# Podia MCP

> Podia MCP Server lets your AI agent manage all customer, product, and sales data from your digital storefront. You can list customers, check individual sale histories, or update subscriptions without leaving your chat window. Handle your entire online business in natural conversation—no dashboard clicking required.

## Overview
- **Category:** ecommerce
- **Price:** Free
- **Tags:** online-courses, digital-products, membership-sites, customer-management, sales-tracking

## Description

You can connect your **Podia** account to any AI client and manage all your customer data, products, and sales directly through conversation. You don't gotta click through dashboards; you just talk to your agent. This server gives your agent tools for every piece of data in your digital storefront.

**View and Modify Customer Profiles:**
You can get a full list of every client using `list_customers`, which lets you filter the whole roster by specific criteria. Need details on one person? Use `get_customer` to pull up all the info for a single Podia customer, just by their ID. If you need to update something—say, they changed their email or name—you can modify it with `update_customer`. Or, if someone new signs up and you gotta make sure they're in the system, use `create_customer` to build a brand-new record right away.

**Monitor Product Catalog Details:**
To check what goods you've got, your agent can list every digital product available using `list_products`. You also wanna know about your membership options? Use `list_plans` to pull up details and a rundown of all the active plans you offer. If you need deep metadata—like pricing or variations—for just one specific item, call `get_product` with its ID.

**Audit Sales History:**
You wanna track money coming in? You can get a paginated overview of every sale recorded over time by running `list_sales`. To see the full breakdown of what happened during a single transaction—the exact items sold and the complete record—you'll use `get_sale` with that specific sale ID.

**Track Subscription Status:**
To assess your recurring revenue, you can get a list of all active subscriptions using `list_subscriptions`. You also have access to a comprehensive view of every current membership plan through `list_plans`, which helps you track the health of your paid memberships across Podia.

## Tools

### create_customer
Creates a brand new customer record in Podia when needed.

### get_customer
Retrieves all details for one specific Podia customer using their identifier.

### get_product
Gets full metadata and pricing details for a single product ID, including variations.

### get_sale
Retrieves the complete transaction record and items sold for one specific sale.

### list_customers
Lists a paginated roster of all customers in your store, allowing filtering by criteria.

### list_plans
Retrieves the list and details for all active membership plans you offer.

### list_products
Lists every digital product available in your catalog, including basic metadata.

### list_sales
Lists a paginated overview of all recorded sales transactions over time.

### list_subscriptions
Shows the current status and details for every active subscription across your plans.

### update_customer
Modifies specific fields on an existing customer profile, like email or name.

## Prompt Examples

**Prompt:** 
```
List all my Podia customers and show their emails.
```

**Response:** 
```
I've retrieved your customer list. You have 150 customers. Some recent ones include: 'Alice Smith (alice@example.com)' and 'Bob Jones (bob@example.com)'. Would you like details on a specific customer?
```

**Prompt:** 
```
What are the details for product ID 98765?
```

**Response:** 
```
Inspecting product 98765... This is your 'Mastering MCP' course. It is currently active, priced at $99, and has 45 enrolled students.
```

**Prompt:** 
```
Show me my membership plans and active subscriptions.
```

**Response:** 
```
I've fetched your membership data. You have 3 plans: 'Basic', 'Pro', and 'Elite'. There are currently 12 active subscriptions across these plans.
```

## Capabilities

### View and Modify Customer Profiles
List all customers, pull specific profiles using `get_customer`, or create/modify records with `create_customer` or `update_customer`.

### Monitor Product Catalog Details
Retrieve full details for any product ID (`get_product`) or get a list of all available products and plans using `list_products` or `list_plans`.

### Audit Sales History
List every single recorded sale (`list_sales`) or pull the complete transaction details for one specific sale ID via `get_sale`.

### Track Subscription Status
See all current membership plans and list active subscriptions to assess recurring revenue health using `list_subscriptions`.

