ChartMogul

Query MRR, ARR, churn, retention, cohorts, customers and sales pipeline from your AI assistant.

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What the ChartMogul connector does

The ChartMogul MCP server connects subscription analytics to Claude, ChatGPT and any MCP-compatible agent. It exposes 76 tools covering MRR and ARR, churn and retention, cohorts, cash flow, benchmarks, customers, subscriptions, invoices and the sales pipeline. Sign-in is OAuth, and ChartMogul documents the connection as read-only.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on .

Anthropic states this reflects the level of review a connector received, not a security audit.

ChartMogul tools (76)

  • ARPA
  • ASP
  • CMRR
  • CMRR_movements
  • LTV
  • MRR_and_ARR
  • MRR_movements
  • account_retention_for_benchmarks
  • benchmarks
  • benchmarks_metadata
  • benchmarks_segmented
  • cash_flow
  • cash_flow_analytics
  • cash_flow_summary
  • cfl_reference
  • cfl_reference_for_plan_filters
  • churn_summary
  • churned_subscribers
  • cohorts
  • cohorts_summary
  • currency_fluctuation
  • currency_fluctuation_summary
  • customer_count
  • free_and_paid_subscriber_movements
  • free_trial_customers
  • get_current_account
  • lead_and_trial_trends
  • leads
  • leads_and_free_trials_summary
  • list_account_team_members
  • list_contacts
  • list_customer_custom_attributes
  • list_customer_notes
  • list_customer_subscriptions
  • list_customer_timeline_events
  • list_data_sources
  • list_emails
  • list_invoices
  • list_line_items
  • list_opportunities
  • list_plan_groups
  • list_plans
  • list_reference_data
  • list_sales_pipeline_stages
  • list_sales_pipelines
  • list_saved_charts_and_lists
  • list_segments
  • list_subscription_events
  • list_tags
  • list_tasks
  • list_transactions
  • maps
  • maps_churn_ltv
  • metrics_by_plan
  • metrics_by_region
  • metrics_for_top_10_countries
  • net_MRR
  • net_MRR_summary
  • non_subscription_customer_summary
  • non_subscription_customer_trends
  • non_subscription_customers
  • paid_subscriber_movements
  • retention
  • sales_cycle
  • sales_cycle_length_trends
  • sales_cycle_summary
  • scenario_analysis
  • search_all
  • search_custom_attributes
  • search_customers
  • subscriber_movement_summary
  • subscribers
  • subscription_movements
  • subscription_quantity
  • trial_conversion_trends
  • trial_conversions

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

  • One scope, mcp, with no read/write split and no per-resource narrowing. The consent screen offers nothing to decline. Access control lives in ChartMogul's role model and in the account-wide security toggle, not in the OAuth grant.
  • MCP access is on by default. An Admin or Owner has to visit Settings → Admin → Security to turn it off. Accounts that would rather opt in than opt out should check that toggle before anyone connects.
  • The connector reads your CRM, not just your charts. Twenty-four of the 76 tools list customer records, and list_customer_notes and list_emails reach call logs and email threads attached to accounts. Weigh that separately from the metrics.
  • Two roles are excluded. ChartMogul's roles article documents Lite and CRM-only team members, and neither appears in the four roles its MCP article permits.
  • One tool is admin-gated. list_account_team_members is marked available to admins only, so results differ by who authorised the connection.
  • We could not read tool schemas or safety annotations. The endpoint requires authentication, so the 76 count and the tool names are the directory's, and parameter-level detail is not published here. What we did read is the auth posture, both OAuth descriptors and the vendor's tool table.
  • The endpoint publishes no resource_metadata pointer. ChartMogul's 401 challenge omits the parameter that normally names the protected-resource descriptor. The descriptor exists anyway, at the conventional path — a client that follows only the header would conclude there was none.
  • ChartMogul publishes no MCP-specific rate limit. Its REST API documents 40 requests per second and a maximum of 20 parallel connections, but that page does not state whether the MCP server shares that budget. Treat the API figures as context, not as the connector's limit.
  • The connector delivers your data, not advice. It returns metrics and records from your own account. Interpreting them, and any decision that follows, sits with you.

Frequently asked questions

Can the ChartMogul MCP server change any data in your account?

No. ChartMogul's documentation states the server uses OAuth 2.0 and connects to your account with read-only access, and that data is only retrieved in response to your queries. All 75 tools in its published table read or search. Nothing in the 76-name directory listing carries a create, update, delete, import or merge verb.

Which ChartMogul role do you need to use the MCP server?

Owner, Admin, Staff or Read-only. ChartMogul's MCP article names exactly those four team member roles. Its roles article lists two more, Lite and CRM-only, which are not on that list. Managing the MCP setting itself is narrower still and requires Admin or Owner.

Which ChartMogul plan includes MCP server access?

All of them, including Free. ChartMogul's plan comparison table marks the row API, MCP, and standard CSV exports as included on Free, Starter, Pro and Enterprise. The Free plan tracks up to 120,000 dollars of ARR, so the constraint is account size rather than the connector itself.

How do you turn off MCP access for a ChartMogul account?

In Settings, Admin, Security, toggle Allow MCP server access. ChartMogul documents that MCP access is enabled by default and that managing this setting requires an Admin or Owner role. Individual users can also revoke a connection from their AI assistant's connector settings at any time.

How do you connect ChartMogul to Claude Code?

Run claude mcp add --transport http chartmogul https://mcp.chartmogul.com in a terminal. ChartMogul publishes that exact command. Then type /mcp inside the Claude Code session and complete the OAuth flow against your ChartMogul account. The same URL works in any MCP-compatible client that supports streamable HTTP.

What is CMRR in ChartMogul, and how does it differ from MRR?

CMRR is Committed Monthly Recurring Revenue, which ChartMogul describes as a forward-looking projection of MRR based on scheduled subscription changes. MRR measures revenue already billed, so it trails; CMRR incorporates future committed changes, so it leads. The connector exposes both as separate tools.

Sources

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