ChartMogul

Live 74 Actions 6 Events

ChartMogul Integration for AI Agents

Connect your AI agent to 74 QA'd ChartMogul actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 6 events to subscribe to.

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ChartMogul AI Agent Actions

74 production-ready actions for your agent to do more on ChartMogul.

Read the ChartMogul docs

74 Actions

Get Account Details - Returns useful information about the authenticated ChartMogul account.

List Contacts - List contact objects in the ChartMogul account, optionally filtered by customer, data source, or email.

Get Contact - Retrieve a single contact object from ChartMogul by its UUID.

Create Contact - Create a contact under a specified ChartMogul customer within the selected data source.

Update Contact - Update the modifiable attributes of an existing ChartMogul contact.

Delete Contact - Permanently delete a ChartMogul contact and all of its associated data.

List Customers - List all customers in the ChartMogul account, with optional filters. Also resolves a customer_external_id (external_id filter) to its company field; name is often empty.

Get Customer - Retrieve a single customer object by its ChartMogul UUID.

Create Customer - Create a customer object under a specified ChartMogul data source.

Update Customer - Update the modifiable attributes of an existing customer.

Delete Customer - Permanently delete a customer and all of its associated data.

Search Customers By Email - List all customers matching a given email address.

List Customer Invoices - List the invoices imported via the API for a given customer.

Create Customer Contact - Add an additional contact to an existing customer.

List Invoices - Returns a list of invoice objects created using the API in your ChartMogul account.

Get Invoice - Retrieves a single invoice object from your ChartMogul account.

Import Invoices For A Customer - Creates invoices for a customer identified by ChartMogul UUID, auto-generating subscriptions from the invoice line items.

Import Invoices By Customer External ID - Creates invoices for a customer identified by external ID and data source rather than ChartMogul UUID, auto-generating subscriptions from the invoice line items.

Update Invoice - Updates invoice-level details such as the date, due date, currency, or collection method.

Delete Invoice - Deletes the specified invoice object and all its associated line items and transactions.

Get Line Item - Retrieve a single invoice line item from ChartMogul by its UUID, or by external ID together with data source UUID.

Create Line Item - Add a subscription, one-time, or trial line item to an existing ChartMogul invoice identified by its UUID.

Create Line Item By External ID - Add a subscription, one-time, or trial line item to a ChartMogul invoice identified by its external ID and data source.

Update Line Item - Partially update an existing ChartMogul invoice line item identified by its UUID, or by external ID together with data source UUID.

Delete Line Item - Delete a ChartMogul invoice line item and all its associated data, identified by UUID or by external ID together with data source UUID.

Get All Key Metrics - Retrieve all key ChartMogul metrics as a single combined time series for a date range.

Get MRR Metrics - Retrieve the Monthly Recurring Revenue (MRR) time series with its movement breakdown.

Get ARR Metrics - Retrieve the Annualized Run Rate (ARR) time series for a date range.

Get ARPA Metrics - Retrieve the Average Revenue Per Account (ARPA) time series for a date range.

Get ASP Metrics - Retrieve the Average Sale Price (ASP) time series for a date range.

Get Customer Count Metrics - Retrieve the active customer count time series for a date range.

Get Customer Churn Rate Metrics - Retrieve the Customer Churn Rate time series for a date range.

Get MRR Churn Rate Metrics - Retrieve the Net MRR Churn Rate time series for a date range.

Get LTV Metrics - Retrieve the Customer Lifetime Value (LTV) time series for a date range, always monthly.

List Notes And Call Logs - List notes and call logs for the whole ChartMogul account or for a specific customer.

Get Note Or Call Log - Retrieve a single ChartMogul note or call log by its UUID.

Create Note Or Call Log - Log a free-text note or a call record against a ChartMogul customer.

Update Note Or Call Log - Update the modifiable attributes of an existing ChartMogul note or call log.

Delete Note Or Call Log - Permanently delete a ChartMogul note or call log.

List Opportunities - Lists opportunity objects in your ChartMogul account, with optional filters for customer, owner, pipeline, stage and estimated close date.

