Connectors · Accounting & finance

ChartMogul MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to ChartMogul and the rest of your systems. It gives your agent 106 ChartMogul actions (41 reads, 47 writes and 18 that wait for a confirmation) and holds the ChartMogul credential itself, so the agent never does. It paces ChartMogul's limits and records every call.

Connect ChartMogul free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

106actionsin one signed file
41readlook, never change
47writecreate and update
18wait for a yesdestructive, confirmed first

Set up

Connect ChartMogul in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect ChartMogul.
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.
- api_keyChartMogul API key (Profile > API keys)
```
account { op: "connections.requirements", service: "chartmogul" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "chartmogul.contacts.list" }# list contacts · read · 1 upstream callcheck { action: "chartmogul.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

ChartMogul at a glance

Sign-in: Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide: api_key
Limits we pace to: 40 calls a second, per connection
API covered: ChartMogul REST API v1api.chartmogul.com
Built from: ChartMogul's documentation, read 23 October 2026dev.chartmogul.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 41 of 41 reads, for up to 5 minutes; a write clears what it affects
Shared entities: 4, so ask can line ChartMogul up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in ChartMogul.

106 actions in 27 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

41readlook, never change
47writecreate and update
18destructivewait for a confirmation

Invoices
9
2 read · 6 write · 1 destructive
List Invoices · Retrieve an Invoice · Update an Invoice · Delete an Invoice
Metrics
9
9 read · 0 write · 0 destructive
All key metrics · Average Revenue Per Account (ARPA) · ARR · Average Sale Price (ASP)
Customers
8
3 read · 3 write · 2 destructive
List Customers · Create a Customer · Retrieve a Customer · Update a Customer
Line items
7
1 read · 5 write · 1 destructive
Create a Line Item · Update a Line Item · Retrieve a Line Item · Delete a Line Item
Transactions
7
1 read · 5 write · 1 destructive
Create a Transaction · Retrieve a Transaction · Update a Transaction · Delete a Transaction
Contacts
6
2 read · 2 write · 2 destructive
List Contacts · Create a Contact · Retrieve a Contact · Update a Contact
Customer notes
5
2 read · 2 write · 1 destructive
List Notes and Call Logs · Create a Note or Call Log · Update a Note or Call Log · Delete a Note or Call Log
Opportunities
5
2 read · 2 write · 1 destructive
Create an Opportunity · List Opportunities · Retrieve an Opportunity · Update an Opportunity

19 more areas · 50 actions

Plan groups 5
Plans 5
Subscription events 5
Tasks 5
Customer custom attributes 4
Data sources 4
Subscription custom attributes 4
Customer tags 3
Activities exports 2
Customer invoices 2
Json imports 2
Subscriptions 2
Account 1
Activities 1
Customer activities 1
Customer attributes 1
Customer contacts 1
Customer subscriptions 1
Plan group plans 1

Top actions

The ChartMogul API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 41 of ChartMogul's 41 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`chartmogul.contacts.list`List Contacts	Returns a list of all contact objects in your ChartMogul account.	read	`crm.contact.list`177 connectors
`chartmogul.customers.list`List Customers	Returns a list of all customer objects in your ChartMogul account.	read	`crm.company.list`162 connectors
`chartmogul.contacts.create`Create a Contact	Creates a contact object in ChartMogul under a specified customer within the selected data_source.	write	`crm.contact.create`161 connectors
`chartmogul.customers.create`Create a Customer	Creates a customer object in ChartMogul under the specified data_source.	write	`crm.company.create`142 connectors
`chartmogul.contacts.delete`Delete a Contact	Deletes the specified contact object and all associated data.	destructive	`crm.contact.delete`147 connectors
`chartmogul.customer_notes.list`List Notes and Call Logs	Returns a list of all note objects for your whole account or a specific customer.	read	`crm.company_note.list`14 connectors
`chartmogul.tasks.list`List Tasks	Lists task objects in your ChartMogul account.	read	`work.task.list`122 connectors
`chartmogul.customer_notes.create`Create a Note or Call Log	Creates a note object with a note or call type under a specified customer.	write	`crm.company_note.create`18 connectors
`chartmogul.invoices.list`List Invoices	Returns a list of invoice objects created using the API in your ChartMogul account.	read	`finance.invoice.list`101 connectors
`chartmogul.tasks.create`Create a Task	Creates a task object for a specified team member.	write	`work.task.create`127 connectors
`chartmogul.invoices.get`Retrieve an Invoice	Retrieves an invoice object from your ChartMogul account.	read	`finance.invoice.get`102 connectors
`chartmogul.opportunities.create`Create an Opportunity	Creates an opportunity object for a specified customer in ChartMogul.	write	`crm.deal.create`43 connectors

Try it

Prompts to paste into Claude.

