• LISTS
  • DETAILS
  • ERRORS
  • HUMAN

How to audit customer subscription data with your AI

Connect ChartMogul to your AI client once. From then on, you can query your billing data through a simple chat interface.

Ask AI about this page

Short answer

How can I audit my subscription data with AI?

Your AI pulls customer lists and specific subscription histories from ChartMogul. You can ask it to find specific accounts or billing patterns to spot errors. This breakdown shows how the data flows to your chat.

Audit outcomes

Where your data lands.

These are the results your AI produces after querying ChartMogul.

LISTS

Customer snapshots

The AI pulls a list of users based on your criteria. You get a clear view of who is active or churning.

DETAILS

Deep dives

Your agent fetches specific subscription histories for a single user. This helps you verify exact billing dates and plan changes.

ERRORS

Discrepancy reports

The AI identifies mismatches between expected and actual subscription states. You get a summary of accounts that need manual review.

HUMAN

Manual intervention

The AI cannot change subscription status or issue refunds. You must handle all billing adjustments in the ChartMogul dashboard.

The workflow

What your AI does when the request arrives.

The AI uses specific tools to bridge the gap between your chat and your billing data.

  1. Identify users

    The AI scans your customer base to find the right accounts for your query.

    list_mogul_customers

  2. Fetch history

    Once a user is identified, the AI pulls their specific subscription logs and plan details.

    get_mogul_customer_details

  3. Analyze patterns

    The AI compares the retrieved data against your specific audit questions to find outliers.

    list_mogul_customersget_mogul_customer_details

  4. Report findings

    The agent presents the final audit results in plain text for you to review.

    get_mogul_customer_details

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Replace the bracketed text with your actual customer names or specific plan types.

ChartMogul Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_3JFgGcndUmXAE3MC5p0cN1Vu2mdiNEwzdjt5CR6x/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ChartMogul capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "chartmogul-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_3JFgGcndUmXAE3MC5p0cN1Vu2mdiNEwzdjt5CR6x/mcp"
    }
  }
}
Copy into chat04

  • List all customers currently on the Pro plan.

  • Get the subscription history for customer user_9921.

  • Find all customers who churned in the last thirty days.

  • Show me the details for the customer with email example@domain.com.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ChartMogul once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start querying data in your preferred AI client.

Connect ChartMogul to your AI

FAQ

How this task behaves

  • 01

    Can the AI change a customer's subscription plan?

    No. The AI can only read data. You must make all plan changes or cancellations directly in ChartMogul.

  • 02

    Can the AI delete customer records?

    No. This MCP is read-only. It cannot delete or modify any data in your account.

  • 03

    Does the AI see my full credit card details?

    No. The AI only accesses the subscription and profile data exposed by the ChartMogul API.

  • 04

    How does the AI find a specific customer?

    It uses the customer list to find the right ID, then pulls the specific details for that account.

  • 05

    Can I use this to run monthly revenue reports?

    Yes, you can ask the AI to summarize subscription data to help you build those reports.

  • More questions about ChartMogul? The Connector page answers them. See everything the ChartMogul Connector can do

Connect ChartMogul to Claude, Cursor, ChatGPT & more