--- title: "ChartMogul MCP server for AI agents - actionlake" description: "Give Claude 106 ChartMogul actions through one MCP server: invoices, metrics, customers. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/chartmogul updated: 2026-10-23 --- 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](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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` the first call ``` do { action: "chartmogul.contacts.list", intent: "check which ChartMogul account is connected" } # List Contacts · read · 1 upstream call ``` - 106 actions in one signed file - 41 read look, never change - 47 write create and update - 18 wait for a yes destructive, confirmed first Set up ## Connect ChartMogul in three steps. 1. 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` 2. 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_key` ChartMogul API key (Profile > API keys) ``` account { op: "connections.requirements", service: "chartmogul" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### 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 call check { 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 v1`api.chartmogul.com` **Built from** ChartMogul's documentation, read 23 October 2026[dev.chartmogul.com](https://dev.chartmogul.com/reference/) **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. - **41** read look, never change - **47** write create and update - **18** destructive wait for a confirmation 1. ### Invoices 9 2 read · 6 write · 1 destructive List Invoices · Retrieve an Invoice · Update an Invoice · Delete an Invoice 2. ### Metrics 9 9 read · 0 write · 0 destructive All key metrics · Average Revenue Per Account (ARPA) · ARR · Average Sale Price (ASP) 3. ### Customers 8 3 read · 3 write · 2 destructive List Customers · Create a Customer · Retrieve a Customer · Update a Customer 4. ### 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 5. ### Transactions 7 1 read · 5 write · 1 destructive Create a Transaction · Retrieve a Transaction · Update a Transaction · Delete a Transaction 6. ### Contacts 6 2 read · 2 write · 2 destructive List Contacts · Create a Contact · Retrieve a Contact · Update a Contact 7. ### 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 8. ### 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. 1. Read read Which ChartMogul tasks are overdue, and who owns each one? calls `chartmogul.tasks.list` 2. Write write Create a Contact in ChartMogul. Show me exactly what you will send before you save it. calls `chartmogul.contacts.create` 3. Across systems read Which ChartMogul companies have invoices in ConnectWise PSA, and how many each? calls `chartmogul.customers.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `crm.company` **227** `crm.contact` **192** `work.task` **105** `crm.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 Contact `chartmogul.contacts.delete` - Delete a Customer `chartmogul.customers.delete` - Merge Contacts `chartmogul.contacts.merge` - Merge Customers `chartmogul.customers.merge` - Delete a Note or Call Log `chartmogul.customer_notes.delete` - Delete an Invoice `chartmogul.invoices.delete` - Delete a Task `chartmogul.tasks.delete` - Delete an Opportunity `chartmogul.opportunities.delete` - Delete a Transaction `chartmogul.transactions.delete` - Delete a Line Item `chartmogul.line_items.delete` - Delete a Plan `chartmogul.plans.delete` - Delete a Subscription Event `chartmogul.subscription_events.delete` - Delete a Plan Group `chartmogul.plan_groups.delete` - Delete a Source `chartmogul.data_sources.delete` - Remove Tags from a Customer `chartmogul.customer_tags.delete` - Delete All Customer’s Invoices `chartmogul.customer_invoices.delete_all` - Remove Custom Attributes from a Customer `chartmogul.customer_custom_attributes.delete` - Remove Custom Attributes from a Subscription `chartmogul.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. do chartmogul.contacts.delete confirm_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: "lead@example.com" }, { match: "chartmogul.customers.delete", approver: "lead@example.com" }, { match: "chartmogul.contacts.merge", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 106 ChartMogul actions - 106 actions page each page of a long list is one call - 41 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every ChartMogul action. 