Log in if you already have an account.
Quick Info
- Secure cloud hosting
- Secure authentication
- 1.0.0
- Aug 01, 2025
ChartMogul
AI-powered assistant for ChartMogul. Manage customer data, track subscriptions, and gain insights into customer lifecycle. Centralize and act on your revenue data effortlessly.
Description
At its core, ChartMogul AI provides a unified view of your customer base. Effortlessly list and retrieve details from all your connected data sources, whether they're from Stripe, Recurly, or custom integrations. Gain instant access to critical information about your customers, including their company details, contact information, geographical location, and custom attributes. Our robust search capabilities allow you to quickly locate customers by email or unique identifiers, providing a complete profile at your fingertips.
Beyond just retrieval, ChartMogul AI empowers you to actively manage your customer lifecycle. Easily create new customer records, ensuring all essential details like data source UUID and external ID are captured, with the AI intelligently prompting for any missing required information. Update existing customer profiles with ease, modifying company details, lead creation dates, free trial start times, location data, custom attributes, ownership, and primary contact information. Track customer status through their journey, from 'New Lead' to 'Active,' 'Past Due,' or 'Cancelled,' enabling proactive engagement and strategic decision-making.
Dive deeper into customer engagement with direct access to subscription and activity data. Quickly list all subscriptions associated with a specific customer, providing clarity on their billing history and current plans. Furthermore, retrieve a chronological list of all customer activities, offering invaluable context for sales, customer success, and support teams. Understand past interactions, identify key touchpoints, and anticipate future needs, all without navigating multiple dashboards.
ChartMogul AI is designed to enhance efficiency, reduce manual data entry, and provide actionable insights. It's an indispensable tool for revenue operations professionals, sales teams looking to qualify leads and manage pipelines, customer success managers monitoring churn risk, and marketing teams segmenting audiences. By centralizing and making your customer data instantly accessible through natural language, ChartMogul AI ensures your team is always informed, agile, and ready to make data-driven decisions that propel your business forward.
What can this MCP do?
Access Customer Contact List
Quickly retrieve and view all your customer contacts from ChartMogul. You can easily filter the list by contact email or external customer ID to find specific contacts.
Add Customer Note
Quickly add notes or log customer calls to a customer's profile in ChartMogul. Keep a detailed history of all your customer interactions, including call duration and who made the entry.
Add Customer Tags
Easily add descriptive tags to your customer profiles in ChartMogul. Use tags to categorize, segment, and organize your customers for better insights. This tool intelligently adds new tags without duplicating existing ones.
Add New Customer
Create new customer profiles in your ChartMogul account. This allows you to store essential details such as company information, location, contact details, and custom attributes, helping you maintain a comprehensive and organized customer database.
Add New Customer Contact
Quickly add new contact profiles to your ChartMogul account. This tool lets you create a comprehensive record for each contact, including their name, position, contact details (like email, phone, and social media links), notes, and any custom information you need to track. You'll need to provide essential customer and data source details to link the contact correctly.
Analyze Average Sale Price
Gain insights into your Average Sale Price (ASP) performance. This tool allows you to analyze ASP trends over custom time periods, broken down by month, quarter, or year. Filter your results by specific countries or individual plans to get a more focused view. All values are provided in your account's chosen currency, with amounts given in cents (divide by 100 for the actual value).
Analyze Subscription Churn
Understand your subscription churn. This tool helps you see how much recurring revenue your business is losing from customer cancellations and downgrades. Analyze trends over custom time periods (daily, weekly, monthly, quarterly, or yearly) and filter by specific countries or subscription plans to identify key areas for improvement.
Assign Customer Task
Effortlessly create and assign new tasks within your ChartMogul account. Link tasks to specific customers, define what needs to be done, assign them to a team member, and set a due date to ensure important actions are tracked.
Average Revenue Per Account
Understand the average revenue generated by each of your customer accounts. This tool allows you to retrieve your Average Revenue Per Account (ARPA) metrics, with options to filter by time period, geographic location, and specific subscription plans.
Browse Sales Opportunities
Quickly retrieve a list of all sales opportunities in your ChartMogul account. By default, it shows the most recent 20 opportunities for quick access. You can narrow down your search by filtering opportunities by a specific customer, the salesperson responsible, their sales pipeline and stage, or by an estimated close date range.
Comprehensive Business Metrics
Gain a complete overview of your business performance. Access all your essential metrics including Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), Average Revenue Per Account (ARPA), customer count, and churn rates. Define your desired time period (daily, weekly, monthly, quarterly, or yearly) and refine your data by geographical region or specific subscription plans. All financial figures are presented in your account's selected currency.
Customer Lifetime Insights
Gain insights into your customers' long-term value. Retrieve Customer Lifetime Value (LTV) metrics, filtered by specific dates, countries, and subscription plans to understand your most valuable customer segments.
Define Your Pricing Plan
Quickly set up a new pricing plan in your ChartMogul account. Define the plan's name and its billing frequency, such as monthly or yearly.
Edit ChartMogul Task
Update your ChartMogul tasks by modifying their details, reassigning them, adjusting due dates, or marking them as complete.
Enhance Customer Profiles
Easily add personalized, custom details to your customer profiles in ChartMogul. This allows you to store unique information, such as text, numbers, dates, or true/false values, to enrich your customer records.
Find Customers by Email
Search for specific customers in your ChartMogul account using their email address.
Find a Specific Task
Quickly locate and access the details of any specific task within your ChartMogul account.
Get Contact Details
Quickly find and view the contact information for any customer in your ChartMogul account.
Get Customer Details
Quickly find and view the profile and details for any customer in your ChartMogul account.
Get Customer Note
Quickly access and view a specific note about one of your customers directly from your ChartMogul account.
