ChartMogul MCP server

ChartMogul’s remote MCP server lets you access your revenue metrics, customer data, and sales pipeline through any MCP-compatible AI assistant. Ask questions to fetch data, compare performance, and run deep, investigative analysis. For example, why retention dropped in a specific segment, how churn correlates across quarters, or which customers are at risk.

You'll need to be an Owner, Admin, Staff, or Read-only team member in ChartMogul to use the MCP server.

A composite screenshot showing Claude responding to

Here’s what we cover in this article:

Features

See the full list of available tools.

Enabling MCP access

You’ll need to be an Admin or Owner in ChartMogul to enable MCP access.

To use the MPC server, you first need to enable MCP access for your ChartMogul account:

  1. Go to Settings & Data > Admin > Security.
  2. Set Allow MCP server access to On.

ChartMogul’s MCP server has been submitted to Anthropic and OpenAI for inclusion in their MCP directories. While approval is pending, you can set it up manually.

Manual setup

ChartMogul’s MCP server works with any MCP-compatible AI assistant. To connect it, you’ll need the following server URL:

https://mcp.chartmogul.com              

The general steps are:

  1. Open your AI assistant’s MCP or connector settings.
  2. Add a new connection using the server URL above.
  3. Sign in to your ChartMogul account and authorize access when prompted.

Once connected, verify that ChartMogul tools appear in your assistant’s available tools list. You can revoke access at any time from your AI assistant’s connector settings.

Connecting Claude manually using the server URL

You’ll need: owner or admin access to your Claude organization.

  1. Open Settings and go to Organization settings.
  2. In the left sidebar, under Libraries, select Connectors.
  3. In the top-right corner, click the Add dropdown and choose Custom.
  4. In the Add custom connector dialog, enter:
    • Name: ChartMogul
    • Remote MCP server URL: https://mcp.chartmogul.com/
    • Leave the OAuth Client ID and OAuth Client Secret fields (under Advanced settings) blank — authorization is handled automatically.
  5. Click Add. You’ll see a “Custom connector added” confirmation, and ChartMogul will now appear in your organization’s connector list.

This completes organization-level setup. Each team member must connect and authorize ChartMogul individually (they’ll be prompted to sign in via OAuth the first time they use it).


Connecting ChatGPT manually using the server URL

You’ll need: owner or admin access to your ChatGPT workspace.

Prerequisite — Developer Mode. Custom connectors can only be added once Developer Mode is enabled. If it isn’t already on, ChatGPT will prompt you to enable it when you try to add the connector, so you can turn it on as part of this flow.

  1. Open the ChatGPT admin panel and go to Apps.
  2. Click Create (top-right) to open the New App dialog.
  3. Fill in the app details:
    • Name: ChartMogul
    • Description: ChartMogul MCP
    • Connection: keep Server URL selected, then enter https://mcp.chartmogul.com/
    • Authentication: leave as OAuth (the OAuth settings are discovered automatically once a valid URL is entered).
  4. Read the “Custom MCP servers introduce risk” notice and tick “I understand and want to continue.”
  5. Click Create. The app is created as a draft (shown with a DEV label).
    • Note: the new draft may not appear right away. If you don’t see it, reload the page or switch away from and back into the Drafts tab, and it will show up.
  6. On the draft, click Publish.
  7. In the Publish dialog, work through both risk reviews so they show as Reviewed:
    • Review potential risk: Unauthorized data access — open it and tick “I understand.”
    • Review potential risk: Malicious app — open it and tick “I trust this app” and “I have reviewed the parameters being sent to each action and they do not request sensitive data that they shouldn’t.”
  8. Click Publish. ChartMogul now moves into your Enabled apps list.

Publishing makes ChartMogul available to everyone in your workspace, but it doesn’t connect them automatically. Each team member must connect and authorize ChartMogul individually (signing in via OAuth) before they can use it.

Setup from the connector directory

ChartMogul’s MCP server has been submitted to Anthropic and OpenAI for inclusion in their MCP directories. While approval is pending, you can set it up manually.

