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- 1.0.0
- Jan 06, 2026
ChartMogul
AI-driven subscription intelligence: Unify customer & revenue data from all billing sources. Track MRR, manage customers, and analyze lifecycle events effortlessly for empowered business growth.
Description
**Unlock Comprehensive Customer Intelligence:**
ChartMogul provides a 360-degree view of every customer. Effortlessly list, search, and retrieve detailed customer profiles, including their status (from 'New Lead' to 'Cancelled'), MRR and ARR contributions, lead creation and free trial start dates, and granular attributes such as tags (e.g., 'VIP', 'Enterprise') and custom key-value pairs. This depth of data empowers your sales, marketing, and customer success teams to personalize interactions, identify high-value segments, and proactively address at-risk accounts.
**Streamline Customer Management:**
Beyond analysis, ChartMogul allows you to actively manage your customer base. Easily create new customer records, enriching them with company details, address information, primary contact data, and custom attributes. Update existing customer profiles with changes to their status, contact information, ownership, or tags, ensuring your data is always current and accurate. This makes it simple to segment your audience, refine targeting strategies, and maintain pristine customer records.
**Deep Dive into Subscription & Revenue Metrics:**
Gain critical insights into your revenue streams. For any customer, you can instantly list all their active and inactive subscriptions, showing details like the plan name, quantity, individual MRR and ARR contributions, billing cycles, and start/end dates. This granular view helps you understand the composition of your recurring revenue and track the performance of different plans.
**Analyze Customer Lifecycle & Activities:**
Understand the full journey of your customers with detailed activity logs. ChartMogul tracks significant subscription lifecycle events such as upgrades, downgrades, churns, and reactivations. Each activity is recorded with its date, type, description, and the resulting movement in MRR and ARR, giving you a historical perspective on customer engagement and value evolution. Pinpoint moments of success, identify churn patterns, and optimize your customer journey strategies.
**Unified Data, Empowered Decisions:**
By connecting directly to your billing systems, ChartMogul eliminates data silos and provides a single source of truth for your subscription metrics. This robust platform is designed for businesses that demand precise, real-time insights to drive growth, improve retention, and make data-driven strategic decisions. Transform raw data into strategic advantage with ChartMogul's intelligent approach to subscription analytics and customer management.
What can this MCP do?
Add Custom Customer Info
Enhance your customer profiles by adding unique, custom information. Use this to track specific details like an acquisition channel, a sales representative, or any other data important for segmenting and understanding your customers.
Add Customer Contact
Easily add new contact details for your customers in ChartMogul. Include their name, title, email, phone number, social media links (LinkedIn, Twitter), and any relevant notes.
Add New Customer
Quickly add new customer profiles to ChartMogul. Include key details like company name, contact information, location, and important dates such as lead creation or free trial start. You can also track custom attributes and tags.
Assign Customer Task
Seamlessly create and assign new tasks for your customers in ChartMogul. Define the task details, assign it to a team member, and set a due date to ensure timely follow-ups and actions.
Average Sale Price Trends
Track the average value of your new customers' very first purchases over time. Analyze these trends monthly, quarterly, or yearly to understand the initial revenue generated by your new subscribers.
Browse Plans in Group
Quickly view all the pricing plans associated with a particular group in ChartMogul. Simply specify the group you want to explore.
Create Sales Opportunity
Record and track new potential sales deals in ChartMogul. Provide essential details such as the customer, deal owner, sales pipeline stage, estimated close date, and the deal's value. This helps you manage your sales forecast and monitor your potential revenue.
Create Subscription Plan
Easily set up new recurring subscription or pricing plans in ChartMogul. Define the plan's name, billing frequency (like monthly or annually), and link it to your data source.
Edit Customer Details
Keep your customer records up-to-date. Modify contact information such as names, email, phone, job title, social media links, notes, and add custom details.
Edit Plan Details
Update an existing subscription plan's name and adjust its billing frequency, such as setting it to bill monthly, annually, or at a custom interval.
