# ChartMogul

```json
{
  "name": "ChartMogul",
  "slug": "chartmogul",
  "url": "https://composio.dev/toolkits/chartmogul",
  "markdown_url": "https://composio.dev/toolkits/chartmogul.md",
  "logo_url": "https://logos.composio.dev/api/chartmogul",
  "categories": [
    "analytics & data"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-09-03T05:34:10.302Z"
}
```

![ChartMogul logo](https://logos.composio.dev/api/chartmogul)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with ChartMogul MCP or direct API to fetch revenue metrics, segment customers, export invoices, and create sales opportunities through natural language.

## Summary

ChartMogul is a subscription analytics and revenue data platform.
It helps teams monitor MRR, churn, customer segments, and billing metrics.

## Categories

- analytics & data

## Toolkit Details

- Tools: 10

## Images

- Logo: https://logos.composio.dev/api/chartmogul

## Authentication

- **Api Key**
  - Type: `api_key`
  - Description: Api Key authentication for ChartMogul.
  - Setup:
    - Configure Api Key credentials for ChartMogul.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- List MRR and ARR for last month
- Show churned customers for the quarter
- Create a sales opportunity for Acme Corp

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `CHARTMOGUL_CREATE_CUSTOMER` | Create Customer | Create a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details. |
| `CHARTMOGUL_DELETE_CUSTOMER` | Delete Customer | Request permanent deletion of a customer and all associated ChartMogul data by UUID. ChartMogul accepts this asynchronously, so confirm disappearance with LIST_CUSTOMERS when completion matters. |
| `CHARTMOGUL_GET_ACCOUNT` | Get Account | Return the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings. |
| `CHARTMOGUL_GET_CUSTOMER` | Get Customer | Return one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID. |
| `CHARTMOGUL_GET_KEY_METRICS` | Get Key Metrics | Return all key subscription metrics and current summaries for a date range, optionally grouped by interval and filtered by countries or plans. |
| `CHARTMOGUL_LIST_ACTIVITIES` | List Activities | Return one page of ChartMogul MRR activities for an optional date range, movement type, and date order, with a cursor when more are available. |
| `CHARTMOGUL_LIST_CUSTOMERS` | List Customers | Return one page of customers filtered by source, identifier, email, status, or billing system. |
| `CHARTMOGUL_LIST_PLANS` | List Plans | Return one page of subscription plans, optionally filtered by source, external ID, or billing system. |
| `CHARTMOGUL_LIST_SOURCES` | List Sources | Return the account's billing data sources, optionally filtered by name or system and with selected source settings included. |
| `CHARTMOGUL_UPDATE_CUSTOMER` | Update Customer | Update selected profile, ownership, location, timing, website, or lead-status fields on an existing ChartMogul customer. Omitted fields remain unchanged; tags and custom attributes are not replaced. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute ChartMogul Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute ChartMogul actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'YOUR_SPECIFIC_PROMPT_HERE'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK for Python or TypeScript
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Initialize Client and Create Tool Router Session

Import and initialize the Composio client, then create a Tool Router session for ChartMogul
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent (Anthropic Claude or Mastra)
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to ChartMogul tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('YOUR_SPECIFIC_PROMPT_HERE')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native ChartMogul Integration

- Supports both ChartMogul MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your ChartMogul data

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke ChartMogul access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access ChartMogul
- Scoped, least privilege access to ChartMogul resources
- Full audit trail of agent actions to support review and compliance

## Use ChartMogul with any AI Agent Framework

Choose a framework you want to connect ChartMogul with:

- [ChatGPT Work](https://composio.dev/toolkits/chartmogul/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/chartmogul/framework/claude-cowork)
- [Hermes](https://composio.dev/toolkits/chartmogul/framework/hermes-agent)

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## Frequently Asked Questions

### Do I need my own developer credentials to use ChartMogul with Composio?

Yes, ChartMogul requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)