Check MRR and churn from Claude Code

  • Your SaaS numbers without leaving the terminal
  • Build reports and admin pages with real data
  • Read-only, no customer names or emails
Install the plugin Start free trial

Chartsy for Claude Code is a plugin that adds the hosted, read-only Chartsy MCP server and the Chartsy skill, so Claude Code can read your MRR, churn, refunds and site traffic from Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius. Last updated October 2026.

claude · ~/my-saasSample data

How did yesterday go?

get_daily_snapshot1 ChartsyAI question

A normal Monday, one thing to watch.

  • Revenue $1,240, in line with the 7-day average.
  • 6 new subscribers, 1 cancellation.
  • Risk2 refunds on Pro, against a usual 0 or 1.
Sample figures for a made-up business.
Setup

How to install Chartsy in Claude Code

Two commands, then sign in once. Nothing runs locally: the server is hosted.

  1. 1InstallUnder a minute

    Add the Chartsy plugin

    The plugin brings the Chartsy MCP server and the Chartsy skill.

    1. Run the two commands below in Claude Code
    2. Run /mcp and pick chartsy
    3. Sign in to Chartsy and approve
    Claude Code
    /plugin marketplace add sprifti/chartsy-agent
/plugin install chartsy@chartsy

    Just the server, without the skill: claude mcp add --transport http -s user chartsy https://mcp.chartsy.app/mcp, then /mcp to sign in.

  2. 2AskRight away

    Ask in any session

    Ask from any project, in any session. Claude Code picks the tool.

    claude · ~/my-saasSample data

    Did my pricing change last week move signups?

    get_site_trafficget_new_subscribers2 ChartsyAI questions

    Signups rose, paid conversions held.

    • Signups up 18% week on week, on similar traffic.
    • New subscribers flat at 27.
    Also try (click to copy)

More detail: Connect Chartsy to Claude and Claude Code.

Which install?

Plugin, server only, or token: which should I use?

All three read the same numbers. They differ in sign-in and in how well Claude Code picks tools.

SurfaceCommandSign-inBest for
PluginThis page
/plugin install chartsy@chartsyChartsy login, once via /mcpMost people: the skill keeps answers to one call where it can
Server only
claude mcp add … chartsyChartsy login, once via /mcpIf you manage MCP servers yourself and don't want the skill
Personal token
--header "Authorization: Bearer …"None: a token from Chartsy → Settings → Claude & MCPScripts, CI and headless runs with no browser to approve
What you can ask

What can you ask Claude Code about your metrics?

Questions from people who build their SaaS in the terminal. Claude Code picks the tools, so the calls can vary.

claude · ~/my-saasSample data

How did yesterday go?

get_daily_snapshot~1 question

A normal Monday, one thing to watch.

  • Revenue $1,240, in line with the 7-day average.
  • 6 new subscribers, 1 cancellation.
  • Risk2 refunds on Pro, against a usual 0 or 1.

Sample figures for a made-up business.

More in the MCP prompt library.

The Chartsy skill

Why install the plugin and not just the server?

The plugin adds a skill that teaches Claude Code how to use Chartsy well, so it spends fewer of your questions.

  • Answers broad questions with one snapshot call, not a dozen
  • Picks the right tool for each question
  • Names the account and date range behind every number
  • Never guesses who a customer ID belongs to
  • Asks first if a plan needs more than ~5 calls
MCP server reference
skills/chartsy/SKILL.md
Rule 1: Every tool call uses up one of the
user's ChartsyAI questions.

- Broad question ("how's the business")
  → one get_business_snapshot call
- "What happened yesterday?"
  → one get_daily_snapshot call
- Don't call a tool again for data you
  already have in this conversation.
New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. Claude Code 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.

claude · ~/my-saasSample 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.
Growth loop skill

Turn what worked into next week's posts

The Chartsy growth-loop skill teaches Claude Code a weekly routine: check which channels and posts brought paying customers, recommend where to focus, and draft next week's posts with tracked links for you to review. Connect Postiz or Publer too and the drafts are saved there, never published. Chartsy stays read-only.

