Integration

Baremetrics integration

Baremetrics is a subscription analytics service (MRR, ARR, churn, LTV and more). Read metric summaries, single metrics over a date range, the customers behind a metric, plan breakouts and cohorts; list and manage customers, plans, subscriptions, one-off charges and refunds in a source; read customer events; manage annotations, goals, segments, customer attributes and cancellation insights; list sources and team users. Every customer, plan, subscription, charge and refund belongs to a source (list_sources): sources synced from a payment provider can be read, only API sources can be changed. Customer records (name, email, notes) are personal data and are embedded in charges, refunds, subscriptions and events too. Authentication is an API key from Baremetrics Settings, API, sent as a Bearer token; this connection calls the production API (the sandbox has its own host and key). Rate limit: 3,600 requests per hour.

Connect Baremetrics How integrations work

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The workflow builds itself.

When this happens, do that in Baremetrics.Built from the 64 Baremetrics tools below, on the connection you add once.

What you can do with Baremetrics

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Customer, 7 operations

create_customerCreate customerPOSTCreates a customer in an API source with your oid, name, email and notes; subscriptions can then be created for it.
delete_customerDelete customerDELETEDeletes a customer from an API source, identified by its oid.
get_customerGet customerGETReturns one customer of a source by oid: name, email, notes, LTV, current MRR, active and canceled flags and current plans. Personal data.
list_customersList customersGETLists the customers of a source with name, email, notes, LTV and current MRR and plans; search by oid, email, notes or name; sort by ltv or created. Personal data. Paginated.
list_metric_customersList metric customersGETLists the customers behind a metric between two dates (for example who upgraded), with each customer's MRR contribution and previous and current plans. Personal data (names, emails).
search_segmentSearch segmentPOSTReturns the customers matching segment query conditions without saving a segment; paginated, sortable. Read-only despite the POST. Personal data (names, emails).
update_customerUpdate customerPUTUpdates the name, email, notes or creation time of a customer in an API source.

Event, 7 operations

create_cancellation_eventCreate cancellation eventPOSTRecords why a customer canceled: a cancellation reason (list_cancellation_reasons), an optional comment, the customer and the subscriptions concerned.
get_cancellation_eventGet cancellation eventGETReturns one cancellation insight event by ID: reason, comment, customer, subscriptions and creation time.
get_eventGet eventGETReturns one event of a source by ID: type, time and customer.
list_cancellation_eventsList cancellation eventsGETLists cancellation insight events: the reason and comment recorded when a customer canceled, with the customer and the subscriptions concerned. Paginated.
list_customer_eventsList customer eventsGETLists the events of one customer (charges, subscription changes and the like) with their type and time. Paginated.
list_eventsList eventsGETLists the events of a source (charges, subscription changes and the like) with type, time and customer, optionally between two unix timestamps or only those of the live stream. Paginated.
update_cancellation_eventUpdate cancellation eventPUTChanges the reason or the comment of a cancellation insight event.

Plan, 6 operations

create_planCreate planPOSTCreates a plan in an API source: your oid, name, currency, amount in cents, billing interval (day, month or year) and count, and an optional trial.
delete_planDelete planDELETEDeletes a plan from an API source, identified by its oid.
get_metric_plan_breakoutGet metric plan breakoutGETBreaks a metric down by plan between two dates: one value per plan and day.
get_planGet planGETReturns one plan of a source by oid: name, interval, prices per currency, trial and setup fees.
list_plansList plansGETLists the plans of a source with name, interval, prices per currency, trial and setup fees; search by name or oid. Paginated.
update_planUpdate planPUTRenames a plan of an API source; only the name can be changed.

Subscription, 6 operations

cancel_subscriptionCancel subscriptionPUTCancels a subscription of an API source at a given unix time. Calling it again can move canceled_at earlier, never later. Metrics can take a while to show it. Returns the recorded event.
create_subscriptionCreate subscriptionPOSTCreates a subscription in an API source for a customer and plan: your oid, start time, optional cancel time, quantity, discount and add-ons. Returns the recorded event.
delete_subscriptionDelete subscriptionDELETEDeletes a subscription from an API source, identified by its oid.
get_subscriptionGet subscriptionGETReturns one subscription of a source by oid: start and cancel times, quantity, discount, active flag, plan and customer.
list_subscriptionsList subscriptionsGETLists the subscriptions of a source, newest first by default, optionally for one customer: start and cancel times, quantity, discount, plan and customer. Paginated.
update_subscriptionUpdate subscriptionPUTChanges a subscription of an API source (plan, quantity, discount or add-ons) as of a given time. Returns the recorded event.

Reason, 5 operations

create_cancellation_reasonCreate cancellation reasonPOSTCreates a cancellation reason with its text and an optional sort key.
delete_cancellation_reasonDelete cancellation reasonDELETEDeletes a cancellation reason, identified by its ID.
get_cancellation_reasonGet cancellation reasonGETReturns one cancellation reason by ID: its text and sort key.
list_cancellation_reasonsList cancellation reasonsGETLists the cancellation reasons customers can be assigned (text and sort order). Paginated.
update_cancellation_reasonUpdate cancellation reasonPUTChanges the text or sort key of a cancellation reason.

