the time given in `canceled_at`. This counts as churn in your metrics.
  • create_annotationChanges dataAdd a note to a metric chart: `date` (YYYY-MM-DD), `metric`, `annotation` text, `user_id` of the author and `global` (show on all charts or not).
  • create_attributeChanges dataCreate a new attribute. API summary: Set Attributes.
  • create_customerChanges dataCreate a customer in an API source with your own ID `oid`, plus name, email and notes. Search first to avoid duplicates.
  • create_eventChanges dataCreate a new event. Required: reason id. API summary: Create Event.
  • create_fieldChanges dataCreate a new field. Required: field type or title. API summary: Create Attribute Field.
  • create_goalChanges dataCreate a new goal. Required: metric, start amount, end amount, start date, end date or name. API summary: Create Goal.
  • create_paymentMoves moneyCreate a new payment. Required: oid, amount, currency or customer oid. Financial or irreversible action; may require approval. API summary: Create Charge.
  • create_planChanges dataCreate a plan in an API source: your own ID `oid`, `name`, `amount` in cents, `currency`, `interval` and `interval_count`. Search plans first to avoid duplicates.
  • create_reasonChanges dataCreate a new reason. Required: text. API summary: Create Reason.
  • create_refundMoves moneyCreate a new refund. Required: oid, amount, currency, customer oid or charge oid. Financial or irreversible action; may require approval. API summary: Create Refund.
  • create_segmentChanges dataCreate a new segment. Required: query. Search segments first to avoid duplicates. API summary: Create Segment.
  • create_subscriptionChanges dataCreate a subscription in an API source: your own ID `oid`, `customer_oid`, `plan_oid` and `started_at`; optional quantity, discount and add-ons.
  • delete_annotationDeletesPermanently delete a annotation by annotation id. Destructive action; may require approval. API summary: Delete Annotation.
  • delete_customerDeletesPermanently delete a customer by oid. Destructive action; may require approval. API summary: Delete Customer.
  • delete_goalDeletesPermanently delete a goal by goal id. Destructive action; may require approval. API summary: Delete Goal.
  • delete_paymentMoves moneyPermanently delete a payment by oid. Financial or irreversible action; may require approval. API summary: Delete Charge.
  • delete_planDeletesPermanently delete a plan by oid. Destructive action; may require approval. API summary: Delete Plan.
  • delete_reasonDeletesPermanently delete a reason by reason id. Destructive action; may require approval. API summary: Delete Reason.
  • delete_refundMoves moneyPermanently delete a refund by oid. Financial or irreversible action; may require approval. API summary: Delete Refund.
  • delete_segmentDeletesPermanently delete a segment by segment id. Destructive action; may require approval. API summary: Delete Segment.
  • delete_subscriptionDeletesPermanently delete a subscription by oid. Destructive action; may require approval. API summary: Delete Subscription.
  • get_accountGet the connected Baremetrics account's details. Use to confirm which account you are working in.
  • get_annotationGet one annotation by annotation id. API summary: Show Annotation.
  • get_chargeGet one charge by `oid` (the charge ID).
  • get_customerGet one customer by `oid` (the customer ID), including plan, MRR and lifetime value.
  • get_eventGet one event by event id. API summary: Show Event.
  • get_event_show_event_1Get one event by event id. API summary: Show Event.
  • get_goalGet one goal by `goal_id`, with its target and progress.
  • get_metricGet a SaaS metric such as mrr, arr, arpu or ltv for a date range, with `metric`, `start_date` and `end_date` (YYYY-MM-DD); `compare_to` sets how many days back to compare.
  • get_metric_plan_breakoutBreak a metric down by plan for a date range; pass `metric`, `start_date` and `end_date`.
  • get_planGet one plan by `oid` (the plan ID), with price, currency and billing interval.
  • get_reasonGet one reason by reason id. API summary: Show Reason.
  • get_refundGet one refund by oid. API summary: Show Refund.
  • get_segmentGet one segment by segment id. API summary: Show Segment.
  • get_subscriptionGet one subscription by `oid` (the subscription ID).
  • get_userGet one user by user id. API summary: Show User.
  • list_annotationsList annotations: notes pinned to dates on your metric charts.
  • list_attribute_fieldsList fields. API summary: List Attribute Fields.
  • list_cancellation_eventsList cancellation insight events: the reasons customers gave when they cancelled.
  • list_cancellation_reasonsList the cancellation reasons set up in Cancellation Insights.
  • list_chargesList charges (payments), optionally filtered by `customer_oid` or `subscription_oid`.
  • list_cohortsList cohorts. API summary: Show Cohorts.
  • list_customer_eventsList the event history (new subscription, upgrade, churn and so on) for one customer by `oid`.
  • list_eventsList events. Optional filters: live stream, start or end.
  • list_fieldsList fields.
  • list_goalsList revenue and growth goals.
  • list_metric_customersList the customers behind a metric for a date range, e.g. who churned or upgraded; pass `metric`, `start_date` and `end_date`.
  • list_plansList plans, optionally filtered by `search` on the plan name. Use to find a plan's ID.
  • list_refundsList recorded refunds.
  • list_segmentsList saved customer segments.
  • list_sourcesList the billing sources connected to Baremetrics (for example Stripe or a manual API source).
  • list_subscriptionsList subscriptions, optionally filtered by `customer_oid`.
  • list_usersList the users on the Baremetrics account. Use to find a `user_id` for annotations.
  • search_customersSearch customers by `search` (matches ID, email, name and notes), sorted by `sort` (created or ltv). Use this to find a customer's ID first.
  • search_segmentsChanges dataSearch segments by sort or order. Use this to find existing segments before creating a new segment.
  • update_customerChanges dataUpdate a customer's name, email, notes or created date by `customer_oid`.
  • update_eventChanges dataUpdate an existing event identified by event id. API summary: Update Event.
  • update_fieldChanges dataUpdate an existing field identified by field id. API summary: Update Attribute Field.
  • update_planChanges dataUpdate an existing plan identified by plan oid. API summary: Update Plan.
  • update_reasonChanges dataUpdate an existing reason identified by reason id. API summary: Update Reason.
  • update_segmentChanges dataUpdate an existing segment identified by segment id. API summary: Update Segment.
  • update_subscriptionChanges dataChange a subscription's plan, quantity, discount or add-ons by `subscription_oid`; `plan_oid` is required and `occurred_at` sets when the change took effect.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Baremetrics from the app list.

  2. 2

    Paste your key

    Paste your Baremetrics API key and a source ID. In Baremetrics open Settings > API (app.baremetrics.com/settings/api) and copy your live API key. Most customer, plan, subscription and charge calls also need a source ID, which the list sources call returns.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Baremetrics?

It can read metrics such as MRR, ARR, ARPU and LTV, break them down by plan and list the customers behind them. It can read customers, event history, subscriptions, plans, charges, refunds, goals, segments, annotations, users and cancellation reasons. It can add chart annotations, create and update customers and subscriptions, create plans and cancel subscriptions.

Does the AI see my Baremetrics credentials?

No. Your Baremetrics API key is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with metrics and lookups only. Cancelling a subscription counts as churn in your metrics, so it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Baremetrics account.

What is the source ID, and where do I find it?

Baremetrics keeps customers, plans, subscriptions and charges per billing source, for example Stripe or a manual API source. Most of those calls need the source ID. The list sources tool shows the sources connected to your account and their IDs. Customers, plans and subscriptions can only be created or changed in an API source.

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