  1. It comes with the Chartsy plugin from step 1, next to the main Chartsy skill.
  2. Optional: connect your publishing tool (Postiz or Publer) so posts are saved there as drafts.
  3. Ask: "Plan next week's posts based on what brought paying customers."
View the skill
Ask Claude Code
> Plan next week's posts based on what brought paying customers.

  get_revenue_by_source · by=campaign

Comparison posts brought 5 of 9 new paying
customers. Three drafts below, each with a
UTM link so next week is measurable.

# Sample answer for a made-up business
What Chartsy gives Claude Code

19 read-only tools Claude Code can use

The same numbers as your Chartsy dashboard. In Claude Code they show up as mcp__chartsy__ tools.

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 Claude Code can and can't see

Numbers come into your session. Customer names, emails and write access don't.

  • Read-only

    Claude Code 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 Code 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 Claude Code can't reach Chartsy

Run /mcp first: it shows whether chartsy is connected.

chartsy shows "needs authentication" in /mcp

Select chartsy in /mcp and sign in to Chartsy in the browser window that opens. With a personal token, check it hasn't expired or been revoked under Chartsy → Settings → Claude & MCP.

Claude Code doesn't use the Chartsy tools

Check that chartsy is listed and connected in /mcp. If you added the server with claude mcp add in another project, use -s user so it's available in every project.

Headless runs (claude -p) can't call Chartsy

Non-interactive runs can't open a browser, so add the server with a personal token header, and allow the tools you need, for example --allowedTools "mcp__chartsy__get_daily_snapshot".

Claude Code says "no connected payment provider yet"

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.

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 Claude Code: frequently asked questions

Short answers for people who live in the terminal.

How do I install Chartsy in Claude Code?

Run /plugin marketplace add sprifti/chartsy-agent and /plugin install chartsy@chartsy inside Claude Code, then /mcp to sign in to Chartsy. That installs the hosted Chartsy MCP server and the Chartsy skill.

What's the difference between the plugin and claude mcp add?

Both connect the same read-only server. The plugin also installs the Chartsy skill, which teaches Claude Code which tool answers which question and to use one call where it can, so it uses fewer ChartsyAI questions. claude mcp add gives you only the server: claude mcp add --transport http -s user chartsy https://mcp.chartsy.app/mcp.

Can I use Chartsy from scripts, cron or CI?

Yes. Generate a personal token in Chartsy under Settings → Claude & MCP (it lasts a year and can be revoked), store it as a secret, and add the server with --header "Authorization: Bearer <token>". Then run claude -p with --allowedTools for the Chartsy tools you need. Each run uses one ChartsyAI question per tool call.

How many ChartsyAI questions does Claude Code use?

One per tool call, failed calls included. "How did yesterday go?" is one get_daily_snapshot call and a full review is one get_business_snapshot call. The Chartsy skill keeps Claude Code to those one-call answers where it can.

Is Chartsy for Claude Code free?

The plugin is free. It works on any Chartsy plan, including the free trial, and each tool call uses one ChartsyAI question from your plan's monthly allowance.

Which payment providers does it work with?

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

Can Claude Code change my data?

No. All 19 Chartsy tools are read-only. Claude Code can't change Chartsy, your payment provider's data, or your customers, even with permissions set to auto-accept.

Will customer names or emails end up in my session?

No. Customers come back as payment-processor IDs only, such as a Stripe or Paddle customer ID. Names and emails stay in Chartsy.

How do I remove Chartsy from Claude Code?

Run claude plugin uninstall chartsy@chartsy, or claude mcp remove chartsy -s user if you added the server only. To cut access everywhere, revoke it in Chartsy under Settings → Claude & MCP.

Can Claude Code 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 Claude Code how yesterday went

Install the plugin, sign in once, and keep your numbers next to your code.

Install the plugin 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.