Muse is available in the US and Canada

Check your SaaS numbers in Meta Muse, even on WhatsApp

  • Quick answers on your phone, the web or in WhatsApp
  • MRR, churn, refunds, traffic and revenue by channel
  • Read-only, no customer names or emails
Ask Muse to connect Start free trial

Chartsy is a hosted, read-only MCP server that Meta Muse can add as a custom connector, so Muse can answer from your MRR, churn and refunds in Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius, plus your site traffic and paying channels. Muse is available in the US and Canada. Last updated October 2026.

Muse · WhatsAppSample data

How did we do yesterday?

get_daily_snapshot1 ChartsyAI question

A good day.

  • Revenue $840, above the 7-day average of $610.
  • 5 new subscribers, 1 cancellation.
  • Risk2 refunds, both on the monthly plan.
Sample figures for a made-up business.
Setup

How to connect Chartsy to Meta Muse in 2 steps

Muse creates custom connectors from a chat. You set it up once, then ask from any device.

  1. 1ConnectAbout a minute

    Ask Muse to create the Chartsy connector

    1. Open a chat with Muse
    2. Send the message below
    3. Sign in to Chartsy and approve when Muse opens the page
    Message to Muse
    Create a Custom Connector for a new remote MCP server, then connect to it:
Name: Chartsy
Transport: remote streamable HTTP
URL: https://mcp.chartsy.app/mcp
Auth: OAuth

    If your Settings → Connectors shows an Add custom connector option, you can paste the server URL there instead. Muse connects from Meta's cloud; Meta doesn't review custom connectors.

  2. 2AskRight away

    Ask a quick question, wherever you are

    1. muse.ai
    2. iOS / Android
    3. WhatsApp
    Muse · WhatsAppSample data

    How did we do yesterday?

    get_daily_snapshot1 ChartsyAI question

    A good day.

    • Revenue $840, above the 7-day average of $610.
    • 5 new subscribers, 1 cancellation.
    Also try (click to copy)

Need longer reviews or investor updates? Chartsy + Claude handles those better.

Where to ask

Where can you use Chartsy with Muse?

You connect once. The connector belongs to your Muse account, not to one device.

SurfaceWhere it runsGood forKeep in mind
WhatsApp
A WhatsApp chat with MuseOne-line checks between meetingsRevenue numbers land in your WhatsApp history
Muse appThis page
iOS, Android and the Mac appMorning check-ins and quick follow-upsSame account and connectors as the web
muse.ai
The web, on any computerSetting up the connector and longer questionsUS and Canada only, like the apps
What you can ask

What can you ask Muse about your SaaS metrics?

Short questions work best on a phone. Muse picks the Chartsy tools, so the calls can vary.

Muse · WhatsAppSample data

How did we do yesterday?

get_daily_snapshot~1 question

A good day.

  • Revenue $840, above the 7-day average of $610.
  • Risk2 refunds, both on the monthly plan.

Sample figures for a made-up business.

More in the MCP prompt library.

Make it a habit

A one-line check every morning

Ask "how did we do yesterday?" from WhatsApp and Muse makes one call.

  • Revenue, signups, cancellations, refunds and visits
  • Against the day before and the 7-day average
  • Tells you what's off, in a few lines
  • About 22 questions a month on weekdays
How the daily brief works
Morning check
> How did we do yesterday?

  get_daily_snapshot · 1 question

Muse: A good day.
  - Revenue $840 (7-day avg $610)
  - 5 new subscribers, 1 cancellation
  - 2 refunds on the monthly plan

# Sample figures for a made-up business
New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. Muse 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.

Muse · WhatsAppSample 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 Muse

19 read-only tools Muse can use

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

Muse reads numbers and payment-processor IDs. Meta doesn't review custom connectors, so this is what it gets.

  • Read-only

    Muse 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. Muse 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 Muse can't answer

Most fixes are a reconnect or a clearer question.

Muse answers without using Chartsy

Mention Chartsy in the question, for example "from Chartsy, how did we do yesterday?". Check the connector still shows in Settings → Connectors.

Muse can't create the connector

Send the setup message again with the exact URL https://mcp.chartsy.app/mcp, streamable HTTP and OAuth. Muse connects from Meta's cloud, so the address must be the public https one above.

Muse isn't available to me

Meta offers Muse in the US and Canada only. Elsewhere, Chartsy works with other assistants such as Claude, ChatGPT or Perplexity.

Muse 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.

Answers stopped working this month

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

FAQ

Chartsy for Meta Muse: frequently asked questions

Short answers before you connect.

How do I connect Chartsy to Meta Muse?

Ask Muse in a chat to create a Custom Connector named Chartsy for the remote MCP server https://mcp.chartsy.app/mcp, using streamable HTTP and OAuth, then sign in to Chartsy and approve. Meta's help centre describes custom connectors as something you ask Muse to create.

Can I use Chartsy in WhatsApp?

Yes, through Muse. Once the connector is on your Muse account, you can ask about your numbers in the WhatsApp chat with Muse, as well as on muse.ai and in the apps. The answers stay in your WhatsApp history, so keep that chat private.

Where is Muse available?

In the US and Canada, on iOS, Android, the web at muse.ai, the Mac app and WhatsApp.

Is Chartsy for Muse free?

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

Which payment providers does it work with?

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

Can Muse change my data?

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

How many ChartsyAI questions does Muse use?

One per tool call, failed calls included. Quick questions usually take one call. A weekday morning check is about 22 questions a month.

How do I disconnect Chartsy from Muse?

In Muse, open Settings → Connectors and disconnect Chartsy. You can also revoke access in Chartsy under Settings → Claude & MCP. Access is checked on every call, so it stops immediately.

Can Muse 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 about your business from WhatsApp

Connect your payment provider to Chartsy, add the connector in Muse, and ask how yesterday went.

Ask Muse to connect 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.