Integration · Marketing

Connect Claude & ChatGPT to Roster

Ask your AI which ambassadors drove the most sales, who applied to a program or which rewards are still pending in Roster. It can search contacts, programs, campaigns, orders and discount codes, and pull performance figures and sales attribution reports. It can also create contacts and discount codes, add ambassadors to a program and set the status of rewards.

Connect Roster free

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

Try asking

“Which ambassadors drove the most revenue last month?”
The AI runs the sales attribution report for that date range and lists referred revenue, clicks, new customers and orders per ambassador.
“Who has applied to our summer program and is still pending?”
It finds the program and lists applicants with status pending. It can open an application for more detail.
“Create the code MARIA15 for Maria under our 15% ambassador rule.”
It searches discount rules for the rule's ID, finds Maria's contact and creates the code assigned to her.

What your AI can do

Ambassadors and contacts

Search, find, create and update contacts, add them to programs as ambassadors, and review program applicants.

Sales and performance

List orders, see which ambassador referred them, and get performance figures for programs, campaigns and contacts.

Rewards and discount codes

List rewards, cash rewards and referral rewards, set fulfillment status, and create or look up discount codes.

“Who owns the discount code SUMMER20?”
It looks up the code and shows which ambassador it belongs to and which discount rule it uses.
“Mark these rewards as fulfilled and let the ambassadors know.”
It sets the rewards' status to fulfilled with notify switched on, so Roster emails the ambassadors.
“How is our spring campaign doing?”
It searches campaigns by name, gets the campaign's performance figures and lists its participants.

29 tools for Roster

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

add_program_ambassadorsChanges dataAdd one or more contacts (`contact_ids`) as ambassadors to a program by `program_id`. May email them unless `suppress_email` is true.
create_contactChanges dataCreate a contact with `email` and `first_name`, plus optional last name, phone, birth date, social handles and tags (comma-separated).
create_discount_codeChanges dataCreate a discount `code` under a discount rule (`discount_rule_id`) and assign it to an ambassador (`ambassador_id`).
find_contactsFind contacts by exact `email`, `instagram_handle`, `referral_link_id` or a list of `contact_ids`.
get_accountGet details of the connected Roster brand account. Use to confirm which account you are working in.
get_campaign_performanceGet performance figures for a campaign by `campaign_id`.
get_contactGet one contact by `contact_id`, with profile, tags and social handles.
get_contact_performanceGet performance figures for one contact by `contact_id`, such as referrals and sales.
get_orderGet one order by Roster `order_id`, with totals, line items and attribution.
get_programGet one ambassador program by `program_id`.
get_program_applicantGet one program applicant by `program_id` and `applicant_id` (contact ID), including their application.
get_program_performanceGet dashboard performance figures for a program by `program_id` over a date range (default the last 30 days).
get_referral_rewardGet one referral reward by `referral_reward_id`.
get_rewardGet one reward by `reward_id`.
get_sales_attribution_reportReport referred revenue, clicks, new customers and orders per ambassador over a date range, filterable by program or tag.
list_campaign_participantsList the participants of a campaign by `campaign_id`, filtered by participation `status`.
list_cash_rewardsList cash rewards, filtered by ambassador, source, status or date earned.
list_ordersList orders, filtered by customer, customer email, discount code or date range. Use to see referred sales.
list_program_ambassadorsList the ambassadors in a program by `program_id`, optionally filtered by contact IDs or date added.
list_program_applicantsList applicants to a program by `program_id`, filtered by `status` (pending, nominated, approved, rejected, removed).
list_programsList ambassador programs, optionally filtered by `status` (active, archived).
list_referral_rewardsList referral rewards (commission or points), filtered by program, ambassador or `reward_status` (pending, approved, paid, rejected).
list_rewardsList rewards (products, discount codes, points, commission) filtered by `type`, `source` or fulfillment `status`.
lookup_discount_codeLook up a discount code by its `code` text to see who owns it and its rule.
search_campaignsSearch campaigns by name in `query`, filtered by `status` or `type`.
search_contactsSearch contacts (ambassadors and customers) by free text in `query` over names, emails and social handles, with optional sorting.
search_discount_rulesSearch discount rules by `query`, filtered by `status` or type. Use to find a rule's ID before creating codes.
set_reward_statusChanges dataSet the fulfillment `status` (fulfilled, pending, willNotFulfill, notRedeemed) of one or more `reward_ids`. With `notify` true and status fulfilled, emails the ambassadors.
update_contactVisible to othersUpdate a contact by `contact_id`: name, email, phone, birth date or social handles, and add or remove tags. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Roster from the app list.
2
Paste your key
Paste a private access token. In Roster open Settings → Integrations → API access and generate a token. Use a private token (read/write), because public tokens only work for a few client-side tracking endpoints.
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 Roster?

It can search and read contacts, programs, applicants, ambassadors, campaigns, orders, rewards, referral rewards, cash rewards, discount rules and discount codes, and pull performance figures and sales attribution reports. It can create and update contacts, add ambassadors to programs, create discount codes and set the status of rewards.

Does the AI see my Roster credentials?

No. Your Roster 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 reports and lookups only. Adding ambassadors to a program may email them, and fulfilling rewards with notify on emails the ambassadors, so 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 Roster account.

Why do I need a private token and not a public one?

Roster has two kinds of tokens. Public tokens only work for a few client-side tracking endpoints, so they cannot read contacts, orders or rewards. A private token has read and write access, which the tools you switch on need.