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.

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.

Setup from the connector directory

ChartMogul’s MCP server is available in Claude’s connector directory and OpenAI’s plugin directory.

Visit our Help Center for step-by-step instructions for Claude and ChatGPT.