Simplekpi
Beautifully simple KPI software. Create, manage and analyse your Key Performance Indicators from the cloud.
Verdict
Common use cases
- Log daily sales numbers from Slack threads
- Update sprint velocity after retro
- Assign quarterly OKRs to team members
- Batch-load metrics from CSV data
- Check department KPI status at standup
Integration
- Vendor
- Simplekpi
- Category
- developer-tools
- Auth
- OAUTH2
- Tools
- 50
- Composio slug
simplekpi
Tools
- Add User Group Item
Tool to assign a group item to a user in SimpleKPI. Use when you need to add a group item to a specific user's profile.
- Add User KPI
Tool to assign a KPI to a user in SimpleKPI. Use when you need to link a KPI to a specific user with optional custom target and display order.
- Batch KPI Entries
Tool to batch create or update multiple KPI entries at once. Use when you need to load multiple KPI data points efficiently (up to 5000 entries per batch). Each entry must have a kpi_id, entry_date, and either email or user_id.
- Create Category KPI
Tool to create a new KPI within a category in SimpleKPI. Use when you need to add a new performance indicator to track metrics like sales, revenue, or customer satisfaction.
- Create Group
Tool to create a new group in SimpleKPI. Use when you need to organize KPIs or users into logical groups for better organization and reporting.
- Create Group Item
Tool to create a new item within a group in SimpleKPI. Use when you need to add a new item to an existing group for organizing KPIs or data.
- Create KPI
Tool to create a new KPI with specified configuration. Use when you need to add a new Key Performance Indicator to track metrics.
- Create KPI Category
Tool to create a new KPI category in SimpleKPI. Use when you need to organize KPIs into logical groups or categories.
- Create KPI Unit
Tool to create a new KPI unit in SimpleKPI. Use when you need to define a measurement unit for KPI tracking.
- Create User
Tool to create a new user account in SimpleKPI. Use when you need to add a new user with specific permissions and access levels.
- Delete Category KPIdestructive
Tool to delete a KPI from a category. Use when you need to remove a specific KPI from a category.
- Delete Groupdestructive
Tool to delete a group by ID. Use when you need to permanently remove a group from the system.
- Delete Group Itemdestructive
Tool to delete a group item by ID. Use when you need to remove an item from a specific group.
- Delete KPIdestructive
Tool to delete a KPI by ID. Use when you need to permanently remove a specific KPI from the system.
- Delete KPI Categorydestructive
Tool to delete a KPI category by its ID. Use when you need to remove a KPI category from the system.
- Delete KPI Entrydestructive
Tool to delete a KPI entry by ID. Use when you need to permanently remove a specific KPI entry from the system.
- Delete KPI Unitdestructive
Tool to delete a KPI unit by its ID. Use when you need to remove a KPI unit from the system.
- Delete Userdestructive
Tool to delete a user account by ID. Use when you need to permanently remove a user from the system.
- Delete User Group Itemdestructive
Tool to remove a group item assignment from a user. Use when you need to unassign a specific group item from a user.
- Delete User KPIdestructive
Tool to remove a KPI assignment from a user. Use when you need to unassign or delete a specific KPI from a user's profile.
- Get All Data Entries
Tool to retrieve processed KPI data entries for reports including calculated KPIs. Use when you need comprehensive report data with KPI metrics, targets, and metadata. Returns up to 10,000 entries with details like kpiId, kpiName, itemName,
- Get Category KPI
Tool to retrieve a specific KPI within a category. Use when you need detailed information about a particular KPI including its name, description, target values, and configuration settings.
- Get Group
Tool to get a specific group by ID from SimplekPI. Use when you need to retrieve detailed information about a particular group.
- Get Group Item
Tool to retrieve a specific group item by ID. Use when you need to fetch details of a particular item within a group.
- Get KPI by ID
Tool to retrieve a specific KPI by ID from SimpleKPI. Use when you need detailed information about a particular KPI including its configuration, targets, and metadata.
