ARPA
ChatGPTAverage Revenue Per Account trend over time. Returns monetary values in major units (decimal format).
Data-Analytics
Overview
ChartMogul’s MCP server gives AI assistants secure access to your subscription analytics and customer data. Analyze MRR, ARR, churn, retention, cohorts, subscriptions, revenue trends, and customer activity using natural language. Investigate business performance, identify growth opportunities, uncover churn drivers, explore customer relationships, and answer complex questions about your SaaS business. Built for founders and go-to-market, product, and finance teams, it turns ChartMogul data into actionable insights and faster decisions.
Tools
ARPA
ChatGPTAverage Revenue Per Account trend over time. Returns monetary values in major units (decimal format).
ASP
ChatGPTAverage Sale Price with summary statistics. Returns monetary values in major units (decimal format).
ASP
ChatGPTAverage Sale Price with summary statistics. Returns monetary values in major units (decimal format).
CMRR
ChatGPTCommitted Monthly Recurring Revenue movements, showing recurring revenue including future committed changes. Returns monetary values in major units (decimal format).
CMRR
ChatGPTCommitted Monthly Recurring Revenue movements, showing recurring revenue including future committed changes. Returns monetary values in major units (decimal format).
CMRR_movements
ChatGPTFeed of Committed Monthly Recurring Revenue (CMRR) movements. Returns paginated CMRR movement records for a date range. For regular MRR movements, use MRR_movements. Returns monetary values in major units (decimal format).
CMRR_movements
ChatGPTFeed of Committed Monthly Recurring Revenue (CMRR) movements. Returns paginated CMRR movement records for a date range. For regular MRR movements, use MRR_movements. Returns monetary values in major units (decimal format).
LTV
ChatGPTCustomer Lifetime Value analytics over time. Interval is always month (hardcoded by analytics API). Returns entries with date, arpa, ccr, value per row. value is the computed LTV in major currency units. ccr is the customer churn rate as a percentage (0-100). arpa is in major currency units (decimal format).
LTV
ChatGPTCustomer Lifetime Value analytics over time. Interval is always month (hardcoded by analytics API). Returns entries with date, arpa, ccr, value per row. value is the computed LTV in major currency units. ccr is the customer churn rate as a percentage (0-100). arpa is in major currency units (decimal format).
MRR_and_ARR
ChatGPTMRR and ARR trends, growth rates, and aggregated movement totals (new business, expansion, contraction, churn, reactivation). For per-customer movement details, use net_MRR instead. Returns monetary values in major units (decimal format).
MRR_and_ARR
ChatGPTMRR and ARR trends, growth rates, and aggregated movement totals (new business, expansion, contraction, churn, reactivation). For per-customer movement details, use net_MRR instead. Returns monetary values in major units (decimal format).
MRR_movements
ChatGPTActivity feed of MRR movements, cancellations, and other subscription events. Returns paginated activity records for a date range. For contracted MRR movements, use CMRR_movements. Returns monetary values in major units (decimal format).
MRR_movements
ChatGPTActivity feed of MRR movements, cancellations, and other subscription events. Returns paginated activity records for a date range. For contracted MRR movements, use CMRR_movements. Returns monetary values in major units (decimal format).
account_retention_for_benchmarks
ChatGPTYour account’s own retention metrics (gross MRR, net MRR, customer) over time, for comparison against benchmarks.
account_retention_for_benchmarks
ChatGPTYour account’s own retention metrics (gross MRR, net MRR, customer) over time, for comparison against benchmarks.
benchmarks
ChatGPTIndustry benchmark comparisons for ARR growth rate, customer retention, and net and gross MRR retention, segmented by ARPA or ARR band.
benchmarks
ChatGPTIndustry benchmark comparisons for ARR growth rate, customer retention, and net and gross MRR retention, segmented by ARPA or ARR band.
benchmarks_metadata
ChatGPTBenchmark data freshness and time to reach ARR milestones.
benchmarks_metadata
ChatGPTBenchmark data freshness and time to reach ARR milestones.
benchmarks_segmented
ChatGPTRelative size of a benchmark segment: the approximate percentage of all benchmarked accounts in the selected segment (all companies, or an ARPA/ARR band). Percentages are rounded up to a multiple of 5 with a minimum of 10; all_companies always returns 100.
benchmarks_segmented
ChatGPTRelative size of a benchmark segment: the approximate percentage of all benchmarked accounts in the selected segment (all companies, or an ARPA/ARR band). Percentages are rounded up to a multiple of 5 with a minimum of 10; all_companies always returns 100.
cash_flow
ChatGPTCustomer-level net and gross cash flow. For aggregate cash flow trends, use cash_flow_analytics.
cash_flow
ChatGPTCustomer-level net and gross cash flow. For aggregate cash flow trends, use cash_flow_analytics.
cash_flow_analytics
ChatGPTCash flow analytics: refunds, net/gross/non-recurring cash flow, successful payments, and failed transactions. Each has chart and data table views. For customer-level cashflow details, use cash_flow. Returns monetary values in major units (decimal format).
cash_flow_analytics
ChatGPTCash flow analytics: refunds, net/gross/non-recurring cash flow, successful payments, and failed transactions. Each has chart and data table views. For customer-level cashflow details, use cash_flow. Returns monetary values in major units (decimal format).
cash_flow_summary
ChatGPTCash flow summary statistics. For trend data, use cash_flow_analytics.
cash_flow_summary
ChatGPTCash flow summary statistics. For trend data, use cash_flow_analytics.
cfl_reference
ChatGPTChartMogul Filtering Language (CFL) syntax reference, used to build filter expressions for analytics tools. Additional reference for plan and plan group filters via the
cfl_reference_for_plan_filters tool. Each filter is annotated with a level (customer or subscription): - Customer level: filters entire customers in or out of a report. - Subscription level: when used with customer reports, customers are included if any of their subscriptions match the filter.cfl_reference
ChatGPTChartMogul Filtering Language (CFL) syntax reference, used to build filter expressions for analytics tools. Additional reference for plan and plan group filters via the
cfl_reference_for_plan_filters tool. Each filter is annotated with a level (customer or subscription): - Customer level: filters entire customers in or out of a report. - Subscription level: when used with customer reports, customers are included if any of their subscriptions match the filter.cfl_reference_for_plan_filters
ChatGPTReturns the ChartMogul Filtering Language (CFL) reference scoped to plan and plan group filters. Use this reference when constructing CFL filter strings for analytics tools.
cfl_reference_for_plan_filters
ChatGPTReturns the ChartMogul Filtering Language (CFL) reference scoped to plan and plan group filters. Use this reference when constructing CFL filter strings for analytics tools.
