Will the numbers match my Stripe or Paddle dashboard?

They come from the same Stripe or Paddle data Chartsy shows you. Always check the draft before sending - Claude writes the words, so read them as you would any first draft.

Prompt Library

Investor & board update

Draft a monthly update with MRR, growth, churn and highlights from live numbers.

Monthly update draft

A ready-to-edit investor update built from last month's real numbers.

Step 1
Draft last month's investor update: MRR and month-on-month growth, new subscribers, churn, and three highlights. Keep it under 250 words.
Callsget_business_snapshot get_mrr_by_plan get_new_subscribers
Step 2
Add a line on progress toward our revenue goal.
Callsget_goal_progress
Step 3
Add a short "Lowlights" section based on any warnings in the snapshot. Be direct.
No tool calls

Run these in your AI client

Add the Chartsy MCP server once, then paste any prompt above. Setup guides:

Questions

More prompts

FounderFinance & Ops

Monthly business review

One prompt that covers revenue, churn, customers and traffic for the month, with warnings called out.

“Give me my monthly business review: last month compared with the month before. Flag anything I should worry about.”

3 promptsSee the prompts

FounderFinance & Ops

Agencies & multiple accounts

Ask the same question across every Chartsy account your login can read.

“Which Chartsy accounts can I read?”

2 promptsSee the prompts

FounderCustomer Success

Morning check-in

See how yesterday compared with a normal day before you open a single dashboard.

“What happened yesterday compared with a normal day?”

3 promptsSee the prompts

Run these on your own numbers

Connect Stripe or Paddle, add one server URL to your AI client, and paste any prompt above.

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.