Find CRM Task Details
Quickly get all the details for a specific customer relationship management (CRM) task. View its status, associated customers, and all other relevant information at a glance.
Find Customer Contact Details
Quickly retrieve a list of all individuals linked to your customers. View their names, email addresses, phone numbers, and social media profiles. You can also search for specific contacts by email or customer ID.
Find Customer Details
Quickly retrieve a list of your customers from ChartMogul. You can filter by status (like 'Active' or 'Cancelled'), specific billing systems (e.g., 'Stripe'), or other unique identifiers to easily find customer names, emails, financial metrics, and more. Ideal for pinpointing specific customer segments.
Find Customer by Email
Quickly locate a specific customer in ChartMogul by providing their exact email address.
Find Pricing Plans
Quickly view all your available subscription plans and billing options. See details like plan names and billing frequencies. You can also filter plans by the source billing system (e.g., Stripe) or how often they bill (e.g., monthly).
Find Sales Opportunities
Get a list of your sales opportunities, which are potential deals with customers. See important details like the deal's current stage, estimated value, expected closing date, and assigned owner. You can filter the list to find specific opportunities by customer, owner, or pipeline. (Retrieves up to 20 opportunities at a time).
Find Specific Data Source
Find the complete information for a specific data source in ChartMogul. This includes its name, creation date, current status, and the type of billing system it uses.
Get Contact Details
Quickly view all the complete information for a specific contact in ChartMogul, including their associated customers and any custom details.
Get Customer Notes & Calls
Quickly find and view all important notes and call logs related to your customers. You can filter by a specific customer or choose to see only notes or just call logs.
Get Customer Tasks
Access a complete list of your customer-related tasks. Easily filter by customer, assignee, due date, or completion status to manage your team's workflow and stay on top of important activities.
Get Plan Details
Easily find and view all the details for a specific subscription plan, including its name, billing cycle, and unique ID.
Group Subscription Plans
Combine your various subscription plans into custom groups to better organize them and analyze their performance together.
Import Past Customer Invoices
Quickly add historical billing records for your customers. Upload past invoice details to ensure their payment history in ChartMogul is comprehensive.
Log Customer Interactions
Record important notes and details from phone calls directly to a customer's profile. Keep a clear, comprehensive history of all your customer interactions.
Manage Plan Groups
Easily update how your subscription plans are grouped. Rename a plan group or add/remove specific plans to keep your billing categories organized.
Monitor Churn Rate Trends
Understand how many customers you're losing over time. This tool calculates your customer churn rate as a percentage for specific periods (daily, weekly, monthly, etc.) and shows you how this rate is changing. You can view these insights by any date range and optionally filter by region or plans.
Organize Customers with Tags
Quickly categorize your customers by adding custom tags like 'VIP' or 'priority'. New tags are added to existing ones without creating duplicates, helping you keep your customer data organized and easy to manage.
See Subscription Plan Categories
Get an overview of how your subscription plans are organized into logical categories for reporting. See each category's name and the number of plans it includes.
Track Active Customers
Easily view and track your total active customer count over any chosen period. See how your customer base is growing or changing with customizable daily, weekly, or monthly reports.
Track All Business Metrics
Get a complete overview of your subscription business performance. Track key metrics like MRR, ARR, customer churn, lifetime value (LTV), and customer growth for any chosen period. Analyze data daily, weekly, monthly, or yearly, and filter by region or specific plans.
Track Average Customer Revenue
Get a clear view of the average revenue generated per customer. Track how this key metric changes over time—daily, weekly, monthly, quarterly, or yearly—to understand customer value and business growth. Specify your desired date range and interval for detailed insights.
Track Customer Lifetime Value
Get a clear picture of the total value your customers bring over their lifetime. This tool calculates and displays your Customer Lifetime Value (LTV) for any chosen period, helping you understand long-term customer worth and track its changes.
Track Customer Milestones
Monitor a specific customer's past subscription changes and lifecycle events. See key moments like upgrades, downgrades, or cancellations, along with their impact on your Monthly and Annual Recurring Revenue.