churn_summary
ChatGPTChurn rate trends and data tables: customer churn rate, paid subscriber churn rate, net MRR churn rate, gross MRR churn rate, and quantity churn rate. Use this tool for churn rate charts and totals. For individual churned customer details, use churned_subscribers instead.
churn_summary
ChatGPTChurn rate trends and data tables: customer churn rate, paid subscriber churn rate, net MRR churn rate, gross MRR churn rate, and quantity churn rate. Use this tool for churn rate charts and totals. For individual churned customer details, use churned_subscribers instead.
churned_subscribers
ChatGPTDetailed list of churned subscribers. Returns paginated list of customers who churned in a given period. For churn rate trends, use churn_summary instead.
churned_subscribers
ChatGPTDetailed list of churned subscribers. Returns paginated list of customers who churned in a given period. For churn rate trends, use churn_summary instead.
cohorts
ChatGPTPer-customer conversion details for a specific cohort and target interval. Returns paginated customer details. For cohort overview, use cohorts_summary.
cohorts
ChatGPTPer-customer conversion details for a specific cohort and target interval. Returns paginated customer details. For cohort overview, use cohorts_summary.
cohorts_summary
ChatGPTCohort retention analytics: net MRR cohorts, quantity cohorts, customer cohorts, and non-subscriber-to-subscriber conversion cohorts. For non-subscriber to subscriber details, use cohorts.
cohorts_summary
ChatGPTCohort retention analytics: net MRR cohorts, quantity cohorts, customer cohorts, and non-subscriber-to-subscriber conversion cohorts. For non-subscriber to subscriber details, use cohorts.
currency_fluctuation
ChatGPTPer-record currency fluctuation activities. For summary data, use currency_fluctuation_summary instead. Returns monetary values in major units (decimal format).
currency_fluctuation
ChatGPTPer-record currency fluctuation activities. For summary data, use currency_fluctuation_summary instead. Returns monetary values in major units (decimal format).
currency_fluctuation_summary
ChatGPTSummary of exchange rate impact on MRR over time. Returns monetary values in major units (decimal format). For individual fluctuation activities, use currency_fluctuation.
currency_fluctuation_summary
ChatGPTSummary of exchange rate impact on MRR over time. Returns monetary values in major units (decimal format). For individual fluctuation activities, use currency_fluctuation.
customer_count
ChatGPTCount of customers matching a given filter, without retrieving full customer records. For full customer list, use search_customers.
customer_count
ChatGPTCount of customers matching a given filter, without retrieving full customer records. For full customer list, use search_customers.
free_and_paid_subscriber_movements
ChatGPTPer-customer MRR movement details for both paying and free subscribers. For aggregate movement counts, use subscriber_movement_summary instead. For paying subscribers only, use paid_subscriber_movements.
free_and_paid_subscriber_movements
ChatGPTPer-customer MRR movement details for both paying and free subscribers. For aggregate movement counts, use subscriber_movement_summary instead. For paying subscribers only, use paid_subscriber_movements.
free_trial_customers
ChatGPTList of free trial customers. For free trial count trends, use lead_and_trial_trends with the free_trials metric.
free_trial_customers
ChatGPTList of free trial customers. For free trial count trends, use lead_and_trial_trends with the free_trials metric.
get_current_account
ChatGPTReturns metadata about the current ChartMogul account (the caller's tenant): currency, time zone, and data-handling settings. Always returns uuid, name, currency, time_zone, week_start_on. For callers with write-level analytics access, the response also includes additional data settings fields such as preferable_customer_name, churn_recognition, churn_when_zero_mrr, churn_formula, proximate_movement_reclassification. Auto-churn settings (auto_churn_subscription, past_due_days_before_auto_churn) are included only on accounts still using the legacy account-level auto-churn; on accounts using the newer per-connector auto-churn the equivalent settings live in tool
list_data_sources. revenue_recognition_strategy is included only when revenue recognition is enabled for the account.get_current_account
ChatGPTReturns metadata about the current ChartMogul account (the caller's tenant): currency, time zone, and data-handling settings. Always returns uuid, name, currency, time_zone, week_start_on. For callers with write-level analytics access, the response also includes additional data settings fields such as preferable_customer_name, churn_recognition, churn_when_zero_mrr, churn_formula, proximate_movement_reclassification. Auto-churn settings (auto_churn_subscription, past_due_days_before_auto_churn) are included only on accounts still using the legacy account-level auto-churn; on accounts using the newer per-connector auto-churn the equivalent settings live in tool
list_data_sources. revenue_recognition_strategy is included only when revenue recognition is enabled for the account.lead_and_trial_trends
ChatGPTLead and free trial count trends and data tables over time. For individual lead details, use leads. For individual free trial customer details, use free_trial_customers. For summary stats, use leads_and_free_trials_summary.
lead_and_trial_trends
ChatGPTLead and free trial count trends and data tables over time. For individual lead details, use leads. For individual free trial customer details, use free_trial_customers. For summary stats, use leads_and_free_trials_summary.
leads
ChatGPTPaginated list of individual lead and non-trial lead customers. For free trials, use free_trial_customers. For aggregate counts, use lead_and_trial_trends.
leads
ChatGPTPaginated list of individual lead and non-trial lead customers. For free trials, use free_trial_customers. For aggregate counts, use lead_and_trial_trends.
leads_and_free_trials_summary
ChatGPTLeads and free trials summary statistics. For trend data, use lead_and_trial_trends.
leads_and_free_trials_summary
ChatGPTLeads and free trials summary statistics. For trend data, use lead_and_trial_trends.
list_account_team_members
ChatGPTList the team members in the current account with their role, status, and contact details. Available to admins only. Each team member has id, email, name, is_active, status, role (owner | admin | team_member | read_only | crm_only | lite), created_at. Pagination: pass the cursor to fetch the next page when has_more is true.
list_account_team_members
ChatGPTList the team members in the current account with their role, status, and contact details. Available to admins only. Each team member has id, email, name, is_active, status, role (owner | admin | team_member | read_only | crm_only | lite), created_at. Pagination: pass the cursor to fetch the next page when has_more is true.
list_contacts
ChatGPTList contacts for one or more customers. Requires customer_uuids. Default fields: uuid, first_name, last_name, email, title, phone, linked_in, customer_uuid, created_at. Opt-in extra_fields: customer_name, is_primary, twitter, note, external_id, customer_external_id, data_source_uuid, last_seen, custom (nested hash of the contact's custom attribute values). Pagination: pass the cursor to fetch the next page when has_more is true.
list_contacts
ChatGPTList contacts for one or more customers. Requires customer_uuids. Default fields: uuid, first_name, last_name, email, title, phone, linked_in, customer_uuid, created_at. Opt-in extra_fields: customer_name, is_primary, twitter, note, external_id, customer_external_id, data_source_uuid, last_seen, custom (nested hash of the contact's custom attribute values). Pagination: pass the cursor to fetch the next page when has_more is true.
