Integration · Marketing

Connect Claude & ChatGPT to PartnerStack

Ask your AI which partners are waiting for approval, which customers a partner has referred, or what rewards are pending. It reads and updates partnerships, customers, leads and deals in PartnerStack, and it can list transactions, rewards, actions and groups. You manage your partner program by asking instead of filtering tables.

Connect PartnerStack free

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

Try asking

“Who is waiting for approval to join our partner program?”
The AI lists partner applications with their status, so you can see who is still pending.
“Which customers has partner [email protected] referred?”
It finds the partnership by email and lists the customers referred through that partner.
“Move this partner to the Gold group.”
It looks up the group key and updates the partnership to the new group.

What your AI can do

Partners and groups

List, invite and update partnerships, move partners between groups and tiers, review applications and see referral links.

Customers, leads and deals

Create and update referred customers, leads and deals, and convert a lead into a customer.

Commissions

List the transactions, tracked actions and rewards that drive partner commissions.

“Log a new lead from Nordic Labs for partner key p_123.”
It creates a lead for that partner with the contact's first name, last name and company.
“Show pending rewards for this partnership.”
It lists the partner's rewards filtered by status, so you see which commissions are pending.
“Update the Acme deal to closed won at 12,000.”
It finds the deal and changes the stage and amount. Only the fields you name change.

23 tools for PartnerStack

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

convert_leadChanges dataConvert a lead into a customer by `lead_key`, optionally with the customer's `email` and `customer_key`.
create_customerChanges dataRecord a new customer referred by a partner: needs `email`, your `customer_key` and the partner's `partner_key`.
create_dealChanges dataCreate a partner deal with `account_name`, contact first and last name, `amount`, `stage` and `close_date`.
create_leadChanges dataCreate a lead for a partner: needs `partner_key`, `external_key` and `meta` with first name, last name and company.
create_partnershipChanges dataInvite or add a new partner by `email`, with name, group and manager. Set `notify_by_email` to control whether PartnerStack emails the partner.
get_customerGet one referred customer by `customer_key`.
get_dealGet one deal by `deal_key`, with stage, amount and close date.
get_leadGet one lead by `lead_key`.
get_partnershipGet one partnership by `unique_identifier` (partnership key, partner key or email), with group, tier and status.
list_actionsList tracked actions (such as signups or events) that can earn partners rewards, filtered by customer, partnership or type.
list_applicationsList partner applications, filtered by `email`, `status` or group, to see who is waiting for approval.
list_customersList referred customers, filtered by `partner_key`, `partnership_key`, `group` or created/updated dates.
list_dealsList partner deals, filtered by `partner_key`, `customer_key`, `group` or created/updated dates.
list_groupsList partner groups, to find a `group_key` for other tools.
list_leadsList leads submitted by partners, filtered by `partner_key`, `group` or created/updated dates.
list_partner_linksList a partner's referral links by `partnership_identifier`.
list_partnershipsList your partners (partnerships), filtered by `email`, `group`, `approved_status` or created/updated dates. Use it to find a partner's `partnership_key`.
list_rewardsList partner rewards (commissions), filtered by `partnership_key`, `customer_key`, `status` or dates.
list_transactionsList recorded customer payments (transactions) that drive partner commissions, filtered by `customer_key`, `customer_email` or product.
update_customerChanges dataUpdate a customer's name, email or metadata by `customer_key`.
update_dealChanges dataUpdate a deal by `deal_key`: stage, amount, close date, lost reason or contact. Only the fields you pass change.
update_leadChanges dataUpdate a lead by `lead_key`: status, approval, amount, contact details or fields. Only the fields you pass change.
update_partnershipChanges dataUpdate a partnership by `partnership_key`: move it to another `group_key` or `tier_key`, or change the manager email.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose PartnerStack from the app list.
2
Paste your key
Paste two keys. In your PartnerStack vendor dashboard go to Settings › Integrations › PartnerStack API Keys. Copy the Public key into the first field and the Secret key into the second. Use the Production keys unless you want test data.
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 PartnerStack?

It can list and read partnerships, applications, referral links, groups, customers, leads, deals, transactions, rewards and tracked actions. It can invite and update partners, create and update customers, leads and deals, and convert a lead into a customer.

Does the AI see my PartnerStack API keys?

No. You paste your PartnerStack API keys into PipMCP once. They are encrypted at rest, never shown to the AI and never shown again after you save them. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example lookups without creating anything. Actions that change your program, like inviting a partner or updating a deal, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own PartnerStack account.

Can the AI email my partners?

Only through PartnerStack itself. When the AI invites a new partner, the notify_by_email setting controls whether PartnerStack sends the partner an email. If you want to check each invite first, turn on approval for that tool.