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
One command plus a key — uvx chartmogul-mcp-server, then supply credentials