• SUCCESS
  • DATA
  • REVIEW
  • SYNC

How to register new advocates with your AI

Connect Genius Referrals to your agent once. After that, you can add new promoters to your program using simple chat commands.

Ask AI about this page

Short answer

How can I add new promoters without using the dashboard?

Just tell your agent the details of the person you want to add. The AI uses the register_advocate tool to create the new profile in your referral program immediately. You'll get a confirmation once the new advocate is live in your system.

The outcomes.

What happens after you ask.

Your agent handles the data entry so you don't have to log into a web portal.

SUCCESS

New advocate created

The register_advocate tool processes the details you provided. Your new promoter is now active in your referral network.

DATA

Profile details captured

Your agent extracts names and emails from your chat. It ensures the right fields are ready for the system.

REVIEW

Human verification needed

If the details are messy or incomplete, your agent will stop and ask you for clarification before finishing the registration.

SYNC

Program updated

The referral program reflects the new addition instantly. You don't need to refresh a dashboard or wait for a sync.

The workflow

What your AI does when you request a registration.

The agent acts as the interface between your conversation and the referral database.

  1. Parse details

    Your agent looks at the text you typed to find the name, email, and any other required promoter info.

    register_advocate

  2. Validate input

    The agent checks that the email format is correct and that no required fields are missing.

    register_advocate

  3. Execute registration

    The agent sends the structured data to the referral system to create the new account.

    register_advocate

  4. Confirm status

    The agent tells you exactly what happened, confirming the new advocate is ready to start earning.

    register_advocate

Try it

Copy these to start.

Use these prompts to trigger the registration process.

Starting points

Replace the names and emails in these examples with your actual promoter data.

Genius Referrals Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_OgLsxtVlreJNeDwOOcKbC6vgbNbeeBCWHF3wkIT5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Genius Referrals capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "genius-referrals-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_OgLsxtVlreJNeDwOOcKbC6vgbNbeeBCWHF3wkIT5/mcp"
    }
  }
}
Copy into chat04

  • Register a new advocate named Alex Rivera with the email alex.r@example.com.

  • Add a new promoter to my program: Jordan Smith, jordan.smith@email.com.

  • I have a new referral partner. Can you add Taylor Vance (taylor.v@provider.net) to the system?

  • Register the following person: Casey Jones, casey.j@webmail.com.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Genius Referrals once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start managing advocates through your preferred AI client immediately.

Connect Genius Referrals to your AI

FAQ

How the registration task behaves

  • 01

    Can the AI delete an advocate if I change my mind?

    No. The current tools only allow for registering new advocates. Deleting or removing users must be done manually in your dashboard.

  • 02

    Does the AI need me to format the email a certain way?

    No. You can just type the details naturally. The agent will extract the email and name from your sentence.

  • 03

    Can I add multiple people at once?

    Yes. You can list several people in a single message and the agent will process them.

  • 04

    Will the AI automatically assign referral codes?

    The registration follows your program's default settings. The AI only handles the data entry for the new profile.

  • 05

    Can the AI change an existing advocate's email?

    No. This specific tool is only for registering new advocates, not updating existing ones.

  • More questions about Genius Referrals? The Connector page answers them. See everything the Genius Referrals Connector can do

Connect Genius Referrals to Claude, Cursor, ChatGPT & more