chartmogul/chartmogul-mcp-server
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ChartMogul's MCP Server is designed to facilitate seamless integration and management of customer data, analytics, and CRM functionalities through a structured protocol server.
ChartMogul's MCP Server
Supported Tools
Account & Data Sources
retrieve_account- Get account informationlist_sources- List all data sources with optional filteringretrieve_source- Get specific data source by UUID
Customer Management
list_customers- List customers with filtering optionssearch_customers- Search customers by emailretrieve_customer- Get customer by UUIDcreate_customer- Create new customerupdate_customer- Update customer attributeslist_customer_subscriptions- Get customer's subscriptionslist_customer_activities- Get customer activitieslist_customer_attributes- Get customer attributesadd_customer_tags- Add tags to customeradd_customer_custom_attributes- Add custom attributes to customer
Contacts
list_contacts- List all contactsretrieve_contact- Get contact by UUIDcreate_contact- Create new contactupdate_contact- Update contact information
Customer Notes
list_customer_notes- List customer notes and callsretrieve_customer_note- Get specific note by UUIDcreate_customer_note- Create new note or call logupdate_customer_note- Update existing note
Sales & CRM
list_opportunities- List sales opportunitiesretrieve_opportunity- Get opportunity by UUIDcreate_opportunity- Create new opportunityupdate_opportunity- Update opportunity detailslist_tasks- List customer tasksretrieve_task- Get task by UUIDcreate_task- Create new taskupdate_task- Update task information
Plans
list_plans- List subscription plansretrieve_plan- Get plan by UUIDcreate_plan- Create new planupdate_plan- Update plan detailslist_plan_groups- List plan groupsretrieve_plan_group- Get plan group by UUIDcreate_plan_group- Create new plan groupupdate_plan_group- Update plan grouplist_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 metricsarr_metrics- Get Annual Run Rate metricsarpa_metrics- Get Average Revenue Per Account metricsasp_metrics- Get Average Sale Price metricscustomer_count_metrics- Get customer count metricscustomer_churn_rate_metrics- Get customer churn rate metricsmrr_churn_rate_metrics- Get MRR churn rate metricsltv_metrics- Get Customer Lifetime Value metrics
Data Operations
list_subscription_events- List subscription eventscreate_subscription_event- Create new subscription eventupdate_subscription_event- Update subscription event detailslist_invoices- List invoices with filteringimport_invoices- Create new invoiceretrieve_invoice- Get invoice by UUIDlist_activities- List business activities (new_biz, expansion, churn, etc.)
Usage
-
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
- On macOS:
-
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>"
}
}
}
}
-
Run
which uvto locate the command entry foruvand replace it with the absolute path to theuvexecutable. -
Restart Claude Desktop to apply the changes.
Development
-
Run
cp example.env .envin the root of the repository to create a.envfile. -
Update it with the following env variables.
CHARTMOGUL_TOKEN=<YOUR-CHARTMOGUL-TOKEN>
-
Install
uvby following the instructions here. -
Run
uv syncto install the dependencies. -
Run
source .venv/bin/activateto activate the created virtual environment. -
Run
mcp dev main.py:cm_mcpto start the development MCP server. This command will need Node.js and npm installation. -
Inspect and connect to the MCP server at http://127.0.0.1:6274
