Coming soon to the ChatGPT directory

Ask ChatGPT about your SaaS metrics

  • MRR, churn, refunds and paying channels, summed up in chat
  • On Plus, Pro, Business, Enterprise and Edu
  • Read-only, no customer names or emails

Chartsy is a hosted, read-only MCP server that lets ChatGPT read your MRR, churn, refunds and site traffic from Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius. You add it as a custom MCP server on ChatGPT Plus, Pro, Business, Enterprise or Edu, on the web; a directory listing is in review with OpenAI. Last updated October 2026.

ChatGPT · ChartsySample data

Summarize my business this quarter in 5 bullets.

get_business_snapshotget_revenue_breakdown2 ChartsyAI questions
  • MRR is $18,400, up 15% since the start of the quarter.
  • Revenue this quarter: $52,300, 64% from the Pro plan.
  • 118 new subscribers; churn steady at 2.8% a month.
  • Search brings the most signups.
  • Risk4 customers have 2+ failed payments this quarter.
Sample figures for a made-up business.
Setup

How to add Chartsy to ChatGPT in 2 steps

On ChatGPT web, with a Plus, Pro, Business, Enterprise or Edu plan. Not available on Free.

  1. 1ConnectAbout 2 minutes

    Add Chartsy as a custom MCP server

    1. Plugins
    2. +
    3. Add custom MCP server
    1. Name it Chartsy and paste the URL below under Connection
    2. Keep OAuth, tick I understand and want to continue, then Create as a plugin
    3. Sign in to Chartsy when ChatGPT asks (allow pop-ups)
    MCP server URL
    https://mcp.chartsy.app/mcp

    Don't see "Add custom MCP server"? Older accounts may need Developer mode: Settings → Security and login (or Settings → Apps → Advanced settings). On Business, Enterprise and Edu, workspace policies apply, so an admin may need to allow custom servers or add Chartsy for the workspace.

  2. 2AskRight away

    Pick Chartsy in a chat

    1. @ or +
    2. Chartsy
    3. Ask
    ChatGPT · ChartsySample data

    Which marketing channel brings the most signups?

    get_traffic_sources1 ChartsyAI question

    Search wins on volume, newsletters on conversion.

    • Search: 41% of signups.
    • Newsletter: 6.2% of visitors sign up, the best rate.
    Also try (click to copy)

On ChatGPT Free? Custom MCP servers need a paid plan. Chartsy + Claude works on every Claude plan, including Free.

Which ChatGPT?

Which ChatGPT can use Chartsy?

Same numbers in every one. Free isn't included: custom MCP servers need a paid ChatGPT plan.

SurfaceStatusHow you connectBest for
ChatGPTThis page
Available now on Plus, Pro, Business, Enterprise and Edu, on ChatGPT webCustom MCP server with https://mcp.chartsy.app/mcp, from PluginsSummaries, charts and quick questions about the business
Dots
Pro, Business Premium and Enterprise (beta). OpenAI hasn't said yet whether dots can use custom MCP serversUses the plugins on your ChatGPT account, once Chartsy is added thereStanding jobs like "every Monday, tell me which channels brought paying customers". If Chartsy doesn't show up in a dot, ask in a chat instead
Codex
Available nowMCP server in the Codex CLI or IDE · Chartsy + CodexDevelopers making product and pricing decisions in code
What you can ask

What can you ask ChatGPT about your SaaS metrics?

Everyday questions, no spreadsheets. ChatGPT picks the Chartsy tools, so the calls can vary.

ChatGPT · ChartsySample data

Summarize my business this quarter in 5 bullets.

get_business_snapshotget_revenue_breakdown~2 questions
  • MRR is $18,400, up 15% this quarter.
  • Revenue $52,300, 64% from Pro.
  • 118 new subscribers; churn steady at 2.8%.

Sample figures for a made-up business.

More in the MCP prompt library.

New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. ChatGPT 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.

ChatGPT · ChartsySample 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 Chartsy gives ChatGPT

19 read-only tools ChatGPT can use

The same numbers as your Chartsy dashboard. ChatGPT 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 ChatGPT can and can't see

ChatGPT gets numbers and customer IDs. Names, emails and write access stay out of reach.

  • Read-only

    ChatGPT 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. ChatGPT 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.

Troubleshooting

What to do if ChatGPT can't use Chartsy

Most problems are a plan or permission setting.

I can't find "Add custom MCP server" in ChatGPT

Use ChatGPT on the web, on a Plus, Pro, Business, Enterprise or Edu plan; Free can't add custom servers. If Plugins → + doesn't show the option, turn on Developer mode under Settings → Security and login (older accounts: Settings → Apps → Advanced settings). In a Business, Enterprise or Edu workspace, an admin may have to allow custom MCP servers first.

