Ask Claude about your Stripe MRR

  • No CSV exports, no spreadsheet formulas
  • Annual plans, coupons and currencies already handled
  • Read-only, with customers as Stripe IDs
Add Chartsy to Claude

Chartsy reads your Stripe invoices, works out MRR the same way every time, and hands the result to Claude through its MCP connector, so Claude reports your MRR instead of estimating it from raw rows. Last updated October 2026.

Claude · Chartsy onSample data

What's my Stripe MRR, and which plan grew most this quarter?

get_mrrget_mrr_by_plan2 ChartsyAI questions

MRR is $8,420, up from $7,610 three months ago.

  • Pro grew most: +$540, from 41 to 48 customers.
  • Annual plans count as a twelfth of their price each month.
  • Coupons are taken off, so discounted customers count at what they pay.
  • RiskStarter is flat at $1,910, with 2 fewer customers than in July.
Sample figures for a made-up business.
The problem

Why is MRR hard to read from raw Stripe data?

Stripe records what was billed and paid, not what your business earns each month. Hand Claude raw invoices and it has to make these calls itself, every time you ask.

In your Stripe dataWhat Claude sees in a raw exportWhat Chartsy gives Claude
Annual and quarterly plansA $1,200 yearly invoice looks like $1,200 of revenue in the month it was paidSpread to $100 a month. Weekly and multi-month intervals are converted the same way
CouponsThe invoice line shows the plan price; the discount sits in a separate fieldMRR uses the amount after the coupon on that line
One-off chargesSetup fees and one-off invoice items sit in the same invoices and chargesLeft out. Only subscription line items count towards MRR
Free trialsA trialing subscription looks like a customerCounts from the first paid invoice; $0 trial invoices are ignored
CancellationsA cancelled subscription stays in the export until you filter itLeaves MRR once Stripe marks it canceled. A cancel set for the period end counts until then
CurrenciesInvoices in EUR, GBP and USD side by sideConverted to your Chartsy currency at the rate on each invoice's date
RefundsMixed in with paymentsKept out of MRR and reported on their own, by plan

The same rules apply in your Chartsy dashboard. More on the metric itself in what MRR is.

Your options

What are the ways to get Stripe MRR into Claude?

Three, and they suit different jobs. Stripe's connector is for working in Stripe. Chartsy is for questions about the business.

OptionWhat Claude getsWho works out MRRCan it change Stripe?Customer details
A CSV exportA snapshot of invoices or subscriptions, out of date by tomorrowClaude, from the rows you uploaded, a little differently each timeNoWhatever columns you exported, emails included
Stripe's own connectorThe Stripe API: customers, subscriptions, invoices, plus an analytics tool in previewClaude or Stripe's analytics tool, depending on what it callsYes. It can create refunds, update and cancel subscriptions; Stripe asks you to confirm some actionsFull customer records, names and emails included
Chartsy19 read-only tools: MRR, MRR by plan and country, churn, refunds, at-risk customers, site trafficChartsy, with the same rules every time, before Claude sees a numberNo. Read-only, and Chartsy itself reads Stripe with a restricted keyStripe customer IDs only

Chartsy also reads Paddle, Polar, Lemon Squeezy, Creem and Freemius, and your website traffic, so Claude can tell you where the MRR came from.

Setup

How do I connect Stripe to Claude through Chartsy?

Two connections, each made once. Neither one gives Claude your Stripe key.

  1. 1Stripe → ChartsyAbout 2 minutes

    Connect Stripe with a restricted key

    1. In Chartsy setup, choose Stripe and click Generate a restricted API key.
    2. Stripe opens with the read scopes Chartsy needs already selected. Create the key.
    3. Paste it into Chartsy. Invoices since 1 January two years ago start importing.

    Step by step, with screenshots: connect Stripe to Chartsy.

  2. 2Chartsy → ClaudeAbout a minute

    Add Chartsy as a connector in Claude

    1. In Claude, add a custom connector with this URL.
    2. Sign in with your Chartsy login and approve.
    3. Ask about your MRR in any chat.
    Connector URL
    https://mcp.chartsy.app/mcp

    The exact clicks for web, desktop and mobile are on Chartsy + Claude. In the terminal, use Claude Code.

What to ask

What can I ask Claude about my Stripe MRR?

