> ## Documentation Index > Fetch the complete documentation index at: https://docs.stackone.com/llms.txt > Use this file to discover all available pages before exploring further. # ChartMogul > How to set up the ChartMogul connector, plus the actions that are available. ![ChartMogul](https://stackone-logos.com/api/chartmogul/filled/svg) Previewv0.1.0[See changelog](/connectors/chartmogul/changelog) [74 actions](#actions) · 1 auth method Billing CRM Analytics ## Getting Started **1. Create or Select a Project** Set up a new project or select an existing one. See [Organizations & Projects](/gateway/concepts/organizations-and-projects). **2. Configure the Connector** Enable the connector and set up a Connector Profile in your project. See [Setup Connector Profile](/gateway/quickstart#setup-connector-profile). > **[Connector Profile · API Key](/connectors/chartmogul/guides/connector-profile/api-key)** > > Requires an API key generated in your ChartMogul profile. Keys do not expire and are sent using HTTP Basic authenticatio... **3. Link an Account** Link an account [from the dashboard](/connect/managing-connectors/linking-accounts#link-from-the-dashboard) (or via [StackOne Hub](/embed/account-linking/overview)). See the guide for the authentication type chosen in the Connector Profile: > **[Link Account · API Key](/connectors/chartmogul/guides/link-account/api-key)** **4. Use Actions** Connect an AI platform to the linked account's actions. See [AI Platforms](/connect/ai-platforms/overview). Other ways to call actions are listed in [Protocols & SDKs](/connect/protocols-and-sdks). ## Actions 74 actions ActionDescription Get Account Details`chartmogul_get_account` Returns useful information about the authenticated ChartMogul account. List Contacts`chartmogul_list_contacts` List contact objects in the ChartMogul account, optionally filtered by customer, data source, or email. Get Contact`chartmogul_get_contact` Retrieve a single contact object from ChartMogul by its UUID. Create Contact`chartmogul_create_contact` Create a contact under a specified ChartMogul customer within the selected data source. Update Contact`chartmogul_update_contact` Update the modifiable attributes of an existing ChartMogul contact. Delete Contact`chartmogul_delete_contact` Permanently delete a ChartMogul contact and all of its associated data. List Customers`chartmogul_list_customers` List all customers in the ChartMogul account, with optional filters. Get Customer`chartmogul_get_customer` Retrieve a single customer object by its ChartMogul UUID. Create Customer`chartmogul_create_customer` Create a customer object under a specified ChartMogul data source. Update Customer`chartmogul_update_customer` Update the modifiable attributes of an existing customer. Delete Customer`chartmogul_delete_customer` Permanently delete a customer and all of its associated data. Search Customers By Email`chartmogul_search_customers_by_email` List all customers matching a given email address. List Customer Invoices`chartmogul_list_customer_invoices` List the invoices imported via the API for a given customer. Create Customer Contact`chartmogul_create_customer_contact` Add an additional contact to an existing customer. List Invoices`chartmogul_list_invoices` Returns a list of invoice objects created using the API in your ChartMogul account. Get Invoice`chartmogul_get_invoice` Retrieves a single invoice object from your ChartMogul account. Import Invoices For A Customer`chartmogul_import_customer_invoices` Creates invoices for a customer identified by ChartMogul UUID, auto-generating subscriptions from the invoice line items... Import Invoices By Customer External ID`chartmogul_import_invoices_by_external_id` Creates invoices for a customer identified by external ID and data source rather than ChartMogul UUID, auto-generating s... Update Invoice`chartmogul_update_invoice` Updates invoice-level details such as the date, due date, currency, or collection method. Delete Invoice`chartmogul_delete_invoice` Deletes the specified invoice object and all its associated line items and transactions. Get Line Item`chartmogul_get_line_item` Retrieve a single invoice line item from ChartMogul by its UUID, or by external ID together with data source UUID. Create Line Item`chartmogul_create_line_item` Add a subscription, one-time, or trial line item to an existing ChartMogul invoice identified by its UUID. Create Line Item By External ID`chartmogul_create_line_item_by_external_id` Add a subscription, one-time, or trial line item to a ChartMogul invoice identified by its external ID and data source. Update Line Item`chartmogul_update_line_item` Partially update an existing ChartMogul invoice line item identified by its UUID, or by external ID together with data s... Delete Line Item`chartmogul_delete_line_item` Delete a ChartMogul invoice line item and all its associated data, identified by UUID or by external ID together with da... Get All Key Metrics`chartmogul_get_all_key_metrics` Retrieve all key ChartMogul metrics as a single combined time series for a date range. Get MRR Metrics`chartmogul_get_mrr_metrics` Retrieve the Monthly Recurring Revenue (MRR) time series with its movement breakdown. Get ARR Metrics`chartmogul_get_arr_metrics` Retrieve the Annualized Run Rate (ARR) time series for a date range. Get ARPA Metrics`chartmogul_get_arpa_metrics` Retrieve the Average Revenue Per Account (ARPA) time series for a date range. Get ASP Metrics`chartmogul_get_asp_metrics` Retrieve the Average Sale Price (ASP) time series for a