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ChartMogul

By ChartMogul Analytics

Connect to ChartMogul for subscription analytics, revenue reporting, and customer management.

Available tools

ARPA Metrics

[ChartMogul API] Retrieve Average Revenue Per Account metrics. CRITICAL: ARPA VALUES ARE INTEGER CENTS - DIVIDE BY 100. ARPA = Total MRR / Total Customers. Returns entries with: date, arpa, arpa_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

ARR Metrics

[ChartMogul API] Retrieve Annual Recurring Revenue metrics. CRITICAL: ARR VALUES ARE INTEGER CENTS - DIVIDE BY 100. ARR = MRR x 12. Returns entries with: date, arr, arr_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

ASP Metrics

[ChartMogul API] Retrieve Average Sale Price metrics. CRITICAL: ASP VALUES ARE INTEGER CENTS - DIVIDE BY 100. ASP = Average first invoice amount of new customers. Returns entries with: date, asp, asp_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval (month/quarter/year ONLY). OPTIONAL: geo, plans.

Add Customer Custom Attributes

[ChartMogul API] Add custom attributes to customer. Each attribute needs: type ("String", "Integer", "Decimal", "Timestamp", "Boolean"), key (alphanumeric + underscores), value, optional source. REQUIRED: uuid (customer UUID), custom_attributes (array of attribute objects)

Add Customer Tags

[ChartMogul API] Add tags to customer (idempotent - no duplicates created). Provide tags as array of strings. New tags added to existing ones. REQUIRED: uuid (customer UUID), tags (array of strings)

All Metrics

[ChartMogul API] Retrieve all key metrics for time period. CRITICAL: ALL MONETARY VALUES (mrr, arr, arpa, asp, ltv) ARE INTEGER CENTS - DIVIDE BY 100. Returns entries with: date, mrr, arr, customer_churn_rate, mrr_churn_rate, ltv, customers, asp, arpa and percentage changes. Plus summary object. REQUIRED: start_date (YYYY-MM-DD), end_date (YYYY-MM-DD), interval ("day", "week", "month", "quarter", "year"). OPTIONAL: geo (ISO 3166-1 comma-separated), plans (comma-separated plan names/UUIDs).

Create Contact

[ChartMogul API] Create new contact. REQUIRED in data: customer_uuid, data_source_uuid. OPTIONAL: first_name, last_name, position, title, email, phone, linked_in, twitter, notes, custom. All fields in data dict.

Create Customer

[ChartMogul API] Create new customer. REQUIRED in data: data_source_uuid, external_id. OPTIONAL: company, country (ISO-3166 alpha-2), state (ISO-3166-2), city, zip, lead_created_at, free_trial_started_at, attributes, owner, primary_contact, website_url. All fields in data dict.

Create Customer Note

[ChartMogul API] Create customer note/call log. REQUIRED in data: customer_uuid, type ("call" or "note"). OPTIONAL: author_email, text, call_duration (seconds), created_at. All fields in data dict.

Create Opportunity

[ChartMogul API] Create sales opportunity. REQUIRED in data: customer_uuid, owner, pipeline, pipeline_stage, estimated_close_date, amount_in_cents, currency. OPTIONAL: type, forecast_category, win_likelihood, custom. All fields in data dict.

Create Plan

[ChartMogul API] Create subscription plan. REQUIRED in data: data_source_uuid, name, interval_count (integer >0), interval_unit ("day", "month", "year"). OPTIONAL: external_id. All fields in data dict.

Create Plan Group

[ChartMogul API] Create plan group. REQUIRED in data: name, plans (array of plan UUIDs). All fields in data dict.

Create Subscription Event

[ChartMogul API] Create subscription event for Custom API data sources. Provide subscription event data with: external_id, customer_external_id, data_source_uuid, event_type, event_date, effective_date, subscription_external_id, and event-specific fields.

Create Task

[ChartMogul API] Create CRM task. REQUIRED in data: customer_uuid, task_details (max 255 chars), assignee (email), due_date. OPTIONAL: completed_at. All fields in data dict.

Customer Churn Rate Metrics

[ChartMogul API] Retrieve customer churn rate metrics as percentage. Customer Churn Rate = (Churned / Total at Start) x 100. Returns entries with: date, customer_churn_rate (float %), customer_churn_rate_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

Customer Count Metrics

[ChartMogul API] Retrieve customer count metrics (total active customers over time). Returns entries with: date, customers (integer count), customers_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

Import Invoices

[ChartMogul API] Import invoices for customer (add historical billing data). Provide invoices data structure with invoices array containing invoice objects with external_id, date, currency, due_date, line_items, transactions. Use for Custom API data sources. REQUIRED: uuid (customer UUID), data (invoices data).

LTV Metrics

[ChartMogul API] Retrieve Customer Lifetime Value metrics. CRITICAL: LTV VALUES ARE INTEGER CENTS - DIVIDE BY 100. LTV = ARPU / Customer Churn Rate. Returns entries with: date, ltv (integer cents), ltv_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

List Activities

[ChartMogul API] List customer activities across all customers (revenue movements: new subscriptions, upgrades, downgrades, churn). Returns activity objects with: id, date, activity_type, description, activity_mrr_movement (INTEGER CENTS), activity_mrr (INTEGER CENTS), activity_arr (INTEGER CENTS), customer_name, customer_uuid. FILTERS: start_date, end_date, type ("new_biz", "reactivation", "expansion", "contraction", "churn"), order ("-date" or "date").

