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ChartMogul MCP Server for LlamaIndexGive LlamaIndex instant access to 12 tools to Create Customer Record, Get Api Status, Get Arr History, and more

Built by Vinkius GDPR 12 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add ChartMogul as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Ask AI about this App Connector for LlamaIndex

The ChartMogul app connector for LlamaIndex is a standout in the Data Analytics category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

python
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to ChartMogul. "
            "You have 12 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in ChartMogul?"
    )
    print(response)

asyncio.run(main())
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About ChartMogul MCP Server

Connect your ChartMogul account to any AI agent and take full control of your SaaS revenue intelligence and subscription monitoring workflows through natural conversation.

LlamaIndex agents combine ChartMogul tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

  • Revenue Orchestration — Retrieve real-time metrics for Monthly Recurring Revenue (MRR), Annual Run Rate (ARR), and Average Revenue Per Account (ARPA) programmatically
  • Churn & Retention Intelligence — Monitor customer churn rates and LTV (Lifetime Value) metrics across custom time intervals to understand your business health in real-time
  • Customer Lifecycle Management — List and manage your subscriber base programmatically, including retrieving detailed historical profiles and MRR contributions
  • Infrastructure Monitoring — Access information about your connected data sources (Stripe, Braintree, etc.) and subscription plans to ensure high-fidelity billing oversight
  • Trend Analysis — Query historical metrics over specific periods (day, week, month, quarter) to identify growth patterns and seasonal shifts directly through your agent

The ChartMogul MCP Server exposes 12 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 ChartMogul tools available for LlamaIndex

When LlamaIndex connects to ChartMogul through Vinkius, your AI agent gets direct access to every tool listed below — spanning mrr-tracking, saas-analytics, churn-analysis, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

create_customer_record

Add new customer

get_api_status

Check connection

get_arr_history

Analyze ARR

get_churn_rates

Analyze retention

get_customer_count_history

Monitor user growth

get_customer_details

Get customer profile

get_customer_ltv

Check Customer LTV

get_mrr_history

Analyze MRR

get_summary_metrics

Get key SaaS metrics

list_customers

List SaaS customers

list_data_sources

) connected to ChartMogul. List connected sources

list_subscription_plans

List billing plans

Connect ChartMogul to LlamaIndex via MCP

Follow these steps to wire ChartMogul into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the agent

Save to agent.py and run: python agent.py
04

Explore tools

The agent discovers 12 tools from ChartMogul

Why Use LlamaIndex with the ChartMogul MCP Server

LlamaIndex provides unique advantages when paired with ChartMogul through the Model Context Protocol.

01

Data-first architecture: LlamaIndex agents combine ChartMogul tool responses with indexed documents for comprehensive, grounded answers

02

Query pipeline framework lets you chain ChartMogul tool calls with transformations, filters, and re-rankers in a typed pipeline

03

Multi-source reasoning: agents can query ChartMogul, a vector store, and a SQL database in a single turn and synthesize results

04

Observability integrations show exactly what ChartMogul tools were called, what data was returned, and how it influenced the final answer

ChartMogul + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the ChartMogul MCP Server delivers measurable value.

01

Hybrid search: combine ChartMogul real-time data with embedded document indexes for answers that are both current and comprehensive

02

Data enrichment: query ChartMogul to augment indexed data with live information before generating user-facing responses

03

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying ChartMogul for fresh data

04

Analytical workflows: chain ChartMogul queries with LlamaIndex's data connectors to build multi-source analytical reports

Example Prompts for ChartMogul in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with ChartMogul immediately.

01

"Show our MRR and ARR summary for the last 3 months."

02

"What is our current churn rate compared to last month?"

03

"Get the MRR contribution for customer 'john.doe@example.com'."

Troubleshooting ChartMogul MCP Server with LlamaIndex

Common issues when connecting ChartMogul to LlamaIndex through the Vinkius, and how to resolve them.

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

ChartMogul + LlamaIndex FAQ

Common questions about integrating ChartMogul MCP Server with LlamaIndex.

01

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
02

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query ChartMogul tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
03

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.