• RECONCILIATION
  • DISPUTES
  • USER DATA
  • HUMAN REVIEW

How to audit student transactions with your AI

Connect Teachable to your AI client to pull transaction logs and user data. Once connected, you can reconcile sales or investigate refunds through chat.

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Short answer

How can I audit student transactions with my AI?

Your AI pulls transaction history and student profiles directly from Teachable. You can use these records to find specific refunds or verify sales. This breakdown shows how it works.

Audit outcomes.

Where your data lands.

The AI organizes your Teachable information into these specific results.

RECONCILIATION

Matched sales records

The AI compares transaction logs against your expected revenue. You get a clear view of successful sales and missing entries.

DISPUTES

Refund status checks

Identify which students were refunded and when. This helps you resolve billing complaints without digging through menus.

USER DATA

Student purchase history

Look up specific users to see their full transaction timeline. This provides context for support requests.

HUMAN REVIEW

Flagged discrepancies

The AI highlights mismatches or suspicious patterns. You decide which specific records need manual intervention.

The workflow

What your AI does when the data arrives.

The AI handles the data retrieval so you can focus on the audit results.

  1. Fetch transaction logs

    The AI pulls the raw transaction history from your Teachable account.

    list_transactions

  2. Identify specific users

    It cross-references transaction IDs with student profiles to provide full context.

    list_userslist_transactions

  3. Filter for refunds

    The AI scans the transaction list to isolate specific refund events or failed payments.

    list_transactions

  4. Summarize findings

    It compiles the filtered data into a readable report for your review.

    list_transactionslist_users

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Swap out the bracketed details for your specific needs.

Teachable Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_pKLfZeI3K1uHbhct0nR5B8KDBf3soblhDWsba4vv/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 — Teachable capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "teachable-extended-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_pKLfZeI3K1uHbhct0nR5B8KDBf3soblhDWsba4vv/mcp"
    }
  }
}
Copy into chat04

  • List all transactions from the last 30 days and show me any that were refunded.

  • Find the transaction history for the user with the email student@example.com.

  • Show me a list of all successful sales for my 'Advanced Python' course.

  • Check if there are any duplicate transactions for the same user in the last week.

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

Start here

Connect Teachable (Extended) once, then ask.

Click the link below to authorize the connection. Your login credentials stay encrypted and secure, and you can immediately start asking questions about your sales data.

Connect Teachable (Extended) to your AI

FAQ

How the audit task behaves.

  • 01

    Can the AI issue refunds for me?

    No. The AI can only read transaction and refund status data. You must log in to Teachable to process any actual refunds.

  • 02

    Can the AI change student email addresses?

    No. This MCP only provides read access to transactions and user lists. It cannot modify any student or course data.

  • 03

    How does the AI know which user made which purchase?

    It uses the transaction and user data to link specific purchases to individual student profiles.

  • 04

    Can I use this to update my course content?

    No. This tool is strictly for auditing sales and user transaction history.

  • 05

    Does the AI see my Teachable password?

    No. The connection is handled through secure protocols that keep your login credentials private.

  • More questions about Teachable (Extended)? The Connector page answers them. See everything the Teachable (Extended) Connector can do

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