Ask any AI agent about your SaaS revenue

  • Claude, ChatGPT, Grok, Cursor, Zapier and any MCP client
  • MRR, churn, traffic and paying customers by channel
  • Read-only, no customer names or emails
Pick your agent Start free trial

Chartsy is a hosted MCP server that lets AI agents read your SaaS revenue, MRR, churn and site traffic from Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius. Nothing to install: add https://mcp.chartsy.app/mcp and sign in. Last updated October 2026.

Any MCP client · Chartsy onSample data

What happened yesterday?

get_daily_snapshot1 ChartsyAI question

A normal day, with one thing to watch.

  • Revenue $1,240, in line with the 7-day average of $1,180.
  • 6 new subscribers and 1 cancellation.
  • Visits 2,310, up 14% on the day before.
  • Risk2 refunds on the Pro plan, against a usual 0 or 1 a day.
Sample figures for a made-up business.
Works with

Which AI agents work with Chartsy?

Pick the one you already use. Each page has its setup steps and the questions people ask in it.

Using another MCP client? Connect any client to the Chartsy MCP server.

One question, one call

How many questions does a business review cost?

One. Two tools answer the questions you ask most, each in a single call.

  • “How's the business?” is one get_business_snapshot call: MRR, plans, countries, churn, new subscribers, top customers, refunds, goals, at-risk customers and traffic, with warnings.
  • “What happened yesterday?” is one get_daily_snapshot call: one day against the day before and the 7-day average.
  • A weekday morning brief costs about 22 ChartsyAI questions a month.
How the daily brief works
Any MCP client · Chartsy onSample data

Give me a full business review. Where's the risk?

get_business_snapshot1 ChartsyAI question
  • MRR is $18,400, up 6% on last month.
  • Monthly churn is 2.8%, close to its 6-month average.
  • RiskYour top 3 customers are 22% of MRR.
Sample figures for a made-up business.
New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. Your agent can now follow each channel into your billing data, so you see which ones bring customers who pay and stay.

  • Paying customers, MRR today, churn and retention for each source, medium, UTM campaign or individual post
  • Signup-to-paid rate, the early signal for a channel that's only weeks old
  • First touch (where they found you) or last touch (what made them sign up)
  • Decide where next month's marketing time and budget go, from revenue rather than clicks

Needs the Chartsy tracking script on your site and a connected payment provider. Groups under 5 paying customers are flagged as inconclusive, and retention needs about 90 days to mean much.

Any MCP client · Chartsy onSample data

Which channels brought paying customers last quarter, and what are they worth now?

get_revenue_by_source1 ChartsyAI question

Search brings the most money; the newsletter converts best.

  • Google: 14 paying customers, $1,260 MRR today, 11% of signups paid.
  • Newsletter: 6 paying, $690 MRR, 16% of signups paid.
  • RiskReddit: 3 paying customers, too few to call yet.
Sample figures for a made-up business.
What agents can read

19 read-only tools, in plain words

The same numbers as your Chartsy dashboard, from whichever payment provider you've connected. The agent picks the tool; you just ask.

Revenue 6

  • Current MRRget_mrr
  • MRR by plan, over timeget_mrr_by_plan
  • MRR by countryget_mrr_by_country
  • Revenue by plan, country or payment methodget_revenue_breakdown
  • Refunds and refund ratio by planget_refund_summary
  • Progress on your goalsget_goal_progress

Customers & churn 5

  • Churn rate by periodget_churn_rate
  • New subscribers per periodget_new_subscribers
  • At-risk customerslist_at_risk_customers
  • Top customers by lifetime revenuelist_top_customers
  • MRR concentrationget_customer_concentration

Site traffic 4

  • The sites you tracklist_tracked_sites
  • Visits, visitors and signupsget_site_traffic
  • Traffic by source, campaign or pageget_traffic_sources
  • Tracked events vs your planget_monthly_events_usage

Marketing & attribution 1

  • Paying customers and MRR by channel, campaign or postget_revenue_by_source

Everything at once 3

  • Full business reviewget_business_snapshot
  • Yesterday vs the 7-day averageget_daily_snapshot
  • Accounts your login can readlist_accounts
Privacy & limits

What AI agents can and can't see

Agents read numbers. Everything else stays in Chartsy.

  • Read-only

    Your agent can read your numbers. It can't change Chartsy, your payment provider's data, or your customers.

  • IDs, not names

    Customers are payment-processor IDs; names and emails stay in Chartsy. Your agent sees only the accounts and sites your login owns, checked on every call.

  • One question per tool call

    Each call uses one ChartsyAI question from your monthly allowance, failed calls included. Broad questions usually take one call.

For developers

How do I connect Chartsy to my own agent?

Streamable HTTP with OAuth 2.1 and dynamic client registration, or a personal Bearer token for agents that run without a browser.

MCP server reference Skill & plugin on GitHub
Headless agents
# Server
https://mcp.chartsy.app/mcp

# Header (token from Chartsy → Settings → Claude & MCP)
Authorization: Bearer <your-chartsy-token>
FAQ

Chartsy for AI agents: frequently asked questions

More detail in the Chartsy MCP help guide.

Which AI agents work with Chartsy?

Any AI agent or app that supports remote MCP servers. Chartsy has setup guides for Claude, ChatGPT, Grok, Perplexity, Manus, Meta Muse, Claude Code, Cursor, Codex, Antigravity & Gemini CLI, VS Code, Windsurf (Devin Desktop), Kimi Code, OpenClaw, Hermes Agent, NanoClaw, Paperclip, Make, n8n and Zapier, and any other MCP client can connect to https://mcp.chartsy.app/mcp. Clients that only run local (stdio) servers can use the mcp-remote bridge.

Do I need to install anything to use Chartsy in an AI agent?

No. The Chartsy MCP server is hosted, so there is nothing to download or run. You add the server URL to your agent and sign in with your Chartsy login. Agents that run without a browser use a personal token from Chartsy → Settings → Claude & MCP instead.

Is the Chartsy MCP server read-only?

Yes. All 19 Chartsy tools read numbers and nothing else. An AI agent connected to Chartsy can't change your Chartsy account, your payment provider's data, or your customers.

How is AI agent usage counted in Chartsy?

Each tool call counts as one ChartsyAI question from your plan's monthly allowance, the same budget as questions you ask inside Chartsy. Failed calls count too. Broad questions stay cheap: "how's the business?" is one get_business_snapshot call and "what happened yesterday?" is one get_daily_snapshot call.

Does it work during the Chartsy free trial?

Yes, on any Chartsy plan including the free trial. You need a real payment provider connected and synced first; the demo data added at signup doesn't count.

Which payment providers can AI agents read through Chartsy?

Whatever you have connected to Chartsy: Stripe, Paddle, Polar, Lemon Squeezy, Creem, Freemius or a custom source through the Chartsy API. The same tools answer for every provider.

Ask your agent how the business is doing

Start a free trial, connect your payment provider, and add Chartsy to the agent you already use.

Pick your agent Start free trial

Product names are trademarks of their owners, used only to say what Chartsy works with. Chartsy isn't affiliated with or endorsed by them.

Ministry of Economy and Innovation
Startup Albania

The Chartsy program is realized with the financial support of the Albanian Government through the Ministry of Economy and Innovation, under the Grant 2026 scheme, and is implemented by the Innovation4Albania Agency.