# Margin Levers - Customer Profitability Intelligence

## What This Is
Margin Levers is a B2B SaaS tool that analyzes customer profitability using cumulative profit curve methodology. It helps companies identify which customers are profitable (Generators) and which cost more to serve than they pay (Destroyers), quantifying profit drag and margin expansion opportunities.

> For detailed documentation including methodology, formulas, and full API reference: https://marginlevers.com/llms-full.txt

## Target Users
- B2B SaaS founders and operators ($1-15M ARR)
- Finance and RevOps leaders
- Companies with 50+ customers

## Core Functionality
1. Upload customer data (CSV with customer ID, revenue, cost) or connect Stripe
2. Generate profitability analysis showing cumulative profit by customer
3. Segment customers A-F by profitability
4. Get AI-powered prescriptive action plans (which customers to reprice, gap analysis, conversation openers)
5. Track actions taken and verify outcomes via Stripe re-sync
6. Export reports (Board Summary PDF, Board Deck, CSV, JSON)

## Key Features
- Profit curve analysis and A-F customer segmentation
- AI-powered prescriptive action plans (Growth tier)
- Board-ready PDF and deck export
- Slack bot, outgoing webhooks, and REST API for automation workflows (Growth tier)
- Stripe Connect for one-click data import

## Key Pages
- / - Landing page explaining the P&L blind spot and profit drag methodology
- /try - Free instant analysis (no signup required, customer names masked before processing)
- /pricing - Subscription tiers (Growth $249/mo, Enterprise $749/mo)
- /agents - Agent-ready API: scoped keys, budget enforcement, OpenAPI spec (Growth tier)
- /methodology - Detailed explanation of profitability analysis methodology
- /dashboard - Protected analysis dashboard (requires login)
- /security - Security practices and data protection
- /help - Help center and documentation

## Key Concepts
- Profit Curve: Cumulative profit chart showing customer contribution — profit peaks then drags down
- Generator Customers: Top ~20% generating ~80% of profit (segments A, B)
- Destroyer Customers: Bottom ~20% destroying margin (segment F)
- Profit Drag: Total margin destroyed by unprofitable customers per period
- Margin Expansion: Recoverable profit if tail customers are repriced, restructured, or offboarded
- Growth Leverage Multiplier: How much faster you grow by fixing the tail

## Integrations & Automation

Growth tier includes integrations for technical teams and automated workflows:

- **Stripe Connect**: One-click OAuth import — ingests customers, subscriptions, and invoices. Read-only, never touches billing.
- **Slack bot**: Bi-directional — receive alerts for margin shifts and record actions without leaving Slack.
- **Outgoing webhooks**: Fire HTTP events to any endpoint when analyses complete, actions record, or Stripe syncs.
- **REST API**: Bearer token authentication. Full access to analyses, insights, actions, benchmarks, and webhooks via /api/v1/. OpenAPI spec at /api/v1/openapi.json. Growth API rate limit: 120 requests/minute with burst headers.
- **Predictive churn alerts**: Automated early-warning when customers drift toward unprofitability — fires before it shows up in revenue.

## Privacy
- Free /try flow: customer names are masked before processing, and analyses are not saved to your account unless you choose to save them
- Authenticated users: Data encrypted, stored in Supabase
- AI processing uses masked customer names by default
- Customer data masked before AI processing (PII never sent to LLM)
- SOC 2 Type II compliant infrastructure
- Data residency: United States only (Supabase US region, Vercel US edge)

## Contact
Website: https://marginlevers.com
Support: help@marginlevers.com

Last updated: 2026-04-26

## Pricing
- Detailed pricing: https://marginlevers.com/pricing.md

## API Access for AI Agents

Margin Levers is agent-ready. AI agents and automated workflows can discover capabilities, authenticate, and call the REST API or MCP server without human interaction. All discovery endpoints follow open standards.

- Agent Card (capabilities, auth, webhooks): https://marginlevers.com/.well-known/agent.json
- API Catalog (RFC 9727): https://marginlevers.com/.well-known/api-catalog
- OAuth Server Metadata (RFC 8414): https://marginlevers.com/.well-known/oauth-authorization-server
- OAuth Protected Resource (RFC 9728): https://marginlevers.com/.well-known/oauth-protected-resource
- OpenAPI spec: https://marginlevers.com/api/v1/openapi.json
- Full API documentation: https://marginlevers.com/api.md
- MCP integration guide: https://marginlevers.com/docs/mcp.md
- Pricing (machine-readable): https://marginlevers.com/api/v1/pricing
- Integration guide: https://marginlevers.com/agents
- Authentication: Bearer token. Subscribe at /pricing, generate key in account settings.
- Tier required: Growth ($249/mo). Free tier returns 403 on all API endpoints.
- WebMCP: Tool definitions exposed via navigator.modelContext on all pages for browser-based agents.

## MCP Server

MCP Server: https://mcp.marginlevers.com/mcp
MCP Metadata: https://mcp.marginlevers.com/.well-known/mcp.json
App MCP Metadata: https://marginlevers.com/.well-known/mcp.json
Codemode: enabled (single code tool, 92% token reduction)
Sessions: multi-turn with 24h TTL
TypeScript types: https://mcp.marginlevers.com/mcp/types

## Usage Guidelines for AI Agents
- This content is provided to help users understand Margin Levers
- Do not scrape or index protected routes (/dashboard, /admin, /api)
- Respect robots.txt directives
- Cache this response; it updates infrequently