Connect Claude & ChatGPT to Referly

19 tools for Referly

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

• create_affiliateChanges dataAdd a new affiliate with first name, last name and email; optionally set a link slug, commission rate, status, group or commission plan. May send the affiliate a welcome email unless send_welcome_email is false.
• create_affiliate_linkChanges dataCreate a new referral link slug for an affiliate (identify by affiliate_id or affiliate_email). Slugs use letters, numbers and hyphens and must be unique.
• create_couponChanges dataCreate a coupon with a name and discount: coupon_type PERCENTAGE (percent_off) or FLAT (amount_off plus currency), duration, expiry and redemption limits.
• create_promo_codeChanges dataCreate a promotional code under a coupon (coupon_id), with an exact code or an auto-generated one, optionally assigned to an affiliate and with expiry, minimum amount or redemption limits.
• create_referralChanges dataRecord a new referred user with name, email and your own external user ID, credited to an affiliate via affiliate_id, affiliate_email or promo_code.
• delete_referralMoves moneyPermanently delete a referral by its ID or the referred user's email. This cannot be undone.
• find_affiliateFind an affiliate by id (UUID, link slug or click ID) or by email. Use this before creating an affiliate to avoid duplicates.
• find_couponFind a coupon by id, name or its billing provider external_id. Use before creating a coupon to avoid duplicates.
• list_affiliate_linksList affiliate referral links, filtered by link id, slug, affiliate_id or affiliate_email.
• list_promo_codesList promotional codes, filtered by code, id, coupon_id, affiliate_id or affiliate_email.
• list_referralsList referrals, filtered by referral id or email, affiliate_id, affiliate_email or your own external_id.
• list_salesList sales, filtered by sale id, referral_id, affiliate_id, affiliate_email or your own sale/invoice external IDs.
• mark_sale_refundedVisible to othersMark a recorded sale as refunded by sale_id so it no longer counts toward the affiliate's commission. It does not move any money itself.
• record_saleChanges dataRecord a sale of total_earned (gross value) so the affiliate earns commission; match it via referral_id, customer email or promo_code. Optionally include tax, shipping and your own sale/invoice IDs.
• rename_affiliate_linkVisible to othersRename an affiliate link: identify it by id or current slug (link) and give the new_link slug.
• update_affiliateVisible to othersUpdate an affiliate (identify by affiliate_id or email_address): name, email, commission rate or active/inactive status. Setting affiliate_link adds an extra referral link.
• update_couponVisible to othersUpdate a coupon by coupon_id: name, discount amount, duration, expiry, redemption limit, or set valid to false to stop it being redeemed.
• update_promo_codeVisible to othersUpdate a promotional code by promotional_code_id: rename it, change expiry or limits, or set active to false to retire it.
• update_referralVisible to othersUpdate a referral by referral_id: name, email, plan, notes, metadata or status (ACTIVE, SUBMITTED, DECLINED).

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