# ChartMogul AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to ChartMogul with a scoped API key and helps you query data and build dashboards and reports, running 22 ChartMogul actions for you like Retrieve ARR, Update Customer, and Merge Customers. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in ChartMogul and reports back. Setup takes about two minutes. - Tool: ChartMogul - Category: Finance & Payments - Connection: API key - Actions available: 22 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/chartmogul ## What can you ask Viktor to do in ChartMogul? - "Query ChartMogul for last month's key metrics and build a quick dashboard." - "Pull this week's numbers from ChartMogul and post a summary every Monday." - "Investigate why a metric moved in ChartMogul last week and report what you find." - "Watch a key dashboard in ChartMogul for anomalies and alert me with context." ## What can Viktor do in ChartMogul? (22 actions) - **List Data Source UUID Options** - Retrieves available options for the Data Source UUID field. - **List Customer UUID Options** - Retrieves available options for the Customer UUID field. - **List Customer Email Options** - Retrieves available options for the Customer Email field. - **Update Customer** - Updates certain modifiable attributes of a customer object in your ChartMogul account. - **Search Customers Via External Id** - Returns a list of all customer objects with the specified externalid in your ChartMogul account. - **Search Customers Via Email** - Returns a list of all customer objects with the specified email address in your ChartMogul account. - **Retrieve Monthly Recurring Revenue (MRR)** - Retrieves the Monthly Recurring Revenue (MRR), for the specified time period. - **Retrieve MRR Churn Rate** - Retrieves the Net MRR Churn Rate, for the specified time period. - **Retrieve Customer Lifetime Value** - Retrieves the Customer Lifetime Value (LTV), for the specified time period. - **Retrieve Customer Profile** - Retrieves a customer object from your ChartMogul account. - **Retrieve Customer Count** - Retrieves the number of active customers, for the specified time period. - **Retrieve Customer Churn Rate** - Retrieves the Customer Churn Rate, for the specified time period. - **Retrieve Average Sale Price ASP** - Retrieves the Average Sale Price (ASP), for the specified time period. - **Retrieve ARR** - Retrieves the Annualized Run Rate (ARR), for the specified time period. - **Retrieve Average Revenue Per Account (ARPA)** - Retrieves the Average Revenue Per Account (ARPA), for the specified time period. - **Retrieve All Key Metrics** - Retrieves all key metrics, for the specified time period. - **Merge Customers** - Accepts details of two customer objects that you want to merge. - **Create Customer** - Creates a customer object in ChartMogul under the specified datasource. - **Add Tags To Customer Via UUID** - Adds tags to a given customer. - **Add Tags To Customer Via Email** - Adds tags to customers that have the specified email address. - **Add Custom Attributes To Customer Via UUID** - Adds custom attributes to a given customer. - **Add Custom Attributes To Customer Via Email** - Adds custom attributes to customers that have the specified email address. ## How does Viktor work with ChartMogul? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect ChartMogul with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the ChartMogul actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a ChartMogul AI agent? A ChartMogul AI agent is an AI that connects to your ChartMogul account and completes work in it - it doesn't just answer questions about ChartMogul, it takes the actions. Viktor is that agent: an AI employee that works in ChartMogul on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right ChartMogul actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About ChartMogul Subscription Analytics and Revenue Reporting ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive ChartMogul actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with ChartMogul? Yes. ChartMogul is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in ChartMogul from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect ChartMogul to Viktor? Ask Viktor in Slack or Microsoft Teams to connect ChartMogul, then paste an API key from your ChartMogul account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in ChartMogul? Viktor can run 22 ChartMogul actions, including Retrieve ARR, Update Customer, and Merge Customers - and chain them with other tools in a single request. In practice that means Viktor helps you query data and build dashboards and reports. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate ChartMogul? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which ChartMogul actions to take, runs them, and reports back. ### Is my ChartMogul data secure with Viktor? Yes. Viktor connects to ChartMogul with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the ChartMogul integration cost? Nothing extra - every integration, including ChartMogul, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use ChartMogul together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from ChartMogul, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses ChartMogul together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Finance & Payments integrations - [Customer.io](https://viktor.com/integrations/customer-io-2) - [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox) - [Bitget](https://viktor.com/integrations/bitget) - [Xero](https://viktor.com/integrations/xero) - [Xero Accounting](https://viktor.com/integrations/xero-accounting) - [Stripe](https://viktor.com/integrations/stripe) - [Baremetrics](https://viktor.com/integrations/baremetrics) - [QuickBooks](https://viktor.com/integrations/quickbooks) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.