Integration · CRM & sales

Connect Claude & ChatGPT to Kiflo PRM

Ask your AI which partner leads are waiting, what a partner has registered, or what rewards partners have earned in Kiflo. It can read partners, leads, deals, customers, payouts and rewards, create and update partners, leads and deals, accept or refuse partner submissions and add notes. Your partner program gets handled without opening each record.

Connect Kiflo PRM free

Free plan, no credit card. Takes about a minute.

Try asking

“Which leads have partners submitted that we have not handled yet?”
The AI lists partner leads with partner, status and deadline, so you can see which ones still need a decision.
“Accept lead 812 and add a note that Maria will follow up.”
It accepts the lead and attaches your note, with the visibility you choose.
“Convert the Nordic Foods lead into a deal and keep its notes.”
It converts the lead into a deal and carries over its notes, meetings and attachments.

What your AI can do

Partners and applications

List, read, create and update partners with status, owner, program level and custom fields, and see applications to join your program.

Leads and deals

Create and update leads and deals, accept or refuse partner submissions, convert leads into deals and move deals through your stages.

Rewards, payouts and notes

List rewards, payouts and customers, and add notes or tasks to partners, leads, deals, customers and payouts.

“Move the Acme deal to the next stage and set the close date to 30 November.”
It reads your deal stages, then updates the deal's stage and close date. Other fields stay as they are.
“Add Baltic IT as a new partner and invite [email protected].”
It creates the partner with Anna as main contact. If you ask for the invitation, Kiflo emails it to her.
“What rewards and payouts are open right now?”
It lists partner rewards and payouts with status and amounts, so you can see what is earned and what is paid.

28 tools for Kiflo PRM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

approve_dealVisible to othersAccept a partner-registered deal by `deal_id`, with an optional `note` and `note_visibility`.
approve_leadVisible to othersAccept a partner-submitted lead by `lead_id`, with an optional `note` and `note_visibility`.
convert_lead_to_dealChanges dataConvert a lead into a deal by `lead_id`, optionally carrying over its notes, meetings and attachments. Pass deal and contact fields in `deal.properties` and `contact.properties`.
create_dealChanges dataCreate a deal with `stage`, `status`, `currency`, `close_date`, `contact_id` (or a new `contact`), the `partners` involved and custom `properties` (keys from list_deal_properties).
create_leadChanges dataCreate a lead for a partner with `partner_id`, `status`, `note`, `currency`, `dead_line` and custom `properties` (keys from list_lead_properties).
create_noteChanges dataAdd a note to a partner, lead, deal, customer or payout: pass `content` and one of `partner_id`, `lead_id`, `deal_id`, `customer_id` or `payout_id`, plus `visibility`. Can also create a task via `task_name` and `task_due_date`.
create_partnerChanges dataCreate a partner with `name`, `status`, `currency`, `partner_type_id` and an optional `main_contact` (first/last name, email). Setting main_contact.sendInvitationEmail sends the contact an invitation email. Custom fields go in `properties`, using keys from list_partner_properties.
get_accountGet your Kiflo account's own details. Use to confirm which account you are working in.
get_customerGet one customer by `customer_id`, with its partner, status and custom properties.
get_dealGet one deal by `deal_id`, with stage, partners, close date, amounts and custom properties.
get_leadGet one lead by `lead_id`, with its partner, status, deadline and custom properties.
get_partnerGet one partner by `partner_id`, with status, program level, owner and custom properties.
list_customersList customers (closed business attributed to partners). Use this to find a customer's ID.
list_deal_propertiesList the deal fields (property keys) defined in your account. Use these keys in the `properties` of create_deal and update_deal.
list_deal_stagesList the deal pipeline stages. Use a stage from here when creating or moving a deal.
list_dealsList partner deals. Use this to find a deal's ID.
list_lead_propertiesList the lead fields (property keys) defined in your account. Use these keys in the `properties` of create_lead and update_lead.
list_leadsList leads (referrals) submitted by or assigned to partners. Use this to find a lead's ID.
list_notesList notes recorded on partners, leads, deals and customers.
list_partner_applicationsList applications from companies asking to join your partner program.
list_partner_propertiesList the partner fields (property keys) defined in your account. Use these keys in the `properties` of create_partner and update_partner.
list_partnersList the partners in your Kiflo partner program. Use this to find a partner's ID.
list_payoutsList partner payouts with their status and amounts.
list_rewardsList rewards (commissions) earned by partners.
reject_leadChanges dataRefuse a partner-submitted lead by `lead_id`, with an optional `note` explaining why and `note_visibility`.
update_dealChanges dataUpdate a deal by `deal_id`: stage, close date, currency, owner, partners, contract dates or custom `properties`. Only the fields you pass change.
update_leadChanges dataUpdate a lead by `lead_id`: currency, deadline, assigned contact email or custom `properties`. Only the fields you pass change.
update_partnerChanges dataUpdate a partner by `partner_id`: name, status, owner, program level, onboarding stage or custom `properties`. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Kiflo PRM from the app list.
2
Paste your key
Paste a Kiflo API access token. In Kiflo, open Account settings > Integration, go to the API Access Token section, click Add, name the token and click Add. Copy it right away, because Kiflo does not show it again.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Kiflo PRM?

The AI can read your account, partners, partner applications, leads, deals, deal stages, customers, notes, rewards and payouts. It can create and update partners, leads and deals, accept deals, accept or refuse leads, convert a lead into a deal and add notes and tasks.

Does the AI see my Kiflo API token?

No. Your Kiflo API access token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Accepting a partner's deal or lead, and creating a partner that gets an invitation email, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Kiflo account.

How does the AI fill in my custom fields?

Kiflo lets you define your own fields for partners, leads and deals. Before it creates or updates a record, the AI reads the field keys defined in your account and uses those keys, so values land in the right fields.