- Get KPI Category
Tool to get a specific KPI category by ID from SimpleKPI. Use when you need to retrieve detailed information about a particular KPI category.
- Get KPI Entry
Tool to retrieve a specific KPI entry by ID. Use when you need to fetch detailed information about a particular KPI entry including actual values, targets, notes, and timestamps.
- Get KPI Frequency
Tool to get a specific KPI frequency by ID from SimplekPI. Use when you need to retrieve information about a particular frequency setting for KPIs.
- Get KPI Icon by ID
Tool to retrieve a specific KPI icon by ID. Use when you need to get icon details including the icon name which can be used to construct the icon URL.
- Get KPI Unit
Tool to get a specific KPI unit by ID from SimpleKPI. Use when you need to retrieve detailed information about a particular KPI unit including its format specifications and metadata.
- Get User by ID
Tool to retrieve a specific user by ID. Use when you need to get details about a particular user account.
- Get User Group Item
Tool to get a specific group item assigned to a user. Use when you need to retrieve details of a particular group item for a user.
- Get User KPI
Tool to retrieve a specific KPI assigned to a user. Use when you need details about a particular KPI assignment for a user.
- List All KPIs
Tool to retrieve all KPIs from a SimpleKPI account. Use when you need to list all available KPIs with their configurations, targets, and metadata.
- List All KPI Units
Tool to retrieve all KPI units from a SimpleKPI account. Use when you need to list available units that describe how KPI values are displayed (currency, percentage, etc.).
- List Category KPIs
Tool to retrieve all KPIs within a specific category. Use when you need to list or inspect KPIs belonging to a particular category.
- List Group Items
Tool to get all items within a group. Use when you need to retrieve the complete list of items belonging to a specific group.
- List Groups
Tool to retrieve all groups from SimpleKPI. Use when you need to list groups for organizing users and company hierarchy.
- List KPI Categories
Tool to get all KPI categories. Use when you need to retrieve the complete list of KPI categories for organizing KPIs.
- List KPI Entries
Tool to get all KPI entries filtered by date range and optional criteria. Use when you need to retrieve KPI data for analysis or reporting. Returns a maximum of 500 entries per page. Use pagination parameters (rows, page) to retrieve additi
- List KPI Frequencies
Tool to get all KPI frequencies. Use when you need to retrieve available data entry frequency options (Daily, Weekly, Monthly, etc.) for KPI configuration.
- List KPI Icons
Tool to retrieve all KPI icons from SimpleKPI. Use when you need to get available icons for display purposes or to help identify KPIs.
- List User Group Items
Tool to get all group items assigned to a user. Use when you need to retrieve group assignments for a specific user in SimpleKPI.
- List User KPIs
Tool to get all KPIs assigned to a specific user. Use when you need to retrieve what KPIs a user can enter data against and analyze.
- Update Category KPI
Tool to update a KPI within a category. Use when you need to modify KPI details such as name, target, frequency, or aggregation method.
- Update Group
Tool to update an existing group in SimpleKPI. Use when you need to modify a group's name or display order.
- Update Group Item
Tool to update an existing item in a SimpleKPI group. Use when you need to modify the name or sort order of a group item. Requires both group_id and item id to identify the item to update. Both name and sort_order must be provided.
- Update KPI
Tool to update an existing KPI in SimpleKPI. Use when you need to modify KPI properties such as name, description, target values, or settings.
- Update KPI Entry
Tool to update an existing KPI entry in SimpleKPI. Use when modifying entry values, targets, or notes for a specific KPI entry. At least one of actual, target, or notes must be provided (actual cannot be null if both target and notes are nu
- Update KPI Unit
Tool to update an existing KPI unit in SimpleKPI. Use when you need to modify unit properties such as name, entry format, display format, or percentage status.