list_customer_custom_attributes
ChatGPTList custom attribute definitions on customer records, including name, type, and possible values for dropdown attributes. Returns: id, name, type, created_at, possible_values (for dropdown attributes). Useful for discovering attribute IDs and names before calling
search_custom_attributes to look up values. Pagination: pass the cursor to fetch the next page when has_more is true.list_customer_custom_attributes
ChatGPTList custom attribute definitions on customer records, including name, type, and possible values for dropdown attributes. Returns: id, name, type, created_at, possible_values (for dropdown attributes). Useful for discovering attribute IDs and names before calling
search_custom_attributes to look up values. Pagination: pass the cursor to fetch the next page when has_more is true.list_customer_notes
ChatGPTList notes and call logs for one or more customers, filtered by type, author, and date. Requires customer_uuids. Each note has uuid, type (note or call), text, call_duration, created_at, author_name, author_email, customer_uuid, customer_name. Notes are sorted by created_at descending, then uuid descending. For full-text search inside note bodies, use
search_all. Pagination: pass the cursor to fetch the next page when has_more is true.list_customer_notes
ChatGPTList notes and call logs for one or more customers, filtered by type, author, and date. Requires customer_uuids. Each note has uuid, type (note or call), text, call_duration, created_at, author_name, author_email, customer_uuid, customer_name. Notes are sorted by created_at descending, then uuid descending. For full-text search inside note bodies, use
search_all. Pagination: pass the cursor to fetch the next page when has_more is true.list_customer_subscriptions
ChatGPTList subscriptions for one or more customers, including plan, status, billing interval, and key dates. Requires customer_uuids. Default fields: uuid, external_id, customer_uuid, activation_number, plan_name, interval, interval_count, quantity, status, is_manual_subscription, service_period_end, created_at. Optional extra_fields: customer_name, subscription_set_uuid, renewal_at, due_at, data_source_uuid, current_subscription_type. activation_number starts at 1 and is incremented each time the subscription is churned and later re-activated. Pagination: pass the cursor to fetch the next page when has_more is true.
list_customer_subscriptions
ChatGPTList subscriptions for one or more customers, including plan, status, billing interval, and key dates. Requires customer_uuids. Default fields: uuid, external_id, customer_uuid, activation_number, plan_name, interval, interval_count, quantity, status, is_manual_subscription, service_period_end, created_at. Optional extra_fields: customer_name, subscription_set_uuid, renewal_at, due_at, data_source_uuid, current_subscription_type. activation_number starts at 1 and is incremented each time the subscription is churned and later re-activated. Pagination: pass the cursor to fetch the next page when has_more is true.
list_customer_timeline_events
ChatGPTList status changes, merges, and other events from the customer Activity feed. Requires customer_uuids. Each event has uuid, created_at, source, author_name, author_email, data_source_name, customer_uuid, customer_name, payload. The payload is a JSON object whose shape depends on the event (e.g. {"status": [old, new]}, {"lead_status": [old, new]}, {"merged_customer": {...}}). Events are sorted by created_at descending, then uuid descending. Pagination: pass the cursor to fetch the next page when has_more is true.
list_customer_timeline_events
ChatGPTList status changes, merges, and other events from the customer Activity feed. Requires customer_uuids. Each event has uuid, created_at, source, author_name, author_email, data_source_name, customer_uuid, customer_name, payload. The payload is a JSON object whose shape depends on the event (e.g. {"status": [old, new]}, {"lead_status": [old, new]}, {"merged_customer": {...}}). Events are sorted by created_at descending, then uuid descending. Pagination: pass the cursor to fetch the next page when has_more is true.
list_data_sources
ChatGPTList data sources (billing connector integrations like Stripe, Recurly, Chargebee, ImportApi) with optional filters. Returns all matching data sources as uuid, name, system, created_at, updated_at ordered by name. Pass
with_settings: true to include the user-configurable settings that apply to each non-CRM connector: invoice_handling, auto_churn_on/auto_churn_interval, and (for Stripe and Chargebee) connector_settings. Each setting is emitted only when it applies to that connector, so a given row may include all, some, or none of them. CRM data sources return only the base fields.list_data_sources
ChatGPTList data sources (billing connector integrations like Stripe, Recurly, Chargebee, ImportApi) with optional filters. Returns all matching data sources as uuid, name, system, created_at, updated_at ordered by name. Pass
with_settings: true to include the user-configurable settings that apply to each non-CRM connector: invoice_handling, auto_churn_on/auto_churn_interval, and (for Stripe and Chargebee) connector_settings. Each setting is emitted only when it applies to that connector, so a given row may include all, some, or none of them. CRM data sources return only the base fields.list_emails
ChatGPTList emails for a customer, contact, or thread. At least one of uuids, customer_uuid, contact_uuid, or thread_uuid is required so the query is bounded. Combining customer_uuid and contact_uuid OR-merges the resulting contact set. Returns uuid, subject, from_addresses, to_addresses, cc_addresses, bcc_addresses, original_date, thread_uuid. Ordered by original_date desc, then uuid desc. Set include_body to true to also get body, linked_customers, and linked_contacts on every row. Pagination: pass the cursor to fetch the next page when has_more is true.
list_emails
ChatGPTList emails for a customer, contact, or thread. At least one of uuids, customer_uuid, contact_uuid, or thread_uuid is required so the query is bounded. Combining customer_uuid and contact_uuid OR-merges the resulting contact set. Returns uuid, subject, from_addresses, to_addresses, cc_addresses, bcc_addresses, original_date, thread_uuid. Ordered by original_date desc, then uuid desc. Set include_body to true to also get body, linked_customers, and linked_contacts on every row. Pagination: pass the cursor to fetch the next page when has_more is true.
list_invoices
ChatGPTList invoices by UUIDs, customer, or source. Default row carries uuid, external_id, invoice_date, due_date, currency, status, collection_method, data_source_uuid, customer_uuid, customer_external_id. Conditional scope rules guard against inefficient filters: (1) invoice_external_ids requires data_source_uuid (external_ids are only unique within a data source); (2) status / currency / invoiced_on_or_after / invoiced_on_or_before each require at least one of invoice_uuids, invoice_external_ids, customer_uuid; (3) validation_type='invalid' requires at least one of invoice_uuids, invoice_external_ids, customer_uuid, data_source_uuid. Opt-in response extensions via extra_field_groups (embedded line_items, embedded transactions, edit_history_summary, disabled_info, errors). All monetary fields in the response are in major units (e.g. 10.99, not 1099). Sort: created_at DESC, uuid DESC. Pagination: pass the cursor to fetch the next page when has_more is true.
