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.)

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:

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.

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.

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