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- 1.0.0
- Oct 07, 2025
ChartMogul
Unify your SaaS subscription and customer data from all billing systems. Get a 360-degree view of MRR, ARR, customer lifecycle, and detailed attributes to drive growth and reduce churn.
Description
With ChartMogul, you gain immediate access to rich customer profiles, complete with unique identifiers, external IDs, contact information, and their current lifecycle status – from 'New Lead' to 'Active' or 'Cancelled'. Dive deeper with extensive attributes including customizable tags, bespoke data fields, and integrated metadata from sources like Stripe and Clearbit. This granular data empowers your teams to segment customers effectively, personalize communications, and identify key trends.
Beyond just customer details, ChartMogul provides critical insights into your recurring revenue. Track Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) for each customer and subscription, understanding not just current values but also their historical movements. Monitor subscription statuses, billing cycles, and key dates, giving you a clear picture of your revenue streams. The platform also meticulously logs all customer activities, from subscription starts to upgrades and cancellations, allowing you to trace the full customer journey and understand the impact of various events on your MRR.
ChartMogul streamlines your operations by allowing you to manage customers directly within the platform. Create new customer entries with detailed lead information, update existing profiles with new attributes or status changes, and ensure your data remains accurate and up-to-date across all connected sources. Your revenue operations, customer success, marketing, and finance teams can all rely on a single source of truth for accurate reporting and strategic decision-making.
Whether you're monitoring overall business growth, identifying at-risk customers for proactive retention efforts, segmenting audiences for targeted marketing campaigns, or reconciling financial data, ChartMogul provides the intelligence you need to accelerate growth, reduce churn, and optimize your SaaS business performance.
What can this MCP do?
Access Customer Details
Quickly find and access comprehensive details for any specific customer in ChartMogul. This includes their profile, custom tags, custom attributes, Stripe payment information, Clearbit company insights, and full address details, giving you a complete view of your customers.
Access Customer Profile
Find comprehensive details about any customer. This includes their specific tags (e.g., 'VIP'), custom data you've added (e.g., 'CAC', 'channel'), financial metadata from Stripe, and enriched company information from Clearbit. Get a complete view of your customers to make informed decisions.
Add Customer Tags
Quickly categorize and organize your customer accounts by adding relevant tags. For instance, you can mark customers as 'VIP' or 'priority' to easily identify and segment them. Existing tags remain, and no duplicates are created.
Add New Contact
Add a new contact to your ChartMogul records. Provide essential details like name, email, phone, and social media links to keep your customer information up-to-date.
Add New Customer
Seamlessly add new customers to your ChartMogul account. Include essential details like contact information, location, lead and free trial dates, and custom attributes to keep your records complete.
Add New Sales Deal
Create a new sales opportunity to track potential revenue. Specify customer details, sales owner, pipeline stage, estimated close date, and deal value. Add optional info like opportunity type or win likelihood for accurate forecasting.
Annual Revenue Performance
Gain insights into your company's Annual Recurring Revenue (ARR). Track your yearly recurring income and its growth percentage over custom date ranges and intervals (daily, weekly, monthly, quarterly, or yearly) to understand your long-term financial performance.
Assign New Customer Task
Create and assign follow-up tasks for your customers directly within your CRM. Specify task details, link it to a customer, assign it to a team member, and set a due date.
Average Revenue Per Account
Get a clear view of how much revenue your average customer account generates. This tool calculates and displays your Average Revenue Per Account (ARPA), showing you trends and percentage changes over time. Analyze this key metric daily, weekly, monthly, quarterly, or yearly for specific date ranges, and optionally refine your insights by geographic region or specific subscription plans.
Average Sale Price Trends
Gain insights into the average amount new customers spend on their very first purchase. This tool helps you track your Average Sale Price (ASP) over time, showing you trends and changes by month, quarter, or year. Understand how this key metric evolves to better gauge the value of your new customer acquisitions.
Create New Plan
Use this to add a new subscription plan to your ChartMogul account. You can define the plan's name and set its billing frequency, such as daily, monthly, or yearly.
Customer Subscription Details
Retrieve a complete list of all subscriptions for a specific customer, showing both active and inactive plans. You'll get key details like the plan name, quantity, current status, start and end dates, billing frequency, and their monthly (MRR) and annual (ARR) recurring revenue, automatically converted to your standard currency. Just provide the customer's unique ID.