Get An Opportunity - Retrieves a single opportunity object from your ChartMogul account by its UUID.

Create An Opportunity - Creates an opportunity object for a specified customer in ChartMogul.

Update An Opportunity - Partially updates an opportunity object in your ChartMogul account.

Delete An Opportunity - Permanently deletes an opportunity object in your ChartMogul account.

List Plan Groups - Returns a list of plan group objects in your ChartMogul account.

Get A Plan Group - Retrieves a plan group object from your ChartMogul account.

Create A Plan Group - Creates a plan group object in ChartMogul.

Update A Plan Group - Updates a plan group object in your ChartMogul account.

Delete A Plan Group - Deletes the specified plan group object from your ChartMogul account.

List Plans In A Plan Group - Returns a list of plan objects in a specific plan group in your ChartMogul account.

List Plans - Returns a list of plan objects in your ChartMogul account.

Get A Plan - Retrieves a plan object from your ChartMogul account.

Create A Plan - Creates a plan object in ChartMogul under the specified data source.

Update A Plan - Updates a plan object in your ChartMogul account.

Delete A Plan - Deletes the specified plan object from your ChartMogul account.

List Data Sources - Lists all data source objects in the ChartMogul account.

Get A Data Source - Retrieves a single data source object from the ChartMogul account.

Create A Data Source - Creates a data source object for importing data into ChartMogul.

Delete A Data Source - Permanently delete a data source and every record imported through it.

List Subscription Events - Events carry no customer name - when reporting which customer an event belongs to, always look up its customer_external_id with list_customers and report the company field. Lists subscription events from the ChartMogul account.

Create A Subscription Event - Creates a subscription event for the specified source and customer.

Update A Subscription Event - Updates an existing subscription event.

Delete A Subscription Event - Deletes a subscription event using either its external ID and source UUID or its ChartMogul ID.

List Customer Subscriptions - Returns a list of subscriptions for a given customer.

List Tasks - Lists task objects in your ChartMogul account, with optional filters for customer, assignee, due date range and completion status.

Get A Task - Retrieves a single task object from your ChartMogul account by its UUID.

Create A Task - Creates a task object for a specified customer and team member in ChartMogul.

Update A Task - Partially updates a task object in your ChartMogul account, including marking it complete.

Delete A Task - Permanently deletes a task object in your ChartMogul account.

Get Transaction - Retrieve a single ChartMogul payment or refund transaction by its UUID, or by external ID together with data source UUID.

Create Transaction - Record a payment or refund transaction against a ChartMogul invoice identified by its UUID.

Create Transaction By External ID - Record a payment or refund transaction against a ChartMogul invoice identified by its external ID and data source.

Update Transaction - Partially update an existing ChartMogul transaction identified by its UUID, or by external ID together with data source UUID.

Delete Transaction - Delete a ChartMogul transaction and all its associated data, identified by UUID or by external ID together with data source UUID.

ChartMogul Webhook Events

6 real-time ChartMogul events your AI agent can subscribe to.

Webhooks for AI agents Read the ChartMogul docs

6 Events

Acknowledge Webhook Acknowledges ChartMogul webhook deliveries that are not an MRR movement.
MRR Movement New Business Webhook Processes ChartMogul MRR movement webhooks of type new_biz.
MRR Movement Expansion Webhook Processes ChartMogul MRR movement webhooks of type expansion.
MRR Movement Contraction Webhook Processes ChartMogul MRR movement webhooks of type contraction.
MRR Movement Churn Webhook Processes ChartMogul MRR movement webhooks of type churn.
MRR Movement Reactivation Webhook Processes ChartMogul MRR movement webhooks of type reactivation.

Do More, Build Less

Connect AI to ChartMogul and control what it can do, down to the field

Multiple Interfaces

Access integrations via API, AI SDKs, MCP & A2A.

ChartMogul MCP server

Managed Authentication

Pre-built authentication UI.

Agent auth

Falcon Engine

Every ChartMogul action runs on Falcon.

Agent Execution Engine

StackOne Defender

88.7% prompt injection detection.

Prompt injection defense

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