• PROFILE
  • RELATIONSHIP
  • ROLES
  • HUMAN

How to retrieve partner account metadata with your AI

Connect PartnerPortal.io to your AI client once. After that, your agent handles all the data lookups for you.

Ask AI about this page

Short answer

How can I get partner and account details using my AI?

Your AI uses specific tools to fetch partner profiles and their associated account data. You get precise relationship details and role information through direct queries. This breakdown shows what you get.

Data outcomes

What you get

The specific information your agent pulls from PartnerPortal.io.

PROFILE

Partner identity

The AI pulls specific partner profiles. You get the exact names and identifiers needed for your records.

RELATIONSHIP

Account mapping

Your agent links partners to their specific accounts. This confirms which entities belong to which partner.

ROLES

Permission checks

The AI retrieves role data for accounts. You can quickly see who holds what authority within a partner relationship.

HUMAN

Manual review

The AI provides the raw metadata. You decide if the relationship data matches your internal business logic.

The workflow

What your AI does when you ask for data.

The AI moves through the PartnerPortal.io hierarchy to find the exact information you need.

  1. Find partners

    Your agent scans the partner list to identify the correct entity you are looking for.

    list_partners

  2. Get partner details

    Once the partner is identified, the AI pulls their specific profile information.

    get_partner

  3. List associated accounts

    The AI finds all accounts tied to that specific partner profile.

    list_accounts

  4. Retrieve account metadata

    The agent pulls the deep details for a single account to verify roles and data.

    get_account

Try it

Copy these to start.

Use these prompts to trigger the data retrieval.

Starting points

Swap out the specific names like 'Acme Corp' or 'Global Logistics' with your actual partner names.

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

  • List all my partners in PartnerPortal.io.

  • Get the profile details for the partner named Zenith Solutions.

  • Show me all accounts associated with the partner ID 99283.

  • What are the specific account details for the account 'NorthStar Logistics'?

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

Start here

Connect PartnerPortal.io once, then ask.

Follow the one-click link to connect. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect PartnerPortal.io to your AI

FAQ

How this task behaves

  • 01

    Can my AI change partner roles?

    No. This MCP only provides tools to read and retrieve data. You must make changes manually in the portal.

  • 02

    Can the AI delete an account?

    No. There are no tools available to delete or modify any partner or account data.

  • 03

    How does the AI find the right partner?

    It uses the list tool to scan available names and IDs before pulling specific details.

  • 04

    Does the AI see all my data?

    The AI only sees the data it retrieves through the specific tools you authorize it to use.

  • 05

    Can I use this with Cursor?

    Yes, any MCP-compatible client like Cursor, Claude, or Windsurf works with this connector.

  • 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