Teammates can't see Chartsy

A custom server you add is yours. In a Business, Enterprise or Edu workspace, an admin can add Chartsy and publish it for the workspace instead. Each person then signs in with their own Chartsy login and sees only the accounts that login owns.

ChatGPT answers without using Chartsy

Type @ in the chat and pick Chartsy, or turn it on from the + menu, then ask again. Naming it helps: "Use Chartsy to…".

ChatGPT says "no connected payment provider yet"

Chartsy needs a real payment provider connected and synced. Connect Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius in Chartsy and let the first sync finish. The demo data added at signup doesn't count.

ChatGPT asks me to sign in to Chartsy again

Open Plugins in ChatGPT, reconnect Chartsy and sign in again, allowing pop-ups. If it happens often, contact support@chartsy.app.

Answers stopped working this month

Each tool call uses one ChartsyAI question, failed calls included. When your monthly allowance is used up, calls stop until it resets on the 1st, or until you upgrade your Chartsy plan.

FAQ

Chartsy for ChatGPT: frequently asked questions

Short answers to what people ask before connecting.

How do I connect Chartsy to ChatGPT?

On ChatGPT web, open Plugins, click + and choose Add custom MCP server. Name it Chartsy, enter https://mcp.chartsy.app/mcp under Connection with OAuth, accept the warning, click Create as a plugin and sign in to Chartsy. Then type @ in a chat and pick Chartsy. It needs a Plus, Pro, Business, Enterprise or Edu plan.

When will Chartsy be in the ChatGPT directory?

Chartsy is in review with OpenAI. We don't control the timing, so there's no date yet. You don't need to wait: on any paid plan you can add Chartsy as a custom MCP server today. Once the listing is approved, this page will get an install button.

Do I need a paid ChatGPT plan?

Yes. Custom MCP servers work on ChatGPT Plus, Pro, Business, Enterprise and Edu, but not Free. Chartsy only reads, so read-only access is all it needs. On ChatGPT Free, Chartsy + Claude works on every Claude plan, including Free. Chartsy + Claude.

Can a ChatGPT dot use Chartsy?

Maybe. Dots use the plugins on your ChatGPT account, and are in beta on Pro, Business Premium and Enterprise. OpenAI hasn't said whether dots can use custom MCP servers like Chartsy yet, so if Chartsy doesn't show up in your dot, ask in a regular ChatGPT chat instead.

Is my Chartsy data used to train OpenAI's models?

That is decided by OpenAI, not Chartsy, so check OpenAI's help article on apps and your ChatGPT data controls ("Improve the model for everyone"). What Chartsy controls: ChatGPT only receives numbers and payment-processor IDs, never customer names or emails. See the Chartsy privacy policy. Chartsy privacy policy.

Is Chartsy for ChatGPT free?

Connecting costs nothing extra. It works on any Chartsy plan, including the free trial, and each tool call ChatGPT makes uses one ChartsyAI question from your plan's monthly allowance.

Which payment providers does it work with?

ChatGPT reads whatever you have connected to Chartsy: Stripe, Paddle, Polar, Lemon Squeezy, Creem, Freemius or a custom source through the Chartsy API.

Can ChatGPT change my data?

No. All 19 Chartsy tools are read-only. ChatGPT can't change Chartsy, your payment provider's data, or your customers.

How many ChartsyAI questions does ChatGPT use?

One per tool call, failed calls included. A broad summary is usually one or two calls; a long conversation that digs into several breakdowns uses more.

How do I disconnect Chartsy from ChatGPT?

Remove Chartsy from Plugins in ChatGPT (workspace admins can also unpublish it). You can also revoke access from Chartsy under Settings → Claude & MCP; it stops on the next call.

Can ChatGPT tell me which marketing channels bring paying customers?

Yes. The get_revenue_by_source tool follows the people who signed up from each source, medium, UTM campaign or post into your billing data, and returns how many became paying customers, what they're worth in MRR today, how many churned and the retention rate. You can choose first touch (where they first found you) or last touch (what made them sign up). It needs the Chartsy tracking script on your site and a connected payment provider. Groups with fewer than 5 paying customers are flagged as too small to call.

Other agents

Use Chartsy in other AI agents

Same server, same numbers. Or see all AI agents and the MCP server reference.

Ask ChatGPT how the quarter went

Connect your payment provider to Chartsy, add Chartsy under Plugins in ChatGPT, 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.