Connecting with Claude

The ChartMogul connector is coming soon to Claude’s connector directory. In the meantime, you can connect manually using the server URL.

Before you begin, make sure you are signed into your ChartMogul account in your browser.

  1. In Claude, go to Customize > Connectors and search for ChartMogul remote MCP.
  2. Select it from the list and click Connect.
  3. On the authorization screen, confirm which ChartMogul account is being connected, review the permissions, and click AUTHORIZE.

To disconnect at any time, go to Customize > Connectors > ChartMogul remote MCP > Disconnect.

Connecting with ChatGPT

The ChartMogul app is coming soon to ChatGPT’s app directory. In the meantime, you can connect manually using the server URL.

Before you begin, make sure you are signed into your ChartMogul account in your browser.

  1. In ChatGPT, go to Settings > Apps and search for ChartMogul remote MCP.
  2. Select it from the list and click Connect.
  3. On the authorization screen, confirm which ChartMogul account is being connected, review the permissions, and click AUTHORIZE.

To disconnect at any time, go to Settings > Apps > ChartMogul remote MCP > Disconnect.

Authentication

ChartMogul’s MCP server uses OAuth 2.0 and connects to your account with read-only access. Data is only retrieved in response to your queries, and the AI assistant never connects to your account on its own.

When you connect, you will be prompted to sign in to your ChartMogul account and authorize access. The authorization screen shows which ChartMogul account you’re connecting and what permissions the integration requests.

You can revoke access at any time from your AI assistant’s connector settings.

Usage examples

Example 1: Prepare for a customer meeting

User prompt: “I’m meeting Jellytech tomorrow. Summarize their subscription history, current MRR changes, recent conversations, key stakeholders, renewal timeline, and upsell opportunities.”

What happens:

  • Searches for the customer by name, confirms the match, and retrieves their subscription details, current MRR, ARR, and total net payments to date.
  • Fetches notes and call logs to build a timeline of conversations, including pricing discussions, support issues, and any open or unresolved items.
  • Retrieves all contacts associated with the account, including their roles and last activity, to identify key stakeholders.
  • Fetches recent email threads to capture any ongoing conversations not logged as notes.
  • Cross-references the subscription data, conversation history, and account trajectory to identify upsell opportunities and map out the renewal timeline.
  • Returns a structured meeting brief covering subscription and MRR details, renewal timeline, key stakeholders, a chronological summary of recent conversations, and a prioritized list of upsell opportunities with context drawn from the account history.

Example 2: Investigate a churn spike

User prompt: “Why has churn increased over the past three months? Break it down by account size, pricing plan, cancellation reason, and lost MRR, and identify the biggest contributing factors.”

What happens:

  • Fetches the individual churned accounts and their MRR impact across the period.
  • Groups churned accounts by MRR tier to show whether losses are coming from high-value or lower-value accounts.
  • Analyzes price-point clusters across churned accounts to show whether churn is concentrated in a specific pricing tier.
  • Looks for cancellation reasons in customer notes and tags, and where reasons aren’t recorded, identifies patterns in other available data such as company names.
  • Returns an interactive summary with tabs for top losses, breakdown by MRR band, a month-over-month comparison chart showing lost MRR and cancellation count, price clusters, and a written analysis of the biggest contributing factors and any segments worth investigating further.

Example 3: Prepare a monthly board update

User prompt: “Prepare a monthly board update summarizing MRR movement, churn, expansion revenue, top customer changes, key metrics, and business risks from the last 30 days.”

What happens:

  • Retrieves MRR movements for the period, including new business, expansion, contraction, churn, and reactivation, and compares them to the previous month.
  • Fetches churn data, including individual churn events and contraction breakdown, alongside a 12-month churn rate trend for context.
  • Retrieves subscriber count, ARPA, and retention figures, and fetches LTV for longer-term health context.
  • Pulls net MRR movement details to identify the top expansion accounts and any notable customer changes.
  • Retrieves industry benchmark comparisons to position key metrics against peers in the same ARR band.
  • Runs a final MRR query to confirm closing figures.
  • Compiles all data into a Word document covering an executive summary, a KPI scorecard, an MRR movement waterfall with a three-month trend, expansion revenue highlights, churn analysis, customer base and ARPA commentary, industry benchmark comparisons, new business trends, a color-coded business risk register, and prioritised focus areas for the next period.
  • Summarizes the key findings in the chat alongside the document, highlighting the most important story the data tells.

