ChartMogul agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real ChartMogul work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect ChartMogul

Connect ChartMogul once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 ChartMogul skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only24 ChartMogul tools

Use ChartMogul with AI, safely and accurately

Sets the ground rules for reading ChartMogul data: confirm the account and currency, pick the right metric tool, handle empty and partial results, and never change anything without your yes.

Use it when

You have just connected ChartMogul and want to check the data is the account you expect
A metric comes back empty or looks wrong and you want to know why
You are not sure which ChartMogul tool answers your question

Tools it uses

currency_fluctuation
currency_fluctuation_summary
MRR_and_ARR
CMRR
MRR_movements
CMRR_movements
customer_count
free_and_paid_subscriber_movements
churn_summary
churned_subscribers
ARPA
ASP
LTV
cohorts
cohorts_summary
account_retention_for_benchmarks
cash_flow
cash_flow_summary
cash_flow_analytics
benchmarks
benchmarks_segmented
benchmarks_metadata
cfl_reference
cfl_reference_for_plan_filters

Example

Which ChartMogul account am I looking at, and is the MRR figure in USD for the last quarter?

You are connected to the Northwind Analytics account. Current MRR is shown in USD for 1 July to 30 September, with the basis stated as MRR (actual, not contracted). I did not add any figures across currencies, and nothing in ChartMogul was changed.

Use in RevampKeyRead the full skill →

Read-only4 ChartMogul tools

Investigate a churn spike in ChartMogul

Finds where lost MRR came from during a churn spike, segmented by account size, plan and cancellation reason, and says whether the rise is a real trend or a one-off. It is read-only and changes nothing in your account.

Use it when

Churn jumped this quarter and you need to know which accounts or plans caused it
Lost MRR rose but customer count did not, and you want to know why
A board or leadership question about why revenue is leaking

Tools it uses

churned_subscribers
churn_summary
MRR_movements
customer_count

Example

Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.

Lost MRR rose to $48,200 from $27,500 in the prior three months, while logo churn only moved from 31 to 36 accounts. Accounts over $500 MRR drove most of it: 6 accounts accounted for $31,400. The real signal is a single plan: 14 of the 36 churned accounts were on the legacy Growth plan, and the churn rate there went from 4% to 11%. About 40% of churned MRR has no recorded cancellation reason, so the reason breakdown covers only part of the loss.

Use in RevampKeyRead the full skill →

Read-only5 ChartMogul tools

Review cohort and retention in ChartMogul with AI

Compares newer and older customer cohorts at the same age and checks whether retention differs by segment. It separates real retention changes from shifts in customer mix and flags small samples.

Use it when

You want to know if customers acquired this year stick around better or worse than last year's.
Blended retention looks flat, but you suspect one plan or region is hiding a trend.
You need to find where in the customer lifecycle churn is concentrated.

Tools it uses

cohorts
cohorts_summary
benchmarks_segmented
benchmarks
account_retention_for_benchmarks

Example

Are our newer cohorts retaining worse than older ones, and is it concentrated in any plan?

Month-3 logo retention for the last four quarterly cohorts is down from 81% to 72%, measured at the same cohort age. Most of the gap sits in the Starter plan, where the newest cohort has 40% more customers than the year-ago one, so part of the decline reflects a mix shift toward a plan that always churns more. Holding plan mix constant, Growth-plan retention is roughly stable. The signal is tentative for the two most recent cohorts, which have fewer than 30 customers each.

Use in RevampKeyRead the full skill →

Read-only6 ChartMogul tools

Prepare a customer meeting brief from ChartMogul

Gets a one-account brief before a customer call: current MRR and ARR, renewal timing, key contacts, recent conversations and expansion or risk signals. It confirms which account you mean and does not change anything in ChartMogul.

Use it when

You have a renewal or check-in call with a customer tomorrow
You need to remember where an account stands before a sales conversation
A customer is expanding or cancelling and you want the context in one place

Tools it uses

MRR_and_ARR
ARPA
ASP
MRR_movements
CMRR
CMRR_movements

Example

I'm meeting Jellytech tomorrow. Give me their MRR, renewal date, who we talk to, and anything open from recent calls.

