Chartsy

app.chartsyPublished by chartsy.appOfficial publisherv1.0.0Updated Oct 31, 2026

Read-only revenue analytics from Stripe, Paddle, Polar, Lemon Squeezy, Creem and Freemius.

VerifiedStreamable HTTPWeb executableFinance Data & Analytics Business & Commerce

Server details

Identifier: app.chartsy/chartsy
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Oct 17, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to chartsy.app, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

Read-only revenue analytics MCP server that lets an assistant query live MRR, churn, refunds, customers and site traffic from connected payment providers.

What you can do: Get whole-business or daily snapshots and briefings on what changed and why
Query revenue: MRR overall, by plan and by country, revenue breakdown, refunds and goal progress
Inspect customers and churn: churn rate, new subscribers, at-risk and top customers, concentration
Review site traffic: tracked sites, traffic volume, traffic sources and monthly event usage
Attribute marketing to revenue by source and list connected accounts
When to use it: Useful when you want an assistant to answer questions about a SaaS business's revenue, churn, refunds or acquisition performance from live data, for example a weekly business review or deciding which channels to invest in.
Requirements: A remote streamable HTTP endpoint with OAuth sign-in; no local install. A Chartsy account on any plan, including the free trial, with a payment provider connected and synced. Unattended agents need a personal token generated in Chartsy, sent as an Authorization Bearer header, since OAuth requires a browser approval.

Before you install

Every tool call consumes one ChartsyAI question from the plan's monthly allowance, so unattended or scheduled agents can burn through it. Personal tokens are shown once, last a year and should be stored as a secret and never committed. Access is read-only and scoped to the accounts and sites your login owns; revoking a token or ending a subscription takes effect immediately.

Installation

In SourceWeft

Open Chartsy in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/app.chartsy%2Fchartsy/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "chartsy": {
      "type": "http",
      "url": "https://mcp.chartsy.app/mcp"
    }
  }
}

README

Chartsy for AI agents

Ask your AI agent about your SaaS business: MRR, churn, revenue, refunds, at-risk customers, goals, site traffic and signups. The numbers are live from Chartsy, which reads Stripe, Paddle, Polar, Lemon Squeezy, Creem, Freemius or a custom source.

This repo bundles what every agent install points at:

The hosted Chartsy MCP server: https://mcp.chartsy.app/mcp. It uses streamable HTTP and OAuth sign-in, and it's read-only. Nothing to install or run locally.
The chartsy skill (skills/chartsy/SKILL.md). It teaches the agent which tool answers which question, how to keep tool calls to a minimum, and how to read the numbers correctly.
The chartsy-growth-loop skill (skills/chartsy-growth-loop/SKILL.md). It guides your agent through a weekly loop: find which channels, campaigns and posts brought paying customers who stayed, recommend where to focus, and write next week's posts with UTM-tagged links. If you also connect a publishing tool's MCP (e.g. Postiz or Publer) to the same agent, the skill tells it to save the posts there as drafts for your review. Chartsy itself is read-only and never posts anything.

Usage: every tool call counts as one ChartsyAI question against your plan's monthly allowance, the same budget as questions asked inside Chartsy. The skill steers agents to one-call answers (get_business_snapshot, get_daily_snapshot) wherever possible.

You need: a Chartsy account (any plan, including the free trial) with a payment provider connected and synced.

Install

Claude (claude.ai, desktop, mobile)

Settings → Connectors → Add custom connector, then paste https://mcp.chartsy.app/mcp and sign in to Chartsy.

Claude Code

Plugin (MCP server and skill):

Or just the server:

Then run /mcp to sign in.

Cursor

Add to Cursor. Or go to Settings → MCP → Add server, choose type HTTP, and use URL https://mcp.chartsy.app/mcp.

ChatGPT

Settings → Connectors (Developer mode) → add https://mcp.chartsy.app/mcp and sign in to Chartsy.

Gemini CLI

Then start gemini in a folder you trust (Gemini turns off MCP servers in untrusted folders), run /mcp auth chartsy to sign in, and check /mcp shows it connected. The extension brings the server and the skill. npx skills add alone installs only the skill.

Codex, OpenClaw and other skill-aware agents

The skill needs the MCP server connected in the same agent. Add https://mcp.chartsy.app/mcp in that agent's MCP settings.

Any other MCP client

Use mcp.json, or point the client at https://mcp.chartsy.app/mcp (streamable HTTP, OAuth sign-in).