list_invoices
ChatGPTList invoices by UUIDs, customer, or source. Default row carries uuid, external_id, invoice_date, due_date, currency, status, collection_method, data_source_uuid, customer_uuid, customer_external_id. Conditional scope rules guard against inefficient filters: (1) invoice_external_ids requires data_source_uuid (external_ids are only unique within a data source); (2) status / currency / invoiced_on_or_after / invoiced_on_or_before each require at least one of invoice_uuids, invoice_external_ids, customer_uuid; (3) validation_type='invalid' requires at least one of invoice_uuids, invoice_external_ids, customer_uuid, data_source_uuid. Opt-in response extensions via extra_field_groups (embedded line_items, embedded transactions, edit_history_summary, disabled_info, errors). All monetary fields in the response are in major units (e.g. 10.99, not 1099). Sort: created_at DESC, uuid DESC. Pagination: pass the cursor to fetch the next page when has_more is true.
list_line_items
ChatGPTList line items by UUIDs, invoice, or customer. Default row carries uuid, external_id, invoice_external_id, type, amount, quantity, discount_code, discount_amount, tax_amount, transaction_fees, account_code, plan_uuid, plan_external_id, transaction_fees_currency, discount_description, event_order, balance_transfer, plus parent-context fields invoice_uuid, customer_uuid, data_source_uuid, currency. Subscription rows additionally carry subscription_uuid, subscription_external_id, prorated, proration_type, service_period_start, service_period_end (+ subscription_set_external_id when present). Usage_based rows carry description, service_period_start, service_period_end (+ subscription_external_id, subscription_set_external_id when present). One_time and trial rows carry description. Conditional scope rules: (1) line_item_external_ids requires at least one of customer_uuid, data_source_uuid; (2) invoice_external_ids / subscription_external_id / plan_external_id each require data_source_uuid (uniqueness); (3) subscription_uuid / subscription_external_id / plan_uuid / plan_external_id each require at least one of line_item_uuids, line_item_external_ids, customer_uuid, invoice_uuids, invoice_external_ids (perf); (4) type each requires at least one of line_item_uuids, line_item_external_ids, customer_uuid, invoice_uuids, invoice_external_ids (perf); (5) validation_type='invalid' requires at least one of line_item_uuids, line_item_external_ids, customer_uuid, invoice_uuids, invoice_external_ids, data_source_uuid. Opt-in response extensions via extra_field_groups (edit_history_summary, disabled_info, errors). All monetary fields in the response are in major units (e.g. 10.99, not 1099). Sort: created_at DESC, uuid DESC. Pagination: pass the cursor to fetch the next page when has_more is true.
list_line_items
ChatGPTList line items by UUIDs, invoice, or customer. Default row carries uuid, external_id, invoice_external_id, type, amount, quantity, discount_code, discount_amount, tax_amount, transaction_fees, account_code, plan_uuid, plan_external_id, transaction_fees_currency, discount_description, event_order, balance_transfer, plus parent-context fields invoice_uuid, customer_uuid, data_source_uuid, currency. Subscription rows additionally carry subscription_uuid, subscription_external_id, prorated, proration_type, service_period_start, service_period_end (+ subscription_set_external_id when present). Usage_based rows carry description, service_period_start, service_period_end (+ subscription_external_id, subscription_set_external_id when present). One_time and trial rows carry description. Conditional scope rules: (1) line_item_external_ids requires at least one of customer_uuid, data_source_uuid; (2) invoice_external_ids / subscription_external_id / plan_external_id each require data_source_uuid (uniqueness); (3) subscription_uuid / subscription_external_id / plan_uuid / plan_external_id each require at least one of line_item_uuids, line_item_external_ids, customer_uuid, invoice_uuids, invoice_external_ids (perf); (4) type each requires at least one of line_item_uuids, line_item_external_ids, customer_uuid, invoice_uuids, invoice_external_ids (perf); (5) validation_type='invalid' requires at least one of line_item_uuids, line_item_external_ids, customer_uuid, invoice_uuids, invoice_external_ids, data_source_uuid. Opt-in response extensions via extra_field_groups (edit_history_summary, disabled_info, errors). All monetary fields in the response are in major units (e.g. 10.99, not 1099). Sort: created_at DESC, uuid DESC. Pagination: pass the cursor to fetch the next page when has_more is true.
list_opportunities
ChatGPTList open and closed opportunities across sales pipelines, with filters for stage, owner, forecast category, close date, and more. Default fields per row: uuid, amount (decimal, major units in the opportunity's currency), type, forecast_category, win_likelihood, estimated_close_date, stage_uuid, pipeline_uuid, owner_id, customer_uuid, currency. Optional extra_fields: stage_name, pipeline_name, owner_name, owner_email, customer_name, custom. Results are sorted by estimated_close_date ascending. Different rows may use different currencies — don't sum amount across rows. Pass the returned
cursor to fetch the next page when has_more is true.list_opportunities
ChatGPTList open and closed opportunities across sales pipelines, with filters for stage, owner, forecast category, close date, and more. Default fields per row: uuid, amount (decimal, major units in the opportunity's currency), type, forecast_category, win_likelihood, estimated_close_date, stage_uuid, pipeline_uuid, owner_id, customer_uuid, currency. Optional extra_fields: stage_name, pipeline_name, owner_name, owner_email, customer_name, custom. Results are sorted by estimated_close_date ascending. Different rows may use different currencies — don't sum amount across rows. Pass the returned
cursor to fetch the next page when has_more is true.list_plan_groups
ChatGPTList plan groups (collections of plans used for filtering), optionally including their plans. Returns uuid, name, plan ids, plans count, whether the group is shown as a filter in the UI, whether it is a smart auto-created group, created_at, updated_at. When include_plans is true, each group also contains a list of plans with uuid, name, external_id, interval_count, interval_unit, data_source_uuid, data_source_name, system, created_at. Pagination: pass the cursor to fetch the next page when has_more is true.
list_plan_groups
ChatGPTList plan groups (collections of plans used for filtering), optionally including their plans. Returns uuid, name, plan ids, plans count, whether the group is shown as a filter in the UI, whether it is a smart auto-created group, created_at, updated_at. When include_plans is true, each group also contains a list of plans with uuid, name, external_id, interval_count, interval_unit, data_source_uuid, data_source_name, system, created_at. Pagination: pass the cursor to fetch the next page when has_more is true.
list_plans
ChatGPTList subscription plans in the account, with filters for name, billing interval, data source, and more. Returns a list of plans with uuid, name, external_id, interval info, data source info, system, created_at. Pagination: pass the cursor to fetch the next page when has_more is true.
