Connecting ChartMogul to an AI assistant using MCP

Connect ChartMogul's remote MCP server to an MCP-compatible AI assistant to access revenue metrics, customer data, and sales pipeline through natural language.

ChartMogul's remote MCP server lets you access your revenue metrics, customer data, and sales pipeline through any MCP-compatible AI assistant. Ask questions to fetch data, compare performance, and run deep, investigative analysis. For example, why retention dropped in a specific segment, how churn correlates across quarters, or which customers are at risk.

Visit our Help Center for use cases and a full list of available tools.

ChartMogul's MCP server has been submitted to Anthropic and OpenAI for inclusion in their MCP directories. While approval is pending, you can set it up manually using the instructions below.

You'll need to be an Owner, Admin, Staff, or Read-only team member in ChartMogul to use the MCP server.

Authentication

ChartMogul's MCP server uses OAuth 2.0 and connects to your account with read-only access.

Enabling MCP access

You'll need to be an Admin or Owner in ChartMogul to enable MCP access.

To use the MCP server, you first need to enable MCP access for your ChartMogul account:

  1. Go to Settings & Data > Admin > Security.
  2. Set Allow MCP server access to On.

Manual setup

ChartMogul's MCP server works with any MCP-compatible AI assistant. To connect it, you'll need the following server URL:

https://mcp.chartmogul.com

The general steps are:

  1. Open your AI assistant's MCP or connector settings.
  2. Add a new connection using the server URL above.
  3. Sign in to your ChartMogul account and authorize access when prompted.

Once connected, verify that ChartMogul tools appear in your assistant's available tools list. You can revoke access at any time from your AI assistant's connector settings.

Connecting Claude manually using the server URL

You'll need: owner or admin access to your Claude organization.

  1. Open Settings and go to Organization settings.
  2. In the left sidebar, under Libraries, select Connectors.
  3. In the top-right corner, click the Add dropdown and choose Custom.
  4. In the Add custom connector dialog, enter:
    • Name: ChartMogul
    • Remote MCP server URL: https://mcp.chartmogul.com/
    • Leave the OAuth Client ID and OAuth Client Secret fields (under Advanced settings) blank — authorization is handled automatically.
  5. Click Add. You'll see a "Custom connector added" confirmation, and ChartMogul will now appear in your organization's connector list.

This completes organization-level setup. Each team member must connect and authorize ChartMogul individually (they'll be prompted to sign in via OAuth the first time they use it).

Connecting ChatGPT manually using the server URL

You'll need: owner or admin access to your ChatGPT workspace.

Prerequisite — Developer Mode. Custom connectors can only be added once Developer Mode is enabled. If it isn't already on, ChatGPT will prompt you to enable it when you try to add the connector, so you can turn it on as part of this flow.

  1. Open the ChatGPT admin panel and go to Apps.
  2. Click Create (top-right) to open the New App dialog.
  3. Fill in the app details:
    • Name: ChartMogul
    • Description: ChartMogul MCP
    • Connection: keep Server URL selected, then enter https://mcp.chartmogul.com/
    • Authentication: leave as OAuth (the OAuth settings are discovered automatically once a valid URL is entered).
  4. Read the "Custom MCP servers introduce risk" notice and tick "I understand and want to continue."
  5. Click Create. The app is created as a draft (shown with a DEV label).
    • Note: the new draft may not appear right away. If you don't see it, reload the page or switch away from and back into the Drafts tab, and it will show up.
  6. On the draft, click Publish.
  7. In the Publish dialog, work through both risk reviews so they show as Reviewed:
    • Review potential risk: Unauthorized data access — open it and tick "I understand."
    • Review potential risk: Malicious app — open it and tick "I trust this app" and "I have reviewed the parameters being sent to each action and they do not request sensitive data that they shouldn't."
  8. Click Publish. ChartMogul now moves into your Enabled apps list.

Publishing makes ChartMogul available to everyone in your workspace, but it doesn't connect them automatically. Each team member must connect and authorize ChartMogul individually (signing in via OAuth) before they can use it.