Each one names the ChartMogul actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which ChartMogul tasks are overdue, and who owns each one?
callschartmogul.tasks.list
Writewrite
Create a Contact in ChartMogul. Show me exactly what you will send before you save it.
callschartmogul.contacts.create
Across systemsread
Which ChartMogul companies have invoices in ConnectWise PSA, and how many each?
callschartmogul.customers.listconnectwise_manage.invoices.list

Across your systems

ChartMogul, joined to the rest of your business.

One ask fetches from ChartMogul and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

Which ChartMogul companies have invoices in ConnectWise PSA, and how many each?
chartmogul.customers.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA
Which ChartMogul companies have tickets in HubSpot CRM, and how many each?
chartmogul.customers.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227crm.contact 192work.task 105crm.company_note 3

ask

ask {  intent: "which ChartMogul companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "chartmogul.customers.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for ChartMogul

Destructive actions wait for a yes.

18 ChartMogul actions are destructive. These are all of them:

Delete a Contactchartmogul.contacts.delete
Delete a Customerchartmogul.customers.delete
Merge Contactschartmogul.contacts.merge
Merge Customerschartmogul.customers.merge
Delete a Note or Call Logchartmogul.customer_notes.delete
Delete an Invoicechartmogul.invoices.delete
Delete a Taskchartmogul.tasks.delete
Delete an Opportunitychartmogul.opportunities.delete
Delete a Transactionchartmogul.transactions.delete
Delete a Line Itemchartmogul.line_items.delete
Delete a Planchartmogul.plans.delete
Delete a Subscription Eventchartmogul.subscription_events.delete
Delete a Plan Groupchartmogul.plan_groups.delete
Delete a Sourcechartmogul.data_sources.delete
Remove Tags from a Customerchartmogul.customer_tags.delete
Delete All Customer’s Invoiceschartmogul.customer_invoices.delete_all
Remove Custom Attributes from a Customerchartmogul.customer_custom_attributes.delete
Remove Custom Attributes from a Subscriptionchartmogul.subscription_custom_attributes.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dochartmogul.contacts.deleteconfirm_policy: human

Delete a Contact?

intent: the user asked me to delete a Contact

run suspended · waiting for a named person · key chartmogul-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "chartmogul-agent",  allowed_actions: ["chartmogul.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "chartmogul.contacts.delete", approver: "[email protected]" },    { match: "chartmogul.customers.delete", approver: "[email protected]" },    { match: "chartmogul.contacts.merge", approver: "[email protected]" }  ]}

Illustrative. Scoped to ChartMogul only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What ChartMogul costs on actionlake.

Every ChartMogul action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call ChartMogul refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 106 ChartMogul actions
106actions pageeach page of a long list is one call
41reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every ChartMogul action.

106 actions by area: the id your agent calls, what it does, and its effect.