list_plans
ChatGPTList subscription plans in the account, with filters for name, billing interval, data source, and more. Returns a list of plans with uuid, name, external_id, interval info, data source info, system, created_at. Pagination: pass the cursor to fetch the next page when has_more is true.
list_reference_data
ChatGPTChartMogul reference catalogs: currencies, customer statuses, countries, US states, and geographic region groupings. Set
kind to choose which: currencies (active ISO 4217 codes with name and sign), customer_statuses (customer status values: active, cancelled, past_due, new_lead, etc.), countries (ISO 3166-1 alpha-2 codes with name), us_states (US-XX subdivisions with name and abbreviation), world_regions (named multi-country groupings like EMEA / APAC / LATAM, each with its ISO-2 country list), us_regions (US sub-regions East / West / Midwest / South, each with its state list).list_reference_data
ChatGPTChartMogul reference catalogs: currencies, customer statuses, countries, US states, and geographic region groupings. Set
kind to choose which: currencies (active ISO 4217 codes with name and sign), customer_statuses (customer status values: active, cancelled, past_due, new_lead, etc.), countries (ISO 3166-1 alpha-2 codes with name), us_states (US-XX subdivisions with name and abbreviation), world_regions (named multi-country groupings like EMEA / APAC / LATAM, each with its ISO-2 country list), us_regions (US sub-regions East / West / Midwest / South, each with its state list).list_sales_pipeline_stages
ChatGPTList stages of a sales pipeline with opportunity counts, total pipeline MRR, and probability-weighted pipeline MRR per stage. Requires pipeline_uuid. Top-level fields: pipeline_name and the account's currency. All amounts are converted from each opportunity's native currency to the account's currency and are expressed in major units (decimal, two places). Fields per stage: uuid, name, category, default_win_likelihood, opportunity_count, total_pipeline_mrr, expected_pipeline_mrr, total_pipeline_one_time, created_at.
default_win_likelihood is the stage's default (0–100); individual opportunities may override it. total_pipeline_mrr is the sum of monthly recurring revenue across every non-one-time opportunity in the stage — recurring and mrr-typed amounts count as-is, arr-typed amounts are divided by 12. expected_pipeline_mrr is the same sum but with each opportunity weighted by its own win_likelihood, giving the probability-adjusted forecast. total_pipeline_one_time sums non-recurring opportunities separately. No pagination — every stage of the pipeline is returned.list_sales_pipeline_stages
ChatGPTList stages of a sales pipeline with opportunity counts, total pipeline MRR, and probability-weighted pipeline MRR per stage. Requires pipeline_uuid. Top-level fields: pipeline_name and the account's currency. All amounts are converted from each opportunity's native currency to the account's currency and are expressed in major units (decimal, two places). Fields per stage: uuid, name, category, default_win_likelihood, opportunity_count, total_pipeline_mrr, expected_pipeline_mrr, total_pipeline_one_time, created_at.
default_win_likelihood is the stage's default (0–100); individual opportunities may override it. total_pipeline_mrr is the sum of monthly recurring revenue across every non-one-time opportunity in the stage — recurring and mrr-typed amounts count as-is, arr-typed amounts are divided by 12. expected_pipeline_mrr is the same sum but with each opportunity weighted by its own win_likelihood, giving the probability-adjusted forecast. total_pipeline_one_time sums non-recurring opportunities separately. No pagination — every stage of the pipeline is returned.list_sales_pipelines
ChatGPTList sales pipelines in the account. Returns uuid, name, created_at. No pagination. Use the returned
uuid with list_sales_pipeline_stages to fetch a pipeline's stages and per-stage aggregates.list_sales_pipelines
ChatGPTList sales pipelines in the account. Returns uuid, name, created_at. No pagination. Use the returned
uuid with list_sales_pipeline_stages to fetch a pipeline's stages and per-stage aggregates.list_saved_charts_and_lists
ChatGPTList user-saved charts, customer lists, and opportunity lists (excluding built-in/default items). Each item is a metric + URL parameters representing a custom view — not stored data. Returns: id, name, url, url_parameters, item_type (chart | customer_list | opportunity_list), metric_name, group_name, created_at (ISO8601). Ordered by name. Pagination: pass the cursor when has_more is true.
list_saved_charts_and_lists
ChatGPTList user-saved charts, customer lists, and opportunity lists (excluding built-in/default items). Each item is a metric + URL parameters representing a custom view — not stored data. Returns: id, name, url, url_parameters, item_type (chart | customer_list | opportunity_list), metric_name, group_name, created_at (ISO8601). Ordered by name. Pagination: pass the cursor when has_more is true.
list_segments
ChatGPTList segments (saved customer filter groups) in the account. Each segment has uuid, name, is_auto_generated, created_at (ISO8601). Pagination: pass the cursor to fetch the next page when has_more is true.
list_segments
ChatGPTList segments (saved customer filter groups) in the account. Each segment has uuid, name, is_auto_generated, created_at (ISO8601). Pagination: pass the cursor to fetch the next page when has_more is true.
list_subscription_events
ChatGPTList subscription events (subscription starts, upgrades, cancellations, etc.) by UUIDs, customer, or source. Default row carries id, external_id, data_source_uuid, customer_uuid, customer_external_id, subscription_external_id, subscription_set_external_id, plan_external_id, event_type, event_date, effective_date, event_order, currency, quantity, amount, tax_amount, discount_amount, invoice_external_id, retracted_event_id, reason. Opt-in response extensions via extra_field_groups (edit_history_summary, disabled_info, errors). Three conditional requirements guard inefficient filters: (1) filters external_id and customer_external_id require data_source_uuid; (2) filters plan_external_id, plan_uuid, subscription_external_id, event_types, effective_date_on_or_after, effective_date_on_or_before, event_date_on_or_after, and event_date_on_or_before each require customer_uuid or customer_external_id; (3) validation_type='invalid' requires customer_uuid, customer_external_id, or data_source_uuid. Monetary amounts in major units (e.g. 49.00, not 4900). Dates are in ISO 8601. Pagination: pass the cursor to fetch the next page when has_more is true.
list_subscription_events
ChatGPTList subscription events (subscription starts, upgrades, cancellations, etc.) by UUIDs, customer, or source. Default row carries id, external_id, data_source_uuid, customer_uuid, customer_external_id, subscription_external_id, subscription_set_external_id, plan_external_id, event_type, event_date, effective_date, event_order, currency, quantity, amount, tax_amount, discount_amount, invoice_external_id, retracted_event_id, reason. Opt-in response extensions via extra_field_groups (edit_history_summary, disabled_info, errors). Three conditional requirements guard inefficient filters: (1) filters external_id and customer_external_id require data_source_uuid; (2) filters plan_external_id, plan_uuid, subscription_external_id, event_types, effective_date_on_or_after, effective_date_on_or_before, event_date_on_or_after, and event_date_on_or_before each require customer_uuid or customer_external_id; (3) validation_type='invalid' requires customer_uuid, customer_external_id, or data_source_uuid. Monetary amounts in major units (e.g. 49.00, not 4900). Dates are in ISO 8601. Pagination: pass the cursor to fetch the next page when has_more is true.
