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Quick Info
- Secure cloud hosting
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- 1.0.0
- Nov 27, 2025
ChartMogul
Connect to ChartMogul for subscription analytics, revenue reporting, and customer management.
What can this MCP do?
Access Customer Profile
See all the important information about your customers, including their assigned tags (like 'VIP' or 'Enterprise'), custom data you've added, payment details from Stripe, and company insights from Clearbit. Get a complete picture of each customer.
Add Customer Tags
Quickly assign custom labels to your customer profiles. New tags are simply added to a customer's existing tags, helping you categorize and manage your customer data.
Add New Customer
Instantly add new customer records to ChartMogul. Include company details, contact information, location, and key dates like when they became a lead or started a free trial. Keep your subscription analytics accurate and comprehensive.
Add New Sales Deal
Log a new potential sale or deal for a customer. Record its estimated value, currency, expected closing date, and current stage in your sales process.
Add Past Customer Billing
Easily add a customer's past invoices and transaction details to ChartMogul. This helps you build a complete historical billing record, especially for custom data sources.
Adjust Subscription Details
Easily modify details for an existing customer's subscription event. Update the effective date, change the associated plan, adjust the quantity, or correct other subscription attributes to ensure your records are always accurate.
Average New Customer Value
Understand the average amount new customers pay on their first invoice. This tool helps you track the initial value of your customers, showing trends and percentage changes over time. Analyze data by month, quarter, or year, with options to filter by geographic region or specific plans. Financial figures are provided in cents for precise calculation.
Average Revenue Per Customer
Get insights into the average revenue generated by each of your customers. Monitor how much each account contributes to your earnings over specific timeframes (daily, weekly, monthly, quarterly, or yearly) to understand customer value and track business performance.
Browse Subscription Plans
Quickly view and filter all your subscription pricing plans. See plan names, billing frequencies (like monthly or annually), and which billing system they belong to (e.g., Stripe).
Create Custom Plan Groups
Combine your existing subscription plans into new, custom groups. Simply name your group and select the plans you want to include for better organization.
Create Customer Contact
Easily add new customer contacts to your ChartMogul account. Store their names, email, phone, social media links, job title, and other important details.
Create New Pricing Plan
Set up a new pricing plan for your customer subscriptions. Define the plan's name and how frequently customers will be billed (e.g., daily, monthly, or annually).
Customer Revenue Activity Log
Get a detailed log of all customer revenue movements across your entire customer base. This includes new subscriptions, upgrades, downgrades, and churn events. Easily filter activities by date range or event type to understand changes in your monthly and annual recurring revenue (MRR/ARR).
Edit Customer Notes & Calls
Update existing customer notes or call logs. Easily modify specific details like the author, the note's content, call duration, and the timestamps for when the interaction occurred. Keep your customer records accurate and current.
Edit Plan Group Details
Adjust an existing group of subscription plans. You can update the group's name and choose which plans are part of it.
Edit Sales Deal Details
Update the details of an existing sales deal in your ChartMogul account. Easily modify information like the deal owner, pipeline stage, estimated closing date, financial amount, currency, and forecast category. Keep your sales pipeline accurate and track your deals effectively.
Enrich Customer Profiles
Add unique details to your customer profiles. Track custom information like marketing channels, loyalty scores, important dates, or yes/no flags to enhance your customer understanding and segmentation.
Find Customers by Email
Quickly locate customer records by searching with their exact email address.
Get Contact Details
Find and view all details for a specific contact in your ChartMogul account, including their associated customers and any custom information.
Get Customer Contacts
Quickly find and view individuals associated with your customers. Get details like name, email, phone, social media links, and notes. You can filter contacts by email or customer ID to find exactly who you're looking for.
Get Customer Invoices
Retrieve a list of all your customer invoices. For each invoice, you'll see details like its due date, currency, and a breakdown of included items such as subscriptions, one-time charges, discounts, taxes, and any associated payments or refunds.
Get Customer Profile
Retrieve all available information for a specific customer. This includes their contact details, financial metrics (MRR/ARR), custom tags like 'VIP' or 'enterprise', personalized attributes such as 'CAC' or 'channel', and integrated data from platforms like Stripe and Clearbit.
Get Data Source Details
Quickly find and view the complete details of a specific data source in your ChartMogul account, including its name, creation date, status, and the billing system it uses.
Get My Account Details
View essential information about your ChartMogul account, including your company name, reporting currency, time zone, and your preferred week start day (Monday or Sunday).
Get Opportunity Details
Get all the details for a specific sales opportunity in ChartMogul. This includes the deal amount, currency, and any custom information you've added.
Get Plan Details
Quickly find and display all the details for a specific subscription plan in your ChartMogul account, such as its name, billing interval, and unique identifier.
Get Product Plan Details
Quickly view all the details for a specific product plan group. See its name, the total number of plans it includes, and a comprehensive list of all associated plans.
