Retain MCP Server
OfficialThis server connects your AI agent to Retain for monitoring customer churn risk, analyzing revenue metrics, and taking action on at-risk accounts in natural language.
Read capabilities:
get_at_risk_customers— List customers by churn risk level (Critical, High, Stable, Healthy), ordered by MRR at risk, with filtering and limiting.get_customer_details— Retrieve a full customer profile by ID or name, including plan, health score, risk level, seats, activity trend, and recent alerts.get_mrr_at_risk— Get total MRR at risk and active-alert counts by risk level.get_active_alerts— List non-archived alerts ordered by priority, including customer, risk factors, MRR at risk, and outreach state.get_churn_metrics— View current-period churn metrics: churn rate, MRR churned, expansion/contraction, and net revenue retention.
Write capabilities (requires read+write API key):
mark_alert_contacted— Mark one or more alerts as contacted, with timestamp (up to 100 at once).archive_alert— Archive a resolved alert, optionally with a reason, to remove it from the attention queue.add_customer_note— Attach a note to a customer's active alert to document outreach or context recorded outside Retain.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Retain MCP ServerWhich customers are at critical risk?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Retain MCP Server
Let your AI agent see who is about to churn, and do something about it.
@retain-so/mcp-server connects Retain to any MCP client (Claude Code, Claude Desktop, Cursor, Windsurf, and friends). Ask in natural language which customers are at risk, pull a customer's full health profile, check MRR at risk, and log outreach, all without opening the dashboard.
Retain is an AI-first churn prevention and customer analytics platform. This server is the bridge between your agent and your Retain data.
What you can ask your agent to do
Read:
"Which customers are at critical risk this week?"
"Show me my high-risk customers ordered by MRR."
"What's my total MRR at risk, broken down by risk level?"
"Pull the full profile for Acme Inc."
"List the active alerts I haven't contacted yet."
"Summarize this month's churn metrics and net revenue retention."
Act (needs a read+write key):
"Mark the alert for Globex as contacted."
"Archive the resolved alert for Initech."
Related MCP server: Vitally MCP Server
Setup (under 5 minutes)
In Retain, go to Settings → Agent keys and create a key. Pick read for query-only, or read & write to let the agent take actions. Copy it (it is shown once).
Add the snippet for your client below.
Restart the client and ask your first question.
Claude Code
claude mcp add retain --env RETAIN_API_KEY=rk_agent_xxx -- npx -y @retain-so/mcp-serverClaude Desktop (claude_desktop_config.json)
{
"mcpServers": {
"retain": {
"command": "npx",
"args": ["-y", "@retain-so/mcp-server"],
"env": { "RETAIN_API_KEY": "rk_agent_xxx" }
}
}
}Cursor / Windsurf (.cursor/mcp.json or ~/.codeium/windsurf/mcp_config.json)
{
"mcpServers": {
"retain": {
"command": "npx",
"args": ["-y", "@retain-so/mcp-server"],
"env": { "RETAIN_API_KEY": "rk_agent_xxx" }
}
}
}Tools
Tool | Type | What it does |
| read | Customers by churn risk ( |
| read | Full profile for one customer by id or name. |
| read | Total MRR at risk plus active-alert counts by risk level. |
| read | Active alerts by priority, with risk factors and outreach state. |
| read | Churn rate, MRR churned, expansion/contraction, net revenue retention. |
| write | Mark an alert as contacted. |
| write | Archive a resolved alert. |
Coming soon: send_retention_email (trigger a templated retention email).
Example conversation
You: Who's about to churn and how much money is on the line?
Agent: (calls
get_mrr_at_risk, thenget_at_risk_customers) You have $4,200 MRR at risk across 7 active alerts. The two biggest are Acme Inc ($900, critical, 18 days inactive) and Globex ($650, high).You: I emailed Acme today, mark their alert as contacted.
Agent: (calls
mark_alert_contacted) Done. Acme's alert is now marked as contacted.
Configuration
Variable | Required | Default | Description |
| yes | (none) | Agent key from Settings → Agent keys. |
| no |
| Override the API base URL (self-host / staging). |
Development
npm install
npm run dev # run from source with tsx
npm run build # bundle to dist/
npm run typecheckThe server holds no business logic and no database. It only translates MCP tool calls into HTTP requests against Retain's public /agent/* API. Contributions and new tools are welcome.
License
MIT
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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