Connect your AI assistant

Let an assistant you already use read this store's figures from ProfitRoot. It only reads: it cannot change anything. It works with an assistant that lets you set a server address and a header, such as Claude Code or Cursor. An assistant with no place to add a header cannot use a key.

Three steps

In ProfitRoot, open Connections and choose Make a key. You need to be the store’s owner.
Copy the key. It is shown once and ProfitRoot keeps only a scrambled copy, so it cannot show it to you again.
Add the server address and the key to your assistant, as below.

Claude Code

claude mcp add --transport http profitroot https://tryprofitroot.com/api/mcp \
  --header "Authorization: Bearer YOUR_KEY"

Cursor

In your mcp.json:

{
  "mcpServers": {
    "profitroot": {
      "url": "https://tryprofitroot.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_KEY"
      }
    }
  }
}

What your assistant can read

Sales and margin lines. Gross sales, discounts, refunds and net sales, each with its grade. Costs and the profit lines below them read as not available here, even if you have added them on another view.
The tie to Shopify. Net sales against Shopify's total, the difference, and each order left out with its reason.
Your store's sync. When your orders last synced. It reads only your orders, so a file or connection you added on another view reads as missing here.
The Daily Brief. The latest brief's findings, each with what it rests on. A store with no brief yet reads as not measured.

Each figure comes with its grade and the source of the read, and a figure ProfitRoot could not compute comes with no amount. Your assistant reads one store: the one the key was made for.

What it means for your numbers

Your assistant can do its own arithmetic on what it reads. ProfitRoot's checks do not cover those sums, so open ProfitRoot when a decision rests on one. Ask Root, ProfitRoot's own question box, is coming.

Stopping access

A key expires after about three months. To stop one sooner, choose Revoke beside it in Connections; it stops working at once. The same list shows when each key was last used. Uninstalling ProfitRoot revokes every key for your store at once, and reinstalling does not bring one back: make a new key if you still want one.