# ChartMogul MCP for AI Agents AI Agent Connect > ChartMogul MCP for AI agents. It connects your SaaS revenue data to your AI client so you can query MRR, churn, and LTV metrics instantly. No more manual dashboard scrubbing or CSV exports. You get real-time subscription intelligence through natural conversation. ## Overview - **Category:** data-analytics - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_3QVHkq78BDW3ESHET9n4Z7QXOTUtQaVRHLsqWFSA/ai-agent-connect - **Tags:** mrr-tracking, saas-analytics, churn-analysis, ltv-calculation, revenue-intelligence, cohort-analysis ## Description This ChartMogul MCP connects your subscription data to your AI client so you can manage your SaaS revenue with natural language. When you're running a subscription business, keeping a pulse on the numbers without getting buried in spreadsheets is a constant challenge. You need to know if your monthly recurring revenue is actually growing or if a specific group of customers is falling off the cliff. This Connector changes that by letting your AI agent do the heavy lifting for you. Instead of logging into a dashboard and clicking through filters to find a specific churn rate, you just ask your agent. It pulls the live data from your account and gives you the bottom line. Whether you're looking for high-level revenue summaries to show the board or digging into a specific customer's lifetime value to see if they're worth the overhead, it's all there. It handles the messy stuff like checking your connected billing sources or listing your active plans so you can focus on the strategy. It's a huge time saver for anyone who needs to stay on top of subscription health without becoming a full-time data entry clerk. Finding this in the Vinkius catalog makes it easy to plug into your existing workflow with Claude or Cursor. You get a dedicated finance analyst in your chat window that actually knows your numbers. No more manual scrubbing through filtered charts or exporting CSVs for reporting. Your agent acts as your growth coordinator, providing the data you need to make faster, smarter decisions. ## Tools ### list_subscription_plans See every billing plan currently active in your account. This helps you understand your product's pricing structure at a glance. ### get_summary_metrics Get a high-level overview of your key SaaS numbers. It's the fastest way to see how the business is performing right now. ### get_api_status Check if your connection to the data source is still active. Use this to troubleshoot any issues with your data flow. ### get_arr_history Look at your Annual Recurring Revenue trends over time. It helps you identify long-term growth patterns. ### get_churn_rates See how many customers are leaving your service. This is vital for understanding your retention health. ### get_customer_count_history Track how your user base is growing day by day. It's a great way to monitor adoption rates. ### get_customer_details Pull a full profile for a specific subscriber. Use this to see their history and specific plan details. ### get_customer_ltv Find out how much a specific customer is worth over their lifetime. This helps you decide which segments to target. ### get_mrr_history Review your Monthly Recurring Revenue trends. Use this to see how your monthly income fluctuates. ### list_customers Get a full list of everyone currently subscribed to your service. This is perfect for large-scale audits. ### list_data_sources See which billing platforms are currently connected. It helps you verify your data integrity. ### create_customer_record Add a new customer record directly to your system. Use this to keep your database updated during manual onboarding. ## Prompt Examples **Prompt:** ``` What's our MRR look like for the last quarter? ``` **Response:** ``` I've pulled your MRR history for the last three months. Here is the breakdown: | Month | MRR | Growth | | :--- | :--- | :--- | | October | $42,000 | +5% | | November | $44,100 | +5% | | December | $46,305 | +5% | Your monthly recurring revenue is showing steady growth of about 5% per month. ``` **Prompt:** ``` Is our churn rate getting better? ``` **Response:** ``` Scanning your retention metrics... * **Current Churn Rate:** 2.1% * **Previous Month:** 2.8% * **Status:** Improving Retention is on the upswing. Would you like to see the list of customers who cancelled recently to identify any patterns? ``` **Prompt:** ``` How much is the 'Enterprise' plan contributing to our revenue? ``` **Response:** ``` I've analyzed your subscription plans and revenue contributions. The **Enterprise Plan** currently contributes **$120,000** to your total MRR. It represents approximately **40%** of your total revenue stream. Would you like to see the customer count for this specific plan? ``` ## Capabilities ### Pull real-time revenue metrics Get your MRR, ARR, and ARPA numbers instantly without opening a dashboard. ### Track customer churn rates Monitor how many subscribers are leaving over specific time periods. ### Retrieve customer profiles Get detailed historical data and plan contributions for any specific subscriber. ### Check billing source health See which payment platforms like Stripe or Braintree are currently connected. ### Analyze growth trends Query historical data to identify seasonal shifts and growth patterns. ## Use Cases ### Analyzing price sensitivity A founder wants to see if a recent price change worked. They ask the agent for `get_mrr_history` over the last three months to see the trend. ### Evaluating high-value accounts A support lead needs to know a customer's value before offering a discount. They use `get_customer_details` to check the account's history and plan. ### Preparing board decks A finance person needs to prep a board deck. They ask for `get_arr_history` and `get_summary_metrics` to get the core numbers. ### Auditing churn spikes An analyst wants to see if churn is spiking in a specific month. They query `get_churn_rates` for specific time intervals. ## Benefits - Stop manual data entry by using `create_customer_record` to add new users directly through your chat. - Get instant revenue snapshots with `get_summary_metrics` to see your current health in seconds. - Identify high-value targets by using `get_customer_ltv` to see which customers drive the most profit. - Monitor retention trends with `get_churn_rates` to spot issues before they become major problems. - Audit your plans easily with `list_subscription_plans` to see your entire pricing structure. - Verify your data connections with `list_data_sources` to ensure your Stripe or Braintree links are active. ## How It Works The bottom line is you get instant access to your subscription data through a natural chat interface. 1. Subscribe to this Connector on the Vinkius marketplace. 2. Copy your API Key from your ChartMogul dashboard settings. 3. Connect it to your AI client to start querying your revenue data. ## Frequently Asked Questions **Can the ChartMogul MCP help me track my monthly recurring revenue?** Yes, it provides direct access to your MRR history and summary metrics. You can ask your agent for specific timeframes to see how your monthly revenue is trending. **How does the ChartMogul MCP handle customer churn data?** It pulls live churn rates from your account. You can use it to monitor retention health and identify if your churn is increasing or decreasing over time. **Can I use the ChartMogul MCP to see which billing sources are connected?** Yes, you can query your connected data sources like Stripe or Braintree. This helps you verify that your billing integrations are active and reporting correctly. **Is the ChartMogul MCP good for finding a customer's lifetime value?** It's perfect for that. You can ask for specific customer details, including their LTV, to help you understand the value of individual accounts and segments. **Can I use the ChartMogul MCP to list all my current subscription plans?** Yes, you can list all active billing plans. This is useful for getting a quick overview of your pricing structure without leaving your chat. **How do I get my revenue data into my AI agent using ChartMogul?** Once you connect this Connector to your AI client using your ChartMogul API key, you can simply ask questions in plain English to get your revenue data. **How do I find my ChartMogul API Key?** Log in to your account, navigate to **Settings** > **API**, and copy your unique secret key. **Are the MRR and ARR metrics real-time?** Yes! The metrics tools retrieve the most current calculations based on the data synced into your ChartMogul account. **Can I filter metrics by specific date ranges?** Absolutely. Use the `get_summary_metrics` tool and provide `start-date` and `end-date` parameters to analyze specific growth periods.