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Quick Info
- Secure cloud hosting
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- 1.0.0
- Nov 06, 2025
ChartMogul
Connect to ChartMogul for subscription analytics, revenue reporting, and customer management.
What can this MCP do?
Add Custom Customer Data
Add specific, personalized information to your customer profiles in ChartMogul. This allows you to track details like their marketing channel, internal IDs, or any other custom data using various formats such as text, numbers, dates, or yes/no values.
Add New Customer
Add a new customer to your ChartMogul account. Easily input their company details, contact information, and important dates like when they became a lead or started a free trial. You can also include custom attributes and assign an owner for better tracking.
Add New Customer Contact
Easily add a new contact person to your ChartMogul customer records. Include details like their name, job title, email, phone number, social media links, notes, and any custom information to keep your customer relationships organized.
Add Sales Opportunity
Log a new sales opportunity in ChartMogul, including essential details like customer, owner, pipeline stage, estimated close date, and value. Enhance tracking by adding optional information such as opportunity type, forecast category, and win likelihood.
Add a Billing Plan
Use this to add a new subscription plan to your ChartMogul account. You'll need to provide a name and set the billing cycle, like daily, monthly, or yearly.
Adjust Opportunity Details
Keep your sales opportunities up-to-date. Easily adjust key information like the assigned owner, pipeline stage, estimated close date, financial amount, currency, opportunity type (recurring/one-time), forecast category, and win likelihood. You can also update custom fields to reflect the latest status of any deal.
Apply Customer Tags
Quickly add new categories or labels to your customer records. For example, mark a customer as 'VIP' or 'priority'. New tags are simply added to their existing list without duplicates.
Average Revenue Per Account
Gain insights into your Average Revenue Per Account (ARPA). This tool helps you understand the average revenue generated from each customer over a specified period. Track ARPA values and their percentage changes to monitor customer value and inform your business growth strategies. You can analyze data by day, week, month, quarter, or year within any date range.
Average Sale Price Tracker
Track the average amount new customers spend on their first purchase. See historical trends and percentage changes across months, quarters, or years to understand your initial customer value.
Comprehensive Business Metrics
Get a complete overview of your company's performance. This tool provides all essential financial and customer metrics, such as Monthly Recurring Revenue (MRR), customer growth, and churn rates, for any chosen date range. Track trends and understand your business health over time, with options to filter by region or specific plans.
Customer Activity Timeline
View a chronological list of a specific customer's subscription changes, such as new subscriptions, upgrades, downgrades, and cancellations. See how these events impacted their monthly recurring revenue (MRR) and annual recurring revenue (ARR).
Customer Growth Trends
Understand how your active customer base is growing or changing over time. Specify a date range and viewing interval (daily, weekly, monthly, quarterly, or yearly) to track your total active customers and their percentage change.
Customer Lifetime Value
Understand the total revenue a customer is expected to generate throughout their relationship with your business. This tool helps you track their average lifetime value and see how it changes over time, with options to filter by date range, geography, and specific plans.
Edit Customer Contact Info
Easily update a customer's contact information, including their name, email, phone number, job title, and social media links. Keep all your customer details current.
Edit Customer Notes
Easily modify a customer's existing notes or call logs within ChartMogul. Update details like the author, content, call duration, and when it was created or last updated.
Edit Customer Subscriptions
Update specific details for an existing customer subscription, such as the effective date, chosen plan, or quantity. Keep your subscription records accurate and up-to-date.
Edit Product Plan Groups
Adjust the settings for an existing product plan group. You can rename the group and add or remove individual product plans from it.
Find Customer by Email
Quickly locate specific customer profiles in ChartMogul. Simply enter their exact email address to find their account and view their details.
Find Your Customers
Get a list of your customers from ChartMogul, complete with key details like name, email, status, and financial metrics. Filter the list to quickly find specific customer segments, such as 'Active' customers or those managed by a particular billing system.
Get CRM Task Details
Quickly find and view all the details for a specific customer relationship management (CRM) task. This includes its completion status and any linked customer information.
Get Contact Details
Quickly find and view all the information for a specific contact in ChartMogul. This includes their full contact details, associated customer accounts, and any custom information you've added.
Get Customer Details
Retrieve a complete profile for any specific customer in ChartMogul. This includes all available information like customer tags (e.g., 'VIP'), custom attributes (such as acquisition cost or marketing channel), billing and subscription revenue data, company information, and their full address. Quickly access everything you need to know about an individual customer.
Get Customer Tasks
Get a list of your customer relationship management (CRM) tasks. Easily filter tasks by customer, assignee, due date, or completion status.
Get Data Source Details
Retrieve all the information about a specific data source in ChartMogul, including its name, creation date, current status, and the billing system it's connected to.
Get Invoice Details
Retrieve all the details for a specific invoice. This includes its line items, transaction history, and associated customer information. You can choose to view valid, invalid, or all invoices.
Get Opportunity Details
View all the details for a specific sales opportunity, including its value, currency, and any custom information.
Get Plan Details
Access the full details for any of your subscription plans, including its name, billing frequency, and unique identifier.
