Give your Paperclip agents your SaaS numbers

  • A weekly MRR, churn and channels report from your agent team
  • One connector, shared with the agents you choose
  • Read-only, no customer names or emails

Chartsy is a hosted, read-only MCP server that gives Paperclip agents your MRR, churn, refunds, site traffic and revenue by channel from Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius. Add it once as a Paperclip connector, or to the runtime your agents use, such as Claude Code or Codex. Last updated October 2026.

Paperclip · Growth agent · Mondays 9:00Sample data

Every Monday, report MRR, churn and the channels that brought paying customers.

get_business_snapshotget_revenue_by_source2 ChartsyAI questions

Weekly report filed for the CEO agent.

  • MRR $24,300, up 2% on the week. Churn steady at 2.5%.
  • Google search: 9 new paying customers, $810 MRR.
  • RiskPaid social: 2 paying customers on $600 of spend.
Sample figures for a made-up business.
Setup

How to connect Chartsy to Paperclip in 3 steps

Paperclip agents work unattended, so they use a personal token rather than a sign-in that someone has to click.

  1. 1TokenUnder a minute

    Generate a Chartsy token

    1. Chartsy
    2. Settings
    3. Claude & MCP
    4. Generate token
    1. Generate a personal token; it lasts a year
    2. Copy it; Chartsy shows it once
  2. 2ConnectAbout 2 minutes

    Add Chartsy as a custom connector

    1. Connectors
    2. Connect your own MCP server
    1. Paste the server URL below
    2. When Paperclip asks for an API key, paste your token
    3. Pick which agents may use it, and leave the read actions on Allowed
    Server URL
    https://mcp.chartsy.app/mcp

    Rather connect the runtime your agents use? Add Chartsy there with a token instead: Claude Code, Codex, OpenClaw or Hermes Agent.

  3. 3AssignRight away

    Give an agent a goal

    Put the report on a routine so it runs on schedule, or assign it as a one-off issue.

    Paperclip · Growth agent · Mondays 9:00Sample data

    Every Monday, report MRR, churn and the channels that brought paying customers.

    get_business_snapshotget_revenue_by_source2 ChartsyAI questions

    Weekly report filed.

    • MRR $24,300, up 2%. Churn steady at 2.5%.
    • Google search brought the most paying customers again.
    Also try (click to copy)

How the weekly report works with other agents: the daily business brief.

Connector or runtime?

Paperclip connector or the runtime: where should Chartsy go?

Both give your agents the same numbers. Pick the one you'll manage more easily.

SurfaceSet up inWho can use itBest for
Paperclip connectorThis page
Connectors → Connect your own MCP serverThe agents you pick, with per-action controlsMost teams: one place to grant and revoke
The runtime
Claude Code, Codex, OpenClaw or Hermes MCP config, with a tokenEvery agent on that runtimeAgents that already share one runtime config
Growth loop skill
Skills → import from GitHubAgents you assign it toA marketing agent that plans next week's posts
What you can ask

What can Paperclip agents do with your SaaS numbers?

Give them goals, not just questions. Each agent picks its own tools, so the calls can vary.

Paperclip · Growth agent · Mondays 9:00Sample data

Every Monday, report MRR, churn and the channels that brought paying customers.

get_business_snapshotget_revenue_by_source~2 questions

Weekly report filed for the CEO agent.

  • MRR $24,300, up 2%. Churn steady at 2.5%.
  • Google search: 9 new paying customers, $810 MRR.

Two calls a week: about 9 ChartsyAI questions a month.

More in the MCP prompt library.

New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. Paperclip 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.

Paperclip · Growth agent · Mondays 9:00Sample 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 Paperclip 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. In Paperclip, open Skills and import sprifti/chartsy-agent from GitHub
  2. Assign chartsy-growth-loop to the agent that plans your marketing
  3. Optional: connect your publishing tool too (e.g. Postiz or Publer), so posts are saved there as drafts
  4. Give it a weekly routine: "Plan next week's posts based on what brought paying customers."

Skills live at the company level in Paperclip, so any agent in the company can be assigned it.

View the skill
Skill source
sprifti/chartsy-agent
Ask Paperclip
> 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 Paperclip

19 read-only tools Paperclip agents can use

The same numbers as your Chartsy dashboard. Set any action to Ask first or Off in the connector if an agent doesn't need it.

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 Paperclip agents can and can't see

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

  • Read-only

    Paperclip 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. Paperclip 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 Paperclip can't use Chartsy

Most problems are the token or which agents the connector is shared with.

Chartsy returns 401 Unauthorized

The token isn't reaching Chartsy in the right form. Chartsy expects the header Authorization: Bearer <your-token>. If the API key field doesn't add "Bearer", set a custom header with that exact value. If the token was revoked or expired, generate a new one.

An agent says it has no Chartsy tools

The connector is only available to the agents you picked. Open the Chartsy connector and add that agent, and check the actions it needs aren't set to Off.

The agent is waiting for a sign-in

Agents that run unattended can't click a sign-in page. Use a personal token instead, as in step 1.

It 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. Several agents on frequent heartbeats add up fast. When the allowance is used up, calls stop until it resets on the 1st, or until you upgrade your Chartsy plan.

FAQ

Chartsy for Paperclip: frequently asked questions

Short answers for people running an agent company on Paperclip.

How do I connect Chartsy to Paperclip?

Generate a personal token in Chartsy → Settings → Claude & MCP. In Paperclip, open Connectors → Connect your own MCP server, paste https://mcp.chartsy.app/mcp, paste the token when asked for an API key, and choose which agents may use it.

Does Chartsy connect to Paperclip or to the runtime?

Either. Paperclip's custom connector shares Chartsy with the agents you pick. Or you can add Chartsy to the runtime your agents run on, such as Claude Code, Codex, OpenClaw or Hermes, with a token in that runtime's MCP config.

Why a token instead of signing in?

Paperclip agents wake on heartbeats and routines with nobody watching, so a sign-in page can't be clicked. A personal token lasts a year and you can revoke it any time.

How many ChartsyAI questions will my agents use?

One per tool call, failed calls included. A weekly report is usually two calls, about 9 questions a month. Agents with frequent heartbeats use more, so give Chartsy only to the agents that need it.

Is Chartsy for Paperclip 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?

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

Can Paperclip agents change my data?

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

How do I disconnect Chartsy from Paperclip?

Remove the Chartsy connector in Paperclip, or take an agent off it. To cut access everywhere at once, revoke the token in Chartsy under Settings → Claude & MCP.

Can Paperclip 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.

Put your agents on the numbers

Connect your payment provider to Chartsy, add the connector to Paperclip, and give an agent its first weekly report.

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.