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ChartMogul integrations

Connect ChartMogul to any other app, or use it from your AI client over MCP. ChartMogul helps you measure, understand and grow your subscription business.

Connects with an API keychartmogul.com

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with ChartMogul?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect ChartMogul with another app

What your agent can do with ChartMogul

Triggers and actions 24 actions

  • Action
    Add a Custom Attribute to a Customer via Email

    Adds a custom attribute to every ChartMogul customer with the given email address.

  • Action
    Add a Custom Attribute to a Customer via External ID

    Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.

  • Action
    Add a Custom Attribute to a Customer via UUID

    Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.

  • Action
    Add Tags to a Customer via Email

    Adds one or more tags to every ChartMogul customer with the given email address.

  • Action
    Add Tags to a Customer via External ID

    Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.

  • Action
    Add Tags to a Customer via UUID

    Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.

  • Action
    Create a Contact

    Creates a contact person on a ChartMogul customer.

  • Action
    Create a Customer

    Creates a new customer in ChartMogul under one of your data sources.

  • Action
    Create an Opportunity

    Creates a sales opportunity (deal) on a ChartMogul customer.

  • Action
    Create a Note or Call Log

    Logs a note or a call against a ChartMogul customer.

  • Action
    Create a Task

    Creates a task on a ChartMogul customer and assigns it to a team member.

  • Action
    List Customer's Opportunities

    Returns the sales opportunities (deals) on a ChartMogul customer.

  • Action
    List Customer's Tasks

    Returns the tasks on a ChartMogul customer.

  • Action
    Merge Customers

    Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.

  • Action
    Retrieve a Customer Profile

    Returns one ChartMogul customer's full profile, including its tags and custom attributes.

  • Action
    Retrieve a Metric

    Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.

  • Action
    Search Contacts

    Finds ChartMogul contacts by email, customer or data source.

  • Action
    Search for Customer via Email

    Finds ChartMogul customers by email address.

  • Action
    Search for Customer via External ID

    Finds ChartMogul customers by the ID they carry in your own billing system.

  • Action
    Update a Contact

    Updates a ChartMogul contact. Only the fields you fill in are changed.

  • Action
    Update a Customer

    Updates a ChartMogul customer. Only the fields you fill in are changed.

  • Action
    Update an Opportunity

    Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.

  • Action
    Update a Note or Call Log

    Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.

  • Action
    Update a Task

    Updates a task on a ChartMogul customer. Only the fields you fill in are changed.

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Questions

ChartMogul, answered

Is there a ChartMogul MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with ChartMogul. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use ChartMogul. Nothing to install.

What can your agent do in ChartMogul?

Any of ChartMogul's 24 actions, including Create a Contact, Create a Customer, Create an Opportunity and Create a Note or Call Log. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can ChartMogul connect to?

Any app in the catalog; the list on this page pairs ChartMogul with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.