date range. Get Customer Count Metrics`chartmogul_get_customer_count_metrics` Retrieve the active customer count time series for a date range. Get Customer Churn Rate Metrics`chartmogul_get_customer_churn_rate_metrics` Retrieve the Customer Churn Rate time series for a date range. Get MRR Churn Rate Metrics`chartmogul_get_mrr_churn_rate_metrics` Retrieve the Net MRR Churn Rate time series for a date range. Get LTV Metrics`chartmogul_get_ltv_metrics` Retrieve the Customer Lifetime Value (LTV) time series for a date range, always monthly. List Notes And Call Logs`chartmogul_list_notes` List notes and call logs for the whole ChartMogul account or for a specific customer. Get Note Or Call Log`chartmogul_get_note` Retrieve a single ChartMogul note or call log by its UUID. Create Note Or Call Log`chartmogul_create_note` Log a free-text note or a call record against a ChartMogul customer. Update Note Or Call Log`chartmogul_update_note` Update the modifiable attributes of an existing ChartMogul note or call log. Delete Note Or Call Log`chartmogul_delete_note` Permanently delete a ChartMogul note or call log. List Opportunities`chartmogul_list_opportunities` Lists opportunity objects in your ChartMogul account, with optional filters for customer, owner, pipeline, stage and est... Get An Opportunity`chartmogul_get_opportunity` Retrieves a single opportunity object from your ChartMogul account by its UUID. Create An Opportunity`chartmogul_create_opportunity` Creates an opportunity object for a specified customer in ChartMogul. Update An Opportunity`chartmogul_update_opportunity` Partially updates an opportunity object in your ChartMogul account. Delete An Opportunity`chartmogul_delete_opportunity` Permanently deletes an opportunity object in your ChartMogul account. List Plan Groups`chartmogul_list_plan_groups` Returns a list of plan group objects in your ChartMogul account. Get A Plan Group`chartmogul_get_plan_group` Retrieves a plan group object from your ChartMogul account. Create A Plan Group`chartmogul_create_plan_group` Creates a plan group object in ChartMogul. Update A Plan Group`chartmogul_update_plan_group` Updates a plan group object in your ChartMogul account. Delete A Plan Group`chartmogul_delete_plan_group` Deletes the specified plan group object from your ChartMogul account. List Plans In A Plan Group`chartmogul_list_plan_group_plans` Returns a list of plan objects in a specific plan group in your ChartMogul account. List Plans`chartmogul_list_plans` Returns a list of plan objects in your ChartMogul account. Get A Plan`chartmogul_get_plan` Retrieves a plan object from your ChartMogul account. Create A Plan`chartmogul_create_plan` Creates a plan object in ChartMogul under the specified data source. Update A Plan`chartmogul_update_plan` Updates a plan object in your ChartMogul account. Delete A Plan`chartmogul_delete_plan` Deletes the specified plan object from your ChartMogul account. List Data Sources`chartmogul_list_data_sources` Lists all data source objects in the ChartMogul account. Get A Data Source`chartmogul_get_data_source` Retrieves a single data source object from the ChartMogul account. Create A Data Source`chartmogul_create_data_source` Creates a data source object for importing data into ChartMogul. Delete A Data Source`chartmogul_delete_data_source` Permanently delete a data source and every record imported through it. List Subscription Events`chartmogul_list_subscription_events` Lists subscription event objects from the ChartMogul account. Create A Subscription Event`chartmogul_create_subscription_event` Creates a subscription event for the specified source and customer. Update A Subscription Event`chartmogul_update_subscription_event` Updates an existing subscription event. Delete A Subscription Event`chartmogul_delete_subscription_event` Deletes a subscription event using either its external ID and source UUID or its ChartMogul ID. List Customer Subscriptions`chartmogul_list_customer_subscriptions` Returns a list of subscriptions for a given customer. List Tasks`chartmogul_list_tasks` Lists task objects in your ChartMogul account, with optional filters for customer, assignee, due date range and completi... Get A Task`chartmogul_get_task` Retrieves a single task object from your ChartMogul account by its UUID. Create A Task`chartmogul_create_task` Creates a task object for a specified customer and team member in ChartMogul. Update A Task`chartmogul_update_task` Partially updates a task object in your ChartMogul account, including marking it complete. Delete A Task`chartmogul_delete_task` Permanently deletes a task object in your ChartMogul account. Get Transaction`chartmogul_get_transaction` Retrieve a single ChartMogul payment or refund transaction by its UUID, or by external ID together with data source UUID... Create Transaction`chartmogul_create_transaction` Record a payment or refund transaction against a ChartMogul invoice identified by its UUID. Create Transaction By External ID`chartmogul_create_transaction_by_external_id` Record a payment or refund transaction against a ChartMogul invoice identified by its external ID and data source. Update Transaction`chartmogul_update_transaction` Partially update an existing ChartMogul transaction identified by its UUID, or by external ID together with data source... Delete Transaction`chartmogul_delete_transaction` Delete a ChartMogul transaction and all its associated data, identified by UUID or by external ID together with data sou... This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.