list_tags
ChatGPTList customer tags in the account, with customer counts. Returns id, name, customer_count, created_at, updated_at ordered by name. Note: customer_count may lag tagging changes by up to ~10 minutes. Pagination: pass the cursor to fetch the next page when has_more is true.
list_tags
ChatGPTList customer tags in the account, with customer counts. Returns id, name, customer_count, created_at, updated_at ordered by name. Note: customer_count may lag tagging changes by up to ~10 minutes. Pagination: pass the cursor to fetch the next page when has_more is true.
list_tasks
ChatGPTList follow-up tasks assigned to customers or contacts, filtered by status, assignee, due date, and overdue state. Each task has uuid, description, due_at, completed_at, customer_uuid, customer_name, contact_uuid, contact_name, assignee_name, assignee_email. A task belongs to either a customer or a contact; the unused reference is null. Tasks are sorted by due_at ascending, then uuid ascending. Pagination: pass the cursor to fetch the next page when has_more is true.
list_tasks
ChatGPTList follow-up tasks assigned to customers or contacts, filtered by status, assignee, due date, and overdue state. Each task has uuid, description, due_at, completed_at, customer_uuid, customer_name, contact_uuid, contact_name, assignee_name, assignee_email. A task belongs to either a customer or a contact; the unused reference is null. Tasks are sorted by due_at ascending, then uuid ascending. Pagination: pass the cursor to fetch the next page when has_more is true.
list_transactions
ChatGPTList transactions (payments, refunds) by UUIDs, customer, or invoice. Default row carries uuid, external_id, invoice_external_id, type (payment/refund/open), date, result (successful/failed), amount, transaction_fees, transaction_fees_currency, plus parent-context fields invoice_uuid, invoice_currency (currency of the parent invoice's amount), customer_uuid, data_source_uuid. Conditional scope rules: (1) transaction_external_ids / invoice_external_ids each require data_source_uuid; (2) type / result / transacted_on_or_after / transacted_on_or_before each require at least one of transaction_uuids, transaction_external_ids, customer_uuid, invoice_uuids, invoice_external_ids; (3) validation_type='invalid' requires at least one of transaction_uuids, transaction_external_ids, customer_uuid, invoice_uuids, invoice_external_ids, data_source_uuid. Opt-in response extensions via extra_field_groups (edit_history_summary, disabled_info, errors). All monetary fields in the response are in major units (e.g. 10.99, not 1099). Pagination: pass the cursor to fetch the next page when has_more is true.
list_transactions
ChatGPTList transactions (payments, refunds) by UUIDs, customer, or invoice. Default row carries uuid, external_id, invoice_external_id, type (payment/refund/open), date, result (successful/failed), amount, transaction_fees, transaction_fees_currency, plus parent-context fields invoice_uuid, invoice_currency (currency of the parent invoice's amount), customer_uuid, data_source_uuid. Conditional scope rules: (1) transaction_external_ids / invoice_external_ids each require data_source_uuid; (2) type / result / transacted_on_or_after / transacted_on_or_before each require at least one of transaction_uuids, transaction_external_ids, customer_uuid, invoice_uuids, invoice_external_ids; (3) validation_type='invalid' requires at least one of transaction_uuids, transaction_external_ids, customer_uuid, invoice_uuids, invoice_external_ids, data_source_uuid. Opt-in response extensions via extra_field_groups (edit_history_summary, disabled_info, errors). All monetary fields in the response are in major units (e.g. 10.99, not 1099). Pagination: pass the cursor to fetch the next page when has_more is true.
maps
ChatGPTMRR, ARPA, and ASP broken down by country or region as a point-in-time snapshot. For churn and LTV by geography, use maps_churn_ltv. For time-series trends by country, use metrics_for_top_10_countries. Returns monetary values in major units (decimal format).
maps
ChatGPTMRR, ARPA, and ASP broken down by country or region as a point-in-time snapshot. For churn and LTV by geography, use maps_churn_ltv. For time-series trends by country, use metrics_for_top_10_countries. Returns monetary values in major units (decimal format).
maps_churn_ltv
ChatGPTCustomer churn rate or LTV, broken down by country or region as a point-in-time snapshot. For MRR/ARPA/ASP by geography, use maps instead. Returns a flat array of { region, ccr } or { region, ltv } rows. ccr is the customer churn rate as a percentage (0-100). ltv is in major currency units (decimal format).
maps_churn_ltv
ChatGPTCustomer churn rate or LTV, broken down by country or region as a point-in-time snapshot. For MRR/ARPA/ASP by geography, use maps instead. Returns a flat array of { region, ccr } or { region, ltv } rows. ccr is the customer churn rate as a percentage (0-100). ltv is in major currency units (decimal format).
metrics_by_plan
ChatGPTKey metrics (MRR, ARR, ARPA, subscriber counts) for every plan as of today. Sorted by the chosen metric (descending), capped at 1000 plans.
metrics_by_plan
ChatGPTKey metrics (MRR, ARR, ARPA, subscriber counts) for every plan as of today. Sorted by the chosen metric (descending), capped at 1000 plans.
metrics_by_region
ChatGPTKey metrics for every region (countries, US states, and custom regions) as of today. Metrics include: MRR, ARR, paid subscribers, all subscribers, ARPA, net payments, net MRR retention, gross MRR retention, and customer retention.
metrics_by_region
ChatGPTKey metrics for every region (countries, US states, and custom regions) as of today. Metrics include: MRR, ARR, paid subscribers, all subscribers, ARPA, net payments, net MRR retention, gross MRR retention, and customer retention.
metrics_for_top_10_countries
ChatGPTMRR, ARR, and paid subscriber trends over time broken down by the top 10 countries. For a point-in-time geographic snapshot (which countries have highest MRR right now), use maps instead. Returns monetary values in major units (decimal format).
metrics_for_top_10_countries
ChatGPTMRR, ARR, and paid subscriber trends over time broken down by the top 10 countries. For a point-in-time geographic snapshot (which countries have highest MRR right now), use maps instead. Returns monetary values in major units (decimal format).
most_used_custom_attribute_values
ChatGPTMost frequently used values for a specific customer custom attribute, ordered by frequency. Each row includes value and count (number of occurrences). The response also includes pagination info (pageSize, totalRecords, currentPage, totalPages).
