Bring Mrr Tracking
to Windsurf
Learn how to connect ChartMogul to Windsurf and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the 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.
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
How it works
1. Subscribe to this server
2. Retrieve your API Key from your ChartMogul dashboard (Settings > API)
3. Start managing your SaaS performance from Claude, Cursor, or any MCP client
No more manual scrubbing through filtered charts or exporting CSVs for reporting. Your AI acts as your dedicated SaaS finance analyst and growth coordinator.
Who is this for?
- Founders & CEOs — instantly retrieve high-level revenue summaries and churn reports using natural language commands
- Finance Teams — monitor ARR trends and customer LTV without leaving your communication tools
- Data Analysts — automate the retrieval of structured SaaS metrics for internal reporting through simple AI queries
Built-in capabilities (12)
Add new customer
Check connection
Analyze ARR
Analyze retention
Monitor user growth
Get customer profile
Check Customer LTV
Analyze MRR
Get key SaaS metrics
List SaaS customers
) connected to ChartMogul. List connected sources
List billing plans
Why Windsurf?
Windsurf's Cascade agent chains multiple ChartMogul tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
ChartMogul in Windsurf
ChartMogul and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect ChartMogul to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for ChartMogul in Windsurf
The ChartMogul MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
ChartMogul for Windsurf
Every tool call from Windsurf to the ChartMogul MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.