AI assistant (MCP)

What it is

Metricneed ships a Model Context Protocol (MCP) server. Point a compatible AI client — Claude on the web (claude.ai), Claude Code, Cursor, Claude Desktop or VS Code — at it and you can ask questions about your revenue in natural language instead of clicking through the dashboard.

There are two ways to connect, depending on your client:

• Sign in with your Metricneed account (OAuth) — for claude.ai on the web and Claude Desktop's built-in connector. You paste the server URL and approve access in your browser; no token to manage.
• Paste an access token — for Claude Code, Cursor, VS Code and Claude Desktop's config file.

• Ask things like “what's my MRR?”, “how is churn trending?” or “which product grew most last month?”.
• Ask about costs too — “what's my monthly burn?”, “what renews in the next 30 days?” or “was I profitable last month?” — from the expenses you track.
• Ask about product events — “how many signups this week?”, “what happened around the revenue spike on the 3rd?” — from the events you send and the ones Metricneed creates from your revenue.
• Read-only by default. The server reads your metrics — it never creates charges, issues refunds, or changes your revenue, providers or settings. A token you explicitly allow can do a few more things: log milestones, set insight values and add or edit your expenses (see write tools).

Requirements

The MCP server is available on the Starter and Pro plans. If you're on Free, upgrade from billing settings to unlock it.

Either way, the server URL is the same:

https://metricneed.com/api/mcp

Connect Claude on the web (OAuth)

In claude.ai (or Claude Desktop's built-in connectors), add a custom connector and paste the server URL above — no token needed:

• Open Settings → Connectors and choose Add custom connector.
• Paste the server URL and continue.
• You'll be sent to Metricneed to sign in and approve access. Once you approve, Claude is connected — the connection is read-only (it can't add milestones) and scoped to your account.

Revoke access at any time by removing the connector in Claude, or by signing out of the approving session. This path requires no token management.

Connect a token-based client

Claude Code, Cursor, VS Code and Claude Desktop's config file authenticate with a personal access token instead. Each token reads a single account's metrics. Create one under Settings → MCP:

• Open Settings → MCP and choose Create token.
• Tick Allow writing if the assistant should be able to log milestones, set insights and track expenses. Leave it off for a read-only token.
• Copy the token immediately — it's shown only once. Store it somewhere safe.
• Revoke a token at any time from the same page; a revoked token stops working right away.

Then add the server to your client, replacing <YOUR_TOKEN> with the token you created.

Claude Code — run:

claude mcp add --transport http metricneed https://metricneed.com/api/mcp --header "Authorization: Bearer <YOUR_TOKEN>"

Cursor / Claude Desktop / VS Code — add to your MCP config:

{
  "mcpServers": {
    "metricneed": {
      "url": "https://metricneed.com/api/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_TOKEN>"
      }
    }
  }
}

Write tools: milestones, insights and expenses

With a token created with Allow writing, the assistant gets four more tools — and no others:

• log_milestone — adds a milestone to your events feed (a launch, a release, a pricing change, a marketing push, an incident), with a date, a description and a colour. It shows as a marker on your revenue charts. Try “log that we launched on Product Hunt this morning”.
• set_insight — sets an insight to a value, or adds to it (“the waitlist is at 1,300”, “one more partnership signed”).
• add_expense — adds one of your expenses: a recurring subscription or a one-off cost (“I just took Cursor Pro at $20 a month”). It counts in your net profit and monthly burn.
• update_expense — edits an expense, or cancels a subscription (“I cancelled Heroku yesterday”). Expenses can't be deleted from MCP — do that on the Expenses page.

A read-only token or a claude.ai connection doesn't see these tools, and a call to one is refused. None of them can touch your revenue, your providers, your settings or other events.

Security

Access is a token you issue and can revoke at any time; every request is scoped to your account and read-only unless the token allows writing. For how Metricneed handles your keys and data more broadly, see Security & privacy. To manage tokens, head to Settings → MCP.