# How to connect ChartMogul to Hermes Agent (paste one key, 10 tools)

> Connect ChartMogul to Hermes with ClawLink: paste your ChartMogul key once and 10 tools work from chat. No MCP server to run, nothing stored on your machine.

Web version: https://claw-link.dev/hermes/chartmogul

Most guides for giving Hermes Agent ChartMogul access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical ChartMogul setup: pair once in the browser and your always-on Hermes agent can act on ChartMogul for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.

## Setup

It takes three steps to connect Hermes to ChartMogul.

1. **Install ClawLink** — add the plugin to Hermes Agent once.
2. **Connect ChartMogul** — one-click OAuth in the ClawLink dashboard.
3. **Use it from chat** — ask Hermes Agent in plain English.

**Paste this into Hermes to set up ClawLink:**

> Set up ClawLink for Hermes and tell me when it's ready.
> 1. Install the plugin: `hermes plugins install ClawLink-HQ/hermes-plugin --enable`
> 2. Start pairing with `hermes clawlink begin`. It prints an approval link, so show me the link and stop, don't wait.
> 3. I'll approve it in my browser, then reply "approved".
> 4. When I say approved, finish setup: `hermes clawlink finish`
> 5. Then run `hermes clawlink test` and tell me whether ClawLink is ready.

**Alternative for any agent (no plugin needed):** if the Hermes Agent plugin route isn't available or doesn't work, any AI agent with shell access can use the ClawLink CLI instead:

```bash
npx -y @useclawlink/cli login          # sign in via browser — no API key to paste
npx -y @useclawlink/cli connect chartmogul  # connect ChartMogul (browser OAuth)
npx -y @useclawlink/cli actions chartmogul  # list available actions
npx -y @useclawlink/cli run chartmogul <action> --input '<json>'  # execute (add --confirm for writes)
```

### Install by command

The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:

```bash
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin    # prints an approval link — open it and approve
hermes clawlink finish   # after approving in the browser
hermes clawlink test
```

Then connect ChartMogul in the [ClawLink dashboard](https://claw-link.dev/dashboard) — paste your ChartMogul API key once.

Verify the connection by asking Hermes:

> Pull the relevant data from ChartMogul, summarize it in plain English, and point out anything that needs attention.

### Using a different agent?

The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:

```bash
npx -y @useclawlink/cli login
```

`login` opens the same browser approval and stores a credential locally. Once ChartMogul is connected in the dashboard, that agent calls the same 10 ChartMogul tools over MCP. Full setup for MCP clients and shell agents: [connect apps to any AI agent](https://claw-link.dev/learn/connect-apps-to-any-ai-agent).

## ChartMogul MCP for Hermes

Looking for a ChartMogul MCP server for Hermes Agent? ClawLink connects ChartMogul to Hermes Agent and exposes 10 ChartMogul tools your agent can call over [MCP](https://claw-link.dev/learn/what-is-an-mcp-server), with [hosted auth](https://claw-link.dev/learn/oauth-for-ai-agents) and nothing to run or maintain yourself. Using OpenClaw instead? The [OpenClaw ChartMogul integration](https://claw-link.dev/openclaw/chartmogul) works the same way.

## What the Hermes Agent ChartMogul integration can do

10 ChartMogul tools are ready for Hermes Agent once the account is connected. The 9 below are the ones people reach for most; your agent can call all 10.

### 9 of 10 ChartMogul tools for Hermes

| Tool | What it does |
|---|---|
| **Get account** `chartmogul_get_account` | Return the connected ChartMogul account's identity, reporting currency, time zone, week start |
| **Get customer** `chartmogul_get_customer` | Return one customer and its identifiers, lifecycle status, revenue values, ownership, location |
| **Get key metrics** `chartmogul_get_key_metrics` | Return all key subscription metrics and current summaries for a date range, optionally grouped |
| **List activities** `chartmogul_list_activities` | Return one page of ChartMogul MRR activities for an optional date range, movement type, and |
| **List customers** `chartmogul_list_customers` | Return one page of customers filtered by source, identifier, email, status, or billing system |
| **List plans** `chartmogul_list_plans` | Return one page of subscription plans, optionally filtered by source, external ID, or billing |
| **List sources** `chartmogul_list_sources` | Return the account's billing data sources, optionally filtered by name or system and with |
| **Create customer** `chartmogul_create_customer` | Create a customer under a ChartMogul data source using a caller-owned external ID and optional |
| **Update customer** `chartmogul_update_customer` | Update selected profile, ownership, location, timing, website, or lead-status fields on an |

## Example prompts

**Get Account**

> Pull the relevant data from ChartMogul, summarize it in plain English, and point out anything that needs attention.