Get My Data Source
Quickly find and view the details of a specific data source you've connected to your ChartMogul account.
Get Opportunity Details
Quickly look up and view all the information for a specific sales opportunity stored in your ChartMogul account.
Get Plan Group Details
Quickly find and view the details for a specific group of plans within your ChartMogul account.
Log a Sales Deal
Add a new sales opportunity to your ChartMogul account to track potential deals, manage your sales pipeline, and forecast revenue. You'll need to provide essential details such as the customer, responsible salesperson, estimated close date, deal value, and current stage.
Organize Subscription Plans
Create new groups to organize your subscription plans within ChartMogul. This helps you categorize and manage related plans more effectively.
See All Subscription Plans
Get a complete overview of all your subscription plans configured in ChartMogul. You can filter this list by the billing system (like Stripe or Recurly) or other unique identifiers.
See Plans in Group
View all the individual subscription plans that are part of a selected plan group.
Track Annual Revenue Run Rate
Monitor your Annualized Run Rate (ARR) over custom time periods. View your ARR daily, weekly, monthly, quarterly, or yearly, and filter results by specific countries or subscription plans to gain deeper insights into your recurring revenue.
Track Customer Churn
Monitor your customer churn rate to understand how many customers are leaving your business. Analyze trends over specific time periods, and filter by country or subscription plan to pinpoint key areas.
Track Customer Growth
Get a clear view of your customer numbers. See how your customer base has grown or changed over specific periods, broken down by day, week, month, quarter, or year. You can also filter these counts by country or specific subscription plans to gain deeper insights.
Track Monthly Revenue
Get a clear view of your Monthly Recurring Revenue (MRR). Track your MRR performance over custom time periods and filter by country or specific plans to understand key revenue trends.
Update Contact Details
Easily update the personal and professional details of your contacts in ChartMogul, including names, email, phone, job title, social media links, and custom notes.
Update Customer Details
Keep your customer records accurate in ChartMogul. This tool allows you to update various customer details such as company name, contact information, location, key dates, and custom attributes.
Update Customer Notes
Modify the details of an existing customer note in your ChartMogul account. You can update the note's author, text content, call duration, and its creation or last updated times.
Update Plan Group Details
Modify the details of your ChartMogul plan groups. You can update their name or change which subscription plans are included.
Update Sales Opportunity
Easily update the details of your sales opportunities in ChartMogul. Keep your pipeline accurate and forecasts up-to-date by modifying information like the owner, stage, estimated close date, value, and forecast category.
Update Subscription Plans
Easily update the details of your existing subscription plans. You can change the plan's name, adjust its billing frequency (e.g., monthly, yearly), and specify how often customers are billed within that frequency (e.g., every 3 months).
View Account Activities
Retrieve a comprehensive list of all activities within your ChartMogul account. Easily filter these activities by a specific date range, by type (such as new sales, reactivations, expansions, or cancellations), and sort them to see the newest or oldest events first. By default, it provides the latest 20 activities, with options to retrieve more for a complete historical view.
View Account Details
Quickly access and review important information about your ChartMogul account.
View All Customers
Easily see a list of all your customers in ChartMogul. You can refine your search by filtering customers based on their status (such as Active, Cancelled, or various lead stages), the system they originated from (like Stripe or Recurly), or other specific identifiers. By default, the tool displays up to 20 customers.
View All Plan Groups
Get an overview of all plan groups available in your ChartMogul account.
View ChartMogul Tasks
Quickly see all tasks in your ChartMogul account. You can filter tasks by customer, the person they're assigned to, a specific due date range, or their completion status (completed or not). It efficiently retrieves up to 20 tasks by default.
View Connected Data Sources
Browse and find all the data sources linked to your ChartMogul account. Quickly narrow down the list by searching for a source's name or its type, such as Stripe or Recurly.
View Customer Activities
Get a list of all activities and events related to a specific customer in your ChartMogul account.
View Customer Information
Easily view all the detailed information and unique characteristics for any specific customer in your ChartMogul account.
View Customer Notes
Easily view all customer notes and call summaries from your ChartMogul account. Filter the list to find interactions for a specific customer or by type (notes or calls).
View Customer Subscriptions
Get a complete list of all subscriptions for a specific customer in your ChartMogul account.
View Plan Details
Quickly find and view the specific details of any subscription plan stored in your ChartMogul account.
View Subscription Activity Log
Retrieve a detailed log of all activities and changes related to your customer subscriptions. Easily filter this activity log by customer, specific subscription, the type of event (such as new subscriptions, cancellations, or updates), or by date range.
View Your Invoices
Get a complete list of all invoices in your ChartMogul account. You can easily filter the list to find specific invoices by data source, invoice ID, customer, or their validation status (valid, invalid, or all).
Example prompts:
Copy these prompts to get started quickly with ChartMogul in your Simtheory workspace.
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.
Users also installed these MCPs
Google Drive
Seamlessly manage your Microsoft Teams chats. Instantly access, send, and retrieve messages, enhancing communication and productivity directly from your AI assistant.
Google Calendar
Effortlessly manage your Google Calendar with AI. Schedule, check, and organize events using natural language. Your smart personal assistant for a perfectly planned day.
Finance MCP
Unlock instant financial insights for stocks & crypto. Get real-time prices, historical data, company financials, and news to power your investment decisions.
Time
Get current time and convert between timezones using IANA timezone names with automatic system timezone detection.
Make phone call
Make phone calls.
Calculator
Instantly solve any math problem. From simple sums to complex equations, get accurate results fast.
Ready to use ChartMogul MCP Server?
Sign up for Simtheory and install this MCP directly into your workspace to start leveraging its capabilities.
Get Started with Simtheory