• CASH FLOW
  • MEMBERSHIPS
  • DROP-INS
  • HUMAN

How to audit studio revenue and payments with your AI

Connect TeamUp to your AI client once. After that, your agent handles the heavy lifting of pulling transaction logs and membership statuses.

Ask AI about this page

Short answer

How can I audit my studio revenue and payments using AI?

Your AI uses TeamUp to pull lists of recent payments and active memberships. It then compares these against drop-in revenue to give you a clear picture of your studio's cash flow.

Revenue insights you'll get.

Where your data lands.

The AI processes your raw transaction data into these specific outcomes.

CASH FLOW

Revenue summaries

The AI aggregates all recent payments into a single view. You get a clear total of what actually hit your account.

MEMBERSHIPS

Billing status checks

The agent scans active memberships to confirm who is paid up. It identifies which accounts need attention.

DROP-INS

Single session tracking

The AI pulls data from one-off payments. This helps you reconcile casual visits against your total revenue.

HUMAN

Discrepancy resolution

The AI flags missing payments or failed billing. You step in to contact the client or fix the account manually.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your studio management and your chat interface.

  1. Gather payments

    The agent pulls a complete list of all recent transactions recorded in the system.

    list_payments

  2. Check memberships

    It retrieves the current status and billing details for all recurring members.

    list_memberships

  3. Compare totals

    The AI cross-references membership revenue against drop-in fees to find gaps.

    list_paymentslist_memberships

  4. Flag issues

    The agent identifies specific users with failed payments or expired memberships.

    list_memberships

Try it

Copy these to start.

Paste these directly into your AI client to begin.

Starting points

These are basic prompts. You can add specific dates or names to make them more precise.

TeamUp Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GRXJZ4szKUtTgRvCMnzb25W24lkSFSJUEntjj4MR/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 — TeamUp capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "teamup-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GRXJZ4szKUtTgRvCMnzb25W24lkSFSJUEntjj4MR/mcp"
    }
  }
}
Copy into chat04

  • Summarize my total revenue from the last seven days of payments.

  • List all active memberships that are due for renewal this week.

  • Compare my drop-in revenue against my membership revenue for this month.

  • Find any recent payments that failed or are pending.

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

Start here

Connect TeamUp once, then ask.

Just follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect TeamUp to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change a customer's membership status?

    No. The AI can only read and summarize data. You must log in to TeamUp to make any changes to memberships or payments.

  • 02

    Can the AI delete a payment record?

    No. The AI has no permission to delete or modify any financial records in your studio.

  • 03

    Does the AI see my full credit card numbers?

    No. The AI only accesses the payment data provided by the tools, which does not include sensitive card details.

  • 04

    How often does the AI see new payments?

    The AI sees whatever is currently in your TeamUp account. Every time you run a prompt, it pulls the latest data available through the tools.

  • 05

    Can I ask the AI to send an invoice?

    No. The current tools only allow the AI to list and read data. Sending invoices must be done through your studio software.

  • More questions about TeamUp? See everything the TeamUp Connector can do

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