Your SaaS metrics in Copilot agent mode

  • MRR, churn and signups in VS Code's Copilot Chat
  • Sign in with Chartsy, no token in your repo
  • Read-only, no customer names or emails

Chartsy is a hosted, read-only MCP server that gives GitHub Copilot in VS Code your MRR, churn, refunds and site traffic from Stripe, Paddle, Polar, Lemon Squeezy, Creem or Freemius. Works on every Copilot plan; Business and Enterprise need the "MCP servers in Copilot" policy on. Last updated October 2026.

Copilot Chat · AgentSample data

Did yesterday's release change signups or refunds?

get_daily_snapshot1 ChartsyAI question

Signups up, refunds normal.

  • 34 signups, against a 7-day average of 29.
  • 1 refund, in line with a usual 0 or 1.
  • Visits steady, so the lift came from conversion.
Sample figures for a made-up business.
Setup

How to add Chartsy to VS Code in 2 steps

Add the server, sign in once, then ask in agent mode. Nothing to install: the server is hosted.

  1. 1ConnectAbout a minute

    Add the Chartsy server

    1. Command Palette
    2. MCP: Add Server
    3. HTTP
    1. Paste the server URL below and name it chartsy
    2. Save it to your user profile to use it in every workspace
    3. Sign in to Chartsy when VS Code asks, and approve
    Server URL
    https://mcp.chartsy.app/mcp

    Or add it per project in .vscode/mcp.json as "type": "http" with this URL.

  2. 2AskRight away

    Ask Copilot in agent mode

    1. Copilot Chat
    2. Agent
    3. Ask
    Copilot Chat · AgentSample data

    Which landing pages bring signups? I'm about to redesign them.

    get_traffic_sources1 ChartsyAI question

    Keep /pricing as it is.

    • /pricing: 7.4% of visitors sign up.
    • /features: 2.1%, the weakest of your top pages.
    Also try (click to copy)

Using Cursor or Windsurf instead? See Chartsy + Cursor and Chartsy + Windsurf.

Which config?

User profile, workspace or token: where should Chartsy go?

Same server and the same numbers. The difference is scope, and whether a secret is involved.

SurfaceWhereSign-inBest for
User profileThis page
MCP: Open User ConfigurationChartsy login, onceYour numbers in every workspace
Workspace
.vscode/mcp.json in the repoEach person signs in with their own Chartsy loginOne codebase; safe to commit, since there's no secret in it
Token input
inputs with password: truePersonal token, prompted once and stored by VS CodeMachines where the browser sign-in isn't possible
What you can ask

What can you ask Copilot about your SaaS metrics?

Questions from developers working on their own SaaS. Copilot picks the tools, so the calls can vary.

Copilot Chat · AgentSample data

Did yesterday's release change signups or refunds?

get_daily_snapshot~1 question

Signups up, refunds normal.

  • 34 signups, against a 7-day average of 29.
  • 1 refund, in line with a usual 0 or 1.

Sample figures for a made-up business.

More in the MCP prompt library.

Keep secrets out of git

Committing .vscode/mcp.json? Never put a token in it

With sign-in there's nothing secret in the file. If you need a token, use an input: VS Code asks once and stores it securely.

  • Prefer sign-in: each teammate uses their own Chartsy login
  • For a token, declare an input with password: true
  • Reference it as ${input:chartsy-token} in the headers
  • Revoke tokens any time in Chartsy → Settings → Claude & MCP
MCP server reference
.vscode/mcp.json (token version)
{
  "inputs": [
    {
      "type": "promptString",
      "id": "chartsy-token",
      "description": "Chartsy MCP token",
      "password": true
    }
  ],
  "servers": {
    "chartsy": {
      "type": "http",
      "url": "https://mcp.chartsy.app/mcp",
      "headers": { "Authorization": "Bearer ${input:chartsy-token}" }
    }
  }
}
New: revenue by channel

Which channels bring paying customers?

Signups only tell you half the story. VS 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.

Copilot Chat · AgentSample 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 VS Code

19 read-only tools Copilot can use

The same numbers as your Chartsy dashboard. Turn individual tools on or off with Configure Tools in the chat input.

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 Copilot can and can't see

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

  • Read-only

    VS 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. VS 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 Copilot can't use Chartsy

Most problems are trust, sign-in or a Copilot policy.

The Chartsy server doesn't start

Workspace servers in .vscode/mcp.json only start in a trusted workspace; restricted mode keeps them off. Run MCP: List Servers to see its status and start it.

Copilot can't sign in to Chartsy

Start the chartsy server again and complete the sign-in in the browser window VS Code opens. If your browser blocks it, use the token input version of mcp.json instead.

MCP isn't available in my Copilot

On Copilot Business or Enterprise, an admin must enable the "MCP servers in Copilot" policy; it's off by default. You also need VS Code 1.99 or later and Agent selected in Copilot Chat.

Copilot 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 VS Code: frequently asked questions

Short answers for GitHub Copilot users.

How do I add Chartsy to VS Code?

Run MCP: Add Server from the Command Palette, choose HTTP, paste https://mcp.chartsy.app/mcp, name it chartsy and save it to your user profile. Sign in to Chartsy when VS Code asks, then ask Copilot Chat in Agent mode.

Which GitHub Copilot plans can use Chartsy?

Copilot Free, Pro, Pro+ and Max can use MCP servers in VS Code 1.99 or later. On Copilot Business and Enterprise, an admin has to turn on the "MCP servers in Copilot" policy first.

Do I need an API key or token?

No. VS Code signs in to Chartsy with OAuth: approve once in the browser. A personal token is only for machines where that sign-in isn't possible; put it in an input with password: true, never in the file.

Is it safe to commit .vscode/mcp.json?

Yes, as long as there's no token in it. With sign-in the file holds only the server URL, and each teammate signs in with their own Chartsy login and sees only their own accounts.

How many ChartsyAI questions does Copilot use?

One per tool call, failed calls included. Most questions take one or two calls; "what happened yesterday?" is a single get_daily_snapshot call.

Is Chartsy for VS Code 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?

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

Can Copilot change my data?

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

How do I remove Chartsy from VS Code?

Delete the chartsy entry from your user or workspace mcp.json. To cut access everywhere, revoke it in Chartsy under Settings → Claude & MCP.

Can VS 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 Copilot what your last release did

Connect your payment provider to Chartsy, add the server in VS Code, and ask in agent mode.

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.