# ChartMogul agent skills for Claude Code, Cursor and RevampKey

> Ready-made ChartMogul playbooks for AI agents: investigate a churn spike in ChartMogul, review cohort and retention in ChartMogul with AI, prepare a customer meeting brief from ChartMogul. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use ChartMogul with AI, safely and accurately](https://revampkey.com/marketplace/chartmogul/skills/essentials.md): 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.
- [Investigate a churn spike in ChartMogul](https://revampkey.com/marketplace/chartmogul/skills/churn-spike-investigation.md): 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.
- [Review cohort and retention in ChartMogul with AI](https://revampkey.com/marketplace/chartmogul/skills/cohort-and-retention-review.md): 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.
- [Prepare a customer meeting brief from ChartMogul](https://revampkey.com/marketplace/chartmogul/skills/customer-meeting-brief.md): 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.

## Install

- RevampKey: connect ChartMogul at https://revampkey.com/marketplace/chartmogul; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/chartmogul.md