Ask Claude about your customers (MCP)

sumwerk speaks the Model Context Protocol (MCP). Connect it to Claude and ask in plain language; Claude calls sumwerk, and you get the same numbers the pages show.

• “Which paying customers launched no ads in the last 30 days, and who owns them?”
• “Why did MRR drop in August? Name the five largest movements.”
• “Compare churn of agencies and in-house teams over the last 12 months.”
• “What do we know about Lumen Energy before my call at three?”
• “Add a task for Mara to call Willow Freight on Friday.” (needs a read-and-write token)

Claude only sees the account of the token you give it, and with a read-only token it can only read.

1. Create a token

Account → API and exports → Create token. Read only is enough for questions. Give every person their own token, named after them, so that one can be revoked without stopping the others.

2. Connect Claude

Claude Code (terminal):

$ claude mcp add --transport http sumwerk https://www.sumwerk.com/mcp \
    --header "Authorization: Bearer swk_…"

Claude Desktop: Settings → Developer → Edit config, then restart the app:

{
  "mcpServers": {
    "sumwerk": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://www.sumwerk.com/mcp",
               "--header", "Authorization: Bearer swk_…"]
    }
  }
}

Any other MCP client works the same way: the address is https://www.sumwerk.com/mcp (Streamable HTTP), and the token goes into the Authorization header.

What Claude can do

Tool	What it answers
mrr_by_month	MRR, ARR, paying customers and movements per month
mrr_movements	single movements with customer, cause and Stripe references, for a period, a kind or a customer
find_customers	search and filter: status, owner, tag, country, currency, any custom attribute by value or by range
get_customer	one customer in full: details, people, ledger, revenue at risk, open tasks, latest notes, calls and emails
segments	paying customers, MRR, churn and conversion by owner, tag, country, currency or an attribute
funnel	leads, trials and trial-to-paying by the month a trial started
revenue_at_risk	scheduled cancellations and failed or overdue payments
list_attributes	your custom attributes, their kind and what they mean
list_tasks	the team’s tasks by due day
add_note, add_task	write a note, add a task (only with a read-and-write token)

A good description of your attributes (Segments → see and describe them all) makes Claude’s answers better: it reads them before it filters.

For spreadsheets instead

Everything is also a file. Customers → Export CSV gives one row per customer with every custom attribute as its own column, and with a filter or a search active, exactly the customers on screen. The Overview exports every MRR movement and every month; Funnel and Segments have their own export. The same data as JSON is in the API reference.

Taking access back

Account → API and exports → Revoke next to the token. It stops working at once.