Clients that only run local (stdio) servers

Older clients can't connect to a hosted server directly. Bridge to it with mcp-remote, which handles the OAuth sign-in in your browser:

json

{  "mcpServers": {    "chartsy": {      "command": "npx",      "args": ["-y", "mcp-remote", "https://mcp.chartsy.app/mcp"]    }  }}

{  "mcpServers": {    "chartsy": {      "command": "npx",      "args": ["-y", "mcp-remote", "https://mcp.chartsy.app/mcp"]    }  }}

Agents that run without a browser (servers, cron jobs, CI)

OAuth needs someone to click Approve in a browser. For an agent running unattended, such as OpenClaw on a VPS, a scheduled job or a CI pipeline, use a personal token instead:

In Chartsy, go to Settings → AI & Integrations → Generate token. It's shown once, so copy it then.
Store it as a secret (e.g. CHARTSY_MCP_TOKEN). Never commit it.

Send it on every request: For example with Claude Code:

bash

claude mcp add --transport http -s user chartsy https://mcp.chartsy.app/mcp \  --header "Authorization: Bearer $CHARTSY_MCP_TOKEN"

claude mcp add --transport http -s user chartsy https://mcp.chartsy.app/mcp \  --header "Authorization: Bearer $CHARTSY_MCP_TOKEN"

Or through mcp-remote: npx -y mcp-remote https://mcp.chartsy.app/mcp --header "Authorization: Bearer ${CHARTSY_MCP_TOKEN}"

Tokens last a year and can be revoked on the same tab. An unattended agent uses up ChartsyAI questions like any other client, one per tool call, so schedule it sensibly. A daily get_daily_snapshot is one question a day.

Things to ask

"Give me a full business review. Where's the risk?"
"What happened in my business yesterday?"
"How has MRR moved by plan over the last 6 months?"
"Which customers are at risk of churning?"
"Which traffic source converts best to signups?"
"Plan next week's X posts based on which channels brought paying customers last month."
"What did we refund in Q1, and which plan has the worst refund ratio?"

Tools

All 21 tools are read-only and scoped to the accounts and sites your login owns.

Area	Tools
Everything at once	`get_business_snapshot`, `get_daily_snapshot`
What changed and why	`get_business_briefing`, `get_mrr_movements`
Revenue	`get_mrr`, `get_mrr_by_plan`, `get_mrr_by_country`, `get_revenue_breakdown`, `get_refund_summary`, `get_goal_progress`
Customers and churn	`get_churn_rate`, `get_new_subscribers`, `list_at_risk_customers`, `list_top_customers`, `get_customer_concentration`
Site traffic	`list_tracked_sites`, `get_site_traffic`, `get_traffic_sources`, `get_monthly_events_usage`
Marketing → revenue	`get_revenue_by_source`
Accounts	`list_accounts`

Privacy

Customers are identified by payment-processor ID only. Names and emails never leave Chartsy. Access is checked on every call, so revoking a token or ending a subscription takes effect immediately. Policy: https://chartsy.app/privacy-policy

Repo layout

Path	Used by
`skills/chartsy/SKILL.md`	All skill-aware agents (single source of truth)
`skills/chartsy-growth-loop/SKILL.md`	Weekly revenue-driven marketing loop: which channels brought paying customers, then UTM-tagged post drafts
`.claude-plugin/`, `.mcp.json`	Claude Code plugin and marketplace
`.cursor-plugin/`	Cursor plugin and marketplace
`gemini-extension.json`	Gemini CLI extension
`mcp.json`	Generic `mcpServers` config for other clients

Keep version in step across .claude-plugin/, .cursor-plugin/ and gemini-extension.json when you release.

Support: [email protected]

License

Source: README.md at commit da9fcdb

Tools

This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

v1.0.0LatestOct 17, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts
Declare a license in the repository or the registry entry.

Chartsy

Overview

Installation

In SourceWeft

Use with an agent

Other MCP clients

README

Chartsy for AI agents

Install

Claude (claude.ai, desktop, mobile)

Claude Code

Cursor

ChatGPT

Gemini CLI

Codex, OpenClaw and other skill-aware agents

Any other MCP client

Clients that only run local (stdio) servers

Agents that run without a browser (servers, cron jobs, CI)

Things to ask

Tools

Privacy

Repo layout

License

Tools

Version history

Score

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