Example 4: Assess pipeline health and new business target coverage

User prompt: “How healthy is our sales pipeline? Break down open opportunities by stage, owner, and win likelihood, flag any deals that haven’t progressed in the last 30 days, and tell me whether we’re on track to hit our new business MRR target based on the current weighted pipeline.”

What happens:

  • Retrieves all sales pipelines, then fetches stage-level data for each, including opportunity counts, total pipeline MRR, and probability-weighted MRR per stage.
  • Fetches all open opportunities with stage, owner, win likelihood, forecast category, and close date.
  • Retrieves recent customer notes and open tasks for each opportunity to identify deals with no recorded activity in the last 30 days.
  • Pulls recent new business MRR figures to establish a target baseline and assess whether the current weighted pipeline is sufficient to meet it.
  • Cross-references opportunity activity, close dates, and win likelihoods to flag deals that are stale, overdue, or at risk.
  • Returns an interactive pipeline dashboard showing total pipeline MRR and weighted MRR, a coverage bar against the new business target, open opportunities grouped by stage and owner with color-coded win likelihoods, and a flagged deals section with context from notes and tasks on each at-risk deal.
  • Provides a written assessment of overall pipeline health and whether the new business target is within reach, with specific attention to deals needing immediate action.

Available tools

The following tools are available through ChartMogul’s MCP server.

