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- 1.0.0
- Aug 15, 2025
ChartMogul
ChartMogul centralizes, manages, and analyzes your subscription customer data from various billing systems, providing deep revenue insights and enhancing customer relationships.
Description
At its core, ChartMogul provides robust tools for managing your customer base. You can effortlessly list all your customers, filter them by status (e.g., Active, Cancelled, Qualified_Lead), or by the billing system they originated from. Need to find a specific customer? Our search function allows you to quickly locate a customer by their email address, providing a detailed overview of their profile. For a deeper dive, retrieve individual customer records to access a wealth of information including their unique UUIDs, external IDs from your systems, contact details, geographical data, and crucial financial metrics like Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR). Importantly, all monetary values are presented in integer cents, requiring a simple division by 100 to get the actual currency amount, ensuring precision in your financial analysis.
Beyond basic customer data, ChartMogul enables a holistic view of each customer. You can track their lifecycle from "New Lead" to "Active" or "Cancelled," see when they became a customer, and even identify when their free trial started. Custom attributes and tags can be assigned to customers, allowing you to segment your audience, track specific lead sources, or identify VIP clients. The platform also supports creating new customer records and updating existing ones, making it a flexible CRM companion for your subscription business.
Understanding your revenue streams is paramount. ChartMogul provides detailed insights into customer subscriptions, allowing you to list all active or inactive subscriptions for any given customer. Each subscription record includes vital information such as the plan name, quantity, MRR, ARR, status, billing cycle, and start/end dates. This granular data empowers you to analyze subscription performance, identify popular plans, and forecast future revenue with greater accuracy.
Furthermore, ChartMogul offers a comprehensive activity log for each customer. This feature tracks all significant events in a customer's journey, such as new subscriptions, upgrades, downgrades, or cancellations. Each activity record details the date, type of activity, a description, and crucially, the MRR movement associated with that event, as well as the total MRR and ARR after the change. This chronological view of customer interactions and their financial impact is invaluable for understanding churn drivers, identifying upsell opportunities, and improving customer retention strategies.
In essence, ChartMogul transforms raw billing data into intelligent, actionable insights. It's an indispensable tool for marketing teams looking to segment and target customers, sales teams aiming to understand customer value, customer success teams striving to reduce churn, and finance departments needing precise revenue reporting. Gain a crystal-clear understanding of your subscription business performance with ChartMogul – your single source of truth for all things revenue and customer.
What can this MCP do?
Add New Customer Contact
Easily add new contact information for your customers in ChartMogul. Include names, contact details, social media links, and other relevant notes.
Add Subscription Activity
Record new events and changes for your customer subscriptions. This helps you track the entire lifecycle of each subscription, such as when a plan changes, a subscription starts, or ends.
Add Subscription Plan
Quickly add a new subscription plan to your ChartMogul account. Define the plan's name, billing frequency (e.g., monthly or annually), and the duration of each billing cycle.
Add a New Customer
Quickly add new customer profiles to your ChartMogul account. Include essential details like company name, contact information, location, and important dates such as lead creation or free trial start. Enhance your customer data with custom attributes and tags for better organization and insights.
Average First Sale Price
Get 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 its value and how it changes month-to-month, quarter-to-quarter, or year-to-year. Understand trends in your initial customer revenue.
Create Customer CRM Task
Easily create and assign new tasks for your customers within your CRM. Define the task details, set a due date, and assign it to a team member. You can also track if it's completed.
Create Sales Opportunity
Add a new sales opportunity to ChartMogul. Provide essential details such as the customer, sales owner, pipeline, stage, estimated close date, deal amount, and currency. You can also include optional information like whether it's recurring or one-time, its forecast category, win likelihood, and any custom data.
Customer Activity History
Get a complete timeline of a customer's journey. See all their subscription changes, Monthly Recurring Revenue (MRR) movements, and other key events, helping you understand their financial impact and engagement over time.
Enhance Customer Profiles
Add unique, custom data points to your customer profiles. Tailor your customer records with specific information like acquisition channels, industry, or other relevant details, using various data types such as text, numbers, and dates.
Find Customer Contacts
Access a comprehensive list of all individuals associated with your customers. View their names, email addresses, phone numbers, and social media profiles. Easily search for specific contacts by their email or the customer they belong to.
Find Customers by Email
Quickly locate specific customer accounts in ChartMogul by searching with their exact email address. This tool helps you easily find the customer details you need.