Invoices9

chartmogul.invoices.deleteDelete an Invoicedestructive
chartmogul.invoices.disableDisable an Invoicewrite
chartmogul.invoices.disable_by_external_idDisable an Invoice (by external ID)write
chartmogul.invoices.getRetrieve an Invoiceread
chartmogul.invoices.importImport Invoiceswrite
chartmogul.invoices.import_by_external_idImport Invoices by External IDwrite
chartmogul.invoices.listList Invoicesread
chartmogul.invoices.updateUpdate an Invoicewrite
chartmogul.invoices.update_statusUpdate an Invoice Statuswrite

Metrics9

chartmogul.metrics.allAll key metricsread
chartmogul.metrics.arpaAverage Revenue Per Account (ARPA)read
chartmogul.metrics.arrARRread
chartmogul.metrics.aspAverage Sale Price (ASP)read
chartmogul.metrics.customer_churn_rateCustomer Churn Rateread
chartmogul.metrics.customer_countCustomer Countread
chartmogul.metrics.ltvLTVread
chartmogul.metrics.mrrMRRread
chartmogul.metrics.mrr_churn_rateMRR Churn Rateread

Customers8

chartmogul.customers.createCreate a Customerwrite
chartmogul.customers.deleteDelete a Customerdestructive
chartmogul.customers.getRetrieve a Customerread
chartmogul.customers.listList Customersread
chartmogul.customers.mergeMerge Customersdestructive
chartmogul.customers.search_by_emailList Customers by Emailread
chartmogul.customers.unmergeUnmerge Customerswrite
chartmogul.customers.updateUpdate a Customerwrite

Line items7

chartmogul.line_items.createCreate a Line Itemwrite
chartmogul.line_items.create_by_external_idCreate a Line Item by External IDwrite
chartmogul.line_items.deleteDelete a Line Itemdestructive
chartmogul.line_items.disableDisable a Line Itemwrite
chartmogul.line_items.disable_by_external_idDisable a Line Item (by external ID)write
chartmogul.line_items.getRetrieve a Line Itemread
chartmogul.line_items.updateUpdate a Line Itemwrite

Transactions7

chartmogul.transactions.createCreate a Transactionwrite
chartmogul.transactions.create_by_external_idCreate a Transaction by External IDwrite
chartmogul.transactions.deleteDelete a Transactiondestructive
chartmogul.transactions.disableDisable a Transactionwrite
chartmogul.transactions.disable_by_external_idDisable a Transaction (by external ID)write
chartmogul.transactions.getRetrieve a Transactionread
chartmogul.transactions.updateUpdate a Transactionwrite

Contacts6

chartmogul.contacts.createCreate a Contactwrite
chartmogul.contacts.deleteDelete a Contactdestructive
chartmogul.contacts.getRetrieve a Contactread
chartmogul.contacts.listList Contactsread
chartmogul.contacts.mergeMerge Contactsdestructive
chartmogul.contacts.updateUpdate a Contactwrite

Customer notes5

chartmogul.customer_notes.createCreate a Note or Call Logwrite
chartmogul.customer_notes.deleteDelete a Note or Call Logdestructive
chartmogul.customer_notes.getRetrieve a Note or Call Logread
chartmogul.customer_notes.listList Notes and Call Logsread
chartmogul.customer_notes.updateUpdate a Note or Call Logwrite

Opportunities5

chartmogul.opportunities.createCreate an Opportunitywrite
chartmogul.opportunities.deleteDelete an Opportunitydestructive
chartmogul.opportunities.getRetrieve an Opportunityread
chartmogul.opportunities.listList Opportunitiesread
chartmogul.opportunities.updateUpdate an Opportunitywrite

Plan groups5

chartmogul.plan_groups.createCreate a Plan Groupwrite
chartmogul.plan_groups.deleteDelete a Plan Groupdestructive
chartmogul.plan_groups.getRetrieve a Plan Groupread
chartmogul.plan_groups.listList Plan Groupsread
chartmogul.plan_groups.updateUpdate a Plan Groupwrite

Plans5

chartmogul.plans.createCreate a Planwrite
chartmogul.plans.deleteDelete a Plandestructive
chartmogul.plans.getRetrieve a Planread
chartmogul.plans.listList Plansread
chartmogul.plans.updateUpdate a Planwrite

Subscription events5

chartmogul.subscription_events.createCreate a Subscription Eventwrite
chartmogul.subscription_events.deleteDelete a Subscription Eventdestructive
chartmogul.subscription_events.disableDisable a Subscription Eventwrite
chartmogul.subscription_events.listList Subscription Eventsread
chartmogul.subscription_events.updateUpdate a Subscription Eventwrite

Tasks5

chartmogul.tasks.createCreate a Taskwrite
chartmogul.tasks.deleteDelete a Taskdestructive
chartmogul.tasks.getRetrieve a Taskread
chartmogul.tasks.listList Tasksread
chartmogul.tasks.updateUpdate a Taskwrite

Customer custom attributes4

chartmogul.customer_custom_attributes.createAdd Custom Attributes to a Customerwrite