Jellytech (confirmed by domain, figures as of today, USD): MRR $4,200 on annual billing, ARR $50,400. Renewal in 41 days. Two open items: a pricing question from March and a seat increase that was discussed but not booked. Champion is Dana Ruiz (last active 6 days ago). Ask whether the seat increase is still planned before the renewal conversation.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect ChartMogul, updates them for you and removes them when you disconnect.

Download RevampKey

How ChartMogul skills work

Connect ChartMogul
The ChartMogul MCP server gives the agent its tools.
Ask in plain words
“Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install ChartMogul skills

In RevampKey the skills install themselves when you connect ChartMogul. In other tools each skill is one folder with a SKILL.md file, and you also need the ChartMogul MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect ChartMogul. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.”
Download RevampKeyConnect ChartMogul · 1 click
Get RevampKey to connect ChartMogul
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and ChartMogul is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials churn-spike-investigation cohort-and-retention-review customer-meeting-brief; do curl -fsSL --create-dirs -o .claude/skills/chartmogul-$s/SKILL.md https://revampkey.com/marketplace/chartmogul/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the ChartMogul MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials churn-spike-investigation cohort-and-retention-review customer-meeting-brief; do
  curl -fsSL --create-dirs -o .claude/skills/chartmogul-$s/SKILL.md https://revampkey.com/marketplace/chartmogul/skills/$s/SKILL.md
done

Ask in plain language, for example “Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.”

Into the shared .agents/skills folder

Connect the ChartMogul MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials churn-spike-investigation cohort-and-retention-review customer-meeting-brief; do
  curl -fsSL --create-dirs -o .agents/skills/chartmogul-$s/SKILL.md https://revampkey.com/marketplace/chartmogul/skills/$s/SKILL.md
done

Ask in plain language, for example “Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.”

Into the shared .agents/skills folder

Connect the ChartMogul MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials churn-spike-investigation cohort-and-retention-review customer-meeting-brief; do
  curl -fsSL --create-dirs -o .agents/skills/chartmogul-$s/SKILL.md https://revampkey.com/marketplace/chartmogul/skills/$s/SKILL.md
done

Ask in plain language, for example “Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.”

Into the shared .agents/skills folder

Connect the ChartMogul MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials churn-spike-investigation cohort-and-retention-review customer-meeting-brief; do
  curl -fsSL --create-dirs -o .agents/skills/chartmogul-$s/SKILL.md https://revampkey.com/marketplace/chartmogul/skills/$s/SKILL.md
done

Ask in plain language, for example “Churn went up this quarter. Break down the lost MRR against the prior three months by MRR band and plan, and tell me if it's a real trend.”

RevampKey or copy the files?

In RevampKey

One click when you connect ChartMogul
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the ChartMogul MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

ChartMogul skills FAQ

What is a ChartMogul agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each ChartMogul skill describes one job, which ChartMogul tools to use in which order, what to check first and when to stop and ask you.

Do the ChartMogul skills change anything on their own?

4 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in ChartMogul.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect ChartMogul; elsewhere you copy the folders into your project or skills directory.

Do I need the ChartMogul MCP server too?

Yes. The skills tell the agent how to do the work; the ChartMogul MCP server gives it the tools to do it. The ChartMogul MCP setup guide covers every client.

ChartMogul MCP server setup · This page as Markdown

Put ChartMogul’s best workflows in your agent

Download RevampKey, connect ChartMogul and ask your first question in about a minute.

Download RevampKey Connect ChartMogul · 1 click

All 4 ChartMogul skills

Use ChartMogul with AI, safely and accurately

Use it when

Tools it uses

Investigate a churn spike in ChartMogul

Use it when

Tools it uses

Review cohort and retention in ChartMogul with AI

Use it when

Tools it uses

Prepare a customer meeting brief from ChartMogul

Use it when

Tools it uses

Get all 4 without copying a file

How ChartMogul skills work

How to install ChartMogul skills

RevampKey or copy the files?

In RevampKey

Copy into your project

ChartMogul skills FAQ

Put ChartMogul’s best workflows in your agent

Skills for related tools