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How to Use the ChartMogul MCP in Mastra AI

Automate complex SaaS revenue reporting workflows and conditional alerts using Mastra AI and ChartMogul.

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Works with every AI agent you already use

…and any MCP-compatible client

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Mastra AI

Connect ChartMogul MCP to Mastra AI

Create your Vinkius account to connect ChartMogul to Mastra AI 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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Build Mastra AI Revenue Workflows

Pulling monthly financial reports usually means manually exporting CSVs. You can build a workflow that starts by fetching `get_arr_metrics` and checks if the numbers hit a specific target. The agent handles the data extraction while you focus on the analysis. If the target is missed, the agent branches the logic to investigate. It triggers `get_customer_count_metrics` to see if user churn caused the drop, automatically retrying any failed API calls with exponential backoff if the network stutters.

Investigate Customer Churn

When a high-value account cancels, your system needs to react immediately. A workflow can detect a webhook, use `get_mogul_customer_details` to pull the account history, and draft an alert for the success team. Sometimes the issue stems from a specific billing provider. By running `list_mogul_data_sources`, the agent cross-references the canceled account with a specific Stripe or Braintree integration to find systemic payment failures.

Validate Billing Health

Scheduled analytics jobs fail if the underlying API is down. Your MCP server can start every daily run by calling `ping_mogul_api` to confirm the connection is active before proceeding. This prevents silent failures in your reporting pipeline. Once verified, it executes `get_subscription_metrics` to grab the high-level MRR and churn data. If the numbers look anomalous, Mastra's human-in-the-loop feature pauses the workflow and requests your approval before sending the final report.

Setup guide

Set up ChartMogul MCP in Mastra AI

Prerequisites

  • Node.js 18+ and a TypeScript project
  • @mastra/mcp + @mastra/core packages
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).

  2. 2

    Configure the MCPClient

    Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Discover and inject tools

    Call mcpClient.listTools() and spread the result into your agent's tools object. All ChartMogul tools become native Mastra tools.

  4. 4

    Run with any model

    Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts
import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "chartmogul-mcp-client",
  servers: {
    "chartmogul-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "ChartMogul Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to ChartMogul tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent ChartMogul transactions"
);
console.log(result.text);

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.

Why Choose Vinkius

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Real-time monitoring

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visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

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lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about ChartMogul MCP in Mastra AI

Install `@mastra/mcp@latest` and create a new `MCPClient` with your Vinkius URL. Call `mcpClient.listTools()` and spread the results directly into your agent's tool array.
Yes. If a tool execution fails due to a network timeout, the framework's built-in engine automatically retries the operation using exponential backoff.
You can configure `requireToolApproval` on specific operations. This is useful if you want a manager to review the fetched metrics before the agent emails them to investors.
The client automatically detects the right protocol. Vinkius supports both Server-Sent Events (SSE) and Streamable HTTP for reliable data transfer.
Only your specific client session accesses the MRR and customer details. The server operates in an ephemeral zero-trust sandbox, meaning Vinkius wipes all memory the moment the workflow completes.

Start using the ChartMogul MCP today

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Built & Managed by Vinkius 30s setup 8 tools

We've already built the connector for ChartMogul. Just plug in your AI agents and start using Vinkius.

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