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Reporting & Analytics MCP Server

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Understand revenue and transaction patterns. Use this when you need to analyze transactions, track revenue, search across resources, monitor events, or generate reports.

14 tools
Agent guide included
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AI Skill
SKILL.md

Domain knowledge for Reporting & Analytics — workflow patterns, data models, and gotchas for your AI agent.

Stripe Reporting & Analytics

Read-only analytical view across your Stripe account: transaction history, customer profiles, subscription metrics, invoice records, and event audit logs. Includes Customer 360 and Timeline for deep per-customer analysis, plus full-text Search APIs for complex queries.

Capability areas

  • Balance transactions — the financial ledger. Every charge, refund, payout, and fee creates a balance transaction. List or fetch individual transactions. Use created[gte]/created[lte] for date ranges.
  • Charges and refunds — list charges filtered by customer, payment intent, or date. List refunds filtered by charge or payment intent.
  • Subscriptions — list all subscriptions or search with complex criteria (metadata, status, date ranges) using Stripe's query syntax with AND/OR operators.
  • Customers — list by email or date, or search with fuzzy name matching and metadata queries. Customer 360 returns a full profile (charges + subscriptions + invoices + payment methods + computed MRR and lifetime spend) in one call. Customer Timeline shows chronological activity.
  • Invoices — list with filters (customer, subscription, status, collection method) or search with complex criteria.
  • Events — audit log of account activity (payments, refunds, customer changes). Retained for 30 days.
  • Balance — current available and pending amounts by currency.

Workflows

  • Revenue analysis: list balance transactions over a date range to calculate net revenue, fees, and refund rates.
  • Customer deep-dive: search for a customer → get their 360 view (lifetime spend, MRR, outstanding balance) → get their timeline for chronological activity.
  • Subscription health: list subscriptions filtered by status to identify at-risk (past_due, unpaid) or churned (canceled) subscriptions.
  • Invoice reconciliation: search invoices by date range and status to find unpaid or overdue invoices.
  • Event monitoring: list recent events to audit account activity and detect anomalies.

Gotchas

  • Amounts in cents: all monetary values are in the smallest currency unit (e.g., 2000 = $20.00 USD).
  • Search vs List: Search APIs support full-text queries with AND/OR and fuzzy matching but are slower. List APIs are faster for simple filters (email, status, date).
  • Event retention: events are only retained for 30 days. For longer history, use balance transactions or charges.
  • Date filters: use created[gte] and created[lte] (Unix timestamps) for date range filtering on list endpoints.
  • Customer 360 aggregation: makes multiple API calls internally — use judiciously when reviewing many customers.

Tools in this Server (14)

Stripe Customer 360

Get a complete 360-degree view of a customer in one call. Returns the customer profile plus their recent charges, active subscriptions, recent invoice...

Stripe Customer Timeline

Get a chronological timeline of all activity for a customer — charges, refunds, invoices, subscription changes, and payment intents. Aggregates data f...

Stripe Fetch Balance

Get current Stripe account balance including available balance, pending balance, and currency breakdown.

Stripe Fetch Balance Transaction

Get detailed information about a specific balance transaction including amount, type, fee, and net amount.

Stripe List Balance Transactions

List balance transactions (charges, refunds, payouts, etc.) showing funds moving in and out of your Stripe account.

Stripe List Charges

List charges with optional filtering by customer, payment intent, transfer group, and date range. Returns paginated results.

Stripe List Customers

List customers with optional filtering by email and date range. Returns paginated results with cursor for next page.

Stripe List Events

List account events (payments, refunds, customer changes, etc.) for monitoring and triggering logic. Events are retained for 30 days.

Stripe List Invoices

List invoices with optional filtering by customer, subscription, status, collection method, and date range. Returns paginated results.

Stripe List Refunds

List refunds with optional filtering by charge, payment intent, and creation date. Returns paginated results.

Stripe List Subscriptions

List subscriptions with optional filtering by customer and status. Returns paginated results.

Stripe Search Customers

Search customers using Stripe's full-text search. More powerful than list — supports fuzzy name matching, metadata queries, date ranges, and combinati...

Stripe Search Invoices

Search invoices using Stripe's full-text search. More powerful than list — supports searching by customer, status, amount ranges, date ranges, and com...

Stripe Search Subscriptions

Search subscriptions using Stripe's full-text search. Supports metadata queries, date ranges, status filtering, and combinations with AND/OR. Use for ...

Frequently Asked Questions

What is the Reporting & Analytics MCP server?

Understand revenue and transaction patterns. Use this when you need to analyze transactions, track revenue, search across resources, monitor events, or generate reports. It provides 14 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Reporting & Analytics to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/stripe-reporting-analytics. Authentication is handled automatically.

How many tools does Reporting & Analytics provide?

Reporting & Analytics provides 14 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Reporting & Analytics require?

Reporting & Analytics uses API Key. Stripe requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Reporting & Analytics to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/stripe-reporting-analytics

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

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Reporting & Analytics MCP Server & Skill — 14 Tools