MCP server · Analytics

ChartMogul MCP server

ChartMogul in any MCP client, through Memtro: ChartMogul does not publish this server. Memtro's ChartMogul connector reads ChartMogul through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

Subscription analytics and CRM from ChartMogul: MRR, ARR, customer count, churn rates, LTV, ASP and ARPA over any period, MRR movements (new business, expansion, contraction, churn, reactivation), customers by email or external id with their subscriptions, plans and data sources; can also create or update a customer or lead, tag it, add a note or call log, create or complete a task, add a sales opportunity, merge two customers or delete one, when you ask. ChartMogul allows 40 requests a second per account.

Reads

  • chartmogul_data_sourcesThe billing systems feeding this ChartMogul account (Stripe, Chargebee, Recurly, custom imports…): name, system, status and UUID.
  • chartmogul_metricsAll key ChartMogul metrics over a period: per interval (day, week, month, quarter or year) the MRR, ARR, customer count, customer churn rate…
  • chartmogul_metric_seriesOne ChartMogul metric as a time series: mrr, arr, arpa, asp, customers, customer_churn_rate, mrr_churn_rate, ltv.
  • chartmogul_mrr_movementsMRR movements (ChartMogul activities), newest first: each new business, expansion, contraction, churn or reactivation event with its date…
  • chartmogul_customersFind ChartMogul customers: by email (exact), by external id (the billing system's customer id), or listed by status (New_Lead, Working_Lead…
  • chartmogul_customer_subscriptionsOne ChartMogul customer's subscriptions: plan, quantity, status (active/inactive), MRR and ARR, billing cycle, start and end dates.
  • chartmogul_plansPlans known to ChartMogul: name, billing interval, external id and data source.

Acts, when you ask

These change something in ChartMogul. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • chartmogul_create_customerCreates a customer or lead in ChartMogul under one data source (an Import API source, from chartmogul_data_sources), with company, location, owner…
  • chartmogul_update_customerChanges a ChartMogul customer's company, location, owner, lead status, website, lead or trial dates, or primary contact.
  • chartmogul_add_customer_tagsAdds tags to a ChartMogul customer, keeping the tags it already has.
  • chartmogul_add_customer_noteAdds a note or a call log to a ChartMogul customer's timeline, seen by everyone in the ChartMogul account.
  • chartmogul_create_taskCreates a follow-up task on a ChartMogul customer, assigned to a team member by email, with a due date.
  • chartmogul_update_taskChanges a ChartMogul task's details, assignee or due date, or marks it completed (completed_at, a date not in the future).
  • chartmogul_create_opportunityAdds a sales opportunity to a ChartMogul customer in an existing pipeline and stage (defaults: New Business with Discovery, Evaluation, Negotiation…
  • chartmogul_merge_customersMerges one ChartMogul customer into another: the 'from' customer's data sources, invoices, tags, attributes and notes move under the 'into' customer…
  • chartmogul_delete_customerPermanently deletes a ChartMogul customer and all its data — invoices, subscriptions, transactions and attributes…

Connect it

First connect ChartMogul on Dashboard → Connections, then add Memtro to your client once. The ChartMogul tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared ChartMogul connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › 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

Questions

Is this an official ChartMogul MCP server?
No. It is Memtro's MCP server with Memtro's ChartMogul connector behind it: the connector reads ChartMogul through its API with the credentials you connect on Dashboard → Connections, and ChartMogul publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it 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. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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