• REVENUE
  • AUDIENCE
  • SITES
  • HUMAN

How to track sales and revenue with your AI

Connect your Kajabi account to your agent to turn transaction logs into instant performance reports.

Ask AI about this page

Short answer

How can I track my Kajabi sales and revenue using AI?

Your agent pulls order and purchase data directly from Kajabi into your chat. You can ask for totals, growth rates, or specific customer lists to see how your launch is performing.

The outcomes.

Where your data lands.

The AI processes your Kajabi data into these specific results.

REVENUE

Financial summaries

The agent aggregates transaction totals to show you exactly how much money your courses have made. You get a clear view of your current revenue numbers.

AUDIENCE

Customer lists

Your agent identifies who is buying your products. You can pull lists of specific purchasers to understand your buyer persona.

SITES

Site performance

The agent looks across your different Kajabi sites to compare how different products or funnels are performing. This helps you spot which sites are driving the most volume.

HUMAN

Manual adjustments

The AI cannot change your prices or issue refunds. You still handle all direct customer support and pricing changes inside the Kajabi dashboard.

The workflow

What your AI does when the data arrives.

The agent moves through your Kajabi account to gather the numbers you need.

  1. Identify your sites

    The agent first locates your active Kajabi sites to ensure it is looking at the right storefronts.

    list_sites

  2. Pull transaction history

    The agent scans your recent sales to find every successful transaction.

    list_orders

  3. Verify individual buyers

    The agent checks specific purchase records to confirm which customers bought which products.

    list_purchases

  4. Calculate totals

    The agent sums up the data it found to give you a final revenue number or a list of top customers.

    list_orderslist_purchases

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are basic ways to start. Swap out the product names or site names with your actual Kajabi details.

Kajabi Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_I6ME8CtmE2snMAoJ5YLSV2j0hdz50HzSiIbQC8lA/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 — Kajabi capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "kajabi-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_I6ME8CtmE2snMAoJ5YLSV2j0hdz50HzSiIbQC8lA/mcp"
    }
  }
}
Copy into chat04

  • How much revenue did my 'Masterclass' site generate in the last 30 days?

  • List all the customers who purchased my 'Advanced SEO' course.

  • Compare the total sales between my two different Kajabi sites.

  • Show me a list of all orders placed since my launch started last Monday.

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

Start here

Connect Kajabi once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and private, and you can start asking questions immediately.

Connect Kajabi to your AI

FAQ

How this task behaves.

  • 01

    Can the AI refund a customer for me?

    No. The agent can only read your order and purchase history. You must log in to Kajabi to process refunds or change order statuses.

  • 02

    Can the AI change my course prices?

    No. The agent has read-only access to your data. It cannot modify your products, prices, or site settings.

  • 03

    Does the AI see my customer's credit card info?

    No. The agent only accesses the order and purchase data provided by the Kajabi API, which does not include sensitive payment details.

  • 04

    Can I use this to see my daily sales trends?

    Yes. Since the agent can pull order history, you can ask it to summarize sales by day or week.

  • 05

    Can the AI add new products to my Kajabi site?

    No. The agent is limited to listing existing sites, orders, and purchases.

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

Connect Kajabi to Claude, Cursor, ChatGPT & more