Enhance Customer Profiles
Add specific details and unique information to your customer profiles in ChartMogul. This allows you to track custom data points, such as a customer's acquisition channel, specific product interests, or any other relevant information. You can define various types of data, including text, numbers, dates, or true/false values, to enrich your customer records for improved analysis and segmentation.
Find Customer Contacts
Easily view a list of all individuals linked to your customers in ChartMogul. Filter results by email or customer ID to quickly find contact information like names, emails, phone numbers, and social media profiles.
Find Customer Note Details
Quickly find and view the complete details of a specific note associated with any customer, including its content and creation date.
Get All Pricing Plans
See a list of all your subscription and pricing plans. This includes details like billing intervals (monthly, yearly) and allows you to filter by billing system (e.g., Stripe) to quickly find specific plans.
Get CRM Task Details
Quickly find and view all the information for a specific customer relationship management (CRM) task, including its status and any associated customers.
Get Contact Details
Quickly find and view all the details for a specific contact in ChartMogul. Access their complete profile, including associated customers and any custom information.
Get Customer Invoices
Get a list of all your customer invoices from ChartMogul. Each invoice provides details on subscription charges, one-time purchases, payments, and refunds. You can filter the list to find specific invoices by customer or data source.
Get Invoice Details
Instantly access all the details of a specific customer invoice. This includes everything about the items purchased, payment history, important dates, and the associated customer information. You can also choose to filter your search to show only valid, invalid, or all invoices.
Get Opportunity Details
Quickly view all the information for a specific sales opportunity, including its value, currency, and any custom details you've set.
Get Plan Details
Easily access and view all the details for a specific subscription plan in ChartMogul. This includes its name, billing frequency, and other key information, by simply providing its unique plan ID.
Get Plan Group Details
Quickly find and view all the details for a specific group of plans. This includes the group's name, how many plans it contains, and a list of all the plans associated with it.
Group Subscription Plans
Combine multiple subscription plans into a single named group to better organize and manage your offerings.
Import Customer Invoices
Upload your customers' past billing invoices and transaction data into ChartMogul. This tool is essential for bringing in historical revenue information from custom data sources, providing a complete view of your subscription metrics.
List Customer CRM Tasks
View and manage your customer-related CRM tasks. Easily filter by customer, assignee, due date, or completion status to track progress and responsibilities.
Log Custom Subscription Events
Record key changes in your customers' subscriptions, such as when they start, renew, or cancel. This helps you track the full lifecycle of subscriptions coming from your custom data sources, ensuring your revenue metrics are always up-to-date.
Log Customer Interaction
Quickly add an important note or log a phone call for any customer in ChartMogul. Keep a complete history of your customer interactions, including conversation details, call duration, and who made the entry.
Manage Subscription Plan Groups
Easily modify the name and included subscription plans for an existing plan group. This helps you organize and categorize your various customer subscription offerings.
Monitor Subscription Churn
Track the health of your subscription business by monitoring your Net MRR Churn Rate. This tool calculates the percentage of your monthly recurring revenue (MRR) that is gained or lost from existing customers due to churn, contractions, and expansions. Quickly identify if you have 'net negative churn' – an excellent sign that your existing customer revenue growth outweighs any losses. View trends daily, weekly, monthly, or annually to understand your customer retention and growth.
Monthly Recurring Revenue Insights
Track and analyze your Monthly Recurring Revenue (MRR) performance. Gain insights into how your MRR evolves, including contributions from new customers, upgrades, downgrades, cancellations, and returning customers. Monitor your revenue trends daily, weekly, or monthly to understand business growth.
Quick Customer Email Search
Quickly locate specific customers in ChartMogul by searching their email address.
Track All Core Metrics
Gain insights into your subscription business by retrieving all essential performance metrics. Track key indicators like Monthly Recurring Revenue (MRR), customer growth, and churn rates over any specified period. Choose to view data daily, weekly, monthly, quarterly, or yearly, and filter results by geography or specific plans for targeted analysis.