net_MRR
ChatGPTPer-customer net MRR movement details (new business, expansion, contraction, churn, reactivation), filterable by movement type. For aggregated totals use MRR_and_ARR instead. Returns monetary values in major units (decimal format).
net_MRR
ChatGPTPer-customer net MRR movement details (new business, expansion, contraction, churn, reactivation), filterable by movement type. For aggregated totals use MRR_and_ARR instead. Returns monetary values in major units (decimal format).
net_MRR_summary
ChatGPTNet MRR movement totals per period, showing new business, expansion, contraction, churn, and reactivation amounts. For per-customer details, use net_MRR instead. Returns monetary values in major units (decimal format).
net_MRR_summary
ChatGPTNet MRR movement totals per period, showing new business, expansion, contraction, churn, and reactivation amounts. For per-customer details, use net_MRR instead. Returns monetary values in major units (decimal format).
non_subscription_customer_summary
ChatGPTSummary of non-subscription customer counts, average order value, and average spend per customer for given date intervals. For trend data, use non_subscription_customer_trends.
non_subscription_customer_summary
ChatGPTSummary of non-subscription customer counts, average order value, and average spend per customer for given date intervals. For trend data, use non_subscription_customer_trends.
non_subscription_customer_trends
ChatGPTCount, average order value, and average spend per customer trends for non-subscribing (one-off) customers. For customer-level details, use non_subscription_customers. For summary stats, use non_subscription_customer_summary.
non_subscription_customer_trends
ChatGPTCount, average order value, and average spend per customer trends for non-subscribing (one-off) customers. For customer-level details, use non_subscription_customers. For summary stats, use non_subscription_customer_summary.
non_subscription_customers
ChatGPTCustomer-level details for non-subscribing customers, including order value and payments received. For aggregate trends, use non_subscription_customer_trends.
non_subscription_customers
ChatGPTCustomer-level details for non-subscribing customers, including order value and payments received. For aggregate trends, use non_subscription_customer_trends.
paid_subscriber_movements
ChatGPTPer-customer MRR movement details for paying subscribers. For aggregate movement counts, use subscriber_movement_summary instead. For all subscribers (incl. free), use free_and_paid_subscriber_movements.
paid_subscriber_movements
ChatGPTPer-customer MRR movement details for paying subscribers. For aggregate movement counts, use subscriber_movement_summary instead. For all subscribers (incl. free), use free_and_paid_subscriber_movements.
retention
ChatGPTNet MRR retention, gross MRR retention, and customer retention rates over time. Use this for retention rate charts and period-over-period comparison. Returns monetary values in major units (decimal format).
retention
ChatGPTNet MRR retention, gross MRR retention, and customer retention rates over time. Use this for retention rate charts and period-over-period comparison. Returns monetary values in major units (decimal format).
sales_cycle
ChatGPTPer-customer sales cycle length details. For aggregate trends, use sales_cycle_length_trends.
sales_cycle
ChatGPTPer-customer sales cycle length details. For aggregate trends, use sales_cycle_length_trends.
sales_cycle_length_trends
ChatGPTAverage sales cycle length (how long it takes leads to convert to paid) as a trend and data table. For per-customer details, use sales_cycle. For summary stats, use sales_cycle_summary.
sales_cycle_length_trends
ChatGPTAverage sales cycle length (how long it takes leads to convert to paid) as a trend and data table. For per-customer details, use sales_cycle. For summary stats, use sales_cycle_summary.
sales_cycle_summary
ChatGPTSales cycle length summary statistics for given date intervals. For trend data, use sales_cycle_length_trends.
sales_cycle_summary
ChatGPTSales cycle length summary statistics for given date intervals. For trend data, use sales_cycle_length_trends.
scenario_analysis
ChatGPTMRR/ARR and subscriber count forecast over a projection period, with an optional what-if scenario modifying new business, churn, or pricing. Returns ARR in major monetary units (decimal) and subscriber series as counts. Each call returns the historic series, the base (do-nothing) forecast, and one scenario curve when
scenario is provided. To compare multiple what-ifs, call the tool once per scenario. How dates compose: the projection runs from project_from to project_to. The forecast model fits its baseline by averaging the last history_months months immediately before project_from. Scenario shape: combine multiple driver keys in scenario to model their joint effect. Drivers: subscriber_movements = new-business subscriber count; customers_churn = churn count; asp = average sale price (pricing on new business); arpa = average revenue per account (pricing on existing customers). Pricing convention from the UI: set asp alone to model "pricing change on new only"; set asp and arpa to the same change for "pricing change on new and existing". Each driver takes change (signed ratio vs baseline, -1..100: 0.2 = +20%, -0.05 = -5%, -1 = -100%) and optional phase_in_months (integer — linearly ramps from 0 to change over that many months, then holds; omit for immediate full effect). The change and change_from_base fields in the response are also signed ratios with the same convention.scenario_analysis
ChatGPTMRR/ARR and subscriber count forecast over a projection period, with an optional what-if scenario modifying new business, churn, or pricing. Returns ARR in major monetary units (decimal) and subscriber series as counts. Each call returns the historic series, the base (do-nothing) forecast, and one scenario curve when
scenario is provided. To compare multiple what-ifs, call the tool once per scenario. How dates compose: the projection runs from project_from to project_to. The forecast model fits its baseline by averaging the last history_months months immediately before project_from. Scenario shape: combine multiple driver keys in scenario to model their joint effect. Drivers: subscriber_movements = new-business subscriber count; customers_churn = churn count; asp = average sale price (pricing on new business); arpa = average revenue per account (pricing on existing customers). Pricing convention from the UI: set asp alone to model "pricing change on new only"; set asp and arpa to the same change for "pricing change on new and existing". Each driver takes change (signed ratio vs baseline, -1..100: 0.2 = +20%, -0.05 = -5%, -1 = -100%) and optional phase_in_months (integer — linearly ramps from 0 to change over that many months, then holds; omit for immediate full effect). The change and change_from_base fields in the response are also signed ratios with the same convention.search_all
ChatGPTFull-text search across customers, contacts, notes, tasks, emails, dashboards, saved sidebar items, and pages. Indexed fields by entity: customers (full_name, email, description, website_url), contacts (full_name, note, phone), notes (content), tasks (description), email_messages (subject, content), dashboards (name), sidebar_items (name, url), pages (name, path). Returns results grouped by entity type. Each result contains: id (record UUID), weight (relevance score, higher is better), highlight (HTML snippet with <strong> around matched terms), label (owning customer name for customer-linked entities, nil otherwise), path (frontend route e.g. #/customers/42, nil when unavailable).