Each of these is one Chartsy tool call, so one ChartsyAI question. Ask them as written or in your own words.

Ask ClaudeChartsy toolWhat comes back
What's my MRR right now?get_mrrOne figure in your Chartsy currency
How did MRR move by plan over the last 6 months?get_mrr_by_planMRR and customer count per plan, per month
Show my MRR week by week for the last quarter.get_mrr_by_planThe monthly run rate as of each week. Compare the weeks, don't add them up
Which countries does my MRR come from?get_mrr_by_countryMRR and customers per country, highest first
How much of my MRR depends on my 10 biggest customers?get_customer_concentrationTheir share of MRR, as Stripe customer IDs
Which subscriptions have failed payments?list_at_risk_customersThe customers whose MRR is at risk, as Stripe customer IDs

For a whole review in one call, ask for a business review. For yesterday on its own, see the daily business brief. More prompts are in the MCP prompt library.

Privacy & limits

What Claude can see of your Stripe account

Amounts, counts and Stripe customer IDs, worked out by Chartsy. Not your Stripe key, and not your customers' names or emails.

  • Read-only

    Claude 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. Claude 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.

FAQ

Stripe MRR in Claude: frequently asked questions

How the numbers are counted, what Claude can reach, and what it costs.

How do I ask Claude about my Stripe MRR?

Connect Stripe to Chartsy with a restricted API key, then add Chartsy to Claude as a custom connector at https://mcp.chartsy.app/mcp. After that, ask "what's my MRR?" in any Claude chat. Claude calls Chartsy's get_mrr tool and answers from your real Stripe data.

Why not upload a Stripe CSV export to Claude instead?

Claude can read a CSV, but it has to work out MRR from raw rows each time: spreading annual invoices over 12 months, taking coupons off, leaving out one-off charges and converting currencies. Small differences in how it does that change the answer, and the file is out of date the next day. Chartsy does that work once, with the same rules, on data that stays in sync.

Does Claude need my Stripe API key?

No. Chartsy holds a restricted, read-only Stripe key that you create when you connect Stripe. Claude signs in to Chartsy, never to Stripe, and never sees the key.

Can I use Stripe's own Claude connector as well?

Yes. They do different jobs. Stripe's connector works on your Stripe account, such as looking up an invoice or issuing a refund, and can make changes. Chartsy is read-only and answers business questions: MRR, churn, refunds and where customers came from. Keep both on and Claude picks the one that fits the question.

How does Chartsy count annual plans, coupons and cancellations in MRR?

Annual plans count as a twelfth of the invoice each month, and weekly or multi-month plans are converted to a monthly figure the same way. Coupons on the invoice line are taken off. One-off charges and refunds are left out. A subscription leaves MRR once Stripe marks it canceled; one set to cancel at the end of its period counts until then.

Why is the MRR in Claude different from the figure in my Stripe dashboard?

Tools count MRR with different rules, for example on discounts, trials, scheduled cancellations and currency conversion, so the totals rarely match to the dollar. Ask Claude for MRR by plan and compare plan by plan to find where the difference comes from.

How much Stripe history can Claude see?

When you connect Stripe, Chartsy imports your invoices from 1 January two years before, so connecting in 2026 brings in everything from January 2024. After that, Chartsy keeps syncing new invoices and cancellations from Stripe, so Claude answers from current data.

I have more than one Stripe account. Can Claude read all of them?

Yes. Connect each Stripe account to Chartsy, then name the one you mean in the question, or pick a default when you connect Claude. Claude only sees the accounts your Chartsy login owns. Connecting several Stripe accounts.

How many ChartsyAI questions does a Stripe MRR question use?

One per tool call, failed calls included. "What's my MRR?" is one call; the question at the top of this page is two, because Claude reads current MRR and MRR by plan. Each comes out of your plan's monthly ChartsyAI allowance.

Does this work with Paddle and other payment providers?

Yes. The same questions work for Paddle, Polar, Lemon Squeezy, Creem, Freemius or a custom source connected to Chartsy, and Claude can compare them if you sell through more than one.

Agents

Can I ask about Stripe MRR in other AI agents?

Yes, in any agent connected to the Chartsy MCP server, with the same numbers. See all AI agents or the MCP server reference.

Ask Claude for your MRR today

Connect Stripe to Chartsy, add the connector to Claude, and ask.

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.