• METRICS
  • AUDIT
  • PARTNERS
  • HUMAN

How to analyze referral performance with your AI

Connect Referly to your AI client to turn raw referral data into clear performance summaries.

Ask AI about this page

Short answer

How can I check my referral program's health using AI?

You can ask your AI to pull specific metrics or summarize how your affiliates are performing. It uses your live data to identify conversion trends and program status. You'll get specific breakdowns of your top performers and conversion rates.

The outcomes.

Insights you can get.

Your AI handles the data crunching so you can focus on strategy.

METRICS

Instant conversion summaries

The AI pulls specific conversion data to show you how well your links are working. You get a clear view of success rates without manual exports.

AUDIT

Program health checks

Ask for a high-level overview of your entire referral structure. The AI identifies if your program is growing or stalling.

PARTNERS

Affiliate deep dives

Get granular details on specific partners. You can see exactly who is driving value and who isn't.

HUMAN

Strategic decisions

The AI provides the numbers, but you decide which partners to reward or which campaigns to cut. It leaves the final judgment to you.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your raw referral logs and your chat interface.

  1. Fetch raw data

    The AI scans your existing referral records to build a baseline of current activity.

    list_referrals

  2. Calculate performance

    It processes the numbers to find conversion rates and other key health indicators.

    get_referral_analytics

  3. Inspect specific partners

    If you need to know more about a specific person, the AI pulls their individual profile and history.

    get_affiliate_details

  4. Summarize findings

    The AI translates the technical data into a plain English report you can act on.

    get_referral_analytics

Try it

Copy these to start.

Paste these prompts into your chat to begin analyzing your data.

Starting points

These are just ideas. Swap out the specific names or timeframes to match your actual data.

Referly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_r97rMjp10IFiuxDDfJuMyNPDoMsyXirwA5asAV5M/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 — Referly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "referly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_r97rMjp10IFiuxDDfJuMyNPDoMsyXirwA5asAV5M/mcp"
    }
  }
}
Copy into chat04

  • What is the current conversion rate for my Shopify referral program?

  • Show me a summary of my top 5 affiliates from the last month.

  • Analyze the performance of the 'Summer Sale' referral campaign.

  • Which affiliate has the highest conversion rate right now?

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

Start here

Connect Referly once, then ask.

Just follow the link to authorize the connection. Your login stays encrypted and secure on our side. Once connected, you can use any of the prompts above.

Connect Referly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my referral settings?

    No. The AI can only read your data and provide summaries. It cannot modify your program settings or change payout amounts.

  • 02

    Does the AI delete any of my affiliate records?

    No. The AI has read-only access to your referral data. It cannot delete or edit any information in Referly.

  • 03

    Can I ask for specific date ranges?

    Yes. You can ask for performance data from specific weeks, months, or custom timeframes.

  • 04

    How does it know which affiliate is which?

    The AI uses the unique identifiers in your referral data to pull specific details for each partner.

  • 05

    Can the AI send emails to my affiliates?

    No. This MCP is designed for data analysis and reporting, not for outbound communication.

  • More questions about Referly? See everything the Referly Connector can do

Connect Referly to Claude, Cursor, ChatGPT & more