106 actions by area: the id your agent calls, what it does, and its effect. **Invoices 9** - `chartmogul.invoices.delete` Delete an Invoice destructive - `chartmogul.invoices.disable` Disable an Invoice write - `chartmogul.invoices.disable_by_external_id` Disable an Invoice (by external ID) write - `chartmogul.invoices.get` Retrieve an Invoice read - `chartmogul.invoices.import` Import Invoices write - `chartmogul.invoices.import_by_external_id` Import Invoices by External ID write - `chartmogul.invoices.list` List Invoices read - `chartmogul.invoices.update` Update an Invoice write - `chartmogul.invoices.update_status` Update an Invoice Status write **Metrics 9** - `chartmogul.metrics.all` All key metrics read - `chartmogul.metrics.arpa` Average Revenue Per Account (ARPA) read - `chartmogul.metrics.arr` ARR read - `chartmogul.metrics.asp` Average Sale Price (ASP) read - `chartmogul.metrics.customer_churn_rate` Customer Churn Rate read - `chartmogul.metrics.customer_count` Customer Count read - `chartmogul.metrics.ltv` LTV read - `chartmogul.metrics.mrr` MRR read - `chartmogul.metrics.mrr_churn_rate` MRR Churn Rate read **Customers 8** - `chartmogul.customers.create` Create a Customer write - `chartmogul.customers.delete` Delete a Customer destructive - `chartmogul.customers.get` Retrieve a Customer read - `chartmogul.customers.list` List Customers read - `chartmogul.customers.merge` Merge Customers destructive - `chartmogul.customers.search_by_email` List Customers by Email read - `chartmogul.customers.unmerge` Unmerge Customers write - `chartmogul.customers.update` Update a Customer write **Line items 7** - `chartmogul.line_items.create` Create a Line Item write - `chartmogul.line_items.create_by_external_id` Create a Line Item by External ID write - `chartmogul.line_items.delete` Delete a Line Item destructive - `chartmogul.line_items.disable` Disable a Line Item write - `chartmogul.line_items.disable_by_external_id` Disable a Line Item (by external ID) write - `chartmogul.line_items.get` Retrieve a Line Item read - `chartmogul.line_items.update` Update a Line Item write **Transactions 7** - `chartmogul.transactions.create` Create a Transaction write - `chartmogul.transactions.create_by_external_id` Create a Transaction by External ID write - `chartmogul.transactions.delete` Delete a Transaction destructive - `chartmogul.transactions.disable` Disable a Transaction write - `chartmogul.transactions.disable_by_external_id` Disable a Transaction (by external ID) write - `chartmogul.transactions.get` Retrieve a Transaction read - `chartmogul.transactions.update` Update a Transaction write **Contacts 6** - `chartmogul.contacts.create` Create a Contact write - `chartmogul.contacts.delete` Delete a Contact destructive - `chartmogul.contacts.get` Retrieve a Contact read - `chartmogul.contacts.list` List Contacts read - `chartmogul.contacts.merge` Merge Contacts destructive - `chartmogul.contacts.update` Update a Contact write **Customer notes 5** - `chartmogul.customer_notes.create` Create a Note or Call Log write - `chartmogul.customer_notes.delete` Delete a Note or Call Log destructive - `chartmogul.customer_notes.get` Retrieve a Note or Call Log read - `chartmogul.customer_notes.list` List Notes and Call Logs read - `chartmogul.customer_notes.update` Update a Note or Call Log write **Opportunities 5** - `chartmogul.opportunities.create` Create an Opportunity write - `chartmogul.opportunities.delete` Delete an Opportunity destructive - `chartmogul.opportunities.get` Retrieve an Opportunity read - `chartmogul.opportunities.list` List Opportunities read - `chartmogul.opportunities.update` Update an Opportunity write **Plan groups 5** - `chartmogul.plan_groups.create` Create a Plan Group write - `chartmogul.plan_groups.delete` Delete a Plan Group destructive - `chartmogul.plan_groups.get` Retrieve a Plan Group read - `chartmogul.plan_groups.list` List Plan Groups read - `chartmogul.plan_groups.update` Update a Plan Group write **Plans 5** - `chartmogul.plans.create` Create a Plan write - `chartmogul.plans.delete` Delete a Plan destructive - `chartmogul.plans.get` Retrieve a Plan read - `chartmogul.plans.list` List Plans read - `chartmogul.plans.update` Update a Plan write **Subscription events 5** - `chartmogul.subscription_events.create` Create a Subscription Event write - `chartmogul.subscription_events.delete` Delete