• REVENUE
  • MEMBERSHIP
  • PLANS
  • HUMAN

How to audit sales and subscriptions with your AI

Connect Podia to your AI client once. From then on, you can pull transaction data and check membership counts through chat.

Ask AI about this page

Short answer

How can I audit my Podia sales and subscriptions using AI?

Your AI uses the Podia MCP to pull transaction records and count active members. You get a clear view of your revenue and membership health without logging into the dashboard. This breakdown shows you how to set that up.

Audit outcomes

Where your data lands.

These are the specific insights your AI provides.

REVENUE

Sales history reports

The AI pulls transaction data to show you what was sold and when. You get a clear list of recent purchases.

MEMBERSHIP

Active subscriber counts

The AI checks your subscription lists. You'll know exactly how many people are currently active.

PLANS

Product tier analysis

The AI looks at your available plans. You can see how your different membership levels are structured.

HUMAN

Manual actions required

The AI cannot change prices or delete customers. You still handle all account management and billing updates yourself.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Podia data.

  1. Fetch sales data

    The AI looks up your recent transactions to answer questions about revenue or specific purchases.

    list_sales

  2. Check subscriptions

    It scans your active subscription lists to provide counts or specific member details.

    list_subscriptions

  3. Review product tiers

    The AI pulls information about your different membership levels and pricing structures.

    list_plans

  4. Summarize findings

    It takes the raw data from Podia and turns it into a plain English summary for you.

    list_saleslist_subscriptions

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are opening lines. Swap out the specific plan names or date ranges to get the exact data you need.

Podia Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ZoZZuk5miB8Oe3bbgWWjoNogwFlUMuFX3xeDIaQ2/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 — Podia capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "podia-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ZoZZuk5miB8Oe3bbgWWjoNogwFlUMuFX3xeDIaQ2/mcp"
    }
  }
}
Copy into chat04

  • List all sales from the last 30 days.

  • How many active subscriptions do I have for my Pro Plan?

  • Show me all the different subscription plans I currently offer.

  • Summarize my total sales volume for this month.

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

Start here

Connect Podia once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Podia to your AI

FAQ

How this task behaves

  • 01

    Can the AI refund a customer?

    No. The AI can only read data. You must log in to Podia to process refunds or manage billing.

  • 02

    Can I change my subscription prices through the AI?

    No. The AI can list your plans, but it cannot modify them.

  • 03

    Does the AI see my full credit card details?

    No. The AI only accesses the transaction and subscription data provided by the Podia tools.

  • 04

    Can the AI delete a user account?

    No. The AI has no tools to delete or modify user accounts.

  • 05

    How often does the AI see new sales?

    The AI sees data in real time whenever you ask it to run a tool to fetch your sales history.

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

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