Chartsy

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):

/plugin marketplace add sprifti/chartsy-agent
/plugin install chartsy@chartsy

Or just the server:

claude mcp add --transport http -s user chartsy https://mcp.chartsy.app/mcp

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

gemini extensions install https://github.com/sprifti/chartsy-agent

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

npx skills add sprifti/chartsy-agent

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:

{
  "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:

1. In Chartsy, go to Settings → Claude & MCP → Generate token. It's shown once, so copy it then.
2. Store it as a secret (e.g. CHARTSY_MCP_TOKEN). Never commit it.
3. Send it on every request:

   Authorization: Bearer <your-token>
   

   For example with Claude Code:

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

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

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

Support: [email protected]

License

Copyright © 2026 Chartsy. All rights reserved. See LICENSE. You may install these files to connect your own agent to Chartsy; no other rights are granted.