Get All Key Metrics
Get a complete picture of your business performance. This tool retrieves all key financial and customer metrics, including Monthly Recurring Revenue (MRR), Annual Recurring Revenue (ARR), churn rates, customer count, and lifetime value, for any chosen time period. It provides current values, comparisons to the previous period, and percentage changes for each metric. You can also filter the data by specific regions or subscription plans to gain tailored insights.
Get Contact Details
Find and view all the details for a specific contact in ChartMogul, including their associated customers and any custom information.
Get Customer Activity History
View a comprehensive history of all revenue-related events for your customers. This includes new subscriptions, upgrades, downgrades, and churn. Each entry provides key details like the customer's name, the date, and the financial impact. You can easily filter these activities by date range or specific event type.
Get Customer Details
Quickly retrieve all available data for a specific customer. This includes their assigned tags, custom attributes you've defined, and enriched information pulled from integrated services like Stripe and Clearbit.
Get Plan Details
Quickly find and view all the details for a specific pricing plan in your ChartMogul account.
Get Plan Group Details
Quickly find and view all the details for a specific group of plans. This includes the group's name, the total number of plans it contains, and a list of all the plans associated with it. You'll need the unique identifier for the plan group to use this tool.
Get Specific Invoice Details
Quickly access all the details for a specific customer invoice. Simply provide the invoice's unique ID, and you'll receive a full breakdown including line items, transaction history, payment status, and associated customer information. You can also choose to view only valid, invalid, or all invoices.
Get Subscription Plans
Access a comprehensive list of your defined subscription plans, detailing their pricing structures and billing cycles. You can refine the list by specific billing systems (like Stripe) or other identifiers.
Group Your Plans
Easily combine multiple subscription plans into a custom group. Give your new group a name and select the plans you want to include for better organization and reporting.
Import Customer Billing History
Upload historical billing data for your customers. This enriches customer profiles with their full financial history, allowing for a complete view of past transactions and invoices. Ideal for integrating billing records from custom data sources.
Lifetime Value Analysis
Understand the long-term value of your customers. This tool provides your Customer Lifetime Value (LTV) metrics, revealing the total revenue you can expect from a customer over their relationship with your business. Track how customer value changes over time for any specified period.
Log Customer Interaction
Easily record customer interactions by adding notes or logging call details. Specify the type of activity, include detailed text, and note who made the entry.
Monitor Revenue Churn
Track the health of your recurring revenue. This tool calculates your Net MRR Churn Rate, revealing whether your existing customer base is increasing or decreasing your monthly recurring revenue. A negative churn rate is excellent, indicating you're growing revenue from existing customers faster than you're losing it!
Retrieve An Opportunity
Quickly access all the details for a specific sales opportunity, including its financial value, currency, and any associated custom data.
Retrieve Detailed Invoice History
Access your complete customer invoice history. This tool provides a detailed list of all invoices, including information about subscription revenue, one-time purchases, payments, and refunds. Each entry shows essential details like dates, amounts, currencies, and specific line items. You can easily filter invoices by customer or other key identifiers to find exactly what you need. For optimal performance, it typically displays the most recent invoices first.
Tag Your Customers
Assign custom tags or labels to your customer accounts. This helps you categorize and organize your customers for better management and filtering. New tags are added without duplicating existing ones.
Track Annual Revenue
Access your Annual Recurring Revenue (ARR) data to track your yearly financial performance. Get insights into your total ARR and its percentage change over time. Analyze trends by selecting specific date ranges and intervals (daily, weekly, monthly, quarterly, or yearly). Optionally filter your data by geography or specific subscription plans for more detailed insights.
Track Average Customer Revenue
Understand the average revenue generated from each of your customers over time. This tool provides insights into your average revenue per account (ARPA) and how it changes, helping you track the value of your customer base and revenue efficiency. You can analyze these trends daily, weekly, monthly, quarterly, or yearly.
Track Customer Churn
Understand how many customers you're losing by tracking your customer churn rate over time. This tool calculates the percentage of customers who cancel or leave, providing insights into your retention performance. View your churn rate daily, weekly, monthly, quarterly, or yearly, and see how it's trending. You can also refine your analysis by specific geographies or subscription plans.
Track Customer Growth
Monitor your total active customer count and how it changes over time. Gain insights into your customer growth trends, broken down by various time periods.
