ChartMogul

@ChartMogul show me all key subscription metrics for the last 90 days, broken down by month

Here's your subscription performance over the last 90 days: **January 2024:** MRR $47,320 (+8.2%), ARR $567,840, Customer count 142 (+5), ARPU $333, Churn rate 3.1% **February 2024:** MRR $51,890 (+9.7%), ARR $622,680, Customer count 156 (+14), ARPU $333, Churn rate 2.8% **March 2024:** MRR $54,210 (+4.5%), ARR $650,520, Customer count 163 (+7), ARPU $333, Churn rate 3.4% Your MRR growth accelerated in February with strong new customer acquisition, though March saw slightly elevated churn. Overall trajectory remains positive with 14.6% total MRR growth across the quarter.

This example demonstrates ChartMogul's core analytics strength: surfacing subscription health at a glance. Requires read-only API access. The date range and interval grouping are configurable; ChartMogul returns metrics in your account's reporting currency. Rate limits apply to frequent polling—cache results when building dashboards.

@ChartMogul create a new customer with email sarah.chen@acmecorp.com under our Stripe data source, tag them as enterprise lead

Customer created successfully in ChartMogul: **UUID:** cus_8f3a9b2c-4d1e-4f8a-9c2b-7e6d5a4b3c2d **Email:** sarah.chen@acmecorp.com **External ID:** Generated automatically **Data source:** Stripe Production **Status:** Lead **Tags:** enterprise This customer record is now live in your ChartMogul account. When Stripe processes their first subscription payment, ChartMogul will automatically link the billing data to this profile and transition their status from Lead to Active.

This write operation creates a customer record before billing activity exists—useful for tracking leads or manual imports. You must specify which data source (Stripe, Braintree, etc.) owns this customer. The MCP generates an external ID if you don't provide one, but supplying your own CRM ID makes cross-system reconciliation easier.

@ChartMogul pull the last 50 MRR movement activities and summarize what's driving our revenue changes this month

I retrieved 50 recent MRR activities from ChartMogul. Here's what's driving your revenue movement: **Primary growth drivers (68% of positive movements):** - 12 new subscriptions adding $4,840 MRR (mostly Pro plan at $99/mo) - 8 expansion upgrades adding $1,920 MRR (Standard→Pro transitions) **Contraction factors (32% of negative movements):** - 5 cancellations removing $1,495 MRR - 3 downgrades removing $570 MRR (Pro→Standard) **Net impact:** +$4,695 MRR this month. Your new customer acquisition is outpacing churn 2.4:1, and expansion revenue from upgrades is partially offsetting downgrades. The Pro plan is your strongest conversion target right now.

This synthesis example pairs ChartMogul's activity stream with AI reasoning to extract business insights. The MRR activities API returns granular movement records (new, expansion, contraction, churn, reactivation) with timestamps and amounts. Cursor-based pagination means you can fetch more than 50 if needed, but watch rate limits on large historical pulls.

When ChartMogul MCP beats exporting CSVs for investor updates

A 6-person SaaS team sends monthly board decks with MRR movement, churn, and plan breakdowns. Before this MCP, the founder exported three CSVs from ChartMogul, pasted them into Google Sheets, then copied tables into Notion. Now the team prompts Switchy to pull Get Key Metrics for the trailing 30 days, group by week, and draft the revenue narrative in their deck template. The MCP handles currency conversion and timezone math that the founder used to fix by hand. This works cleanly when your ChartMogul account has under 500 active customers—above that threshold, the List Activities cursor pagination gets tedious and you're better off scheduling a nightly export. If you send board decks more than once a quarter, wire this MCP into your shared workspace and reclaim two hours a month.

Why Get Customer beats switching tabs during onboarding calls

A 3-person customer success team onboards new enterprise trials over Zoom. Mid-call, a rep needs to confirm the customer's lifecycle stage, MRR, and billing system ID to decide whether to route them to self-serve docs or schedule implementation help. Switching to ChartMogul's web UI breaks flow and the rep loses 20 seconds finding the UUID. With this MCP in Switchy, the rep types the customer email into the shared chat, Switchy calls List Customers by email then Get Customer by UUID, and surfaces the profile in 4 seconds without leaving the call window. The trade-off: if your team juggles more than two billing systems (Stripe, Recurly, Chargebee), the external ID mapping gets ambiguous and you'll want a custom Zapier lookup instead. For teams under 10 reps using one or two billing sources, this MCP cuts context-switching during the highest-value customer touchpoint.

When List Activities wins for post-mortem sprint retros

A 5-person product team ships a new pricing tier in March and wants to measure whether April churn spiked among customers who downgraded from the old tier. The PM used to export MRR movement logs, filter by contraction type in Excel, then manually tag which customers were on the deprecated plan. Now the team prompts Switchy to call List Activities filtered by contraction movements in April, cross-reference each customer UUID with Get Customer to check their current plan, and summarize how many came from the old tier. The MCP returns raw activity records, so Switchy does the grouping logic—this works when you're analyzing under 200 churn events in a month. Above that volume, ChartMogul's Segmentation UI is faster because it pre-aggregates. If your pricing experiments run quarterly and involve fewer than 50 affected customers per test, this MCP turns a 90-minute spreadsheet exercise into a 5-minute prompt.