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How to connect ChartMogul to Claude Cowork

Connect Claude Cowork to ChartMogul MCP. List mrr and arr for last month, show churned customers for the quarter, and more using natural language, with authentication handled for you.

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

10 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your ChartMogul account to Cowork via Composio Connect, enabling it to list MRR and ARR for last month, show churned customers for the quarter, create a sales opportunity for Acme Corp, and more such actions on your behalf without compromising your account security.

Also integrate ChartMogul with

ChatGPT WorkHermes

Connecting ChartMogul to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your ChartMogul account

Back in Cowork, ask the agent to connect to ChartMogul or give it any ChartMogul-related task.

For example, ask Cowork to:

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

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your ChartMogul account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like ChartMogul through MCP without you sharing account credentials directly with the agent.

What is the ChartMogul MCP server, and what's possible with it?

The ChartMogul MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your ChartMogul account. It provides structured and secure access so your agent can perform ChartMogul operations on your behalf.

TOOLS

Supported Tools

Every ChartMogul action and event your agent gets out of the box.

Create Customer

Create a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.

Delete Customer

Request permanent deletion of a customer and all associated ChartMogul data by UUID.

Get Account

Return the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings.

Get Customer

Return one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID.

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.

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.

List Customers

Return one page of customers filtered by source, identifier, email, status, or billing system.

List Plans

Return one page of subscription plans, optionally filtered by source, external ID, or billing system.

List Sources

Return the account's billing data sources, optionally filtered by name or system and with selected source settings included.

Update Customer

Update selected profile, ownership, location, timing, website, or lead-status fields on an existing ChartMogul customer.

FRAMEWORKS

How to build ChartMogul MCP Agent with another framework

ChatGPT Work logo

ChatGPT Work

Use ChartMogul MCP with ChatGPT Work

Hermes logo

Hermes

Use ChartMogul MCP with Hermes

FAQ

Frequently asked questions

With a standalone ChartMogul MCP server, the agents and LLMs can only access a fixed set of ChartMogul tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from ChartMogul and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right ChartMogul tools.

Yes, absolutely. You can configure which ChartMogul scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your ChartMogul data and credentials are handled as safely as possible.

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