Baremetrics

@Baremetrics show me our MRR trend for the last 90 days compared to the prior period, and highlight any weeks with unusual churn.

Based on Baremetrics data from January 15 to April 15, 2024: MRR grew from $47,200 to $51,800 (+9.7%), compared to +3.2% in the prior 90-day period. Week of March 18 showed unusual activity: MRR dropped $1,400 due to 8 cancellations (vs. typical 2-3/week). Churn rate that week was 4.1%, nearly double the quarterly average of 2.3%. The following two weeks recovered with 12 new subscriptions adding $2,100 MRR. Overall trajectory remains positive but March's spike warrants investigation into those specific cancellations.

This example combines the Get Metric Trend tool with AI reasoning to surface anomalies. Requires read access to metrics data. Baremetrics calculates MRR daily, so trends reflect subscription state changes with ~24hr lag. Useful for executive summaries but won't explain *why* customers churned—pair with support ticket analysis for root cause.

@Baremetrics pull cohort retention data for customers who signed up in Q1 2024, grouped by plan tier.

Cohort analysis for January-March 2024 signups across three plan tiers: Starter plan (47 customers) shows 89% month-1 retention, dropping to 72% by month-3. Pro plan (31 customers) retains 94% through month-3. Enterprise (8 customers) has 100% retention but small sample size limits confidence. Revenue retention follows similar patterns: Starter cohort generated $4,200 MRR at signup, now at $3,100 (-26% revenue churn). Pro cohort stable at $8,900 MRR. Data suggests Starter tier may need onboarding improvements or better product-market fit validation.

Showcases the Get Cohorts tool for comparing customer behavior by signup period. Cohort data updates daily but requires 30+ days of history for meaningful retention curves. This analysis helps identify which acquisition channels or plan tiers have staying power. Note that Baremetrics cohorts are subscription-based, not user-based—one customer with multiple subscriptions appears multiple times.

@Baremetrics list all customers who downgraded in the last 30 days and show their original plan, new plan, and total lifetime value.

Found 6 customers who downgraded between March 15-April 15, 2024: (1) Acme Corp: Enterprise→Pro, LTV $18,400, active 14 months. (2) Widget Co: Pro→Starter, LTV $3,200, active 8 months. (3) DataSync Inc: Pro→Starter, LTV $4,100, active 11 months. (4) CloudBuild: Enterprise→Pro, LTV $22,700, active 19 months. (5) DevOps LLC: Pro→Starter, LTV $2,800, active 6 months. (6) Insight Labs: Pro→Starter, LTV $5,900, active 13 months. Total MRR impact: -$2,340. Four of six downgrades were Pro→Starter, suggesting potential pricing or feature gap at that tier.

Demonstrates List Recurring Revenue Resources filtered by subscription events, combined with Get Recurring Revenue Resource for customer details. Baremetrics tracks subscription changes but doesn't capture *why*—you'll need CRM notes or exit surveys for context. API returns up to 50 resources per page; use pagination for larger datasets. LTV calculations include all historical charges, not just subscription revenue.

When Baremetrics wins for monthly investor reporting

A 6-person SaaS team preparing monthly board slides needs MRR, churn, and cohort retention in a shared workspace where the CEO, CFO, and product lead can all ask follow-up questions. Baremetrics is the right call here because the Get Metric Summary and Get Cohorts tools surface the exact numbers investors ask about, and the API key auth means the finance lead sets it up once without OAuth friction. The breakdown and trend tools let the team drill into plan-level or customer-level drivers when a board member asks 'why did churn spike in Q2'. If your board deck is mostly operational metrics (support tickets, feature usage) rather than revenue metrics, this MCP won't carry its weight. For revenue-first reporting at sub-50-person scale, Baremetrics in Switchy turns board prep from a two-day spreadsheet slog into a 20-minute conversation.

When this MCP helps CS teams spot at-risk accounts

A 3-person customer success team at a B2B SaaS company wants to identify which accounts are downgrading or churning before renewal conversations. The List Recurring Revenue Resources tool filtered by subscription status and the Get Metric Breakdown by customer give the CS lead a live view of revenue movement without waiting for the finance team to export a CSV. The Get Cohorts tool shows which signup months have the worst retention, so the team can prioritize outreach to those cohorts first. This works when your churn intervention happens in Switchy alongside support tickets and product feedback; if your CS team lives entirely in Salesforce or Gainsight, the context-switching cost outweighs the benefit. For small CS teams doing proactive outreach based on revenue signals, Baremetrics in Switchy closes the loop between 'this customer's MRR dropped' and 'let's schedule a check-in call'.

When Baremetrics clarifies which pricing change worked

A 10-person product team just rolled out a new pricing tier three months ago and needs to measure whether it improved unit economics. The Get Metric Trend tool shows MRR growth before and after the launch with prior-period comparison, and the Get Metric Breakdown by plan reveals how much revenue the new tier contributed versus cannibalizing existing plans. The Get Cohorts tool answers whether customers who signed up post-launch have better retention than the pre-launch cohorts. This scenario assumes your pricing experiments are revenue-focused; if you're optimizing for activation rate or feature adoption, you need product analytics, not Baremetrics. For teams where the pricing post-mortem question is 'did we make more money and keep customers longer', this MCP delivers the answer in a shared workspace where product, growth, and finance can debate the results together.