ChartMogul for AI agents
Agents read ChartMogul at once. Changes and sends are held for a person's approval by default.
About ChartMogul
ChartMogul is a subscription analytics and revenue data platform for managing customers, billing data, metrics, and sales opportunities.
What an agent can do in ChartMogul
Every ChartMogul action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in ChartMogul without asking first. 7 actions.
- Get AccountReturn the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings.
- Get CustomerReturn one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID.
- Get Key MetricsReturn all key subscription metrics and current summaries for a date range, optionally grouped by interval and filtered by countries or plans.
- List ActivitiesReturn one page of ChartMogul MRR activities for an optional date range, movement type, and date order, with a cursor when more are available.
- List CustomersReturn one page of customers filtered by source, identifier, email, status, or billing system.
- List PlansReturn one page of subscription plans, optionally filtered by source, external ID, or billing system.
- List SourcesReturn the account's billing data sources, optionally filtered by name or system and with selected source settings included.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Create CustomerCreate a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.
- Delete CustomerRequest 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.
- Update CustomerUpdate 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.
Changes wait in Needs you
Changes and sends in ChartMogul are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
ChartMogul questions
Can an agent change data in ChartMogul on its own?
Not by default. Changes and sends in ChartMogul are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in ChartMogul?
This connector lists 7 read actions. Reads run at once, without waiting for approval.
How does ChartMogul connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.