**Get Customer**

> Pull the relevant data from ChartMogul, summarize it in plain English, and point out anything that needs attention.

**Get Key Metrics**

> Pull the relevant data from ChartMogul, summarize it in plain English, and point out anything that needs attention.

**List Activities**

> List the relevant items in ChartMogul, group them by priority, and recommend what Hermes should do next.

## ClawLink vs. building it yourself

The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want ChartMogul working from chat.

| | Manual | ClawLink |
|---|---|---|
| **Credential handling** | Collect, validate, store, and rotate the ChartMogul API key yourself, then make sure every tool call uses the right account. | Users complete the hosted ClawLink setup once and the connected ChartMogul account becomes available to the agent without you building credential management. |
| **Ongoing maintenance** | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for ChartMogul. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| **Agent usability** | You still need to expose the right ChartMogul actions to the runtime in a format your agent can reliably use. | 10 tools for ChartMogul are already exposed through ClawLink, so the agent can read and act from chat immediately. |

## ClawLink vs. Composio

Composio also exposes ChartMogul to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect ChartMogul in the browser, and the 10 tools above work from chat. There is no SDK and no config file, and the ChartMogul key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full [Composio alternatives](https://claw-link.dev/hub/composio-alternatives) comparison.

### Hermes paired but still can't use ChartMogul
Pairing is a two-step handshake: run `hermes clawlink begin`, approve the link in your browser, then run `hermes clawlink finish`. If you ran finish before approving, or the approval link expired, run `hermes clawlink begin` again to get a fresh link. Confirm the plugin was installed with `--enable`, then verify with `hermes clawlink test`.

### Connection succeeds but no tools appear
Reconnect ChartMogul from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.

### "Tool schema not loaded yet" error when calling ChartMogul tools
ChartMogul tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every ChartMogul call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.

### ChartMogul returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.

### API key setup works but results look incomplete
Double-check that the API key for ChartMogul has the right scopes or account access. A valid key can still be too limited for some reads or writes.

### Is there a Hermes Agent ChartMogul integration?
Yes. ClawLink is the fastest way to connect Hermes to ChartMogul: link your ChartMogul account once in the browser and Hermes Agent can call the ChartMogul API through 10 ready-made tools — no custom code or token handling.

### How do I connect ChartMogul to Hermes with ClawLink?
Install the plugin with `hermes plugins install ClawLink-HQ/hermes-plugin --enable`, then pair once: run `hermes clawlink begin`, approve the link in your browser, and run `hermes clawlink finish`. Connect ChartMogul in the dashboard and Hermes can use it from the next message — no config files, and the ChartMogul key you paste is stored server-side instead of in your environment.

### How long does it take to connect ChartMogul to Hermes Agent?
About two minutes. Sign in, click Connect next to ChartMogul in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.

### Why use ClawLink instead of wiring ChartMogul up myself?
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want ChartMogul working from chat.

### Hermes paired but still can't use ChartMogul
Pairing is a two-step handshake: run `hermes clawlink begin`, approve the link in your browser, then run `hermes clawlink finish`. If you ran finish before approving, or the approval link expired, run `hermes clawlink begin` again to get a fresh link. Confirm the plugin was installed with `--enable`, then verify with `hermes clawlink test`.

## Related

- [Hermes PostHog integration](https://claw-link.dev/hermes/posthog) — Track user behavior and feature flags
- [Hermes DataforSEO integration](https://claw-link.dev/hermes/dataforseo) — SEO data APIs for keywords, SERP, and site audits
- [Metabase tools](https://claw-link.dev/hermes/metabase) — Metabase is an open-source business intelligence tool that lets you ask questions about your data and visualize answers as charts, graphs, and dashboards.
