ChartMogul for AI agents

ChartMogul tracks subscription revenue and customer metrics, giving a finance or growth team one view of billing data across payment providers. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

AnalyticsAPI keyMCP + RESTchartmogul.com
AUDIT LOG · CHARTMOGULPOLICY: acme-support
09:41:07 · claude · u_8f2read
chartmogul.list_plans
List Plans✓ allowed · 212ms
09:41:08 · claude · u_8f2read
chartmogul.get_account
Get Account✓ allowed · 164ms
09:41:09 · claude · u_8f2write
chartmogul.create_customer
Create Customer✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
chartmogul.delete_customer
Delete Customer✕ blocked · policy: deny
EVERY CHARTMOGUL CALL, ON THE RECORD
01 · USE CASES

What agents do in ChartMogul.

01

Check key revenue metrics

Pull key metrics like MRR and churn for a date range before a board update.

02

Look up a customer's billing record

Look up a customer's billing history before answering a question about their subscription.

03

Confirm before deleting a customer

Confirm before deleting a customer record, since its billing history is removed with it.

02 · ACTIONS

10 ChartMogul actions, graded by risk.

Every ChartMogul action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

7

Look things up. Allowed by default.

  • chartmogul.list_plans
    List Plans
  • chartmogul.get_account
    Get Account
  • chartmogul.get_customer
    Get Customer
  • chartmogul.list_sources
    List Sources
  • chartmogul.list_customers
    List Customers
  • chartmogul.get_key_metrics
    Get Key Metrics
  • chartmogul.list_activities
    List Activities

write

2

Create and change things. Allow, or ask the user first.

  • chartmogul.create_customer
    Create Customer
  • chartmogul.update_customer
    Update Customer

destructive

1

Delete, cancel or archive. Ask first, or deny outright.

  • chartmogul.delete_customer
    Delete Customer
03 · HOW IT WORKS

ChartMogul in three steps.

  1. 01Your users connect ChartMogulThey add their ChartMogul api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Customer” can wait for the user, and “delete Customer” can be denied outright.
  3. 03Any agent can actYour agent calls ChartMogul through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('chartmogul', {
  read: 'allow',
  write: 'ask',        // create_customer
  destructive: 'deny',  // delete_customer
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How ChartMogul connects.

Users add their ChartMogul api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same ChartMogul connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use ChartMogul from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

ChartMogul and Arc0, answered.

Q01

Can I use ChartMogul with Claude, ChatGPT or Cursor?

Yes. Connect ChartMogul to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the ChartMogul actions you allow.

Q02

How do users connect ChartMogul?

Users add their ChartMogul api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which ChartMogul actions can my agent take?

10 in total: 7 read, 2 write and 1 destructive, such as “create Customer”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in ChartMogul?

Yes. Actions like “delete Customer” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call ChartMogul too?

Yes. The same ChartMogul connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug ChartMogul into your agent.

Your users connect ChartMogul once, under your brand. Your agent gets 10 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan