• NEW ENTRIES
  • MODIFICATIONS
  • RETRIEVAL
  • HUMAN

How to register and update partner leads with your AI

Connect PartnerPortal.io to your AI client once. From then on, you can manage your partner pipeline without leaving your chat.

Ask AI about this page

Short answer

How can I add or change partner leads using my AI?

You can use your agent to submit new opportunities or modify existing lead details in PartnerPortal.io. This keeps your data current through simple chat commands. You'll see exactly how the data moves in the breakdown below.

Lead management outcomes

Where your data lands

Your agent handles the heavy lifting of data entry and updates.

NEW ENTRIES

New leads added

The AI sends new partner details directly to your portal. Your pipeline stays updated as you talk.

MODIFICATIONS

Existing data changed

You can fix typos or update lead statuses. The AI applies these changes to the correct records.

RETRIEVAL

Lead info found

Your agent pulls specific lead details when you ask. This helps you verify info before you change it.

HUMAN

Final review needed

The AI performs the technical updates, but you remain the decision maker. You decide which leads are valid.

The workflow

What your AI does when <the thing arrives>.

Your agent acts as the bridge between your chat and the PartnerPortal.io database.

  1. Find the lead

    The agent looks up the specific partner you are discussing to ensure it targets the right record.

    get_lead

  2. Register new leads

    When you describe a new opportunity, the AI creates a new entry in the portal.

    create_lead

  3. Update lead info

    The AI modifies existing fields, like contact names or status, based on your instructions.

    update_lead

  4. Verify the update

    The agent checks the record again to confirm the change was applied correctly.

    get_lead

Try it

Copy these to start.

Paste these into your chat to trigger actions in PartnerPortal.io.

Starting points

These are opening lines. Swap the bracketed text for your actual partner names or contact details.

PartnerPortal.io Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_LeBoyRKRQMDmLz9uPhEvB0YTUF2usLgum2SxwxMS/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 — PartnerPortal.io capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "partnerportalio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_LeBoyRKRQMDmLz9uPhEvB0YTUF2usLgum2SxwxMS/mcp"
    }
  }
}
Copy into chat04

  • Create a new partner lead for [Company Name] with [Contact Name] as the lead.

  • Update the status of the [Company Name] lead to 'In Progress'.

  • Get the contact information for the lead at [Company Name].

  • Change the email address for [Company Name] to [Email Address].

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

Start here

Connect PartnerPortal.io once, then ask.

Connect your account with one click. Your login stays encrypted on our side, and you can find the full list of tools on the Connector page.

Connect PartnerPortal.io to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete leads?

    No. There is no tool to delete leads, so your existing records are safe from accidental removal.

  • 02

    Can the AI change my portal settings?

    No. The AI only has permission to interact with lead data through specific tools.

  • 03

    Does the AI need me to log in every time?

    No. You connect once, and the MCP stays ready for your agent to use.

  • 04

    Can I use this with Cursor or Claude?

    Yes. This works with any MCP-compatible client you already use.

  • 05

    Will the AI automatically update leads?

    No. The AI only makes changes when you explicitly ask it to in your chat.

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

Connect PartnerPortal.io to Claude, Cursor, ChatGPT & more