search_all
ChatGPTFull-text search across customers, contacts, notes, tasks, emails, dashboards, saved sidebar items, and pages. Indexed fields by entity: customers (full_name, email, description, website_url), contacts (full_name, note, phone), notes (content), tasks (description), email_messages (subject, content), dashboards (name), sidebar_items (name, url), pages (name, path). Returns results grouped by entity type. Each result contains: id (record UUID), weight (relevance score, higher is better), highlight (HTML snippet with <strong> around matched terms), label (owning customer name for customer-linked entities, nil otherwise), path (frontend route e.g. #/customers/42, nil when unavailable).
search_custom_attributes
ChatGPTSearch across all customer custom attribute values in the account by substring match, ordered by frequency, capped at 5000 rows. Each row includes attribute_name, value, and count (number of customers with that attribute/value pair). The search_text parameter does a case-insensitive substring match against the attribute value only (not the name).
search_custom_attributes
ChatGPTSearch across all customer custom attribute values in the account by substring match, ordered by frequency, capped at 5000 rows. Each row includes attribute_name, value, and count (number of customers with that attribute/value pair). The search_text parameter does a case-insensitive substring match against the attribute value only (not the name).
search_customers
ChatGPTSearch customers by free text (name, email, company, UUID, external IDs) and/or filter by status, plan, tag, source, owner, dates, and more. For customer count only, use customer_count. Always returns one row per customer. For customers with multiple subscriptions, plan_name and subscription_external_id are set to "Multiple", and subscription_quantity is the sum across subscriptions. To inspect individual subscriptions, include plan_name in columns: this adds grouped_last_plan_names (array of {name, quantity} per subscription set) and subscriptions_info (array with subscription_set_uuid, name, quantity, external_id, service_period_end, status).
search_customers
ChatGPTSearch customers by free text (name, email, company, UUID, external IDs) and/or filter by status, plan, tag, source, owner, dates, and more. For customer count only, use customer_count. Always returns one row per customer. For customers with multiple subscriptions, plan_name and subscription_external_id are set to "Multiple", and subscription_quantity is the sum across subscriptions. To inspect individual subscriptions, include plan_name in columns: this adds grouped_last_plan_names (array of {name, quantity} per subscription set) and subscriptions_info (array with subscription_set_uuid, name, quantity, external_id, service_period_end, status).
subscriber_movement_summary
ChatGPTSubscriber and subscription movement counts: paying subscriber movements, all subscriber movements, subscription movements, and all subscription movements. For per-customer details, use paid_subscriber_movements and subscription_movements instead.
subscriber_movement_summary
ChatGPTSubscriber and subscription movement counts: paying subscriber movements, all subscriber movements, subscription movements, and all subscription movements. For per-customer details, use paid_subscriber_movements and subscription_movements instead.
subscribers
ChatGPTSubscriber and subscription counts, growth rates, and average customer lifespan over time. For per-customer movement details, use paid_subscriber_movements or free_and_paid_subscriber_movements.
subscribers
ChatGPTSubscriber and subscription counts, growth rates, and average customer lifespan over time. For per-customer movement details, use paid_subscriber_movements or free_and_paid_subscriber_movements.
subscription_movements
ChatGPTPer-subscription movement details for both paying and free subscriptions. For aggregate movement counts, use subscriber_movement_summary instead.
subscription_movements
ChatGPTPer-subscription movement details for both paying and free subscriptions. For aggregate movement counts, use subscriber_movement_summary instead.
subscription_quantity
ChatGPTPer-subscription quantity change details, filtered by movement type. For aggregate quantity data, use subscribers with subscription_quantity_trend metric.
subscription_quantity
ChatGPTPer-subscription quantity change details, filtered by movement type. For aggregate quantity data, use subscribers with subscription_quantity_trend metric.
trial_conversion_trends
ChatGPTTrial-to-paid and trial-to-free-or-paid conversion rates over time. For individual converted customers, use trial_conversions.
trial_conversion_trends
ChatGPTTrial-to-paid and trial-to-free-or-paid conversion rates over time. For individual converted customers, use trial_conversions.
trial_conversions
ChatGPTPer-customer trial conversion details (trial-to-paid or trial-to-free-or-paid).
trial_conversions
ChatGPTPer-customer trial conversion details (trial-to-paid or trial-to-free-or-paid).
ARPA
ClaudeASP
ClaudeCMRR
ClaudeCMRR_movements
ClaudeLTV
ClaudeMRR_and_ARR
ClaudeMRR_movements
Claudeaccount_retention_for_benchmarks
Claudebenchmarks
Claudebenchmarks_metadata
Claudebenchmarks_segmented
Claudecash_flow
Claudecash_flow_analytics
Claudecash_flow_summary
Claudecfl_reference
Claudecfl_reference_for_plan_filters
Claudechurn_summary
Claudechurned_subscribers
Claudecohorts
Claudecohorts_summary
Claudecurrency_fluctuation
Claudecurrency_fluctuation_summary
Claudecustomer_count
Claudefree_and_paid_subscriber_movements
Claudefree_trial_customers
Claudeget_current_account
Claudelead_and_trial_trends
Claudeleads
Claudeleads_and_free_trials_summary
Claudelist_account_team_members
Claudelist_contacts
Claudelist_customer_custom_attributes
Claudelist_customer_notes
Claudelist_customer_subscriptions
Claudelist_customer_timeline_events
Claudelist_data_sources
Claudelist_emails
Claudelist_invoices
Claudelist_line_items
Claudelist_opportunities
Claudelist_plan_groups
Claudelist_plans
Claudelist_reference_data
Claudelist_sales_pipeline_stages
Claudelist_sales_pipelines
Claudelist_saved_charts_and_lists
Claudelist_segments
Claudelist_subscription_events
Claudelist_tags
Claudelist_tasks
Claudelist_transactions
Claudemaps
Claudemaps_churn_ltv
Claudemetrics_by_plan
Claudemetrics_by_region
Claudemetrics_for_top_10_countries
Claudenet_MRR
Claudenet_MRR_summary
Claudenon_subscription_customer_summary
Claudenon_subscription_customer_trends
Claudenon_subscription_customers
Claudepaid_subscriber_movements
Clauderetention
Claudesales_cycle
Claudesales_cycle_length_trends
Claudesales_cycle_summary
Claudescenario_analysis
Claudesearch_all
Claudesearch_custom_attributes
Claudesearch_customers
Claudesubscriber_movement_summary
Claudesubscribers
Claudesubscription_movements
Claudesubscription_quantity
Claudetrial_conversion_trends
Claudetrial_conversions
ClaudeLinks
App Stats
229
Tools
ChatGPT, Claude
Platforms
Category
CRM RecordsWorks with
ChatGPT
Claude
Data refreshed daily