• VERIFIED
  • MISSING
  • AUDIT
  • ACTION

How to monitor referral conversions with your AI

Connect Genius Referrals to your AI client once. From then on, your agent handles the heavy lifting of cross-referencing signups with referral logs.

Ask AI about this page

Short answer

How can I check if my referral tracking is working?

Ask your agent to compare recent customer signups against your referral list to find mismatches. You'll get a clear view of which conversions successfully attributed to a referrer and which ones missed the mark.

The results you get

Outcomes of monitoring

Running this task gives you these specific results.

VERIFIED

Successful tracking

The AI confirms that a new purchase correctly linked to a specific referral code. You get a clean list of validated conversions.

MISSING

Attribution gaps

Your agent identifies signups that should have been referrals but weren't captured. This highlights where your tracking might be failing.

AUDIT

Referral integrity

The AI pulls a list of all active referral links to ensure they match the current signup data. This keeps your records accurate.

ACTION

Human review needed

When the AI finds a discrepancy it can't resolve, it flags the specific user ID for you to investigate manually.

The workflow

What your AI does when the request arrives.

Your agent acts as a bridge between your signup data and your referral records.

  1. Fetch referral data

    The agent pulls the latest referral activity and conversion history to establish a baseline.

    list_tracked_referrals

  2. Cross-reference signups

    The AI compares recent customer activity against the referral list to find matches.

    list_tracked_referrals

  3. Log successful hits

    Once a match is confirmed, the agent records the successful conversion in your system.

    log_referral_conversion

  4. Report discrepancies

    The agent identifies any signups that lack a corresponding referral entry and presents them to you.

    list_tracked_referrals

Try it

Copy these to start.

Use these prompts to kick off the monitoring process.

Starting points

These are opening lines. Swap out the specific names or dates to match your actual 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

  • Check the status of all signups from the last 24 hours and see if they match any tracked referrals.

  • List all recent purchases from the Shopify store and verify if they were successful referral conversions.

  • Scan the referral list for any recent signups that didn't trigger a conversion log.

  • Verify if the referral from user 'ref_9921' has successfully converted into a purchase yet.

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

Start here

Connect Genius Referrals once, then ask.

Just click the link to connect. Your credentials stay encrypted and secure. Once connected, you can use any of the prompts above.

Connect Genius Referrals to your AI

FAQ

How this task behaves

  • 01

    Can the AI automatically pay out referral commissions?

    No. The AI can only check and log conversion data. You must handle all financial payouts manually.

  • 02

    Will the AI delete any of my existing referral records?

    No. The AI only reads existing data and logs new conversions. It has no capability to delete or modify your historical records.

  • 03

    Does it work with any signup source?

    The AI can check any signup data you provide it access to, as long as it can compare that data against the referral list.

  • 04

    Can I ask it to fix a broken referral link?

    No. The AI can identify that a link isn't working, but it cannot edit or repair your referral links or website code.

  • 05

    How often should I run these checks?

    You can run these checks whenever you want. There is no set schedule; you trigger the AI whenever you need an update.

  • 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