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Quick Info
- Secure cloud hosting
- Secure authentication
- 1.0.0
- Feb 09, 2026
ChartMogul
Connect to ChartMogul for subscription analytics, revenue reporting, and customer management.
What can this MCP do?
Add New Customer
Easily add new customers to ChartMogul. Provide essential details like company name, contact information, location, lead and free trial dates, and custom tags to build a complete customer profile.
Add a New Contact
Quickly add new contact profiles to your customer records. Enter their name, email, phone, social media links, and any other relevant notes to maintain comprehensive customer information.
Adjust Plan Details
Easily modify the key details of your existing subscription plans, including their name and billing cycle (e.g., monthly, yearly).
Analyze Customer Lifetime Value
Understand the total revenue you can expect from a customer throughout their relationship with your business. This tool helps you track your Customer Lifetime Value (LTV) over time, showing current values and how they're changing. Filter by specific date ranges, geography, or product plans to gain valuable insights into your customer base.
Categorize Customer Profiles
Quickly assign custom labels to your customer records. Use tags like 'VIP' or 'high-priority' to easily categorize and segment your customer base. New labels intelligently combine with existing ones, ensuring your customer data stays organized without duplicates.
Create Customer Task
Create a new task specifically for a customer, assigning it to a team member with a set due date. You can also specify if the task has already been completed.
Customer Activity History
View a chronological list of a customer's important subscription events, such as when they subscribe, upgrade, downgrade, or cancel. See the details of each event and its impact on their monthly recurring revenue (MRR) and annual recurring revenue (ARR).
Customer Growth Trends
See how your total active customer count changes over time. Track customer growth and understand fluctuations with daily, weekly, or monthly breakdowns. You can specify date ranges and optionally filter by geography or subscription plans.
Customize Customer Data
Enhance customer profiles with unique, custom details. Store various types of information—like text, numbers, dates, or yes/no values—to enrich your data for better segmentation and analysis.
Edit Customer Notes & Calls
Update an existing customer note or call log. You can modify details like the note content, the author's email, or the duration of a call to keep customer records current.
Edit Opportunity Details
Quickly update the details of any sales opportunity. Adjust the sales owner, pipeline stage, estimated close date, deal value, revenue type (recurring/one-time), forecast category (like pipeline, best case, won, or lost), and even the win likelihood. Keep your sales forecasts accurate and up-to-date.
Edit Subscription Plan Group
Adjust an existing subscription plan group by updating its name or changing the specific plans it contains. Keep your billing structures accurate and organized.
Find Customer Records
Quickly find and view a list of all your customers. Filter by their current status (like Active or Cancelled), billing system (e.g., Stripe), or other unique identifiers. Access important details such as customer names, emails, subscription dates, current status, and revenue metrics like MRR and ARR.
Find Customer by Email
Quickly locate specific customer profiles in ChartMogul instantly by searching with their email address.
Full Business Metrics Report
Retrieve a comprehensive overview of your key business performance. See essential data like Monthly Recurring Revenue (MRR), customer churn, and customer lifetime value (LTV) for any chosen date range and interval (daily, weekly, monthly, quarterly, yearly). Filter your report by specific regions or plans to gain granular insights into your business health and trends.
Get All Subscription Plans
Get a complete overview of all your subscription plans. See details like their pricing structures, billing frequencies (such as monthly or yearly), and the billing systems (e.g., Stripe) they originate from. You can also filter plans by their associated system or unique ID to find exactly what you need.
Get Contact Details
Quickly look up and view the complete profile for any contact in your ChartMogul account. This includes all their associated customers and custom details.
Get Customer Invoices
Retrieve a detailed list of all customer invoices. View what services or subscriptions were billed, the amounts, dates, and any associated payments or refunds.
Get Data Source Details
Get all the information about a specific data source you've connected to ChartMogul. This includes its name, when it was set up, its current status, and the billing system it integrates with, helping you understand your data connections better.
Get Invoice Details
Find and view the complete details of any specific invoice. You'll get comprehensive information including its status, payment transactions, billing dates, individual line items, and the associated customer's details.
Get Plan Details
Quickly find and view all the important details for any specific subscription plan. Just provide the plan's unique identifier to retrieve its name, billing cycle, and other relevant information.
Get Task Details
Find and view all the details for a specific CRM task, including associated customers and its current completion status.
Group Your Subscription Plans
Combine multiple subscription plans into a custom group. Give your group a unique name and select the plans you want to include for improved organization and reporting.
List Plans by Group
Browse all the subscription plans that are part of a specific plan group. Easily view all plans within a particular category or collection.
Log Customer Interactions
Keep a detailed history of your customer relationships. Quickly add new notes, log call details, and track all communications with your customers directly within ChartMogul. Record interaction types, add relevant text, and even specify call durations.
Monitor Average Deal Size
Understand how much new customers typically spend on their first purchase. This tool helps you track the average initial sale amount (ASP) over time, showing you trends and percentage changes. Analyze your sales performance monthly, quarterly, or annually to gain insights into your customer acquisition value.
Monitor Churn Rate
Get instant insights into your customer churn. This tool shows you the percentage of customers you've lost, along with how that rate is changing, across custom date ranges and intervals (daily, weekly, monthly, quarterly, or yearly). Understand your retention performance at a glance.
Monitor Subscription Changes
View a complete history of all changes to your customer subscriptions. See when subscriptions started, were cancelled, or updated, including key dates and customer information. Easily search and filter events by type, customer, subscription, or date.
