A powerful integration for AI agents to manage subscription data, track revenue metrics, and automate SaaS financial workflows through Chartmogul.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install chartmogul
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install chartmogul using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Chartmogul?
The Chartmogul skill for Openclaw Skills enables AI coding agents to interact directly with one of the leading subscription analytics platforms. By leveraging this skill, developers can automate the management of customers, subscriptions, invoices, and plans without manually handling complex authentication flows or API credential refreshes.
Built on the Membrane framework, this skill provides a unified interface for finance and product team automation. It allows agents to retrieve critical SaaS metrics like MRR and churn, update customer records, and synchronize sales opportunities, all while ensuring that security and authentication are managed server-side.
Chartmogul Use Cases
- Automating the creation and synchronization of customer profiles and subscription plans.
- Generating automated reports on MRR, churn, and customer lifetime value for stakeholders.
- Orchestrating sales workflows by managing tasks and opportunities directly from a developer environment.
- Synchronizing billing data by listing and updating invoices across different platforms.
- Building custom financial dashboards using the Openclaw Skills framework to query real-time SaaS analytics.
How Chartmogul Works
- The AI agent initializes the environment by installing the Membrane CLI to facilitate communication.
- A secure connection is established using a domain-based ensuring process that handles OAuth or API key exchange.
- The agent polls the connection status until it reaches a READY state, prompting the user for action if further input is required.
- The agent uses natural language intent to search for specific Chartmogul actions (e.g., "List Customers").
- Actions are executed with JSON parameters, or raw API requests are routed through a proxy that automatically injects authentication headers.
Chartmogul Setup
First, install the Membrane CLI to manage your Openclaw Skills:
npm install -g @membranehq/cli@latest
Next, authenticate your agent (replace <agentType> with openclaw or your preferred IDE):
membrane login --tenant --clientName=<agentType>
Create a connection to your Chartmogul account:
membrane connection ensure "https://chartmogul.com/" --json
Chartmogul Data Schema & Taxonomy
The Chartmogul skill organizes data into several core entities accessible via standard actions. The following table highlights primary data objects:
| Entity | Key Data Points | Purpose |
|---|---|---|
| Customers | UUID, Email, Name, Tags | Core customer identity and segmentation. |
| Subscriptions | MRR, Status, Plan ID | Tracking recurring revenue and lifecycle. |
| Invoices | Date, Amount, Currency | Financial records and billing history. |
| Opportunities | Value, Stage, Confidence | Pipeline management for sales teams. |
| Metrics | MRR, Churn, LTV | High-level SaaS performance analytics. |
Chartmogul Advanced Features
- Natural Language Action Discovery: Use intent-based searching to find the right tool for any task without browsing documentation.
- Automated Credential Lifecycle: Openclaw Skills via Membrane handle all token refreshes and secret storage server-side.
- Transparent API Proxy: Use the
membrane requestcommand to hit any undocumented Chartmogul endpoint while keeping auth logic out of your code. - Headless Environment Support: Seamlessly authenticate in remote containers or CI/CD pipelines using manual code verification.
- Multi-Agent Compatibility: Tailor the integration for different environments including Claude, Windsurf, and Openclaw Skills.
SKILL.md
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