Segment, 5 operations

create_segmentCreate segmentPOSTSaves a customer segment: a name and query conditions, each a category, field, method and value (see list_segment_fields).
delete_segmentDelete segmentDELETEDeletes a saved customer segment, identified by its ID.
get_segmentGet segmentGETReturns one saved customer segment by ID: name and query conditions.
list_segmentsList segmentsGETLists the saved customer segments with their name and query conditions.
update_segmentUpdate segmentPUTChanges the name or the query conditions of a saved customer segment.

Annotation, 4 operations

create_annotationCreate annotationPOSTAdds an annotation to a metric chart on a given day (YYYY-MM-DD), optionally shown on every chart, credited to a team user (list_users).
delete_annotationDelete annotationDELETEDeletes a chart annotation, identified by its ID.
get_annotationGet annotationGETReturns one chart annotation by ID: metric, text, day, global flag and the user who added it.
list_annotationsList annotationsGETLists the annotations added to metric charts, with the metric, text, day, whether it shows on every chart and the user who added it.

Charge, 4 operations

create_chargeCreate chargePOSTRecords a one-off charge (not linked to a subscription) in an API source: your oid, amount in cents, currency, customer, status (paid or failed), fee and time. It counts in net and other revenue, not in MRR.
delete_chargeDelete chargeDELETEDeletes a one-off charge recorded in an API source.
get_chargeGet chargeGETReturns one charge of a source by its oid: amount, currency, status, fee, customer and subscription.
list_chargesList chargesGETLists the charges of a source, optionally between two unix timestamps or for one customer or subscription, with amount, currency, status, fee and customer. Paginated.

Field, 4 operations

create_attribute_fieldCreate attribute fieldPOSTCreates a custom attribute field for customers, with a title and a type: string, integer, date, boolean or array.
list_attribute_fieldsList attribute fieldsGETLists the custom attribute fields defined for customers, with ID, type (string, integer, date, boolean, array) and title.
list_segment_fieldsList segment fieldsGETLists the fields segments can filter on, grouped by category (baremetrics, clearbit): field, title, type and the comparison methods allowed.
update_attribute_fieldUpdate attribute fieldPUTRenames a custom attribute field (its title), identified by its ID.

Goal, 4 operations

create_goalCreate goalPOSTCreates a goal for a metric: a name, the start and target amounts in cents, and the start and end dates.
delete_goalDelete goalDELETEDeletes a goal, identified by its ID.
get_goalGet goalGETReturns one goal by ID: metric, name, start and target amounts in cents, start and end dates.
list_goalsList goalsGETLists the revenue goals: metric, name, start and target amounts in cents, start and end dates.

Refund, 4 operations

create_refundCreate refundPOSTRecords a one-off refund in an API source against a charge created through the API: your oid, amount in cents, currency, customer and charge_oid.
delete_refundDelete refundDELETEDeletes a one-off refund recorded in an API source.
get_refundGet refundGETReturns one refund of a source by oid: amount, refunded charge and customer.
list_refundsList refundsGETLists the refunds of a source, optionally between two unix timestamps, with amount, refunded charge and customer. Paginated.

Metric, 2 operations

get_metricGet metricGETReturns one metric (mrr, arr, ltv, user_churn...) day by day between two dates, each value with the value compare_to days earlier and the change in percent.
get_metrics_summaryGet metrics summaryGETReturns the daily summary of every metric (MRR, ARR, ARPU, LTV, active customers and subscriptions, churn, upgrades, downgrades, refunds, fees...) between two dates.

User, 2 operations

get_userGet userGETReturns one team user by ID: name, email and admin flag; personal data.
list_usersList usersGETLists the team users of the Baremetrics account with name, email and admin flag; personal data.

Account, 1 operation

get_accountGet accountGETReturns the Baremetrics account: its ID, company name, creation time and default currency (ISO code, symbol and formatting).

Attribute, 1 operation

set_attributesSet attributesPOSTSets custom attribute values on customers across all sources: each item names the customer (customer_oid or customer_email; an oid shared by several sources updates them all), the field (field_id, from list_attribute_fields) and the value.

Cohort, 1 operation

get_cohortsGet cohortsGETReturns the revenue and customer retention cohorts: one cell per cohort and period with absolute values and percentages.

Source, 1 operation

list_sourcesList sourcesGETLists the sources of subscription data (each connected payment provider and the Baremetrics API), with their ID, provider and provider account ID. Every other route takes a source_id from here.

Use Baremetrics from Claude Code, Cursor or Codex

Connect Baremetrics in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Baremetrics operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Baremetrics

Create your workspace
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Connect Baremetrics once
Add your Baremetrics connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.