ChartMogul MCP Server
for AI Agents
Connect your AI agent to StackOne's ChartMogul MCP server and give it 74 MCP tools out of the box. Auth, tool execution, and security all managed.
StackOne 
Coverage
74 Agent Actions
Agents can read, write and delete in ChartMogul. Extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your ChartMogul MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every ChartMogul tool response scanned for prompt injection in milliseconds, with 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every ChartMogul call.
Tools Discovery →What is the ChartMogul MCP Server?
A ChartMogul MCP server lets AI agents read and write ChartMogul data through the Model Context Protocol, Anthropic's open standard for connecting LLMs to external tools. StackOne's ChartMogul MCP server ships with 74 pre-built actions, fully extensible via the Connector Builder, plus managed authentication, prompt injection defense, observability, and agent execution runtime. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All ChartMogul MCP Tools
Every StackOne action for ChartMogul, ready for your agent. Read, write and delete, scoped to exactly what you need.
Contacts
- Create Contact
Create a contact under a specified ChartMogul customer within the selected data source.
- 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.
- Update Contact
Update the modifiable attributes of an existing ChartMogul contact.
- Delete Contact
Permanently delete a ChartMogul contact and all of its associated data.
Customers
- Create Customer
Create a customer object under a specified ChartMogul data source.
- 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.
- Update Customer
Update the modifiable attributes of an existing customer.
- Delete Customer
Permanently delete a customer and all of its associated data.
Invoices
- 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.
- 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.
Line Items
- Create Line Item
Add a subscription, one-time, or trial line item to an existing ChartMogul invoice identified by its UUID.
- Get Line Item
Retrieve a single invoice line item from ChartMogul by its UUID, or by external ID together with data source UUID.
- 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.
Note Or Call Logs
- Create Note Or Call Log
Log a free-text note or a call record against a ChartMogul customer.
- Get Note Or Call Log
Retrieve a single ChartMogul note or call log by its UUID.
- 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.
An Opportunitys
- Create An Opportunity
Creates an opportunity object for a specified customer in ChartMogul.
- Get An Opportunity
Retrieves a single opportunity object from your ChartMogul account by its UUID.
- Update An Opportunity
Partially updates an opportunity object in your ChartMogul account.
- Delete An Opportunity
Permanently deletes an opportunity object in your ChartMogul account.
A Plan Groups
- Create A Plan Group
Creates a plan group object in ChartMogul.
- Get A Plan Group
Retrieves a plan group object from your ChartMogul account.
- 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.
A Plans
- Create A Plan
Creates a plan object in ChartMogul under the specified data source.
- Get A Plan
Retrieves a plan object from your ChartMogul account.
- Update A Plan
Updates a plan object in your ChartMogul account.
- Delete A Plan
Deletes the specified plan object from your ChartMogul account.
A Data Sources
- Create A Data Source
Creates a data source object for importing data into ChartMogul.
- Get A Data Source
Retrieves a single data source object from the ChartMogul account.
- Delete A Data Source
Permanently delete a data source and every record imported through it.
A Subscription Events
- 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.
A Tasks
- Create A Task
Creates a task object for a specified customer and team member in ChartMogul.
- Get A Task
Retrieves a single task object from your ChartMogul account by its UUID.
- 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.
Transactions
- Create Transaction
Record a payment or refund transaction against a ChartMogul invoice identified by its UUID.
- Get Transaction
Retrieve a single ChartMogul payment or refund transaction by its UUID, or by external ID together with data source UUID.
- 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.
Other (26)
- Create Customer Contact
Add an additional contact to an existing customer.
- 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.
- 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.
- Create Transaction By External ID
Record a payment or refund transaction against a ChartMogul invoice identified by its external ID and data source.
- Get Account Details
Returns useful information about the authenticated ChartMogul account.
- 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.
- 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.
- List Opportunities
Lists opportunity objects in your ChartMogul account, with optional filters for customer, owner, pipeline, stage and estimated close date.
- List Plan Groups
Returns a list of plan group objects in 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.
- List Data Sources
Lists all data source objects in the ChartMogul account.
- 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.
- 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.
Set Up Your ChartMogul MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to ChartMogul in under 10 lines of code.
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
}Check More Data & Analytics MCP Servers
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Platform Resources
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Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
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12 min
MCP vs A2A: Architecture, Security, and When to Use Each
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MCP vs API: What Hundreds of Connector Builds Taught Us
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ChartMogul MCP Server FAQ
Does StackOne have a ChartMogul MCP server?
ChartMogul MCP server vs direct API integration: what's the difference?
How does ChartMogul authentication work for AI agents?
origin_owner_id.Are ChartMogul MCP tools vulnerable to prompt injection?
What is the context bloat of a ChartMogul agent and how do I avoid it?
Can I limit which actions my ChartMogul agent can access?
Can I create custom agent actions for my ChartMogul MCP server?
When should I NOT use a ChartMogul MCP server?
What AI frameworks and AI clients does the StackOne ChartMogul MCP server support?
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.