Integration · Company data
Connect Claude & ChatGPT to ProfitWell
Ask your AI how MRR and churn moved last month, or what a single customer pays, and get the answer from ProfitWell. It reads monthly and daily metrics, per plan if you want, and looks up customers, their subscriptions and traits. For subscriptions you track through the API, it can also record new ones, upgrades, downgrades and churn.
Free plan, no credit card. Takes about a minute.
Try asking
“How did MRR and churn develop over the last six months?”
The AI pulls your monthly metrics and shows MRR, churn and customer counts month by month.
“What happened day by day in September on the Pro plan?”
It reads daily metrics for 2026-09, limited to the plan ID you name.
“What does the customer with email [email protected] pay?”
It searches customers by email, then shows that customer's subscriptions and revenue details.
What your AI can do
Subscription metrics
Read monthly and daily metrics such as MRR, churn and customers, for all plans or one plan ID.
Customers and traits
Search customers by email or date, read their subscriptions and revenue, and set or read traits.
Plans and API subscriptions
Create and rename plans, and record, change, churn or unchurn subscriptions you track through the API.
“Exclude our internal test account from the metrics.”
It finds the customer and excludes them from all ProfitWell metrics.
“Record a new yearly subscription of 1,200 USD for [email protected] on the Growth plan, starting today.”
It creates the subscription for the API-tracked user with value in cents, plan, interval and start date.
“Tag customer 4312 with the segment Enterprise.”
It sets a trait on the customer with the category and value you give.
19 tools for ProfitWell
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
change_subscriptionChanges dataUpgrade or downgrade a subscription by subscription ID or alias: pass the new value, plan_id, plan_interval and effective_date (UNIX timestamp).churn_subscriptionDeletesChurn (cancel) a subscription by subscription ID or alias at effective_date (UNIX timestamp); churn_type is voluntary (default) or delinquent. This changes your churn and revenue metrics.create_planChanges dataCreate a plan with an id and name so subscriptions can be recorded against it.create_subscriptionChanges dataRecord a new subscription for a user tracked through the API: email, value (in cents), plan_id, plan_interval (month or year) and effective_date (UNIX timestamp). Optional user_id/user_alias, subscription_alias and currency.exclude_customer_from_metricsChanges dataExclude a customer from all ProfitWell metrics, by customer_id (for example test or internal accounts).get_company_settingsGet your company's ProfitWell account settings.get_customerGet one customer by customer_id, including their subscriptions and revenue details.get_customer_traitsGet the traits (custom segment labels) set on a customer, by customer_id.get_daily_metricsGet daily metrics for the current or previous month (month as YYYY-MM), optionally limited to certain metrics or one plan_id.get_monthly_metricsGet monthly subscription metrics (MRR, churn, customers and more), optionally limited to a comma-separated list of metrics or one plan_id.get_planGet one manually added plan by plan_id.get_user_subscription_historyGet the subscription history for a user you track through the API, by user ID or user alias.list_plan_idsList the plan IDs ProfitWell has seen across all your data, e.g. to filter metrics by plan.list_plansList all plans you added manually in ProfitWell.search_customersList or find customers, filtered by email, start_date/end_date and sort direction, with paging. Use this to get a customer's ID.set_customer_traitVisible to othersCreate or update a trait on a customer: pass customer_id, the category and the trait value.unchurn_subscriptionChanges dataReverse a churn so the subscription counts as active again, by subscription ID or alias.update_planChanges dataRename a plan by plan_id.update_user_emailChanges dataChange the email address of a user tracked through the API, by user ID or user alias.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose ProfitWell from the app list.
- 2
Paste your key
Paste your ProfitWell private API token. In ProfitWell open Account Settings > Integrations and click the ProfitWell API data connection card. Copy the private token (not the public one).
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in ProfitWell?
It can read monthly and daily metrics, customers, customer traits, plans, plan IDs, company settings and the subscription history of users you track through the API. It can create and rename plans, set customer traits, exclude customers from metrics, and create, change, churn or unchurn API-tracked subscriptions.
Does the AI see my ProfitWell API token?
No. Your ProfitWell API token 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 read-only with metrics and customers. Churning a subscription changes your churn and revenue numbers, and it can require your approval before it runs. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP 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?
PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own ProfitWell account.
Which ProfitWell token should I use?
Use the private token. In ProfitWell go to Account Settings > Integrations and open the ProfitWell API data connection card. It shows a public and a private token, and PipMCP needs the private one.
Related integrations
Let your AI work in ProfitWell today.
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