Setup
Setup guide
- 11. Open a Space in Switchy and click 'Add Integration' in the sidebar. 2. Search for Simplekpi and select it from the developer tools category. 3. Click 'Connect' to start OAuth authorization — you'll redirect to Simplekpi's login page. 4. Sign in with your Simplekpi account and grant Switchy permission to read and write KPIs, categories, groups, and user assignments. 5. After authorizing, you'll return to Switchy and see Simplekpi listed as connected. 6. Test the connection by typing '@Simplekpi list my KPIs' in the Space chat — if it returns your current indicators, you're ready. 7. To log a data point, use '@Simplekpi add entry for [KPI name] with value [number] on [date]' and confirm it appears in your Simplekpi dashboard. 8. Invite teammates to the Space so they can update their own metrics or pull shared reports.
What teammates see: by default, memories from Simplekpi are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Log Today's Revenue
@Simplekpi add an entry for our Monthly Revenue KPI with a value of 47500 for today's dateOpen in a Space →
Create Sprint Velocity KPI
@Simplekpi create a new KPI called Sprint Velocity in the Engineering category with a target of 40 points and weekly frequencyOpen in a Space →
Assign OKR to Teammate
@Simplekpi assign the Customer Satisfaction Score KPI to user emma@company.com with a custom target of 4.5Open in a Space →
Batch Load Weekly Metrics
@Simplekpi batch create entries for Support Tickets Closed: 23 on Monday, 31 on Tuesday, 28 on Wednesday, 35 on Thursday, 19 on FridayOpen in a Space →
Pull Department Report
@Simplekpi show me all KPIs in the Sales category with their latest values and targetsOpen in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@simplekpi show me all active KPIs for the sales team with their current values and targets for this quarter
Based on your SimpleKPI workspace, the sales team currently tracks 8 active KPIs this quarter. Top performers include: Monthly Revenue ($847K actual vs $900K target, 94% achievement), New Customer Acquisitions (127 vs 150 target, 85%), and Average Deal Size ($12.3K vs $11K target, 112% — exceeding goal). Three KPIs are trending below target: Lead Response Time (4.2hrs vs 2hr target), Demo Conversion Rate (18% vs 25%), and Pipeline Velocity (23 days vs 18 days). This illustrative summary reflects typical KPI dashboard data your team would see.
This read-heavy example demonstrates the MCP's ability to fetch and synthesize performance metrics across multiple KPIs. Requires OAuth2 authorization with read access to KPI data. The actual response structure depends on your workspace's KPI configuration, user assignments, and data entry completeness for the current period.
@simplekpi create a new KPI called 'Customer Support CSAT Score' in the Customer Success category, measured as percentage with a target of 90%
I've created the new KPI 'Customer Support CSAT Score' in your Customer Success category. Configuration: measurement type set to percentage, target value 90%, frequency set to monthly tracking. The KPI ID is kpi_2847 and is now available in your workspace. You can assign this KPI to specific team members using the Add User KPI tool, and team members can begin logging CSAT scores immediately. This example shows the typical confirmation you'd receive after KPI creation.
This write example showcases the Create Category KPI tool for adding new performance indicators. The MCP creates the KPI structure but doesn't populate historical data — you'll need to use Batch KPI Entries or manual entry for that. Consider defining clear measurement criteria and data sources before creating KPIs to ensure consistent tracking across your team.
@simplekpi batch upload last month's daily revenue data: $28K on March 1st through $34K on March 31st for our Revenue KPI
I've prepared a batch upload of 31 daily revenue entries for March to your Revenue KPI (kpi_1523). The batch includes entries ranging from $28,000 (March 1) to $34,000 (March 31), with the pattern you described. Total monthly revenue: $967,000. Using the Batch KPI Entries tool, this data will be committed in a single API call rather than 31 individual requests. This illustrative example shows how bulk data loading works — actual execution requires confirming the batch payload matches your exact daily figures.
This demonstrates the Batch KPI Entries tool's efficiency for loading historical or bulk data (up to 5000 entries per batch). Critical consideration: batch operations are not easily reversible, so verify your data accuracy before execution. The MCP can help format the batch payload, but you should validate date ranges, values, and KPI IDs match your intended targets to avoid data correction work later.