List Contacts

[ChartMogul API] List contacts (individuals associated with customers). Returns contact objects with: uuid, customer_uuid, customer_external_id, first_name, last_name, email, phone, linked_in, twitter, notes, custom. FILTERS: email, customer_external_id.

List Customer Activities

[ChartMogul API] List customer activities (subscription lifecycle events). Returns activity objects with: id, date, activity_type, description, activity_mrr_movement (INTEGER CENTS), activity_mrr (INTEGER CENTS), activity_arr (INTEGER CENTS), subscription_external_id, customer_name. REQUIRED: uuid (customer UUID)

List Customer Attributes

[ChartMogul API] Retrieve customer attributes (tags and custom attributes). Returns attributes object with: tags (array of strings), custom (key-value pairs), stripe (Stripe metadata), clearbit (company enrichment data). REQUIRED: uuid (customer UUID)

List Customer Notes

[ChartMogul API] List customer notes and call logs. Returns note objects with: uuid, customer_uuid, type ("note" or "call"), author, text, call_duration (seconds for type "call"), created_at, updated_at. FILTERS: customer_uuid, type.

List Customer Subscriptions

[ChartMogul API] List customer subscriptions. Returns subscription objects with: id, external_id, plan, quantity, uuid, mrr (INTEGER CENTS), arr (INTEGER CENTS), status ("active"/"inactive"), billing_cycle, start_date, end_date, currency. REQUIRED: uuid (customer UUID)

List Customers

[ChartMogul API] List customers with optional filtering. LIMIT WARNING: Default limit 20. Discourage requesting more than 20 items to avoid excessive token usage. Returns customer objects with: id, uuid (cus_ prefix), external_id, name, email, status (New_Lead/Working_Lead/Qualified_Lead/Unqualified_Lead/Active/Past_Due/Cancelled), customer_since, attributes (tags and custom), address, mrr (INTEGER CENTS - divide by 100), arr (INTEGER CENTS - divide by 100), currency, billing_system_type. FILTERS: data_source_uuid, external_id, status, system.

List Data Sources

[ChartMogul API] List data sources (billing systems connected to ChartMogul like Stripe, Recurly, Custom API). Returns array of data source objects with: uuid (string: data source UUID with ds_ prefix), name (string), created_at (ISO 8601 datetime), status (string), system (string: billing system type). FILTERS: name (string: exact match), system (string: billing system type like "Stripe", "Recurly", "Custom" - case-sensitive). Use data_source_uuid from results to filter other endpoints.

List Invoices

[ChartMogul API] List invoices. Returns invoice objects with: uuid (inv_ prefix), customer_uuid, external_id, date, due_date, currency, line_items (array with type, amount_in_cents, quantity, etc.), transactions (array with type, result, amount_in_cents). FILTERS: data_source_uuid, external_id, customer_uuid, validation_type ("valid", "invalid", "all").

List Opportunities

[ChartMogul API] List sales opportunities (CRM feature). Returns opportunity objects with: uuid, customer_uuid, owner, pipeline, pipeline_stage, estimated_close_date, amount_in_cents (INTEGER CENTS - divide by 100), currency, type, forecast_category, win_likelihood, custom. FILTERS: customer_uuid, owner, pipeline, pipeline_stage, estimated_close_date_on_or_after, estimated_close_date_on_or_before.

List Plan Group Plans

[ChartMogul API] List plans within specific plan group. Returns plan objects belonging to the group. REQUIRED: uuid (plan group UUID)

List Plan Groups

[ChartMogul API] List plan groups (logical groupings for reporting). Returns plan group objects with: uuid, name, plans_count.

List Plans

[ChartMogul API] List subscription plans. Returns plan objects with: uuid (pl_ prefix), data_source_uuid, name, interval_count, interval_unit ("day", "month", "year"), external_id. FILTERS: data_source_uuid, external_id, system.

List Subscription Events

[ChartMogul API] List subscription lifecycle events. Returns subscription event objects with event details, dates, subscription/customer info. FILTERS: data_source_uuid, external_id, customer_external_id, subscription_external_id, event_type ("subscription_start", "subscription_cancelled", "subscription_updated", etc.), event_date, effective_date, plan_external_id.

List Tasks

[ChartMogul API] List CRM tasks. Returns task objects with: uuid, customer_uuid, task_details (max 255 chars), assignee (email), due_date, completed_at, created_at. FILTERS: customer_uuid, assignee, due_date_on_or_after, estimated_close_date_on_or_before, completed (boolean).