a Subscription Event destructive - `chartmogul.subscription_events.disable` Disable a Subscription Event write - `chartmogul.subscription_events.list` List Subscription Events read - `chartmogul.subscription_events.update` Update a Subscription Event write **Tasks 5** - `chartmogul.tasks.create` Create a Task write - `chartmogul.tasks.delete` Delete a Task destructive - `chartmogul.tasks.get` Retrieve a Task read - `chartmogul.tasks.list` List Tasks read - `chartmogul.tasks.update` Update a Task write **Customer custom attributes 4** - `chartmogul.customer_custom_attributes.create` Add Custom Attributes to a Customer write - `chartmogul.customer_custom_attributes.create_by_email` Add Custom Attributes to Customers by Email write - `chartmogul.customer_custom_attributes.delete` Remove Custom Attributes from a Customer destructive - `chartmogul.customer_custom_attributes.update` Update Customer's Custom Attributes write **Data sources 4** - `chartmogul.data_sources.create` Create a Source write - `chartmogul.data_sources.delete` Delete a Source destructive - `chartmogul.data_sources.get` Retrieve a Source read - `chartmogul.data_sources.list` List Sources read **Subscription custom attributes 4** - `chartmogul.subscription_custom_attributes.create` Add Custom Attributes to a Subscription write - `chartmogul.subscription_custom_attributes.delete` Remove Custom Attributes from a Subscription destructive - `chartmogul.subscription_custom_attributes.get` Retrieve Custom Attributes of a Subscription read - `chartmogul.subscription_custom_attributes.update` Update Custom Attributes of a Subscription write **Customer tags 3** - `chartmogul.customer_tags.create` Add Tags to a Customer write - `chartmogul.customer_tags.create_by_email` Add Tags to Customers by Email write - `chartmogul.customer_tags.delete` Remove Tags from a Customer destructive **Activities exports 2** - `chartmogul.activities_exports.create` Create an Activities Export write - `chartmogul.activities_exports.get` Retrieve an Activities Export read **Customer invoices 2** - `chartmogul.customer_invoices.delete_all` Delete All Customer’s Invoices destructive - `chartmogul.customer_invoices.list` List Customer’s Invoices read **Json imports 2** - `chartmogul.json_imports.create` Import Data in Bulk write - `chartmogul.json_imports.get` Track Import Status read **Subscriptions 2** - `chartmogul.subscriptions.connect` Connect Subscriptions write - `chartmogul.subscriptions.disconnect` Disconnect Subscriptions write **Account 1** - `chartmogul.account.get` Retrieve Account Details read **Activities 1** - `chartmogul.activities.list` List Activities read **Customer activities 1** - `chartmogul.customer_activities.list` List Customer Activities read **Customer attributes 1** - `chartmogul.customer_attributes.get` Retrieve Customer’s Tags and Attributes read **Customer contacts 1** - `chartmogul.customer_contacts.create` Add a Contact to Customer write **Customer subscriptions 1** - `chartmogul.customer_subscriptions.list` List Customer Subscriptions read **Plan group plans 1** - `chartmogul.plan_group_plans.list` List Plans in a Plan Group read 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. ## More connectors like ChartMogul Shares the most action names with - [Jobber 24](https://actionlake.com/connectors/jobber) - [Sage Intacct 22](https://actionlake.com/connectors/sage-intacct) - [Harvest 21](https://actionlake.com/connectors/harvest) - [Karbon 17](https://actionlake.com/connectors/karbon) - [Open Dental 13](https://actionlake.com/connectors/open-dental) - [Wild Apricot 13](https://actionlake.com/connectors/wild-apricot) Joins with, on shared entities - [ScalePad 4](https://actionlake.com/connectors/scalepad) - [Outreach 4](https://actionlake.com/connectors/outreach) - [Vitally 4](https://actionlake.com/connectors/vitally) - [HubSpot CRM 3](https://actionlake.com/connectors/hubspot-crm) - [Bitrix24 3](https://actionlake.com/connectors/bitrix24) - [Zoho Desk 3](https://actionlake.com/connectors/zoho-desk) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by ChartMogul; the name is the vendor's own. Counts are from the ChartMogul service file, version 1.0.0. ## Give your agent ChartMogul today. [Connect ChartMogul free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/chartmogul More: https://actionlake.com/llms.txt