Track Customer Churn Rate
Understand how many customers are leaving your service over time. This tool calculates your customer churn rate as a percentage, showing you the current rate and how it's changing. You can analyze churn for specific periods and segment the data by geographic region or subscription plans.
Track Customer Growth
See how your total active customer count has changed over time. This tool provides a clear overview of your active customer base, including growth percentages, for any specified date range and interval (daily, weekly, monthly, etc.).
Track Customer LTV
Understand the long-term value of your customers. This tool helps you retrieve and track your Customer Lifetime Value (LTV), showing you the average revenue a customer is expected to generate throughout their relationship with your business. See how your LTV changes over time to inform your business strategy.
Track Customer Revenue Changes
Retrieve a comprehensive list of all customer activities that affect your revenue. This includes events like new subscriptions, upgrades, downgrades, and churn. For each activity, you'll see the date, type, description, and the resulting change in Monthly Recurring Revenue (MRR) or Annual Recurring Revenue (ARR), along with customer details. You can easily filter these activities by date range and specific event types.
Track Sales Opportunities
Get a list of your sales opportunities and deals from ChartMogul. This tool provides key details for each opportunity, including the assigned owner, its current stage in the sales pipeline, the estimated closing date, and the deal's value. You can easily filter results by customer, owner, pipeline, or close date to find exactly what you need.
Update Billing Plan
Change the details of an existing subscription plan. You can update the plan's name and adjust how often customers are billed, such as monthly, annually, or at custom intervals like half-yearly.
Update Contact Details
Keep your customer records up-to-date by easily modifying their contact information. You can change details like name, email, phone, social media links, job title, and add custom notes.
Update Customer Activity Log
Modify an existing customer interaction, such as a note or a call log. You can update details like the author, the note's content, the duration of a call, or the timestamps when it was created or last updated.
Update Customer Details
Easily update an existing customer's information in ChartMogul. You can modify details like their company, lead creation date, free trial start, location (zip, city, state, country), custom tags, owner, primary contact, status, and website. Keep your customer profiles accurate and up-to-date.
Update Sales Opportunity Details
Keep your sales opportunities current by updating key information. You can adjust details like the assigned owner, sales pipeline and stage, estimated close date, financial amount and currency, opportunity type (recurring or one-time), forecast category, and win likelihood. You can also add custom attributes.
Update Subscription Event Details
Quickly update existing customer subscription events in ChartMogul. Modify details like the effective date, chosen plan, or subscription quantity to keep your records accurate.
Update Your Tasks
Easily update your ChartMogul CRM tasks. Modify details, change assignees, adjust due dates, or mark tasks as complete.
View Account Details
Access your ChartMogul account's core information. See your company name, primary currency, time zone, and the day your reporting week starts.
View Billing Source Info
View the complete details of a specific billing data source connected to your ChartMogul account. This includes its name, current status, and the type of billing system it integrates with (e.g., Stripe, Braintree). You'll need the source's unique ID to retrieve its information.
View Connected Billing Systems
Get a list of all the billing systems you've connected to ChartMogul, including platforms like Stripe, Recurly, or your own custom integrations. You can filter the results by system name or type to quickly find specific connections and understand your data sources.
View Customer Details
Quickly access and view a list of your ChartMogul customers. Filter by status (e.g., Active, Cancelled), billing system (e.g., Stripe), or other criteria to find specific groups. Each customer entry provides key details like name, email, subscription status, and revenue metrics.
View Customer Notes & Calls
Easily access and review a customer's entire history of notes and call logs within ChartMogul. You can filter by specific customers or interaction types (notes or calls) to quickly find relevant information.
View Customer Subscription Events
Access a detailed history of a specific customer's subscription journey. See key events like new subscriptions, upgrades, downgrades, and cancellations, along with how each event impacted their Monthly Recurring Revenue (MRR).
View Grouped Plans
Get a list of all subscription plans organized within a specific plan group in ChartMogul.
View Subscription Change Log
Get a detailed timeline of all activities and changes related to your customer subscriptions. Track key events like starts, cancellations, and updates, along with their dates and associated customer information. Easily filter by customer, subscription, event type, or date to review specific subscription lifecycle events.
View Your Plan Groups
Get an overview of how your subscription plans are organized into logical groups for reporting. See each group's name and the number of plans it contains.
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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