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ChartMogul MCP connector

Connect ChartMogul to Elaichi and Claude, ChatGPT, Cursor or the Elaichi Agent can answer questions about your MRR, churn, retention, customers, invoices and pipeline, each person inside their own ChartMogul access, with every call logged.

  • How it connects. Connects over OAuth. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect ChartMogul to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect ChartMogul once

  1. Open Connections, choose Add connection, and pick ChartMogul.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Approve it in ChartMogul. ChartMogul's own window opens. Whoever approves it decides what this connection can reach.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

chartmogul
ChartMogul
Allium
Amplitude
Artie
AthenaHQ
Botify
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

ChartMogul MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

ChartMogul MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

ChartMogul MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect ChartMogul to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with ChartMogul through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Finance

    Pull month-end MRR without opening a dashboard

    Ask for last month's MRR, new business, expansion and contraction and get the figures straight from ChartMogul. Paste them into the board deck and move on.

  • Revenue operations

    Explain a churn spike before the meeting

    Ask which customers churned this quarter, what plans they were on and what they were paying. Walk into the review with names, not a guess.

  • Sales

    Check a prospect's history before the call

    Look up whether an account already exists in ChartMogul, what it paid before and where it sits in the pipeline, all in one question.

  • Customer success

    Spot accounts worth a renewal conversation

    Ask for customers whose subscription value dropped in the last 90 days or whose invoices are overdue, then plan the outreach.

  • Leadership

    Get a retention answer in plain language

    Ask how net revenue retention compares to the same quarter last year and get the number with the cohort behind it.

  • Marketing

    See which plans actually grow revenue

    Ask which plans added the most MRR this month and which lose customers fastest, then point campaigns at the ones that stick.

Try asking

  • “What was our MRR last month and how did it change?”
  • “Which customers churned this quarter and what plans were they on?”
  • “Show me overdue invoices for enterprise customers.”

Compare

Elaichi vs Zapier MCP vs Composio for ChartMogul

All three can connect ChartMogul to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for ChartMogul, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over ChartMogul tools Allow or restrict single ChartMogul tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per ChartMogul call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price $15 per user per month. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

See it in Elaichi

What connecting ChartMogul gets you

5 screens from the product, each doing one job for your ChartMogul account.

The agent

Ask about MRR and get a live answer.

Type a question in plain language and get numbers from your ChartMogul account.

  • customers
  • invoices
  • subscriptions
  • metrics

Ask Elaichi to work across your apps.

What was our MRR last month and how did it change?

Which customers churned this quarter and what plans were they on?

Show me overdue invoices for enterprise customers.

Also runs in Claude, ChatGPT or Cursor

MCP clients

One endpoint, every client, no shared API key.

Claude, ChatGPT and Cursor reach ChartMogul through one governed endpoint, with no SDK to install.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

Toolboxes

Each team gets its own ChartMogul toolbox.

Finance sees invoices and MRR, sales sees pipeline, each scoped to the team that needs it.

  • Finance
  • Revenue operations
  • Sales
  • Customer success
ElaichiToolboxes
Name Source template Tools Created

Finance toolbox

ChartMogul · MRR and invoices

ChartMogul starter 18 Mar 4, 2026

Revenue operations toolbox

ChartMogul · churn and retention

— 9 Mar 2, 2026

Sales toolbox

ChartMogul · pipeline and customers

— 24 Feb 27, 2026

Customer success toolbox

ChartMogul · subscriptions and renewals

ChartMogul starter 6 Feb 19, 2026

Leadership toolbox

ChartMogul · board metrics

— 31 Jan 30, 2026

Marketing toolbox

ChartMogul · plan performance

— 12 Jan 22, 2026

Shared connections

Share ChartMogul access without sharing a credential.

One person connects, the team works through it, and nobody else ever sees a key.

  • Finance
  • RevOps
  • Sales
  • Customer success
ElaichiConnections
Connection Scope Status Access
CH

ChartMogul (Finance)

Connected by Emily Carter

Personal • Active 1 team · 6 members
CH

ChartMogul (RevOps)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
CH

ChartMogul (Sales)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
CH

ChartMogul (Customer success)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
CH

ChartMogul (Leadership)

Connected by Ryan Hayes

Personal • Active Not shared
CH

ChartMogul (Board reporting)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Audit log

Know who pulled which ChartMogul number, and when.

Every call lands in an append-only log with who, what, type and resource.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

ChartMogul Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

ChartMogul Customers Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

ChartMogul Customers List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

Schedules start the churn digest, people approve it.

Churned customers are fetched, grouped, drafted into a digest, approved, then sent, all from one trigger.

ChartMogul digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch customers

    ChartMogul

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    ChartMogul

    Queued

Collections and dashboards

ChartMogul health, computed on a schedule, no prompt.

Four metrics, 14 days of customers created and a team breakdown, computed without a model.

ChartMogul health

Refreshed 4 minutes ago · every 15 minutes · from the customers collection

Live

Customers

1,284 ↓ 12%

Invoices

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Customers created

Last 14 days

By team

Share of activity

Finance 34%

RevOps 27%

Sales 21%

Customer success 18%

FAQ

Frequently asked questions

How do I connect ChartMogul to Claude?

Two steps. In Elaichi, choose ChartMogul, sign in to your ChartMogul account and approve access, which takes about a minute and needs no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp. Claude asks you to sign in to Elaichi once and ChartMogul is ready.

Does ChartMogul work with ChatGPT and Cursor as well as Claude?

Yes. Once ChartMogul is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any MCP client and the Elaichi Agent. You connect ChartMogul once and every client picks it up.

What can an AI agent actually do with my ChartMogul data?

It can read your subscription metrics such as MRR, churn and retention, and look up customers, invoices and sales pipeline records in ChartMogul. Ask for last month's MRR, the customers who churned this quarter, or overdue invoices for a segment and it answers from live ChartMogul numbers. Short, concrete asks work better than long sentences.

Does connecting ChartMogul give the AI access to everything in my account?

No. Every call runs as the person who signed in to ChartMogul, so the agent sees exactly the metrics, customers and invoices that person can already see, and nothing more. Elaichi can narrow that access further for a team or a person, but it can never widen it beyond what ChartMogul grants.

Can my team share one ChartMogul connection?

Yes. One person connects ChartMogul in Elaichi and shares it with a team, and nobody else ever handles a credential. Each teammate still signs in to Elaichi as themselves, so the audit log names the person behind every ChartMogul request.

Can I stop an agent from changing things in ChartMogul?

Yes. Restrictions in Elaichi work per action, so you decide which ChartMogul capabilities a team can use. A restricted action is never shown to Claude, ChatGPT or Cursor at all, so no prompt, however clever, can reach it.

What happens to a ChartMogul connection when someone leaves?

Offboarding that person in Elaichi ends their ChartMogul access at once across Claude, ChatGPT, Cursor and every other client. A shared ChartMogul connection keeps working for everyone else on the team. If you ever want ChartMogul gone entirely, disconnecting it once in Elaichi removes it from every client.

Does the ChartMogul MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. ChartMogul is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for ChartMogul?

Yes. Both let Claude, ChatGPT or Cursor use ChartMogul. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every ChartMogul call.

How is Elaichi different from Composio for ChartMogul?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to ChartMogul: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put ChartMogul in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.