ChartMogul's MCP Server
About
Access and manage ChartMogul data, including customers, plans, and analytics.
Details
- Author
- chartmogul
- Downloads
- 240
- Categories
- Cloud Service, Other, AI
Jump to
- Manage customers, contacts, and subscriptions
- Create and update sales opportunities and tasks
- Retrieve all key metrics (MRR, ARR, ARPA, ASP)
- List and filter data sources, plans, and plan groups
- Add tags and custom attributes to customers
- Log customer notes and call activities
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
ChartMogul's MCP ServerCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Install via uv and configure in the Claude Desktop config file (claude_desktop_config.json) with a CHARTMOGUL_TOKEN environment variable. Provide the path to the server directory and restart Claude Desktop to use the available tools.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"chartmogul's mcp server": {
"mcp-chartmogul": {
"command": "uv",
"args": [
"--directory",
"/path/to/your/local/chartmogul-mcp-server",
"run",
"main.py"
],
"env": {
"CHARTMOGUL_TOKEN": "<YOUR-CHARTMOGUL-TOKEN>"
}
}
}
}
}McpServers
{
"mcp-chartmogul": {
"command": "uv",
"args": [
"--directory",
"/path/to/your/local/chartmogul-mcp-server",
"run",
"main.py"
],
"env": {
"CHARTMOGUL_TOKEN": "<YOUR-CHARTMOGUL-TOKEN>"
}
}
}- retrieve_account- Get account information
- list_sources- List all data sources with optional filtering
- retrieve_source- Get specific data source by UUID
- list_customers- List customers with filtering options
- search_customers- Search customers by email
- retrieve_customer- Get customer by UUID
- create_customer- Create new customer
- update_customer- Update customer attributes
- list_customer_subscriptions- Get customer's subscriptions
- list_customer_activities- Get customer activities
- list_customer_attributes- Get customer attributes
- add_customer_tags- Add tags to customer
- add_customer_custom_attributes- Add custom attributes to customer
- list_contacts- List all contacts
- retrieve_contact- Get contact by UUID
- create_contact- Create new contact
- update_contact- Update contact information
- list_customer_notes- List customer notes and calls
- retrieve_customer_note- Get specific note by UUID
- create_customer_note- Create new note or call log
- update_customer_note- Update existing note
- list_opportunities- List sales opportunities
- retrieve_opportunity- Get opportunity by UUID
- create_opportunity- Create new opportunity
- update_opportunity- Update opportunity details
- list_tasks- List customer tasks
- retrieve_task- Get task by UUID
- create_task- Create new task
- update_task- Update task information
- list_plans- List subscription plans
- retrieve_plan- Get plan by UUID
- create_plan- Create new plan
- update_plan- Update plan details
- list_plan_groups- List plan groups
- retrieve_plan_group- Get plan group by UUID
- create_plan_group- Create new plan group
- update_plan_group- Update plan group
- list_plan_group_plans- List plans in a group
- all_metrics- Get all key metrics (MRR, ARR, ARPA, ASP, customer count, churn rates, LTV)
- mrr_metrics- Get Monthly Recurring Revenue metrics
- arr_metrics- Get Annual Run Rate metrics
- arpa_metrics- Get Average Revenue Per Account metrics
- asp_metrics- Get Average Sale Price metrics
- customer_count_metrics- Get customer count metrics
- customer_churn_rate_metrics- Get customer churn rate metrics
- mrr_churn_rate_metrics- Get MRR churn rate metrics
- ltv_metrics- Get Customer Lifetime Value metrics
- list_subscription_events- List subscription events
- create_subscription_event- Create new subscription event
- update_subscription_event- Update subscription event details
- list_invoices- List invoices with filtering
- import_invoices- Create new invoice
- retrieve_invoice- Get invoice by UUID
- list_activities- List business activities (new_biz, expansion, churn, etc.)
-
Open the Claude Desktop configuration file located at:
- On macOS:~/Library/Application Support/Claude/claude_desktop_config.json
- On Windows:%APPDATA%/Claude/claude_desktop_config.json
{ "mcpServers": { "mcp-chartmogul": { "command": "uv", "args": [ "--directory", "/path/to/your/local/chartmogul-mcp-server", "run", "main.py" ], "env": { "CHARTMOGUL_TOKEN": "<YOUR-CHARTMOGUL-TOKEN>" } } } }
-
Runwhich uvto locate the command entry foruvand replace it with the absolute path to theuvexecutable.
Restart Claude Desktop to apply the changes.
-
Runcp example.env .envin the root of the repository to create a.envfile.
Update it with the following env variables.
CHARTMOGUL_TOKEN=<YOUR-CHARTMOGUL-TOKEN>
-
Installuvby following the instructionshere.
Runuv syncto install the dependencies.
Runsource .venv/bin/activateto activate the created virtual environment.
Runmcp dev main.py:cm_mcpto start the development MCP server. This command will need Node.js and npm installation.
Inspect and connect to the MCP server athttp://127.0.0.1:6274
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