Integration · Marketing

Connect Claude & ChatGPT to Referral Factory

Ask your AI who referred a lead, which rewards are due and how your referral campaigns are doing. It can read campaigns, referrers, leads and rewards, add new referrers and leads, update their details and mark leads as qualified. Referral questions get answered without exporting lists.

Connect Referral Factory free

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

Try asking

“Which rewards are due but not issued yet?”
The AI lists due rewards across all campaigns, or for one campaign if you name it.
“Who referred lead 5821, and did they qualify?”
It reads the lead with the referrer who brought them in and their qualification status.
“Add Anna Holm, [email protected], as a referrer in our Partner campaign.”
It finds the campaign ID and creates the referrer. It sends a welcome email only if you ask it to.

What your AI can do

Campaigns

List your referral campaigns and read one by ID or code.

Referrers and leads

Add, read and update referrers and leads, see who referred whom, and mark leads as qualified.

Rewards

See rewards that are due and rewards that are already issued, across all campaigns or one at a time.

“Mark [email protected] as qualified in the Summer campaign.”
It marks the lead as qualified, which can make the referrer due a reward.
“What is Anna's referral link?”
It reads the referrer's record with referral code and link.
“Which rewards have we issued so far?”
It lists issued rewards across all campaigns or for one campaign.

16 tools for Referral Factory

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

create_leadChanges dataAdd a referred lead to a campaign with `email`, `first_name`, `campaign_id` and the `referrer` who referred them (matched by id, code or email). Setting `notify` sends the lead a welcome email.
create_referrerChanges dataAdd a referrer to a campaign with `email`, `first_name` and `campaign_id`, plus optional `extra_fields`. Setting `notify` sends them a welcome email.
delete_leadDeletesPermanently delete a lead by `lead_id`. This cannot be undone.
get_campaignGet one referral campaign by its ID or code in `campaign_identifier`.
get_leadGet one lead by `lead_id`, including who referred them and whether they qualified.
get_referrerGet one referrer by `referrer_id`, including their referral code and link.
list_campaign_due_rewardsList rewards that are due in one campaign by `campaign_id`.
list_campaign_issued_rewardsList rewards already issued in one campaign, given the campaign's ID in `campaign_id`.
list_campaignsList all referral campaigns in the account. Use this to find a campaign's ID.
list_due_rewardsList rewards that are due (earned but not yet issued) across all campaigns.
list_issued_rewardsList rewards that have already been issued across all campaigns.
list_leadsList leads (people who were referred), up to `limit` results.
list_referrersList referrers (people who refer others), up to `limit` results.
set_lead_qualifiedVisible to othersMark a lead as qualified or not (`qualified`), identified by lead `id`, `code`, or `email` together with `campaign_id`. Qualifying a lead can make its referrer due a reward.
update_leadChanges dataUpdate a lead's email, first name or extra fields by `lead_id`.
update_referrerChanges dataUpdate a referrer's email, first name or extra fields by `referrer_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Referral Factory from the app list.
2
Paste your key
Paste your Referral Factory API access token. In Referral Factory open Settings > Webhooks and API, scroll to the API section and generate the token. You need at least the Basic plan.
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 Referral Factory?

The AI can read campaigns, referrers, leads, and due and issued rewards. It can add referrers and leads, update their email, first name and extra fields, mark leads as qualified or not, and delete a lead if you switch that tool on.

Does the AI see my Referral Factory API token?

No. Your Referral Factory 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. Deleting a lead is permanent, and qualifying a lead can make a reward due. Both 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 Referral Factory account with API access.

What do I need in Referral Factory to connect?

API access needs at least the Basic plan in Referral Factory. Only one API token is active at a time, so generating a new token disables the old one. If you do that, paste the new token into PipMCP.