Log Customer Interaction
Keep a detailed history of your customer interactions. This tool lets you add new notes or log phone calls directly onto a customer's profile, including text details, call duration, and who made the contact.
Monitor Customer Growth
View the total number of active customers your business has over time. Understand your customer growth and see how your customer base changes daily, weekly, or monthly.
Schedule a Customer Task
Easily create and assign new tasks for your customers. Define the task details, assign it to a team member, and set a due date to ensure timely follow-up.
Search & List Customers
Effortlessly find and view a list of your customers from ChartMogul. Filter customers by their current status (like Active or Cancelled), billing system (e.g., Stripe), or specific IDs. Each result provides essential details such as their name, email, subscription status, and revenue figures.
Track Annual Revenue Growth
See your company's Annual Recurring Revenue (ARR) and track its performance over time. Get the total yearly recurring income and understand its percentage change. You can customize the date range and time interval (daily, weekly, monthly, quarterly, or yearly), with optional filters for geography and subscription plans.
Track Customer Churn Rate
Understand how many customers you're losing over time. This tool calculates your customer churn rate as a percentage and shows how it's changing, letting you monitor trends daily, weekly, or monthly. You can also filter results by location or subscription plan.
Track Customer Tasks
Get a clear overview of all your customer-related tasks. See details like who a task is assigned to, its due date, and if it's been completed. Easily filter tasks by customer, assignee, due date, or completion status to follow up efficiently.
Track Monthly Revenue Growth
Track your Monthly Recurring Revenue (MRR) performance with detailed breakdowns. See how total MRR changes over time, including contributions from new customers, upgrades, downgrades, and cancellations. Choose your desired date range and view trends by day, week, month, quarter, or year to understand your business growth.
Track Subscription Changes
Get a detailed history of all significant events related to your customer subscriptions. Easily view when subscriptions started, were updated, or cancelled, helping you understand the full customer lifecycle. You can search for specific customers or event types.
Track Subscription Changes
Record important lifecycle events for your customer subscriptions, such as new sign-ups, upgrades, or cancellations. Keep your custom data accurate and track subscriber activity over time.
Track Subscription Churn
Easily monitor how your recurring revenue changes due to customer activity. See if new revenue from existing customers (expansion) is outperforming losses from cancellations and downgrades. A negative rate means your business is successfully growing its revenue base!
Track Subscription Revenue & Growth
Get a complete overview of your subscription business performance. Retrieve key financial metrics like Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), average revenue per customer, and customer lifetime value (LTV). Also track customer growth, churn rates, and average selling price over any chosen period. Filter data by date range, interval (daily, weekly, monthly, etc.), geographical region, or specific plans to gain detailed insights into your business health and trends.
Understand Customer Value
Discover the total revenue your average customer is expected to generate throughout their relationship with your business. Track how this value changes over time and analyze trends for specific periods.
Update Customer Contact
Keep your customer contact records current. Easily update details such as their name, email, phone number, social media links, job title, and add custom notes or information.
Update Customer Details
Easily modify details for an existing customer. Update their company information, contact details, address, website, subscription status, and add or change custom tags and attributes.
Update Subscription Plan
Adjust the details of an existing subscription plan, including its name and how frequently customers are billed (e.g., monthly, yearly, or every six months).
Update a Task
Update the details of an existing CRM task, including its description, assignee, due date, or mark it as completed.
View CRM Task Details
Get comprehensive information about a particular CRM task, such as its completion status and linked customer records.
View Connected Billing Systems
See all the billing systems you've connected to ChartMogul, like Stripe or Recurly. View their names, types, and connection status at a glance.
View Customer Activity History
Get a detailed timeline of all subscription-related activities for any customer. Track key events like new subscriptions, plan changes, cancellations, and the exact financial impact (MRR/ARR movements) throughout their journey.
View Customer Interactions
Access important notes and call logs for your customers. You can view all interactions or filter to see just notes or just call records for a specific customer.
View Customer Note Details
Access the complete content and all associated information for any specific customer note.
View Customer Subscription Details
Get a complete list of subscriptions for any customer. See details like plan names, current status, billing cycles, start/end dates, and revenue figures (MRR/ARR).
View Invoice Details
Quickly find and view the complete details for any specific invoice in your ChartMogul account. Simply provide the invoice's unique ID to retrieve all information, including line items, transaction history, and associated customer details. You can also specify if you want to include valid, invalid, or all types of invoices.
View Plan Groups
Quickly view all your plan groups, which are used to organize subscription plans for better reporting. Each group entry includes its name and the number of plans it contains.
View Plans by Group
Quickly see all the subscription plans that are part of a specific plan group you've set up in ChartMogul.
View Sales Opportunities
Get a comprehensive list of your sales opportunities from ChartMogul. See key details for each deal, including the customer, owner, current pipeline stage, estimated close date, and total deal amount. Easily filter opportunities by customer, owner, pipeline, or close date range to focus on specific deals.
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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