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How to connect ChartMogul to Claude

Connect Claude Web, Desktop and 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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your ChartMogul account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

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Connecting ChartMogul to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your ChartMogul account

Back in Claude, ask it to connect to ChartMogul or give it any ChartMogul-related task.

For example, ask Claude 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 Claude, and your ChartMogul account is ready to use.

What is the ChartMogul Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for ChartMogul?

The connector can show as connected, but Claude must use it in each ChartMogul conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to ChartMogul again.

2. Why does Claude show an MCP server error before ChartMogul connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for ChartMogul.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect ChartMogul.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the ChartMogul authorization link not work?

The Composio connector is one server. Your ChartMogul account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the ChartMogul connection.
  • Composio creates a fresh ChartMogul authorization link.
  • Open that link in your browser and finish the ChartMogul sign-in.

4. Why do ChartMogul actions fail after they worked before?

The ChartMogul connection can expire or lose permission.

  • Ask Claude to inspect the ChartMogul connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the ChartMogul account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in ChartMogul.
  • If the action still fails with a permission error, check that the connected account has that permission in ChartMogul itself.

5. How do I switch to a different ChartMogul account?

Claude can manage the ChartMogul connection for you.

  • Ask Claude to disconnect or delete the current ChartMogul account.
  • Ask Claude to connect ChartMogul again.
  • Open the new Composio authorization link for ChartMogul.
  • Sign in with the other ChartMogul account in the browser.
  • After the account connects, ask Claude to retry the ChartMogul task.

6. Why is my ChartMogul connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your ChartMogul connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If ChartMogul tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect ChartMogul.
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

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ChatGPT logo

ChatGPT

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Hermes logo

Hermes

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Atomic Agent logo

Atomic Agent

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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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