Integration · CRM & sales

Connect Claude & ChatGPT to PartnerPortal.io

Ask your AI to find a partner lead, register a new one or move a lead to the next phase in PartnerPortal.io. It can search and create partner organizations, add users to a partner and post comments on leads that partners can see. Custom fields are read from your portal's field schema, so the AI fills them in with the right IDs and values.

Connect PartnerPortal.io free

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

Try asking

“Is there already a lead for [email protected]?”
The AI searches partner leads by email and shows the lead with its phase, value and owning partner, or tells you none exists.
“Register a lead for Peter Holm at Holm Logistics, value 20,000, for partner Acme Solutions.”
It finds the partner's ID, checks for duplicates and creates the lead with contact details, value and partner.
“Move the Holm Logistics lead to the next phase and set the close date to June 30.”
It reads the lead and updates only the phase and close date. Other fields stay as they are.

What your AI can do

Partner leads

Search leads by email or custom field, read a lead in full, create new leads and update contact details, value, phase, close date and partner.

Partners and users

Search partner organizations by email or domain, read and create partners, and add users to a partner organization.

Comments and fields

Post comments on leads for partners to read, and look up the field schema so custom fields get the right IDs and values.

“Tell the partner on lead 64f1c2 that we booked a demo for next week.”
It posts a comment on the lead. Partners with access to the lead can see it.
“Add Bright Consulting as a partner, with Maria Lund as main contact.”
It searches partners by domain to avoid duplicates, then creates the partner organization with company name, domain and main contact.
“Which custom fields can I set on leads?”
It reads the field schema for leads and lists each custom field with its ID and allowed values.

10 tools for PartnerPortal.io

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

add_lead_commentChanges dataPost a comment message on a lead by lead_id. Partners with access to the lead can see it.
add_partner_userChanges dataAdd a user to a partner organization (partner_organization_id) with first_name, last_name, email and phone.
create_leadChanges dataCreate a lead with first_name, last_name and platform, plus optional email, phone, company_name, website_url, value, close_date, notes, partner_organization_id and custom_fields. Search first to avoid duplicates.
create_partnerChanges dataCreate a partner organization with company_name, domain and the main contact's first_name, last_name, email and phone (optional paypal_email). Search first to avoid duplicates.
get_field_schemaGet the field schema for an object type (object, e.g. leads or partners), including custom field IDs and allowed values. Use before setting custom_fields.
get_leadGet one lead by lead_id, with contact details, value, phase, owning partner and custom fields.
get_partnerGet one partner organization by partner_organization_id.
search_leadsSearch partner leads by email, or by a custom field (custom_field_id plus custom_field_value). Paginated with limit and offset. Use this to find a lead's ID and to avoid duplicates.
search_partnersSearch partner organizations by email or domain. Use this to find a partner's ID and to avoid duplicates.
update_leadChanges dataUpdate a lead by lead_id: contact details, value, close_date, notes, phase_id, partner or custom_fields. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose PartnerPortal.io from the app list.
2
Paste your key
Paste your Client ID, Client Secret and Company ID. Your PartnerPortal.io plan must include API access and you must be a portal admin. In your portal go to Portal Setup > Other > Developer / API Keys, click Create API Key, name it and copy the Client ID and Client Secret (the secret is shown only once). Your Company ID is the 24-character identifier of your portal.
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 PartnerPortal.io?

The AI can search and read partner leads and partner organizations, and read the field schema for leads and partners. It can create and update leads, post comments on leads, create partner organizations and add users to a partner.

Does the AI see my PartnerPortal.io client secret?

No. Your PartnerPortal.io credentials are encrypted at rest and never shown to the AI. After you save them, they are 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 with searching and reading only. Actions such as creating leads, commenting on leads that partners can see or adding partner users 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 PartnerPortal.io account with API access.

Where do I find the Client ID, Client Secret and Company ID?

As a portal admin, open Portal Setup > Other > Developer / API Keys and click Create API Key. Copy the Client ID and Client Secret right away, since the secret is shown only once. The Company ID is the 24-character identifier of your portal.