Track Customer Revenue Events
Monitor all significant revenue changes across your customer base, such as new subscriptions, upgrades, downgrades, and churn. Each entry tells you when the change happened, its type, the revenue impact, and associated customer details. Filter events by date or type.
Track Customer Subscriptions
Record updates to your customer subscriptions, such as plan changes or quantity adjustments. This helps keep your subscription data current and accurate in ChartMogul for better analysis.
Track Monthly Revenue Growth
Get a clear overview of your Monthly Recurring Revenue (MRR) and how it's changing. See where your revenue comes from—new customers, upgrades, downgrades, cancellations, and reactivations. Choose any date range and interval (daily, weekly, monthly, quarterly, yearly) to track key revenue trends and understand your business growth.
Track Subscription History
Access a detailed record of every significant event in your customers' subscriptions. See when subscriptions started, were updated, or cancelled, and understand their full journey. You can filter this information by event type, date, or specific customer.
Track Yearly Revenue Growth
Track your company's Annual Recurring Revenue (ARR) and see how it changes over time. Choose a date range and reporting interval (like daily, monthly, or yearly) to understand your subscription performance. Filter results by region or specific plans.
Track Your MRR Churn
Discover how your total recurring revenue is changing over time. This tool calculates your Net MRR Churn Rate, showing if revenue from upgrades and expansions is successfully offsetting any losses from cancellations or downgrades. A negative churn rate means your business is growing!
Update Customer Details
Easily modify an existing customer's profile in ChartMogul. You can update their company, contact information, address, lead and free trial start dates, ownership, status, website, and manage custom tags or attributes.
Update Customer Notes & Calls
Need to correct a customer interaction? Easily update any existing customer note or call log in ChartMogul. Modify the note's text, author, call length, and timestamps.
Update Customer Task
Modify an existing customer relationship management (CRM) task in ChartMogul. Update its details, change the assignee, set a new due date, or mark it as completed.
Update Sales Opportunity
Adjust the details of an existing sales opportunity in ChartMogul. You can modify aspects like the owner, sales pipeline, stage, estimated close date, amount, currency, opportunity type (recurring or one-time), forecast category (e.g., pipeline, won, or lost), win likelihood, and custom fields.
Update Subscription Details
Efficiently update existing details for a customer's subscription. You can adjust the effective date, change the subscription plan, or modify the quantity of items.
View Connected Billing Systems
Find and view all the billing systems (like Stripe, Recurly, or custom setups) that are sending data to your ChartMogul account. Easily filter to locate specific connections by their name or type.
View Customer Insights
Get a complete overview of any customer. See their tags, custom details, and enriched profile data from services like Stripe and Clearbit to understand them better.
View Customer Invoices
Quickly access and view your customers' invoices, including details on subscription revenue, one-time charges, and associated payments or refunds. Easily filter by customer or invoice ID to find specific billing records and understand their history.
View Customer Profile
Quickly find and view a complete profile for any specific customer. Access all their details, including tags (like 'VIP' or 'Enterprise'), custom attributes, full address, and integrated data from services like Stripe and Clearbit. You'll also see their monthly and annual recurring revenue figures (amounts are in cents).
View Customer Subscription Details
Get a detailed overview of all subscriptions for a specific customer. This includes information such as the plan name, quantity, current status (active or inactive), billing cycle, and start and end dates. You'll also see the Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) for each subscription, presented as standard currency amounts. To use this, you'll need the customer's unique identifier.
View Plan Group Overview
Get a complete overview of any plan group, including its name, the total number of plans it contains, and a list of all associated plans.
View Single Opportunity
View all the details for a specific sales opportunity in ChartMogul, including its financial value, currency, and any custom information you've added.
View Specific Invoice
Quickly find and view all the details for a particular invoice, including customer information, line items, and transaction history. Just provide the invoice's unique ID.
View Your Company Profile
Quickly access and view your ChartMogul company profile. See key details like your company name, preferred currency, time zone, and the start day of your reporting week.
View a Customer Note
Quickly find and view all the details for a specific customer note. See its full content and important timestamps, such as when it was created or last updated.
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.
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