## Use Cases

### The Support Ticket Nightmare
A customer emails saying their payment failed. Instead of opening 3 different dashboards (customer lookup, subscription status, sales log), the agent simply runs a query: 'Check the sale details and customer info for user X.' The server executes `get_sale` and `get_customer`, giving support staff all necessary data points in seconds.

### Checking Product Availability
The marketing team needs to verify if a specific course is still active or what its current price point is for an ad campaign. They ask the agent: 'What's the status of product ID 98765?' The server runs `get_product` and returns live pricing and activity status.

### Quarterly Revenue Audit
The finance team needs a summary of recurring income. They prompt: 'List all active membership plans and subscriptions.' The agent uses `list_plans` followed by `list_subscriptions`, providing the exact count of ongoing revenue streams.

### Onboarding New Clients
A sales rep closes a deal. Instead of manually creating the account in Podia, they ask: 'Create a customer for Jane Doe and make sure she's linked to Plan X.' The agent runs `create_customer` and can then use `update_customer` to set initial plan details.

## Benefits

- Stop clicking through tabs just to check a status. Use `get_customer` or `list_subscriptions` to pull any user's entire account history in one query.
- Need a product spec sheet? Instead of guessing the URL, ask for it. The `get_product` tool instantly gives you metadata and pricing details on demand.
- Tracking revenue used to mean running reports. Now, just ask for sales data. `list_sales` pulls comprehensive transaction lists without manual report generation.
- Handling new users? You can't leave your chat window. Use `create_customer` or `update_customer` right there to onboard or modify a user record immediately.
- Never get lost in the catalog again. The `list_products` tool gives you an instant, structured view of every item without navigating the backend dashboard.

## How It Works

The bottom line is that you talk to your AI client; it talks to Podia via these tools, and you get the data back—all without ever logging into a dashboard.

1. Subscribe the MCP Server and enter your Podia API Key.
2. Connect your preferred AI client (Claude, Cursor, etc.) to the server endpoint.
3. Ask the agent a question in natural language (e.g., 'What are the sales for last month?'). The agent translates this into tool calls.

## Frequently Asked Questions

**How do I check if a specific user exists using the Podia MCP Server?**
You use `get_customer` with their unique ID. This tool checks the database and returns all profile information, confirming existence and providing current details.

**Can I list sales data from last week using `list_sales`?**
Yes, you ask your agent to run `list_sales` and specify 'last week' in the prompt. The tool handles filtering by date range so you get exactly what you need.

**What is the difference between `list_products` and `list_plans`?**
Use `list_products` for digital goods like courses or ebooks, getting product-specific metadata. Use `list_plans` when you need to see your membership tiers (Basic, Pro, etc.).

**How do I update a customer's email address using the Podia MCP Server?**
You run `update_customer`, providing the existing customer ID and the new email. This modifies the record directly in your Podia account.

**How does authentication work when calling `create_customer` via the Podia MCP Server?**
You must provide a valid API Key during initial setup. This key authenticates your agent to perform any write actions, like creating or updating a customer record.

**When I use the `list_sales` tool, how do I handle large numbers of transactions?**
The server supports paginated results. If you need data beyond the initial batch, your AI client will automatically request subsequent pages until all sales are retrieved.

**Does the `list_subscriptions` tool track repeat income differently than `list_sales`?**
Yes, they cover different data types. `list_subscriptions` tracks active, recurring revenue streams and membership details, while `list_sales` handles individual, one-time transactions.

**If I run `get_product` using an invalid Product ID, how does the server respond?**
The tool returns a clear error message specifying that the requested Product ID was not found. This prevents your agent from attempting to use non-existent data.

**Can I update a customer's email or name directly through the AI?**
Yes, you can use the `update_customer` tool. Just provide the Customer ID and the new details you wish to change, and the agent will process the update in your Podia account.

**How do I see a list of all my digital products and courses?**
Simply ask the agent to run the `list_products` tool. It will return a comprehensive list of your available products, courses, and webinars hosted on Podia.

**Can I track my recent sales and transaction details?**
Absolutely. Use `list_sales` to see recent transactions or `get_sale` with a specific ID to inspect the financial details of a particular purchase.