A daily SaaS revenue brief in Telegram, Slack or WhatsApp

  • Scheduled briefs and alerts from your own OpenClaw
  • Sign in with Chartsy, or a token on a headless server
  • Read-only, no customer names or emails

Chartsy is a hosted, read-only MCP server that gives OpenClaw your MRR, churn, refunds and site traffic from Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius. Add it in the Control UI or the CLI and sign in with your Chartsy login; a weekday morning brief uses about 22 ChartsyAI questions a month. Last updated October 2026.

Telegram · OpenClaw · 8:00Sample data

What happened yesterday in Chartsy? Three lines, flag anything unusual.

get_daily_snapshot1 ChartsyAI question

Good morning. A normal Tuesday, with one thing to watch.

  • Revenue $1,240, in line with the 7-day average.
  • 6 new subscribers, 1 cancellation.
  • Risk3 refunds on the Pro plan, against a usual 0 or 1.
Sample figures for a made-up business.
Setup

How to connect Chartsy to OpenClaw in 2 steps

Add the server once, in the Control UI or from the terminal, and sign in with your Chartsy login. Nothing to install on the Chartsy side: the server is hosted.

  1. 1ConnectAbout a minute

    Add Chartsy and sign in

    1. Control UI
    2. Settings
    3. MCP
    4. Add server
    1. Name it chartsy, choose Streamable HTTP and paste https://mcp.chartsy.app/mcp
    2. In the server's config, set auth to oauth
    3. Click Sign in and approve with your Chartsy login
    Or from the terminal
    openclaw mcp add chartsy \
      --url https://mcp.chartsy.app/mcp \
      --transport streamable-http \
      --auth oauth
    openclaw mcp login chartsy
    openclaw mcp doctor chartsy --probe

    Keep streamable-http; without it OpenClaw assumes SSE. Browser can't reach the callback? Use openclaw mcp login chartsy --code <code>. No browser at all on the gateway host? Use a personal token instead.

  2. 2ScheduleRight away

    Schedule the morning brief

    1. Terminal
    2. openclaw automations create
    1. Weekdays at 8:00 in your time zone
    2. Delivered to your Telegram, Slack or WhatsApp chat
    3. One get_daily_snapshot call: about 22 questions a month
    Terminal
    openclaw automations create "0 8 * * 1-5" \
      "What happened yesterday in Chartsy? Three lines, flag anything unusual." \
      --name "Chartsy morning brief" \
      --tz "Europe/London" \
      --session isolated \
      --announce --channel telegram --to "<your-chat-id>"
    Also try (click to copy)

Prefer a visual workflow? See Chartsy + n8n. How the brief works: the daily business brief.

Sign-in or token?

Sign-in, token or skill: what does OpenClaw need?

Sign in for most setups. Use a token when the gateway has no browser or runs for months untouched. The skill is optional.

SurfaceSet withLastsBest for
Chartsy sign-inThis page
--auth oauth, then Sign in or openclaw mcp login chartsyRefreshes itself while in useA gateway on your laptop or a server you can sign in from
Personal token
CHARTSY_MCP_TOKEN=<your-chartsy-token> in ~/.openclaw/.env, then openclaw mcp set with an Authorization headerA year; revoke any timeA headless VPS running briefs 24/7
Chartsy skill
npx skills add … -a openclawUntil you remove itBetter tool choices; needs the server too
What you can ask

What can you ask OpenClaw about your SaaS?

Message it from your phone, or put a question on a schedule. OpenClaw picks the tools, so the calls can vary.

Telegram · OpenClaw · 8:00Sample data

What happened yesterday in Chartsy? Three lines, flag anything unusual.

get_daily_snapshot~1 question

A normal Tuesday, with one thing to watch.

  • 6 new subscribers, 1 cancellation.
  • Risk3 refunds on the Pro plan, against a usual 0 or 1.

Scheduled for weekdays: about 22 ChartsyAI questions a month.

More in the MCP prompt library.

Alerts, not noise

Only hear from it when something's off

A second daily automation checks yesterday and stays quiet unless refunds or cancellations jump. Keep it in a private chat: revenue numbers don't belong in public channels.

  • NO_REPLY keeps normal days silent
  • Deliver to a DM or a private channel, never a public one
  • One call a day: about 30 ChartsyAI questions a month
  • Revoke access any time in Chartsy → Settings → Claude & MCP
How the daily brief works
Terminal
openclaw automations create "0 9 * * *" \
  "Check yesterday in Chartsy. Only reply if refunds or cancellations are above the 7-day average; otherwise reply NO_REPLY." \
  --name "Chartsy alert" \
  --tz "Europe/London" \
  --session isolated \
  --announce --channel slack --to "channel:<private-channel-id>"
New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. OpenClaw 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.

