Claude ChartMogul connectorWhat Claude can do in your ChartMogul account.

Plots average revenue per account over time, so Claude can tell you whether each customer is worth more or less than a quarter ago, and from which month the curve bent.

Gives the average sale price over a date range, with summary statistics around it, so deal size stops being a gut feeling and becomes a figure you can quote.

Shows committed monthly recurring revenue, which counts future movements customers have already signed for, not only what bills today. It is the forward-looking twin of plain MRR.

Lists the individual events behind committed MRR, one line per commitment, so Claude can say which accounts drive the forward-looking figure and by how much.

Tracks customer lifetime value over time, the estimate of what an average account brings in before it leaves.

Returns monthly and annual recurring revenue trends with growth rates and the totals of new business, expansion, contraction, churn and reactivation.

Reads the activity feed of revenue events: new subscriptions, upgrades, cancellations and other subscription events, in the order they happened, account by account.

Returns your own retention metrics over time, gross MRR, net MRR and customer retention, prepared for comparison with industry benchmarks.

Compares your ARR growth, customer retention and net and gross MRR retention with industry benchmarks, segmented by ARPA or ARR band.

Tells Claude how fresh the benchmark data is and which ARR milestones it covers.

Counts how many accounts sit in the same benchmark segment as yours, a simple way to judge how solid a comparison really is before you lean on it.

Brings back net and gross cash flow per customer for a date range: the money actually collected rather than recurring revenue.

Breaks cash flow into refunds, net, gross and non-recurring amounts, alongside successful payments and failed transactions, so the reasons behind a dip become visible.

Summarises cash flow statistics for a chosen period in a few lines, without the per-customer detail, when a headline is all you need.

Loads the reference for ChartMogul Filtering Language, the syntax Claude uses to build filters for its analytics queries.

Narrows the filtering language reference to plan and plan group fields, used whenever a question is scoped by plan.

Returns churn trends and tables: customer churn rate, net and gross MRR churn rate, and quantity churn rate, all on the same timeline so they can be read together.

Lists the subscribers who churned, account by account, rather than as a rate, so a percentage turns into names you can actually look into.

Details how the customers of one cohort converted over a given interval, customer by customer, instead of as a single retention percentage.

Summarises cohort retention across net MRR, quantity and customers, plus conversion from non-subscriber to subscriber, in the familiar cohort grid.

Lists the exchange rate impact record by record, so Claude can separate currency effects from real revenue movement on each account.

Summarises how exchange rates have weighed on MRR over time, without going down to each record, for a quick read of the overall effect.

Counts the customers matching a filter without pulling their full records, which keeps broad questions fast and the conversation short.

Lists the customers currently on a free trial, a quick view of who is evaluating the product right now.

Returns the identity of the connected ChartMogul account, with its currency, time zone and data-handling settings, so Claude knows which books it is reading.

Plots the number of leads and free trials over time, with the tables behind the chart, so a sign-up trend can be read month by month.

Pages through individual leads, including leads that never started a trial.

Summarises lead and free trial statistics for a period in a compact form, the short version of the trend tool.

Lists the team members of your ChartMogul account with their role, status and contact details.

Retrieves the contacts attached to one or several customers, with name, email, phone and custom attributes, straight into the conversation.

Shows which custom attributes exist on customer records, with their type and, for dropdowns, the values allowed, so Claude filters with your own vocabulary.

Pulls notes and call logs for one or several customers, filterable by type, author and date, so the history of the relationship sits next to the revenue data.

Lists a customer's subscriptions with plan, status, billing interval and key dates, the contractual picture of one account.

Reads the events shown in a customer's activity feed, such as status shifts and merges, in chronological order.

Lists the billing sources connected to your ChartMogul account, optionally with their connector settings, so Claude knows where the numbers come from.

Retrieves emails linked to a customer or a contact, with the body if you ask for it, along with the customer and contact details.

Lists invoices for a customer or a source, optionally with their line items and transactions, in one answer.

Reads invoice line items with amounts, plan, subscription and proration details, line by line.

Lists open and closed opportunities across sales pipelines, filterable by stage, owner, forecast category and close date, so revenue and pipeline sit in one place.

Returns the plan groups used for filtering, with the plans each one contains, so questions about a tier hit the right plans.

Lists the subscription plans in your account, filterable by name, billing interval and source.

Loads ChartMogul reference catalogues: currencies, customer statuses, countries, US states and regional groupings, the shared vocabulary behind every geographic question.

Returns the stages of a pipeline with the number of opportunities, total pipeline MRR and probability-weighted MRR for each.

Lists the sales pipelines set up in your account, the starting point before Claude looks at stages or deals.

Lists the segments saved in your account, the filters your team already defined and named.

Reads the subscription event log for a customer or a source: starts, upgrades, cancellations and similar events.

Lists customer tags with the number of customers carrying each one, a quick census of how your team labels accounts.

Lists tasks assigned to customers or contacts, filterable by status, assignee, due date and overdue state.

Retrieves payments and refunds for a customer or an invoice, filterable by type, result and date.

Breaks MRR, ARPA and ASP down by region as a snapshot at a given date, a map of where your revenue lives.

Breaks customer churn rate and lifetime value down by country or region, as a snapshot at a given date.

Returns key metrics for every plan as of today: MRR, ARR, ARPA and subscriber counts, in one table.

Lays out, region by region and as of today, the key metrics, including MRR, ARR, ARPA, retention, net payments and subscriber counts.

Plots MRR, ARR and paid subscriber trends over time for your top 10 countries.

Details net MRR movements customer by customer, filterable by type of movement, so each expansion or contraction has a name attached.

Totals net MRR movements per period: new business, expansion, contraction, churn and reactivation, the bridge from one month's MRR to the next.

Summarises statistics for customers who buy without a subscription, for chosen date intervals, kept apart from recurring revenue.

Plots count, average order value and average spend per customer for buyers without a subscription, over time.

Lists customers who buy without a subscription, with their order value and payments received.

Details MRR movements for paid subscribers, customer by customer, leaving free users out of the picture.

Returns net MRR, gross MRR and customer retention rate tables over time, the three views of how well you keep what you won.

Details sales cycle length customer by customer, so a slow close has an account name on it.

Plots the average sales cycle length over time, with the table behind it, so a slower or faster close shows up as a trend.

Summarises sales cycle length statistics for a date range, the short answer to how long a deal takes.

Forecasts revenue and subscriber counts, with optional what-if scenarios on new business, churn or pricing.

Runs a full-text search across customers, contacts, notes, tasks, opportunities, emails and saved sidebar items, when you do not know where something is.

Searches free text across every customer custom attribute value in the account, catching values nobody standardised.

Finds customers with filters on status, plan, tag, source, owner, date fields and more, the workhorse behind most account questions.

Aggregates the counts of MRR movements for paid subscribers: how many upgrades, downgrades, churns and so on, rather than their value.

Plots subscriber and subscription counts and their growth rates over time, the volume side of your recurring business.

Goes one level below the customer and details MRR movements subscription by subscription, for paid subscriptions only.

Details quantity shifts on paid subscriptions, such as seats, filterable by MRR movement type.

Plots trial-to-paid and trial-to-free-or-paid conversion rates over time, so an onboarding effect shows up as a curve.

Details trial conversions customer by customer, to paid or to free or paid, with the accounts named.