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Quick Info
- Secure cloud hosting
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- 1.0.0
- Sep 05, 2025
ChartMogul
Connect to ChartMogul for subscription analytics, revenue reporting, and customer management.
What can this MCP do?
Access Account Details
Retrieve essential information about your ChartMogul account, including your company name, primary currency, time zone, and the starting day of your reporting week.
Add Custom Customer Data
Enrich your customer profiles by adding custom data points such as text, numbers, dates, or true/false values. This helps you track specific, unique details about each customer in ChartMogul.
Add Customer Tags
Assign labels or categories to a specific customer. New tags will be added without removing any existing ones, helping you organize your customer base.
Add New Contact
Create a new contact person for your customer records in ChartMogul. You can easily add their name, email, phone, title, social media links, and any other relevant notes or custom information.
Add New Customer
Add a new customer profile to ChartMogul. Provide a unique identifier, and optionally include details such as company name, primary contact information, location, website, lead creation date, free trial start date, and custom attributes like tags to enrich their record.
Analyze Average Customer Revenue
Understand how much revenue you generate per customer on average. This tool retrieves your historical Average Revenue Per Account (ARPA) data, including percentage changes, for specified date ranges and reporting intervals.
Analyze Monthly Revenue
Gain clear insights into your Monthly Recurring Revenue (MRR). Understand how your subscription income changes, identifying revenue from new customers, upgrades, downgrades, cancellations, and returning subscribers. Monitor your MRR performance and growth trends across daily, weekly, monthly, or yearly periods.
Create Customer Task
Easily add new tasks to your customer relationship management (CRM) system. Define the task details, assign it to a team member, and set a due date for completion. You can also instantly mark the task as completed if needed.
Create Plan Groups
Organize your subscription plans by creating custom groups. Give each group a name and choose which existing plans to include.
Customer Subscription Activity Feed
Get a chronological list of all subscription-related events for a specific customer, including sign-ups, changes, cancellations, and their impact on recurring revenue.
Customer Value Insights
Understand how much your customers are worth to your business over time. This tool provides clear insights into your Customer Lifetime Value (LTV), showing trends and percentage changes. Analyze LTV across various timeframes and segments to make smarter growth decisions.
Edit Plan Group Settings
Adjust an existing plan group by changing its name or updating the specific subscription plans it includes. This helps you better organize your service offerings.
Find Customers by Email
Easily locate specific customers in ChartMogul by searching with their email address. Quickly access their complete profile and subscription details.
Get Contact Details
Quickly find and view all the information for a specific contact in your ChartMogul account, including their associated customers and any custom attributes.
Get Customer Profile
Access a complete profile for any customer, including their tags (e.g., 'VIP'), custom attributes (e.g., 'CAC', 'channel'), and additional insights from services like Stripe and Clearbit.
Get Customer Profile Details
Retrieve a complete, detailed profile for any specific customer using their unique ID. This includes their segmentation tags (e.g., VIP, enterprise), custom business attributes (like acquisition cost or channel), address details, and key recurring revenue figures (MRR/ARR).
Get Key Business Metrics
Access all your essential business performance data. Get a comprehensive overview of key metrics like recurring revenue (MRR, ARR), customer growth, churn rates, and customer lifetime value. Customize your view by selecting a specific time period, interval (daily, weekly, monthly, etc.), and optionally filter by geography or specific plans to understand your business health.
Get Opportunity Details
Retrieve all the details for a specific sales opportunity in ChartMogul. Simply provide its unique identifier to view the deal amount, currency, and any custom information you've recorded.
Get Plan Details
Retrieve the complete details for any specific subscription plan in ChartMogul. Just provide the plan's unique ID, and you'll get information like its name, billing frequency, and other key attributes.
Get Plan Group Details
Quickly find and view all the information for a specific group of plans. See its name, the total number of plans included, and a list of all associated plans.
Import Billing History
Seamlessly bring your customers' historical invoices and billing transactions into ChartMogul. This tool helps you upload past billing data, including detailed line items for subscriptions and one-time charges, along with associated payments and refunds, to build a comprehensive financial history for each customer.
Log Customer Activity
Record details about your customer interactions. Whether it's a general note or a logged call, you can add text, the call's duration, the author's email, and the time it occurred, attaching these important details to any customer profile.
Monitor Average Customer Sale
Track the average amount new customers spend on their very first purchase (Average Sale Price or ASP). Get clear insights into your ASP values, including their percentage change over time. Analyze performance monthly, quarterly, or yearly, and optionally filter by specific geographies or plans. All currency amounts are automatically converted for easy understanding.
Record Customer Opportunity
Easily add a new sales opportunity to your ChartMogul account. Specify important details like the customer, sales owner, pipeline stage, estimated close date, and deal value to track your sales forecast.
Search Customer Records
Access a comprehensive list of your customers and their key information. Easily filter the list by subscription status (e.g., Active, Cancelled), billing system (e.g., Stripe), or other identifiers to quickly find specific customer details, including contact information, subscription status, and revenue.
Set Up New Subscription Plan
Establish and define a new subscription plan for your customers. Specify the plan's name, billing frequency (like monthly or yearly), and how often customers will be charged.