Import Customer Invoices
Seamlessly bring your customers' past invoices and detailed billing transactions into ChartMogul. This tool helps you upload historical financial data from your custom systems, ensuring you have a complete view of your revenue history.
Monitor MRR Churn
Track your Net Monthly Recurring Revenue (MRR) churn rate to understand how customer changes impact your revenue. See the percentage of MRR lost from churned customers versus gained from existing customer expansions. A negative churn rate is a great sign, meaning your revenue from existing customers is growing!
New Customer Task
Easily create and assign a new task for a specific customer. Include the task details, who it's assigned to, and its due date.
Organize Your Pricing Plans
Group your subscription plans together under a custom name. This helps you organize and manage different pricing tiers or product offerings more effectively.
Record Customer Notes & Calls
Quickly record interactions with your customers, whether it's a detailed note or a logged phone call. This helps you maintain a complete history of customer engagement within ChartMogul, including activity type, text, and who created it.
Recurring Revenue Insights
Get a clear view of your subscription business performance. This tool provides detailed insights into your Monthly Recurring Revenue (MRR), showing how it changes over time and breaking down contributions from new customers, upgrades, downgrades, cancellations, and returning customers. Understand your revenue growth and key drivers for any chosen period.
Track Annual Revenue Growth
Monitor your Annual Recurring Revenue (ARR) and see how it's growing or changing over time. Get insights into your yearly revenue performance, broken down by day, week, month, quarter, or year to spot key trends.
Track Customer Churn
Calculate and monitor the percentage of customers you're losing over time. Get a clear view of your customer churn rate, broken down by day, week, month, quarter, or year, to understand trends and changes. Optionally filter by geographic region or specific subscription plans for deeper insights.
Track Customer Revenue Movements
Get a detailed list of all customer activities that impact your recurring revenue, such as new subscriptions, plan changes (upgrades/downgrades), and customer churn. See the financial impact of each event and filter the list by date or type of activity.
Track Subscription Changes
Easily record key events in your customers' subscription lifecycle, such as new sign-ups, plan changes, or cancellations. This helps you maintain an accurate history of all subscription activity.
Track Subscription Changes
Get a detailed history of all significant events in your customer subscriptions. This includes when subscriptions began, were modified, or ended, allowing you to track their full lifecycle. You can filter these events by type (e.g., start, cancel, update), specific customer, subscription, or date range.
Update CRM Task
Easily modify your existing CRM tasks. Update the task description, change the assignee, adjust the due date, or mark the task as completed.
Update Customer Profile
Easily update an existing customer's profile. Modify details like their company, contact information, address, important dates (e.g., lead creation, free trial start), custom tags, assigned owner, status, and website URL.
Update Subscription Plan
Modify the details of an existing subscription plan, including its name and how frequently customers are billed (e.g., monthly, yearly).
View Account Details
Quickly access essential information about your ChartMogul company account. See your company's name, primary currency, time zone, and the starting day of your reporting week.
View All Pricing Plans
Get an overview of all your subscription plans. This tool shows you each plan's name, its billing frequency (like monthly or yearly), and the billing system it's linked to. You can also search for plans by their billing system or a specific ID.
View Customer Contacts
Get a complete list of all individuals connected to your customers. You can easily search for contacts by their email or the associated customer's ID. Each contact profile provides key information like their name, email, phone, social media links, and any custom notes.
View Customer Information
Get a comprehensive view of any customer, including their assigned tags, custom attributes, and enriched data from services like Stripe and Clearbit.
View Customer Interactions
Get a comprehensive list of all notes and call logs for your customers. See who wrote what, the content of the interaction, and when it happened. You can easily filter by customer or type of communication (note or call).
View Customer Invoices
Access a comprehensive list of all your customer invoices. Quickly view essential details like invoice dates, currency, and payment status. Drill down into specific line items to understand subscription charges, one-time fees, discounts, and taxes.
View Customer Note Info
Quickly find and view the full details of any customer note, including its content and important timestamps.
View Customer Subscriptions
Get a comprehensive overview of a specific customer's active and inactive subscriptions. This tool provides key details like the subscription plan, quantity, current status, billing frequency, start and end dates, and financial metrics such as Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR). Note that all financial amounts are given in cents, so divide by 100 to get the dollar value.
View Group's Plans
Get a list of all subscription plans that belong to a specific plan group.
View Plan Group Details
Easily retrieve all the details for a specific group of plans in ChartMogul. This includes the group's name, the total number of plans it contains, and a list of all associated plans.
View Plan Groups
View your subscription plan groups, which are categories used for reporting. See the name of each group and how many plans it contains to better understand and analyze your service offerings.
View Sales Deals
Get a list of your current sales opportunities. Each entry provides key details such as the associated customer, the sales owner, the deal's value and currency, its estimated close date, and its current stage within your sales pipeline. You can also filter opportunities by customer, owner, pipeline, or close date.
View Your Data Sources
Get a complete list of all the billing systems and data integrations connected to your ChartMogul account, such as Stripe or Recurly. Easily filter the list to quickly find specific sources.
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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