retrieve_accountLABSCO SUMMARY
The metrics and the CRM sit behind the same connection.
One half answers the Monday-morning questions — MRR, ARR, ARPA, ASP, customer count, churn by customer and by MRR, LTV, or all of them at once. The other half is the record itself: customers with their subscriptions and activities, plus contacts, notes, tasks, opportunities and plans, each of which can be created as well as read.
What it is
The vendor's own server over a ChartMogul account, covering both the subscription metrics and the customer records they are calculated from.
What you get
- Metrics: all_metrics in one call, or mrr_metrics, arr_metrics, arpa_metrics, asp_metrics, customer_count_metrics, customer_churn_rate_metrics, mrr_churn_rate_metrics and ltv_metrics individually
- Customers: list_customers, retrieve_customer and create_customer, with list_customer_subscriptions, list_customer_activities and list_customer_attributes
- Customer enrichment: add_customer_tags and add_customer_custom_attributes
- Contacts and notes: list_contacts, retrieve_contact, create_contact, list_customer_notes, retrieve_customer_note and create_customer_note for a note or a logged call
- Sales: list_opportunities, create_opportunity, list_tasks and create_task
- Plans: list_plans, create_plan, list_plan_groups, create_plan_group and list_plan_group_plans
- Data operations: list_sources, list_invoices, retrieve_invoice, import_invoices, list_subscription_events, create_subscription_event, list_activities and retrieve_account
Requirements
A ChartMogul account and its API credentials.
Setup effort
Clone and run — clone the repository, then add the configuration for your client; uv runs the script from your clone, with nothing to build
USE CASES
01
Answering how the business is doing
Take every headline metric in one call, then drill into the individual one that looks wrong.
02
Understanding why revenue moved
Read churn by customer and by MRR against the subscription events in the same period, so a drop resolves to specific accounts.
03
Getting the full picture on one account
Open the customer and pull their subscriptions, activity and notes together before a renewal call.
04
Logging what happened on a call
Find the customer, write the note, and leave the follow-up as a task rather than in your head.
05
Tracking a deal through to close
See what is open, add the new opportunity, and attach the next step to it.
54 tools
Listed in project docs. Your client may show a different list.
list_sourcesretrieve_sourcelist_customerssearch_customersretrieve_customercreate_customerupdate_customerlist_customer_subscriptionslist_customer_activitieslist_customer_attributesadd_customer_tagsadd_customer_custom_attributeslist_contactsretrieve_contactcreate_contactupdate_contactlist_customer_notesretrieve_customer_notecreate_customer_noteupdate_customer_notelist_opportunitiesretrieve_opportunitycreate_opportunityupdate_opportunitylist_tasksretrieve_taskcreate_taskupdate_tasklist_plansretrieve_plancreate_planupdate_planlist_plan_groupsretrieve_plan_groupcreate_plan_groupupdate_plan_grouplist_plan_group_plansall_metricsmrr_metricsarr_metricsarpa_metricsasp_metricscustomer_count_metricscustomer_churn_rate_metricsmrr_churn_rate_metricsltv_metricslist_subscription_eventscreate_subscription_eventupdate_subscription_eventlist_invoicesimport_invoicesretrieve_invoicelist_activitiesBEFORE YOU INSTALL
What to know first
Tools you get
54 tools named in the project's documentation.
Requires
- uv on PATH
- Python 3.13 or newer
- CHARTMOGUL_TOKEN in your environment
Where it runs
The documented client runs the server on your machine.
INSTALLATION
Connect your client
Clone the repository, then add the configuration for your client; uv runs the script from your clone, with nothing to build.
Server setup
TERMINAL
git clone https://github.com/chartmogul/chartmogul-mcp-serverMCP Clients
Claude Desktop
CLAUDE DESKTOP · JSON
{
"mcpServers": {
"mcp-chartmogul": {
"command": "uv",
"args": [
"--directory",
"<YOUR_PATH_TO_LOCAL_CHARTMOGUL_MCP_SERVER>",
"run",
"main.py"
],
"env": {
"CHARTMOGUL_TOKEN": "<YOUR_CHARTMOGUL_TOKEN>"
}
}
}
}<YOUR_PATH_TO_LOCAL_CHARTMOGUL_MCP_SERVER> is the absolute path to your clone. Run which uv: "uv" has to be the absolute path it prints. Then restart Claude Desktop.
