Chartmogul MCP Server

3. Run `which uv` to locate the command entry for `uv` and replace it with the absolute path to the `uv` executable.

Local serverstdio

What is the Chartmogul MCP Server?

  1. Run which uv to locate the command entry for uv and replace it with the absolute path to the uv executable.

The tools it exposes

The server publishes 2 tools. What each one is for:

  • Contacts — The Contacts tool exposed by this server
  • Plans — The Plans tool exposed by this server

What it needs from you

Configuration is passed through the environment: CHARTMOGUL_TOKEN. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.

Getting it running

Setup follows the usual MCP pattern — install or clone the server, register it in your client's configuration file, restart the client. The configuration blocks on this page cover the common clients.

Things to watch

  • It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
  • Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

ToolWhat it does
retrieve_accountGet account information
list_sourcesList all data sources with optional filtering
retrieve_sourceGet specific data source by UUID
list_customersList customers with filtering options
search_customersSearch customers by email
retrieve_customerGet customer by UUID
create_customerCreate new customer
update_customerUpdate customer attributes
list_customer_subscriptionsGet customer's subscriptions
list_customer_activitiesGet customer activities
list_customer_attributesGet customer attributes
add_customer_tagsAdd tags to customer
add_customer_custom_attributesAdd custom attributes to customer
list_contactsList all contacts
retrieve_contactGet contact by UUID
create_contactCreate new contact
update_contactUpdate contact information
list_customer_notesList customer notes and calls
retrieve_customer_noteGet specific note by UUID
create_customer_noteCreate new note or call log
update_customer_noteUpdate existing note
list_opportunitiesList sales opportunities
retrieve_opportunityGet opportunity by UUID
create_opportunityCreate new opportunity
update_opportunityUpdate opportunity details
list_tasksList customer tasks
retrieve_taskGet task by UUID
create_taskCreate new task
update_taskUpdate task information
list_plansList subscription plans
retrieve_planGet plan by UUID
create_planCreate new plan
update_planUpdate plan details
list_plan_groupsList plan groups
retrieve_plan_groupGet plan group by UUID
create_plan_groupCreate new plan group
update_plan_groupUpdate plan group
list_plan_group_plansList plans in a group
all_metricsGet all key metrics (MRR, ARR, ARPA, ASP, customer count, churn rates, LTV)
mrr_metricsGet Monthly Recurring Revenue metrics
arr_metricsGet Annual Run Rate metrics
arpa_metricsGet Average Revenue Per Account metrics
asp_metricsGet Average Sale Price metrics
customer_count_metricsGet customer count metrics
customer_churn_rate_metricsGet customer churn rate metrics
mrr_churn_rate_metricsGet MRR churn rate metrics
ltv_metricsGet Customer Lifetime Value metrics
list_subscription_eventsList subscription events
create_subscription_eventCreate new subscription event
update_subscription_eventUpdate subscription event details
list_invoicesList invoices with filtering
import_invoicesCreate new invoice
retrieve_invoiceGet invoice by UUID
list_activitiesList business activities (new_biz, expansion, churn, etc.)

How to install the Chartmogul MCP Server

{
  "mcpServers": {
    "mcp-chartmogul": {
      "command": "uv",
      "args": [
        "--directory",
        "/path/to/your/local/chartmogul-mcp-server",
        "run",
        "main.py"
      ],
      "env": {
        "CHARTMOGUL_TOKEN": "YOUR_CHARTMOGUL_TOKEN"
      }
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.

Configuration

VariableDescriptionRequired
CHARTMOGUL_TOKENDeclared in the maintainer’s client configuration.Check documentation

Example prompts to try

  • “Use Chartmogul to Contacts.”
  • “Use Chartmogul to Plans.”

Frequently asked questions

3. Run `which uv` to locate the command entry for `uv` and replace it with the absolute path to the `uv` executable. Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.