10 available actions

What your AI agent can do in ChartMogul

ChartMogul is a subscription analytics and revenue data platform for managing customers, billing data, metrics, and sales opportunities. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get CustomerReturn one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID.
Get AccountReturn the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings.
Create CustomerCreate a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.
Update CustomerUpdate selected profile, ownership, location, timing, website, or lead-status fields on an existing ChartMogul customer.
Delete CustomerRequest permanent deletion of a customer and all associated ChartMogul data by UUID.

Browse all 10 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 7 actionsHide 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.

Create & communicateCreate records or send supported messagesView 1 actionHide actions

Create CustomerCreate a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.

Update & manageChange and manage existing recordsView 1 actionHide actions

Update CustomerUpdate selected profile, ownership, location, timing, website, or lead-status fields on an existing ChartMogul customer.

Remove & cancelRemove records or cancel supported workView 1 actionHide actions

Delete CustomerRequest permanent deletion of a customer and all associated ChartMogul data by UUID.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect ChartMogul

How does the agent connect to ChartMogul?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in ChartMogul?

The page above lists the 10 actions currently available through the ChartMogul connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is ChartMogul included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until ChartMogul is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put ChartMogul to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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