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.)

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=<YOUR-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

Usage

1. Open the Claude Desktop configuration file located at:

   • On macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • On Windows: %APPDATA%/Claude/claude_desktop_config.json

2. Add the following:

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