• ERRORS
  • LOGIC
  • DATA
  • HUMAN

How to audit commission logic with your AI

Connect CaptivateIQ to your AI client to pull workbook data and check your math. Once connected, your agent handles the heavy lifting of scanning worksheets for discrepancies.

Ask AI about this page

Short answer

How can I audit my commission logic using AI?

Your AI pulls your specific workbooks and worksheets from CaptivateIQ to run logic checks. It compares your actual calculations against your intended commission rules to flag errors. You'll get a clear list of where the math breaks down.

Audit outcomes

Where your audit findings land.

The AI organizes its findings into these categories based on what it finds in your workbooks.

ERRORS

Calculation mismatches

The AI identifies where the worksheet math doesn't match your defined logic. You get a direct list of specific rows or cells that failed the check.

LOGIC

Rule inconsistencies

Your agent flags where a commission rule is applied incorrectly to a specific deal or person. This highlights gaps between your policy and the actual output.

DATA

Missing input values

The AI spots empty fields or missing data points that prevent a calculation from completing. This helps you clean up your workbooks before final payouts.

HUMAN

Manual review needed

When the AI finds a complex edge case it can't resolve, it flags it for you. You decide if the calculation is actually correct or if the rule needs a rewrite.

The workflow

What your AI does when the audit starts.

The AI uses the CaptivateIQ tools to map out your commission structure and find the mistakes.

  1. Map the structure

    The AI identifies all available workbooks in your account to establish the scope of the audit.

    list_workbooks

  2. Access the math

    Your agent drills down into specific worksheets to read the individual calculation rows.

    list_worksheets

  3. Compare logic

    The AI compares the data found in the worksheets against the commission rules you provide in chat.

    list_worksheets

  4. Flag discrepancies

    The agent summarizes every instance where the math fails your requirements.

    list_workbooks

Try it

Copy these to start.

Use these prompts to kick off your audit immediately.

Starting points

Replace the bracketed text with your actual workbook or worksheet names.

CaptivateIQ Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_PZ9nxntxJD0FY9fLoCCl9YBgBQ87KHPmBhdjm1Vo/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — CaptivateIQ capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "captivateiq-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PZ9nxntxJD0FY9fLoCCl9YBgBQ87KHPmBhdjm1Vo/mcp"
    }
  }
}
Copy into chat04

  • List all my workbooks in CaptivateIQ so I can choose one to audit.

  • Look at the 'Q3 Sales' worksheet and tell me if any commission totals look wrong.

  • Check the 'Commission_Logic_v2' workbook for any missing data in the payout columns.

  • Compare the math in the 'Regional_Payouts' worksheet against my rule that says all Tier 1 reps get 5%.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect CaptivateIQ once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start auditing immediately through your preferred AI client.

Connect CaptivateIQ to your AI

FAQ

How the audit behaves

  • 01

    Can the AI change my commission rules in CaptivateIQ?

    No. The AI can only read your workbooks and worksheets to find errors. It cannot edit your data or change your settings.

  • 02

    Does the AI automatically pay out commissions?

    No. The AI is for auditing and verification only. It has no capability to trigger payments or interact with your bank or payroll systems.

  • 03

    How does the AI know what my rules are?

    You tell the AI your rules in the chat. It then uses the data it reads from your worksheets to see if the math matches what you described.

  • 04

    Can I audit a specific worksheet?

    Yes. Once the AI lists your worksheets, you can point it to a specific one for a deep dive.

  • 05

    What happens if a calculation is too complex for the AI?

    The AI will flag the row as a discrepancy or an edge case, letting you know it needs a human to make the final call.

  • More questions about CaptivateIQ? The Connector page answers them. See everything the CaptivateIQ Connector can do

Connect CaptivateIQ to Claude, Cursor, ChatGPT & more