chartmogul.customer_custom_attributes.create_by_emailAdd Custom Attributes to Customers by Emailwrite
chartmogul.customer_custom_attributes.deleteRemove Custom Attributes from a Customerdestructive
chartmogul.customer_custom_attributes.updateUpdate Customer's Custom Attributeswrite

Data sources4

chartmogul.data_sources.createCreate a Sourcewrite
chartmogul.data_sources.deleteDelete a Sourcedestructive
chartmogul.data_sources.getRetrieve a Sourceread
chartmogul.data_sources.listList Sourcesread

Subscription custom attributes4

chartmogul.subscription_custom_attributes.createAdd Custom Attributes to a Subscriptionwrite
chartmogul.subscription_custom_attributes.deleteRemove Custom Attributes from a Subscriptiondestructive
chartmogul.subscription_custom_attributes.getRetrieve Custom Attributes of a Subscriptionread
chartmogul.subscription_custom_attributes.updateUpdate Custom Attributes of a Subscriptionwrite

Customer tags3

chartmogul.customer_tags.createAdd Tags to a Customerwrite
chartmogul.customer_tags.create_by_emailAdd Tags to Customers by Emailwrite
chartmogul.customer_tags.deleteRemove Tags from a Customerdestructive

Activities exports2

chartmogul.activities_exports.createCreate an Activities Exportwrite
chartmogul.activities_exports.getRetrieve an Activities Exportread

Customer invoices2

chartmogul.customer_invoices.delete_allDelete All Customer’s Invoicesdestructive
chartmogul.customer_invoices.listList Customer’s Invoicesread

Json imports2

chartmogul.json_imports.createImport Data in Bulkwrite
chartmogul.json_imports.getTrack Import Statusread

Subscriptions2

chartmogul.subscriptions.connectConnect Subscriptionswrite
chartmogul.subscriptions.disconnectDisconnect Subscriptionswrite

Account1

chartmogul.account.getRetrieve Account Detailsread

Activities1

chartmogul.activities.listList Activitiesread

Customer activities1

chartmogul.customer_activities.listList Customer Activitiesread

Customer attributes1

chartmogul.customer_attributes.getRetrieve Customer’s Tags and Attributesread

Customer contacts1

chartmogul.customer_contacts.createAdd a Contact to Customerwrite

Customer subscriptions1

chartmogul.customer_subscriptions.listList Customer Subscriptionsread

Plan group plans1

chartmogul.plan_group_plans.listList Plans in a Plan Groupread

Questions

The ChartMogul MCP server, answered.

Is there a ChartMogul MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 106 ChartMogul actions across invoices, metrics, customers and line items, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by ChartMogul.

What do I need to connect ChartMogul?

ChartMogul API key (Profile > API keys). The free call account { op: "connections.requirements", service: "chartmogul" } lists exactly what to paste.

Can an AI agent delete or change things in ChartMogul?

Only if its key allows it, and only with an explicit confirmation. 18 ChartMogul actions are destructive, including delete a Contact, delete a Customer and merge Contacts. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my ChartMogul API limit?

actionlake paces every call to the limits in the ChartMogul service file: 40 calls a second per connection. Repeated reads are answered from cache (41 ChartMogul actions can be), which never reaches ChartMogul.

What does a ChartMogul action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (106 ChartMogul actions page). Cache hits, searches, dry runs and calls ChartMogul refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which ChartMogul API does it cover?

The ChartMogul REST API v1 at api.chartmogul.com. It is built from ChartMogul's documentation as read on 23 October 2026. 106 actions in 27 areas, each one in the signed service file (version 1.0.0).

Can I combine ChartMogul with my other systems?

Yes. ask joins ChartMogul to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. ChartMogul maps crm.company, which 227 other connectors also map.

Does actionlake keep my ChartMogul data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your ChartMogul credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent ChartMogul today.

Connect ChartMogul free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

ChartMogul MCP server for AI agents.

Connect ChartMogul in three steps.

Add actionlake to Claude.

Connect ChartMogul.

Make the first call. Check before a write.

What an AI agent can do in ChartMogul.

Invoices

Metrics

Customers

Line items

Transactions

Contacts

Customer notes

Opportunities