Sanaf AI
Start free
Analytics

ChartMogul, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your ChartMogul account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Analytics
  • Connects with a key
  • 10 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What ChartMogul is

ChartMogul is a subscription analytics and revenue data platform for managing customers, billing data, metrics, and sales opportunities.

You paste in a key from your own ChartMogul account. It is kept encrypted, and you can withdraw it from inside ChartMogul whenever you like.

How a run works

One message in, the work done in ChartMogul.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in ChartMogul. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own ChartMogul account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

10 tools it already has

What it can do in ChartMogul

These are the ready-made tools your AI employee already has in ChartMogul. It is not limited to them, but it never has to be taught these.

  • Create CustomerCreate a customer under a ChartMogul data source using a caller-owned external ID and optional profile or lead details.
  • Delete CustomerRequest permanent deletion of a customer and all associated ChartMogul data by UUID. ChartMogul accepts this asynchronously, so confirm disappearance with LISTCUSTOMERS when comple
  • Get AccountReturn the connected ChartMogul account's identity, reporting currency, time zone, week start, and optionally selected churn and refund settings.
  • Get CustomerReturn one customer and its identifiers, lifecycle status, revenue values, ownership, location, and attributes by ChartMogul UUID.
  • Get Key MetricsReturn all key subscription metrics and current summaries for a date range, optionally grouped by interval and filtered by countries or plans.
  • List ActivitiesReturn one page of ChartMogul MRR activities for an optional date range, movement type, and date order, with a cursor when more are available.
  • List CustomersReturn one page of customers filtered by source, identifier, email, status, or billing system.
  • List PlansReturn one page of subscription plans, optionally filtered by source, external ID, or billing system.
  • List SourcesReturn the account's billing data sources, optionally filtered by name or system and with selected source settings included.
  • Update CustomerUpdate selected profile, ownership, location, timing, website, or lead-status fields on an existing ChartMogul customer. Omitted fields remain unchanged; tags and custom attributes
Access, and who is in charge of it

You stay the boss of your ChartMogul account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own ChartMogul account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in ChartMogul is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in ChartMogul and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about ChartMogul

Can an AI employee really work inside ChartMogul?
Yes. It signs in to your own ChartMogul account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of ChartMogul?
No. Nothing moves and nothing is replaced. Your records stay in ChartMogul, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my ChartMogul account?
You paste in a key from your own ChartMogul account. It is kept encrypted, and you can withdraw it from inside ChartMogul whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in ChartMogul?
It has 10 ready-made tools in ChartMogul today, among them Create Customer, Delete Customer and Get Account. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use ChartMogul and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in ChartMogul and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in ChartMogul?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in ChartMogul is written down with what it did and when.