Tool Description
Account retention for benchmarks Your retention metrics (gross MRR, net MRR, customer) over time, for comparison against benchmarks.
ARPA Average Revenue Per Account trend over time.
ASP Average Sale Price with summary statistics for a date range.
Benchmarks Industry benchmark comparisons for ARR growth rate, customer retention, and net and gross MRR retention, segmented by ARPA or ARR band.
Benchmarks metadata Benchmark data freshness and ARR milestone information.
Benchmarks segmented Number of accounts in the same benchmark segment as your account.
Cash flow Customer-level net and gross cash flow for a given date range.
Cash flow analytics Cash flow analytics: refunds, net, gross, and non-recurring cash flow, successful payments, and failed transactions.
Cash flow summary Cash flow summary statistics for a given date range.
CFL reference ChartMogul Filtering Language (CFL) syntax reference, used to build filter expressions for analytics tools.
CFL reference for plan filters CFL syntax reference scoped to plan and plan group filters, used when constructing filter expressions involving plan or plan group fields.
Churn summary Churn rate trends and data tables: customer churn rate, net MRR churn rate, gross MRR churn rate, and quantity churn rate.
Churned subscribers Detailed list of churned subscribers.
CMRR Committed Monthly Recurring Revenue movements, showing recurring revenue including future committed changes.
CMRR movements Activity feed of committed MRR (CMRR) events.
Cohorts Per-customer conversion details for a specific cohort and target interval.
Cohorts summary Cohort retention analytics: net MRR cohorts, quantity cohorts, customer cohorts, and non-subscriber-to-subscriber conversion cohorts.
Currency fluctuation Per-record exchange rate impact activities.
Currency fluctuation summary Summary of exchange rate impact on MRR over time.
Customer count Count of customers matching a given filter, without retrieving full customer records.
Free and paid subscriber movements Per-customer MRR movement details for both paying and free subscribers.
Free trial customers List of free trial customers.
Get current account Current account identity, currency, time zone, and data-handling settings.
Lead and trial trends Lead and free trial count trends and data tables over time.
Leads Paginated list of individual lead and non-trial lead customers.
Leads and free trials summary Lead and free trial summary statistics.
List account team members Team members in the account with their role, status, and contact details. Available to admins only.
List contacts Contacts for one or more customers, including name, email, phone, and custom attributes.
List customer custom attributes Custom attribute definitions on customer records, including name, type, and possible values for dropdown attributes.
List customer notes Notes and call logs for one or more customers, filtered by type, author, and date.
List customer subscriptions Subscriptions for one or more customers, including plan, status, billing interval, and key dates.
List customer timeline events Status changes, merges, and other events displayed in the Activity feed.
List data sources Sources connected to the account, with optional connector settings.
List emails Emails linked to a customer or contact, with optional body content and customer and contact details.
List invoices Invoices for a customer or source, with optional line items and transaction details.
List line items Line items from invoices, including amounts, plan, subscription, and proration details.
List opportunities Open and closed opportunities across sales pipelines, filtered by stage, owner, forecast category, and close date.
List plan groups Plan groups used for filtering, with the plans they contain.
List plans Subscription plans in the account, filtered by name, billing interval, and source.
List reference data ChartMogul reference catalogs: currencies, customer statuses, countries, US states, and geographic region groupings.
List sales pipeline stages Stages of a sales pipeline with opportunity counts, total pipeline MRR, and probability-weighted pipeline MRR per stage.
List sales pipelines Sales pipelines in the account.
List saved charts and lists Saved charts, customer lists, and opportunity lists visible to the current team member.
List segments Segments saved in the account.
List subscription events Subscription event log (subscription starts, upgrades, cancellations, etc.) for a customer or source.
List tags Customer tags in the account, with customer counts.
List tasks Tasks assigned to customers or contacts, filtered by status, assignee, due date, and overdue state.
List transactions Transactions (payments and refunds) for a customer or invoice, filtered by type, result, and date.
LTV Customer Lifetime Value analytics over time.
Maps MRR, ARPA, and ASP broken down by region as a point-in-time snapshot.
Maps churn LTV Customer churn rate and LTV broken down by country or region as a point-in-time snapshot.
Metrics by plan Key metrics (MRR, ARR, ARPA, subscriber counts) for every plan as of today.
Metrics by region Key metrics (MRR, ARR, ARPA, retention, net payments, subscriber counts) for every region as of today.
Metrics for top 10 countries MRR, ARR, and paid subscriber trends over time broken down by the top ten countries.
MRR and ARR MRR and ARR trends, growth rates, and aggregated movement totals (new business, expansion, contraction, churn, reactivation).
MRR movements Activity feed of MRR movements, cancellations, and other subscription events.
Net MRR Per-customer net MRR movement details, filtered by movement type.
Net MRR summary Net MRR movement totals per period, showing new business, expansion, contraction, churn, and reactivation amounts.
Non-subscription customer summary Summary statistics for non-subscription customers for given date intervals.
Non-subscription customer trends Count, average order value, and average spend per customer trends for non-subscription customers.
Non-subscription customers Customer-level details for non-subscription customers, including order value and payments received.
Paid subscriber movements Per-customer MRR movement details for paid subscribers.
Retention Net MRR, gross MRR, and customer retention rate data tables over time.
Sales cycle Per-customer sales cycle length details.
Sales cycle length trends Average Sales Cycle Length trend and data table over time.
Sales cycle summary Sales cycle length summary statistics for a given date range.
Scenario analysis Revenue and subscriber count forecast with optional what-if scenarios modifying new business, churn, or pricing.
Search all Full-text search across customers, contacts, notes, tasks, opportunities, emails, and saved sidebar items.
Search custom attributes Free-text search across all customer custom attribute values in the account.
Search customers Customer search with filtering by status, plan, tag, source, owner, date fields, and more.
Subscriber movement summary Aggregated MRR movement counts for both paid and free subscribers.
Subscribers Subscriber and subscription count trends and growth rates over time.
Subscription movements Per-subscription MRR movement details.
Subscription quantity Per-subscription quantity change details, filtered by MRR movement type.
Trial conversion trends Trial-to-paid and trial-to-free-or-paid conversion rates over time.
Trial conversions Per-customer trial conversion details.

Privacy policy

You can find ChartMogul’s privacy policy at https://chartmogul.com/privacy.

Support

For help with ChartMogul’s MCP server, contact us at support@chartmogul.com.

Still need help? Contact Us Contact Us