Claude integration
Run your partner program from a Claude conversation
Connect Claude to Partner.io through the Partner.io MCP server. Claude signs in with OAuth as you, then works with the same partners, reps, leads, tiers and webhooks you see in the app. Ask it who referred what this month, register a lead from an email, or run Deal Surround on an account you are trying to win.
What it does. Everything the Claude integration handles once it is connected.
- Search and read partners, partner reps, leads, partner types and program tiers
- Create and update partners, reps, leads and tiers from plain language
- Record a lead payment in any currency, converted to your default currency
- Run Deal Surround on a target domain and get the partner recommendations and a summary
- Create and manage webhook subscriptions from the events your program emits
- OAuth 2.1 sign-in with refresh tokens, so Claude does not ask you to authorise again
Setup
Add the Partner.io MCP server as a connector in Claude, sign in to Partner.io when Claude asks, and approve the access. The same connection works in Claude on the web and Claude Desktop.
- Category
- AI
- Status
- Live
- Included in
- Every plan
Integrations
Every partner action lands where your team already works. The rest of the stack.
All integrations- HubSpotTwo-way lead and deal sync, field mapping and a partner card inside HubSpot records.
- PipedriveTwo-way sync with live webhooks, field mapping and a partner panel inside Pipedrive.
- SalesforceTwo-way lead and opportunity sync for Salesforce, including sandbox orgs.
- SlackDeal and lead alerts in Slack, a slash command to register leads and team invites from your workspace.
- ShopifyFor Shopify app developers: attribute app installs and revenue to the partners who referred them.
- StripeRecord revenue from paid invoices, pay partners through Stripe Connect and let partners create promo codes.
- ClaudeAsk Claude about your partners, leads and tiers, and let it register leads or set up webhooks for you.
- ChatGPTBring your partner data into ChatGPT to answer questions, register leads and manage the program.
