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Getting started

Quickstart

The shortest path to a real ROI number, in the app or via an AI agent.

This is the shortest path to a real ROI number. Pick one of two routes.

Route A: in the app UI

  1. Create a project. Give it a name, a currency, and your hourly rate.
  2. Log one cost and one revenue entry.
  3. Open the project dashboard to read cash, hours, revenue, and true ROI.

Route B: via an AI agent using the MCP server

Call these tools in order: create_project, then log_expense and log_revenue, then get_project_metrics.

MCP setup, meaning getting the endpoint working in your client, lives at /docs/mcp/setup.

Tool parameters

create_project

ParamTypeNotes
namestringrequired
slugstringoptional
hourly_ratenumberdefault 50
currencystringdefault "EUR"

log_expense

ParamTypeNotes
projectstringwhich project
vendorstringwho you paid
amountnumberpositive
datestringoptional, YYYY-MM-DD
categorystringoptional
descriptionstringoptional

log_revenue

ParamTypeNotes
projectstringwhich project
amountnumberpositive
sourcestringdefault "manual"; one of stripe / revenuecat / manual / ads / sponsorship / affiliate / lifetime_deal
datestringoptional
notesstringoptional

get_project_metrics

Takes project and returns cash, hours plus priced time value, revenue, net, ROI with and without time, monthly burn, and a short verdict.

JSON-RPC example

Create a project:

{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"create_project","arguments":{"name":"My SaaS","hourly_rate":60,"currency":"EUR"}}}

Read the metrics back:

{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"get_project_metrics","arguments":{"project":"My SaaS"}}}

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