Connect to ChartMogul for subscription analytics, revenue reporting, and customer management.
[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.
[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.
[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.
[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)
[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)
[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).
[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.
[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.
[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.
[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.
[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.
[ChartMogul API] Create plan group. REQUIRED in data: name, plans (array of plan UUIDs). All fields in data dict.
[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.
[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.
[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.
[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.
[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).
[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.
[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").
[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.
[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)
[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)
[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.
[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)
[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.
[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.
[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").
[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.
[ChartMogul API] List plans within specific plan group. Returns plan objects belonging to the group. REQUIRED: uuid (plan group UUID)
[ChartMogul API] List plan groups (logical groupings for reporting). Returns plan group objects with: uuid, name, plans_count.
[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.
[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.
[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).
[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.
[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.
[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.
[ChartMogul API] Retrieve specific contact by UUID. Returns complete contact object with all fields including customer associations and custom attributes. REQUIRED: uuid (contact UUID)
[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)
[ChartMogul API] Retrieve specific customer note by UUID. Returns complete note object with all details. REQUIRED: uuid (note UUID)
[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")
[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").
[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)
[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)
[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)
[ChartMogul API] Retrieve specific CRM task by UUID. Returns complete task object with all details. REQUIRED: uuid (task UUID)
[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)
[ChartMogul API] Update contact information. MODIFIABLE: first_name, last_name, position, title, email, phone, linked_in, twitter, notes, custom. Provide in data dict.
[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.
[ChartMogul API] Update customer note/call log. MODIFIABLE: author_email, text, call_duration (seconds), created_at, updated_at. Provide in data dict.
[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.
[ChartMogul API] Update subscription plan. MODIFIABLE: name, interval_count (integer >0), interval_unit ("day", "month", "year"). Provide in data dict.
[ChartMogul API] Update plan group. MODIFIABLE: name, plans (array of plan UUIDs). Provide in data dict.
[ChartMogul API] Update existing subscription event for Custom API data sources. Provide subscription event object with fields to update.
[ChartMogul API] Update CRM task. MODIFIABLE: task_details (max 255 chars), assignee (email), due_date, completed_at. Provide in data dict.
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