MRR Churn Rate Metrics

[ChartMogul API] Retrieve Net MRR Churn Rate metrics as percentage. IMPORTANT: Negative values indicate net negative churn (expansion > churn - excellent!). Returns entries with: date, mrr_churn_rate (float %), mrr_churn_rate_percentage_change. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

MRR Metrics

[ChartMogul API] Retrieve Monthly Recurring Revenue metrics. CRITICAL: ALL MRR VALUES ARE INTEGER CENTS - DIVIDE BY 100. Returns entries with: date, mrr, percentage_change, mrr_new_business, mrr_expansion, mrr_contraction, mrr_churn, mrr_reactivation. Plus summary. REQUIRED: start_date, end_date, interval. OPTIONAL: geo, plans.

Retrieve Account

[ChartMogul API] Retrieve your ChartMogul account information. Returns complete account object with: id (string: account UUID with acc_ prefix like "acc_93b06efd-30f0-2153-890f-709a64cf8292"), name (string: company name), currency (string: ISO 4217 format like "USD", "EUR"), time_zone (string: TZ identifier like "Europe/Berlin"), week_start_on (string: "monday" or "sunday"). No parameters required.

Retrieve Contact

[ChartMogul API] Retrieve specific contact by UUID. Returns complete contact object with all fields including customer associations and custom attributes. REQUIRED: uuid (contact UUID)

Retrieve Customer

[ChartMogul API] Retrieve specific customer by UUID. Returns complete customer object with all fields including attributes.tags, attributes.custom, address, mrr/arr (INTEGER CENTS). REQUIRED: uuid (string: customer UUID with cus_ prefix)

Retrieve Customer Note

[ChartMogul API] Retrieve specific customer note by UUID. Returns complete note object with all details. REQUIRED: uuid (note UUID)

Retrieve Data Source

[ChartMogul API] Retrieve specific data source by UUID. Returns complete data source object with: uuid (string: ds_ prefix), name (string), created_at (ISO 8601 datetime), status (string), system (string: billing system type). REQUIRED: uuid (string: data source UUID like "ds_fef05d54-47b4-431b-aed2-eb6b9e545430")

Retrieve Invoice

[ChartMogul API] Retrieve specific invoice by UUID. Returns complete invoice object with line_items, transactions, customer details. REQUIRED: uuid (invoice UUID). OPTIONAL: validation_type ("valid", "invalid", "all").

Retrieve Opportunity

[ChartMogul API] Retrieve specific opportunity by UUID. Returns complete opportunity object with amount_in_cents (INTEGER CENTS - divide by 100), currency, custom attributes. REQUIRED: uuid (opportunity UUID)

Retrieve Plan

[ChartMogul API] Retrieve specific plan by UUID. Returns complete plan object with uuid, data_source_uuid, name, interval_count, interval_unit, external_id. REQUIRED: uuid (plan UUID with pl_ prefix)

Retrieve Plan Group

[ChartMogul API] Retrieve specific plan group by UUID. Returns complete plan group object with uuid, name, plans_count, associated plans. REQUIRED: uuid (plan group UUID)

Retrieve Task

[ChartMogul API] Retrieve specific CRM task by UUID. Returns complete task object with all details. REQUIRED: uuid (task UUID)

Search Customers

[ChartMogul API] Search customers by email address. LIMIT WARNING: Default limit 20. Returns same customer object structure as list_customers. CRITICAL: mrr/arr values are INTEGER CENTS - divide by 100 for actual currency amounts. REQUIRED: email (string: exact match)

Update Contact

[ChartMogul API] Update contact information. MODIFIABLE: first_name, last_name, position, title, email, phone, linked_in, twitter, notes, custom. Provide in data dict.

Update Customer

[ChartMogul API] Update customer attributes. MODIFIABLE: company, lead_created_at, free_trial_started_at, zip, city, state, country, attributes, owner, primary_contact, status, website_url. Provide updates in data dict.

Update Customer Note

[ChartMogul API] Update customer note/call log. MODIFIABLE: author_email, text, call_duration (seconds), created_at, updated_at. Provide in data dict.

Update Opportunity

[ChartMogul API] Update sales opportunity. MODIFIABLE: owner, pipeline, pipeline_stage, estimated_close_date, amount_in_cents, currency, type, forecast_category, win_likelihood, custom. Provide in data dict.

Update Plan

[ChartMogul API] Update subscription plan. MODIFIABLE: name, interval_count (integer >0), interval_unit ("day", "month", "year"). Provide in data dict.

Update Plan Group

[ChartMogul API] Update plan group. MODIFIABLE: name, plans (array of plan UUIDs). Provide in data dict.

Update Subscription Event

[ChartMogul API] Update existing subscription event for Custom API data sources. Provide subscription event object with fields to update.

Update Task

[ChartMogul API] Update CRM task. MODIFIABLE: task_details (max 255 chars), assignee (email), due_date, completed_at. Provide in data dict.

How it works

1. Install

One-click install from the Simtheory store.

2. Connect

Authorize access to your ChartMogul account.

3. Use

Your AI can now interact with ChartMogul.

Install

Log in if you already have an account.

Details

Version 1.0.0
Updated Apr 21, 2026
Category Analytics
Publisher ChartMogul

Features

Cloud hosted — no setup required
Secure authentication
Automatic updates
Works with all AI models

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