How to Use the ChartMogul MCP in CrewAI

Q: How do I configure CrewAI to use ChartMogul tools?

Pass your Vinkius endpoint URL directly into the mcps array when defining your agent. The framework automatically discovers the available endpoints and equips the agent.

Q: How do I restrict which ChartMogul tools an agent can use in CrewAI?

Import MCPServerHTTP from crewai.mcp and use the toolfilter parameter. This lets you give one agent access to high-level metrics while restricting another to just customer lists.

Deploy specialized autonomous agents in CrewAI to monitor, analyze, and report on your ChartMogul metrics.

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Connect ChartMogul MCP to CrewAI

Create your Vinkius account to connect ChartMogul to CrewAI and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup ChartMogul with CrewAI

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Multi-Agent MCP Server Analytics

Stop manually pulling MRR reports for your weekly meetings. You can assign a dedicated Data Analyst agent using this MCP Server to run `get_mrr_metrics` and `get_arr_metrics` every Monday morning. The agent gathers the raw figures autonomously. That analyst passes the raw numbers via shared memory to a Financial Writer agent. The writer formats the data into a readable summary, comparing current performance against historical benchmarks without you lifting a finger.

Deep Dive Customer Research

Finding out why revenue dropped requires looking at individual accounts. A specialized Researcher agent executes `list_mogul_customers` to identify recent cancellations across the entire database. It then feeds those specific IDs into `get_mogul_customer_details`. The resulting profiles give your crew exact context on who left, which a separate Strategist agent uses to draft targeted win-back campaigns.

Monitor Data Pipeline Health

Bad data leads to bad agent decisions. You can configure a Monitor agent whose sole job is to call `ping_mogul_api` and verify the API is responsive before the rest of the crew starts working. If the connection is stable, it checks `list_mogul_data_sources` to ensure all billing platforms are syncing correctly. Any missing sources trigger an escalation to a human operator before the heavy analytics run begins.

Setup guide

Set up ChartMogul MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke ChartMogul tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="ChartMogul Analyst",
    goal="Access and analyze ChartMogul data via MCP.",
    backstory="Expert analyst with direct ChartMogul access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent ChartMogul transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="ChartMogul Analyst",
        goal="Access and analyze ChartMogul data via MCP.",
        backstory="Expert analyst with direct ChartMogul access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent ChartMogul transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ChartMogul. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about ChartMogul MCP in CrewAI

Pass your Vinkius endpoint URL directly into the `mcps` array when defining your agent. The framework automatically discovers the available endpoints and equips the agent.

Yes. When one agent fetches subscription metrics, the results enter the crew's shared memory. Subsequent agents read that data without needing to query the API again.

Import `MCPServerHTTP` from `crewai.mcp` and use the `tool_filter` parameter. This lets you give one agent access to high-level metrics while restricting another to just customer lists.

No. The agent receives the JSON response from the tool and uses its LLM to interpret the numbers, format them, and pass them to the next task.

Your ARR, MRR, and individual customer profiles are never stored on disk. The execution environment is a strictly ephemeral V8 Isolate Sandbox that terminates the second your crew finishes its tasks.

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