ChartMogul

This MCP server connects ChartMogul data to your MCP client, enabling you to access accounts, customers, subscriptions, invoices, analytics, and other business data through a prepared set of endpoints. You can run a local MCP instance and point your client at it to perform common data-management and analytics tasks efficiently.

How to use

You run a local MCP server alongside your client to perform operations like retrieving account information, managing customers, handling subscriptions, and querying metrics. Start the server using the provided runtime and point your MCP client at the local port. The server exposes a broad set of actions such as listing data sources, creating and updating customers, managing invoices, and obtaining metrics like MRR, ARR, churn, and LTV.

How to install

Prerequisites: you need Node.js and npm if you follow the development flow, and you will use a runtime tool called uv to run the MCP server. Ensure you have Python installed because the main server entry uses a Python script. Prepare a token for ChartMogul access and place it in the environment when starting the server.

Step-by-step commands to configure and run the MCP server locally:

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

Additional setup steps

1. Install and prepare the runtime for the MCP server. If you are following development steps, you may install uv via your preferred package manager or build from source following the guidance in the development flow.

2. Locate the runtime path for uv on your system and ensure the absolute path is used in the config entry to avoid path resolution issues.

3. Create a local environment file if proceeding with development, and populate the required token placeholder with your actual ChartMogul token.

Notes on usage and environment variables

The MCP server relies on an environment token to authorize interactions with ChartMogul data. Provide this token in the environment block of the MCP configuration. Restart the client after adding or updating environment variables to ensure the changes take effect.

Available tools

retrieve_account

Get account information for a specific ChartMogul account.

list_sources

List all data sources with optional filtering to locate relevant sources quickly.

retrieve_source

Get details for a specific data source by UUID.

list_customers

List customers with filtering options to narrow results.

search_customers

Search customers by email address.

retrieve_customer

Fetch a single customer by UUID.

create_customer

Create a new customer record.

update_customer

Update attributes of an existing customer.

list_customer_subscriptions

Retrieve subscriptions associated with a customer.

list_customer_activities

Get activities related to a customer.

list_customer_attributes

Fetch attributes associated with a customer.

add_customer_tags

Add tags to a customer for better categorization.

add_customer_custom_attributes

Attach custom attributes to a customer.

list_contacts

List all contacts.

retrieve_contact

Get a contact by UUID.

create_contact

Create a new contact.

update_contact

Update contact information.

list_customer_notes

List customer notes and call logs.

retrieve_customer_note

Get a specific customer note by UUID.

create_customer_note

Create a new note or call log for a customer.

update_customer_note

Update an existing customer note.

list_opportunities

List sales opportunities.

retrieve_opportunity

Get an opportunity by UUID.

create_opportunity

Create a new opportunity.

update_opportunity

Update opportunity details.

list_tasks

List tasks related to customers.

retrieve_task

Get a task by UUID.

create_task

Create a new task.

update_task

Update task information.

list_plans

List subscription plans.

retrieve_plan

Get a plan by UUID.

create_plan

Create a new plan.

update_plan

Update plan details.

list_plan_groups

List plan groups.

retrieve_plan_group

Get a plan group by UUID.

create_plan_group

Create a new plan group.

update_plan_group

Update a plan group.

list_plan_group_plans

List plans within a plan group.

all_metrics

Get all key metrics such as MRR, ARR, ARPA, ASP, customer count, churn rates, and 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.

list_subscription_events

List subscription events.

create_subscription_event

Create a new subscription event.

update_subscription_event

Update subscription event details.

list_invoices

List invoices with filtering.

import_invoices

Create new invoices.

retrieve_invoice

Get an invoice by UUID.

list_activities

List business activities such as new_biz, expansion, churn, etc.