Use-case deep-dives
When batch entry beats manual dashboards for small sales teams
A 6-person sales team runs weekly pipeline reviews and needs everyone's close rates, demo counts, and revenue targets in one place. Simplekpi's batch entry tool handles up to 5000 data points at once, so the ops lead can pull Friday's CRM export and push the week's numbers in a single API call instead of clicking through 18 individual updates. The OAuth2 flow means reps authenticate once and the system stays synced. This works until you hit 15+ reps or need real-time updates—at that scale, the batch window becomes a bottleneck and you're better off with a live integration. If your team reviews metrics weekly or monthly and someone owns the data push, Simplekpi keeps the ritual fast without custom dev work.
How group items organize multi-account CS workflows
A 4-person customer success team manages 40 accounts and tracks NPS, support ticket volume, and feature adoption per client. Simplekpi's group structure lets them create one group per account, then assign KPIs as group items so each CSM sees only their book of business. The 'Add User Group Item' tool makes onboarding a new CSM a 2-minute task instead of rebuilding dashboards. This setup shines when accounts are stable and metrics refresh weekly. If your team churns 10+ accounts a month or needs sub-account segmentation, the group model gets rigid—you'll spend more time restructuring groups than analyzing data. For teams with clear account ownership and predictable metrics, Simplekpi turns scattered spreadsheets into a single shared view.
When category KPIs clarify cross-squad performance
A 12-person engineering org runs 3 squads and wants to compare story points completed, bug fix rates, and deploy frequency without building a custom BI tool. Simplekpi's category system lets the EM create one category per squad, then nest KPIs underneath so leadership sees rollups and ICs see their own numbers. The 'Create Category KPI' tool makes adding a new metric—like test coverage—a one-line call instead of a Jira plugin hunt. This works when squads are stable and metrics definitions don't change mid-sprint. If your team experiments with new KPIs every two weeks or needs drill-down into individual PRs, the category hierarchy feels too coarse. For orgs that settled on 5-8 core metrics and review them in monthly retros, Simplekpi gives you the shared scoreboard without the data engineering overhead.
Frequently asked
What does the Simplekpi MCP do in Switchy?
It lets AI agents create and update KPIs, batch-load performance data, assign metrics to users, and organize indicators into categories and groups. You can automate KPI entry from other tools, generate reports from live data, or let agents suggest new metrics based on team goals. The MCP exposes 50 tools covering the full Simplekpi API, so agents can read and write performance data without switching apps.
Which OAuth scopes does Simplekpi MCP request?
Simplekpi uses OAuth2, but the specific scopes depend on your Simplekpi plan and API access level. Typically you'll grant read/write access to KPIs, users, groups, and entries. The person connecting it needs admin or API-enabled permissions in your Simplekpi account. Check your Simplekpi API settings before connecting to confirm which endpoints your plan supports.
Can the MCP delete KPIs or remove user assignments?
The representative tools show creation and assignment operations, but deletion isn't listed. Most Simplekpi integrations restrict destructive actions to the web UI to prevent accidental data loss. If you need agents to archive or remove KPIs, check the full tool list in Switchy after connecting—some MCPs expose delete endpoints under different names. For safety, assume agents can add but not remove by default.
How is this different from using Simplekpi's web dashboard?
The MCP lets agents pull KPI data into conversations, cross-reference metrics with data from other tools, and batch-update entries without manual CSV uploads. You still use the dashboard for visual reports and admin config, but agents handle repetitive data entry and can answer questions like 'which team missed target last quarter' by querying live KPI data. It's faster for bulk operations and multi-tool workflows.
Who on the team should connect the Simplekpi MCP?
Whoever has admin or API access in your Simplekpi account and understands which KPIs are safe for agents to modify. This is usually a finance lead, operations manager, or the person who owns your KPI structure. They'll authenticate once in Switchy, then the whole team can ask agents to read or update metrics within the connected account's permissions.