ChartMogul's MCP Server

Supported Tools

Account & Data Sources

• `retrieve_account` - Get account information
• `list_sources` - List all data sources with optional filtering
• `retrieve_source` - Get specific data source by UUID

Customer Management

• `list_customers` - List customers with filtering options
• `search_customers` - Search customers by email
• `retrieve_customer` - Get customer by UUID
• `create_customer` - Create new customer
• `update_customer` - Update customer attributes
• `list_customer_subscriptions` - Get customer's subscriptions
• `list_customer_activities` - Get customer activities
• `list_customer_attributes` - Get customer attributes
• `add_customer_tags` - Add tags to customer
• `add_customer_custom_attributes` - Add custom attributes to customer

Contacts

• `list_contacts` - List all contacts
• `retrieve_contact` - Get contact by UUID
• `create_contact` - Create new contact
• `update_contact` - Update contact information

Customer Notes

• `list_customer_notes` - List customer notes and calls
• `retrieve_customer_note` - Get specific note by UUID
• `create_customer_note` - Create new note or call log
• `update_customer_note` - Update existing note

Sales & CRM

• `list_opportunities` - List sales opportunities
• `retrieve_opportunity` - Get opportunity by UUID
• `create_opportunity` - Create new opportunity
• `update_opportunity` - Update opportunity details
• `list_tasks` - List customer tasks
• `retrieve_task` - Get task by UUID
• `create_task` - Create new task
• `update_task` - Update task information

Plans

• `list_plans` - List subscription plans
• `retrieve_plan` - Get plan by UUID
• `create_plan` - Create new plan
• `update_plan` - Update plan details
• `list_plan_groups` - List plan groups
• `retrieve_plan_group` - Get plan group by UUID
• `create_plan_group` - Create new plan group
• `update_plan_group` - Update plan group
• `list_plan_group_plans` - List plans in a group

Analytics & Metrics

• `all_metrics` - Get all key metrics (MRR, ARR, ARPA, ASP, customer count, churn rates, LTV)
• `mrr_metrics` - Get Monthly Recurring Revenue metrics
• `arr_metrics` - Get Annual Run Rate metrics
• `arpa_metrics` - Get Average Revenue Per Account metrics
• `asp_metrics` - Get Average Sale Price metrics
• `customer_count_metrics` - Get customer count metrics
• `customer_churn_rate_metrics` - Get customer churn rate metrics
• `mrr_churn_rate_metrics` - Get MRR churn rate metrics
• `ltv_metrics` - Get Customer Lifetime Value metrics

Data Operations

• `list_subscription_events` - List subscription events
• `create_subscription_event` - Create new subscription event
• `update_subscription_event` - Update subscription event details
• `list_invoices` - List invoices with filtering
• `import_invoices` - Create new invoice
• `retrieve_invoice` - Get invoice by UUID
• `list_activities` - List business activities (new_biz, expansion, churn, etc.)

Usage

1. Open the Claude Desktop configuration file located at:

2. Add the following:

{
  "mcpServers": {
    "mcp-chartmogul": {
      "command": "uv",
      "args": [
        "--directory",
        "/path/to/your/local/chartmogul-mcp-server",
        "run",
        "main.py"
      ],
      "env": {
        "CHARTMOGUL_TOKEN": ""
      }
    }
  }
}

3. Run `which uv` to locate the command entry for `uv` and replace it with the absolute path to the `uv` executable.

4. Restart Claude Desktop to apply the changes.

Development

1. Run `cp example.env .env` in the root of the repository to create a `.env` file.

2. Update it with the following env variables.

CHARTMOGUL_TOKEN=

3. Install `uv` by following the instructions here.

4. Run `uv sync` to install the dependencies.

5. Run `source .venv/bin/activate` to activate the created virtual environment.

6. Run `mcp dev main.py:cm_mcp` to start the development MCP server. This command will need Node.js and npm installation.

7. Inspect and connect to the MCP server at http://127.0.0.1:6274