Telegram · OpenClaw · 8:00Sample 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 OpenClaw 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. The same command installs the Chartsy skill and the growth loop for OpenClaw.
  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."

On a schedule, OpenClaw can run the loop every Monday and send you the drafts to approve.

View the skill
Install the skills
npx skills add sprifti/chartsy-agent -a openclaw -g
Ask OpenClaw
> 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 OpenClaw

19 read-only tools OpenClaw can use

The same numbers as your Chartsy dashboard. Limit them with openclaw mcp tools chartsy --include if a job needs only a few.

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 OpenClaw can and can't see

Numbers and customer IDs reach your agent. Names, emails and write access never do.

  • Read-only

    OpenClaw 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. OpenClaw 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 OpenClaw can't use Chartsy

Most problems are the transport, the sign-in or the gateway's environment.

The probe fails or finds no tools

Check that the server has "transport": "streamable-http". Without it OpenClaw uses SSE, which the Chartsy server doesn't speak. Run openclaw mcp doctor chartsy --probe for details.

There's no Sign in button, or login does nothing

OpenClaw only offers sign-in once the server has auth set to oauth. Add --auth oauth (or set it in the server's config in the Control UI), then sign in again. If the browser can't reach the callback, run openclaw mcp login chartsy --code <code>.

The brief arrived without any Chartsy numbers

When OpenClaw has no valid sign-in for a server, it leaves that server out of the run instead of failing it. Run openclaw mcp doctor chartsy --probe, then openclaw mcp login chartsy. If it keeps happening on an unattended server, switch to a personal token.

Chartsy returns 401 Unauthorized with a token

The gateway can't see the token. Make sure CHARTSY_MCP_TOKEN is in ~/.openclaw/.env on the gateway host (services don't load your shell profile), then restart the gateway. Remove auth: oauth from the server, because OpenClaw ignores a static Authorization header while OAuth is on. If the token was revoked or expired, generate a new one.

The morning brief didn't arrive

Run openclaw automations runs <job-id> to see the last run. A failed delivery usually means the --channel or --to target is wrong, or the bot isn't in that chat.

OpenClaw 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 OpenClaw: frequently asked questions

Short answers for people running their own OpenClaw.

How do I connect Chartsy to OpenClaw?

In the Control UI, open Settings → MCP → Add server, name it chartsy, choose Streamable HTTP, enter https://mcp.chartsy.app/mcp, set auth to oauth and click Sign in. From the terminal: openclaw mcp add chartsy --url https://mcp.chartsy.app/mcp --transport streamable-http --auth oauth, then openclaw mcp login chartsy.

Should I sign in or use a token for scheduled briefs?

Sign-in works for scheduled briefs: OpenClaw refreshes the access token itself. If a refresh ever fails, it leaves Chartsy out of that run until you sign in again, so on a headless server that runs for months untouched a personal token is safer. Generate one in Chartsy → Settings → Claude & MCP, add it to ~/.openclaw/.env as CHARTSY_MCP_TOKEN, and run openclaw mcp set chartsy with url https://mcp.chartsy.app/mcp, transport streamable-http and an Authorization header of "Bearer ${CHARTSY_MCP_TOKEN}". It lasts a year.

How many ChartsyAI questions does a daily brief use?

One per run. A weekday morning brief is one get_daily_snapshot call, so about 22 questions a month. A daily alert check adds about 30. Failed calls count too.

Can OpenClaw send the brief to Slack, Telegram or WhatsApp?

Yes. An automation with --announce delivers to any channel your OpenClaw is connected to, including Telegram, Slack, WhatsApp, Discord and Microsoft Teams. Use a private chat: revenue numbers shouldn't go to public channels.

Is Chartsy for OpenClaw free?

Connecting costs nothing extra. 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?

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

Can OpenClaw change my data?

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

How do I disconnect Chartsy from OpenClaw?

Run openclaw mcp logout chartsy and openclaw mcp unset chartsy, and remove any Chartsy automations with openclaw automations list and remove. To cut access everywhere, revoke it in Chartsy under Settings → Claude & MCP.

Can OpenClaw 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.

Wake up to yesterday's numbers

Connect your payment provider to Chartsy, add the server to OpenClaw, and schedule the morning brief.

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.