Connect your AI agent

Connect your AI agent to Summerbase, and you can ask it about your MRR, churn and retention, and the customers behind each number, the way you’d ask a colleague. It looks the numbers up in Summerbase rather than guessing, and it can take you through setting Summerbase up too.

Connecting

Paste this into Claude Code, Codex, Cursor, Claude, ChatGPT or any other AI agent:

Connect the Summerbase MCP server (https://mcp.summerbase.com/mcp) to this agent by following https://summerbase.com/install.md.

Your agent adds Summerbase itself where it can, or tells you what to click where it can’t. Then say “Set me up with Summerbase”.

To add it by hand instead, add this to your agent as a remote MCP server:

https://mcp.summerbase.com/mcp

There’s no API key to copy. You’ll also find the URL in Summerbase, in any project under Settings, then MCP, along with the prompt above. The URL there has your organization’s slug on the end, which you can keep or leave out.

Signing in

The first time your agent uses Summerbase, it opens Summerbase in your browser. Sign in there, or sign up if you’re new: with your work email or with Google, then name your company and choose where its data is stored, the EU or the US. That can’t be changed later.

Then choose:

• The organization your agent can reach. Each connection reaches one organization. See More than one organization.
• The access to give it: everything you can do there, or read only. As a viewer, you can only give read-only access.

Summerbase never asks you for a password or a code in your agent’s chat. If you ever paste one there, change it.

What your agent can do

Your agent acts as you, in the organization you chose. With either kind of access, it can:

• look up any metric your reports show, over any period, broken down or filtered;
• find the customers behind a number, and look up any customer;
• see where setting Summerbase up stands, and take you through what’s left.

With full access, it can also do what you can do with your team and your projects’ settings: invite someone, resend or cancel an invitation, change a member’s role or remove them, and rename a project or change its metrics settings, such as its currency and timezone.

It can’t connect or change integrations, or edit customers. See what to ask your agent for questions to try.

More than one organization

Each connection reaches one organization. To ask about a second one, add Summerbase again under another name, such as summerbase-acme, with that organization’s slug on the end of the URL:

https://mcp.summerbase.com/mcp/acme

The slug is in Summerbase under Settings, then MCP, in any of that organization’s projects. When you sign in, that organization is already chosen for you.

Your data

Your agent sees the metrics and customers you can see in the organization you chose, in every project, and nothing in your other organizations. Your data stays where your organization keeps it, in the EU or the US.

What your agent reads from Summerbase becomes part of your conversation with it, so it’s handled under the terms of the AI service you use. Summerbase sees the questions your agent asks it, not the rest of your conversation. See the Privacy Policy for the details.

Removing access

To see the agents you’ve given access, and to remove one, go to User settings, then Authorized apps. A project’s Settings, then MCP, also lists any with access to its organization. Once you remove an agent, it can’t reach Summerbase again until you sign in from it again.

Getting help

If something isn’t working, write to support@summerbase.com or open the chat in Summerbase. See Support.