ChartMogul + Memtro

MRR, churn, LTV and every MRR movement, with each month remembered as it closes.

Connect ChartMogul with an API key and Memtro reads MRR, ARR, customer count, churn, LTV and ARPA over any period, the MRR movements behind it, and customers by email or billing id with their subscriptions. Once a calendar month has ended, the hourly sync writes its metrics and movements into memory. When you ask, and once an administrator has granted each action by name, it can create and update customers and leads, add tags, notes and call logs, set follow-up tasks and add opportunities. Merging customers is undone only by unmerging, and deleting a customer permanently removes its billing data.

In Memtro

What you can do with ChartMogul in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ChartMogul tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Key metrics and single metric series by day, week, month, quarter or year, with changes against the previous period
  2. 02Each new business, expansion, contraction, churn or reactivation event with its customer, plan and MRR change
  3. 03Customers by exact email, billing-system id or status, with MRR, ARR, tags and their subscriptions
  4. 04Hourly sync writes each month that has closed into memory: MRR and its change, customers, churn, LTV, movements
  5. 05When asked and granted, creates or updates customers and leads, adds tags, notes and call logs that the whole account sees, sets or completes follow-up tasks, and adds sales opportunities
  6. 06When asked and granted, merges one customer into another, or permanently deletes an imported customer with its invoices and subscriptions, which changes the account's metrics

Acts when asked

When you ask it to

These tools change something in ChartMogul. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Create a customer or lead, or change its company, location, owner, lead status, website or primary contact
  2. 02Add tags to a customer
  3. 03Add a note or call log to a customer
  4. 04Create a follow-up task for a team member, or change or complete one
  5. 05Add a sales opportunity to a customer
  6. 06Merge one customer into another
  7. 07Delete a customer and all its billing data (permanent)

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in ChartMogul, choosing the same kinds; the tab shows ChartMogul's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. ChartMogul signs nothing, so the long random address is the only check: treat it as a password.

Events and webhooks
  • 01An MRR movement: a new customer, churn, expansion, contraction or reactivation
In practice

Ask it like you would a colleague

Once ChartMogul is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

ChartMogul + Memtro
  • What was MRR at the end of October, and how did it change from September?

  • Which customers churned in the last 30 days, and how much MRR went with them?

  • What is jane@acme.com subscribed to, and what is her MRR?

  • How much expansion MRR came from the Growth plan in Q3?

  • Add a note to Acme Ltd that they asked for a discount at renewal

01

Board pack numbers

The board pack is due Friday. The founder asks for October's MRR, ARR, customer count and both churn rates against September. Memtro answers from the month already in memory, and reaches ChartMogul only for the movements behind the churn.

02

Following up a downgrade

Ruth Okoye sees Acme Ltd's contraction last month and asks Memtro to log what the customer told her and set a follow-up. Memtro adds a note to Acme's timeline in ChartMogul, which everyone in the account can see, and creates a task assigned to Ruth by email, due next Tuesday.

Teams

Where it fits

The teams that lean on ChartMogul most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in ChartMogul is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in Analytics

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI key
  1. 1

    In ChartMogul open Profile → View Profile → API Keys. A read-only key covers every read and keeps Memtro to reading, and the actions need a key with read and write access

  2. 2

    In Memtro open Connections → ChartMogul, paste the API key and connect. Memtro checks the key and lists the billing systems feeding the account

  3. 3

    The first sync records the last complete month, and a connection that has fallen behind catches up three months an hour

  4. 4

    Ask what MRR did last month and where the churn came from

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The ChartMogul tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in ChartMogul?+

Only when you ask, and only what it has been granted: create a customer or lead, or change its company, location, owner, lead status, website or primary contact; add tags to a customer; add a note or call log to a customer; create a follow-up task for a team member, or change or complete one; add a sales opportunity to a customer; merge one customer into another; delete a customer and all its billing data (permanent). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a ChartMogul connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my ChartMogul data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed ChartMogul records into memory as entities.

How do I connect ChartMogul?+

API key. In ChartMogul open Profile → View Profile → API Keys. A read-only key covers every read and keeps Memtro to reading, and the actions need a key with read and write access.

Can ChartMogul start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in ChartMogul, choosing the same kinds; the tab shows ChartMogul's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect ChartMogul in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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