Track Monthly Revenue Trends
Get a clear overview of your Monthly Recurring Revenue (MRR) and how it changes over time. This tool breaks down your total MRR, showing contributions from new customers, upgrades, downgrades, cancellations, and reactivations. Choose your desired date range and interval (daily, weekly, monthly, quarterly, or yearly) to understand your revenue performance.
Update CRM Task
Easily modify your existing CRM tasks within ChartMogul. You can update the task description, reassign it to a different team member, adjust its due date, or mark it as completed.
Update Contact Information
Update existing customer contact details in ChartMogul. This allows you to modify their name, email, phone number, social media links, job details, and any custom information you track, such as their department.
Update Customer Details
Modify an existing customer's information in ChartMogul. This allows you to update various fields such as company name, contact details (address, owner, primary contact), lead and free trial dates, customer status, website, and custom attributes or tags.
Update Customer Interaction Details
Easily modify your existing customer notes and call logs. You can update the author, change the text, adjust the call duration, and correct the timestamps for when the interaction occurred or was last updated.
Update Plan Group
Rename an existing group of subscription plans or change which plans are included in it.
Update Subscription Details
Quickly update existing customer subscription events in ChartMogul. Modify key details like the effective date, the subscribed plan, the quantity of units, or other relevant attributes to keep your records accurate.
Update Subscription Plan
Modify the name, billing frequency (like monthly or yearly), and billing period of an existing subscription plan.
Update Your Deals
Easily modify the details of any existing sales opportunity. You can adjust the assigned owner, pipeline stage, estimated close date, deal value, and its forecast status (e.g., won, lost, committed).
View All Data Sources
Quickly see all the billing systems and data sources (like Stripe, Recurly, or custom setups) that are connected to your ChartMogul account. You can view their status and details, and easily find specific connections by name or type.
View All Tasks
Retrieve a list of your CRM tasks from ChartMogul. See details like the task description, who it's assigned to, its due date, and completion status. You can filter tasks by customer, assignee, due date, or whether they are completed.
View ChartMogul Task Details
Find and view all the details for a specific task in ChartMogul. This includes its associated customer, current status, and all other relevant information.
View Company Profile
Quickly view your ChartMogul company profile, including your company name, default currency, and time zone settings for reporting.
View Customer Interactions
Effortlessly access a complete history of all customer notes and call logs from your ChartMogul account. See details like the author, content, and timestamps for each interaction. For calls, the duration is also included. You can filter these records by specific customers or by type (notes or calls) to find exactly what you need.
View Customer Profile
Quickly access the complete profile for any specific customer using their unique ID. Get a comprehensive view of a single customer, including custom tags, personalized attributes, billing data from Stripe, company insights from Clearbit, and full address details.
View Customer Records
Retrieve a comprehensive list of all your customers. Filter by status (e.g., Active, Cancelled), billing system, or other identifiers to quickly find specific customer segments. Access key details including names, emails, current status, signup dates, and financial metrics like MRR and ARR.
View Customer Subscriptions
Quickly view all active and inactive subscriptions for a specific customer. This tool provides comprehensive details for each subscription, including the plan name, quantity, current status, billing cycle, start and end dates, and key revenue metrics like Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR), displayed in their correct currency. Simply specify the customer to get their full subscription history.
View Plan Group Plans
Quickly view all the subscription plans that are part of a specific plan group. You'll need to specify which group you want to see.
View Sales Opportunities
Get a comprehensive list of your sales opportunities, similar to entries in your CRM. Each opportunity includes details like the associated customer, owner, pipeline stage, estimated close date, deal amount, and forecast category. You can easily filter the list by customer, owner, pipeline, stage, or close date to find exactly what you need.
View Source Information
Retrieve comprehensive information for any of your ChartMogul data sources, including its name, creation date, current status, and the billing system it's connected to.
View Subscription History
Get a detailed history of changes to your customer subscriptions. This tool allows you to view all key events in a subscription's lifecycle, such as when it started, was updated, or cancelled. You can filter events by customer, subscription, event type (e.g., 'started', 'cancelled'), or date to quickly find the information you need. It's optimized for efficient lookups of specific subscription changes.
View Your Plan Groups
Access a list of your ChartMogul plan groups. These are logical groupings that help you organize your subscription plans for reporting. Each entry shows the group's name and the number of plans it contains.
View a Customer Note
Quickly find and display the complete details of a specific note associated with one of your customers.
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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