Record Sales Opportunity
Effortlessly log new potential sales deals. Define the customer, sales owner, pipeline stage, estimated close date, and the deal's value and currency to accurately track and forecast your revenue.
Record Subscription Activity
Log every significant change to your customer subscriptions, like plan upgrades, quantity adjustments, or cancellations. Keep your subscription data accurate and understand each customer's journey.
See Customer Interactions
Quickly access notes and call logs recorded for your customers. You can filter to view interactions for a specific customer, or choose to see only notes or only call logs. Each entry provides details like the author, content, creation date, and call duration where applicable.
Set Up a Subscription Plan
Easily create a new subscription plan for your customers. Define its name and set the billing frequency, such as monthly or annually.
Track Annual Revenue Growth
Swiftly understand your business's annual financial health. This tool tracks your Annual Recurring Revenue (ARR), showing you how much recurring income your subscriptions generate each year and how it changes over time. Analyze trends across custom date ranges, from daily to yearly, and even filter by geography or specific plans for targeted insights.
Track Average Account Revenue
Easily track your Average Revenue Per Account (ARPA) to understand how much revenue you generate from each customer. Analyze trends over custom date ranges, broken down by day, week, month, quarter, or year, to gain insights into customer value and business growth.
Track Customer Tasks
Get a quick overview of all your customer-related tasks. See who's assigned, when they're due, and if they're completed. Filter tasks by customer, team member, due date, or status to stay organized.
Track Monthly Subscription Revenue
Get a detailed breakdown of your monthly recurring revenue (MRR) for any chosen period. Understand your total subscription income and see exactly how much comes from new customers, upgrades, returning subscribers, or is lost from downgrades and cancellations. Choose your dates and reporting frequency (daily, weekly, monthly, quarterly, or yearly) to track your business growth and identify key revenue trends.
Track Revenue Churn
Quickly understand how much recurring revenue you're gaining or losing from your existing customers. This tool calculates your Net MRR Churn Rate, showing the overall percentage change in revenue from your current customer base. A negative churn rate is excellent, indicating you're growing revenue from existing customers through upgrades and expansions, outpacing any cancellations or downgrades. Track this vital metric over daily, weekly, monthly, quarterly, or yearly intervals, with optional filters for specific geographies and plans, to assess your customer retention and business health.
Update Contact Details
Keep your customer records accurate by updating existing contact information. Easily change details like name, email, phone, job title, social media links, and add custom notes or fields.
Update Customer Profile
Keep your customer records current and accurate. This tool allows you to update an existing customer's profile details, including their company, contact information, lead and free trial dates, address, website, ownership, status, and any custom attributes.
Update Customer Task
Easily update the details of an existing customer-related task in your CRM. You can modify its description, change the assigned team member, adjust the due date, or mark the task as complete.
Update Subscription Details
Modify specific details within a customer's existing subscription history. You can update information such as the effective date of a change, the subscription plan, or the quantity. This ensures your customer records reflect accurate subscription updates.
Upload Historical Invoices
Easily add your customers' past billing records into ChartMogul. This tool allows you to upload historical invoices, including details like issue dates, amounts, itemized charges, and transaction information (payments or refunds). Perfect for integrating legacy billing data from custom systems to ensure a complete financial overview for each customer.
View Account Information
Access and view your ChartMogul company's essential details, such as your company name, currency, time zone, and your week's starting day.
View All Data Sources
Get a complete list of all billing systems and custom data sources linked to your ChartMogul account. Quickly find specific connections by name or billing system type (e.g., Stripe, Recurly).
View Customer Contacts
Quickly find and view a list of all individuals associated with your customers. This tool provides details such as their names, email addresses, phone numbers, social media links, and notes. You can also filter the list to find specific contacts by their email or the associated customer's external ID.
View Customer Note
Quickly find and view the complete details of any specific customer note, including its full content and when it was created or last updated.
View Customer Profile
Get a complete overview of any customer. This tool provides all available details from ChartMogul, including their tags (like 'VIP' or 'Enterprise'), custom business attributes (e.g., CAC, acquisition channel), Stripe payment information, company data from Clearbit, and full address.
View Customer Profile
Get a complete overview of any customer. This tool provides all available information, including custom tags, personalized attributes you've set, and enriched data from integrations like Stripe and Clearbit, giving you a full customer profile.
View Customer Revenue Activity
Access a comprehensive history of all customer activities that impact your revenue. This includes new subscriptions, upgrades, downgrades, churn, and reactivations. For each event, you'll see the date, activity type, a description, and the exact change in monthly (MRR) and annual recurring revenue (ARR), along with customer details. Filter activities by date or activity type to quickly find what you need.
View Customer's Plans
Quickly access a comprehensive list of all subscriptions for any customer. See details such as the subscribed plan, quantity, current status (active/inactive), billing cycle, start and end dates, and important revenue figures like MRR and ARR.
View Plan Group Info
Get comprehensive details about a specific group of pricing plans. See the group's name, the total number of plans it includes, and a list of all associated plans.
View Plan Groups
Browse your existing plan groups, used to organize subscription plans for better reporting. View each group's name and how many plans it includes.
View Sales Opportunities
Access a list of all your sales opportunities, including customer details, assigned owner, current pipeline stage, estimated close date, and financial value. You can also filter results by customer or sales owner to quickly find specific deals.
View Specific Opportunity
Quickly find and view all the details for a particular sales opportunity in ChartMogul. This includes its value, currency, and any custom information you've set up. Just provide its unique identifier.
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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