Track Active Customers
Monitor your total active customer count and observe how it changes over any chosen period. Specify your desired date range and analysis interval (daily, weekly, monthly, quarterly, or yearly) to understand your customer growth trends.
Track Annual Recurring Revenue
Understand your business's Annual Recurring Revenue (ARR) and track its performance over any period. This tool helps you see your predictable yearly income, how it changes, and its growth rate. Analyze your ARR daily, weekly, monthly, quarterly, or yearly, with options to filter by geography or specific plans.
Track Customer Churn
Understand your customer retention by calculating the percentage of customers you've lost over specific periods. View churn rates daily, weekly, monthly, quarterly, or yearly, and see how this trend changes over time. Optionally filter by geography or specific plans to pinpoint areas of concern.
Track Customer Revenue Changes
Get a detailed history of all customer revenue movements, including new subscriptions, upgrades, downgrades, and churns. Easily filter activities by date range or type (e.g., new business, expansion, churn) to understand changes in your recurring revenue.
Track Net MRR Churn
See how your subscription revenue is evolving by understanding your Net MRR Churn Rate. This metric shows the net effect of revenue lost from churn and gained from expansion. Negative values are a great sign, meaning your expansion revenue is outpacing any lost revenue. Monitor your overall revenue health and identify key trends in how your customer base impacts your bottom line.
Track Subscription Changes
Record every significant change in your customer subscriptions, such as new sign-ups, upgrades, or cancellations. This tool helps you accurately monitor the entire lifecycle of each subscription.
Track Subscription Changes
View a detailed history of all changes to your customer subscriptions. See when subscriptions started, were cancelled, or updated to understand their complete lifecycle. Easily filter events by customer, specific subscription, or event type to find exactly what you need.
Update CRM Task
Easily update an existing CRM task. You can modify its details, change the assignee, adjust the due date, or mark it as completed.
Update Customer Activity Note
Update information for an existing customer interaction. Edit the note's content, the author, or the duration of a call log.
Update Customer Contact Info
Easily update a customer's contact details, including their name, position, email, phone, social media links, notes, and any custom information you track.
Update Customer Details
Update a customer's profile in ChartMogul. Modify details such as their company, contact information, website, assigned owner, status, and any custom attributes or tags. Ensure your customer records are always current and accurate.
Update Sales Opportunity
Update the details of an existing sales opportunity to ensure your records are current. Modify aspects like the owner, sales pipeline, stage, estimated close date, financial amount, currency, and opportunity type. You can also adjust the forecast category, win likelihood, and any custom information.
Update Subscription Events
Adjust the details of an existing customer subscription event. You can modify information like the effective date, the subscribed plan, or the quantity to keep your subscription records accurate.
Update Subscription Plan
Edit the details of an existing subscription plan, including its name, billing frequency, and billing period (e.g., daily, monthly, or yearly).
View All CRM Tasks
Get an overview of all your customer-related tasks. Filter by customer, assignee, due date, or completion status to easily track and manage ongoing activities and follow-ups.
View All Pricing Plans
Get a complete list of your subscription plans, including their names, pricing, and billing cycles (e.g., monthly, yearly). Easily filter by data source or the billing system they use.
View Connected Billing Systems
See all the billing systems you've connected to ChartMogul, such as Stripe, Recurly, or custom setups. This tool provides a list of your data sources, showing their names, types, and connection status. You can easily filter the list to find specific systems by name or type.
View Customer Contacts
Find and view details for the individuals associated with your customers. Get access to their names, email addresses, phone numbers, social media links, and custom notes. You can easily search for contacts using their email or the customer's ID.
View Customer Interactions
Easily access and review all notes and call logs for your customers. You can filter interactions by a specific customer or by type (notes or calls) to get detailed insights into their history.
View Customer Invoices
Retrieve a complete list of your customer invoices. Each invoice provides a detailed breakdown of subscription charges, one-time items, payments, and refunds. You can also filter invoices by specific customers or data sources.
View Customer Subscriptions
Get a detailed list of all subscriptions for a specific customer. See their plan names, quantities, current status, billing cycle, and key revenue metrics like Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR).
View Plans by Group
See all the subscription plans that are part of a specific plan group within your ChartMogul account.
View Sales Opportunities
Get a comprehensive list of all your sales opportunities. See details for each deal, including the associated customer, sales owner, current pipeline stage, estimated close date, deal value, currency, and whether it's a recurring or one-time sale. You can also filter opportunities by customer, owner, pipeline, or specific close dates.
View Specific CRM Task
Easily find and view all the details of a specific CRM task, including its completion status and any associated customer information.
View Specific Customer Note
Access all the details of a particular customer note, including its content and important timestamps.
View Specific Data Source
Get all the details for a particular data source in your ChartMogul account, including its name, creation date, and current status.
View Specific Invoice
Get the full details for a particular customer invoice, including its line items, payment transactions, and associated customer information. You can choose to retrieve valid, invalid, or all invoices.
View Subscription Plan Groups
Get an overview of your subscription plan groups, which are used to logically organize your plans for reporting. See each group's name and the number of plans it includes.
How It Works
1. Install the MCP
Install ChartMogul from your Simtheory workspace with one click.
2. Connect Your Account
Securely authorize access to your ChartMogul account.
3. Start Using
Your AI can now interact with ChartMogul on your behalf.
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