• ACCURACY
  • HEALTH
  • BALANCE
  • ACTION

How to audit referral transactions with your AI

Connect ReferralHero to your AI client to monitor reward accuracy. Your agent handles the data heavy lifting so you can spot discrepancies immediately.

Ask AI about this page

Short answer

How can I audit my referral transactions using AI?

Your AI pulls recent transaction logs and current point balances to find mismatches or unusual activity. You'll get a clear view of reward accuracy and system health.

Audit outcomes

Where discrepancies land.

The AI categorizes findings based on what it finds in your ReferralHero data.

ACCURACY

Verified reward payouts

The AI compares transaction logs against expected rewards. You'll know if points were issued correctly to every referrer.

HEALTH

System activity reports

Review recent activity to ensure the referral engine is running as expected. This catches silent failures in the reward loop.

BALANCE

Point balance audits

Check current user balances against historical transactions. This helps identify inflated accounts or missing credits.

ACTION

Human intervention needed

When the AI finds a mismatch, it flags the specific user or transaction. You decide whether to manually adjust the points or investigate further.

The workflow

What your AI does when the audit starts.

The AI uses specific tools to pull data and verify the math.

  1. Pull transaction logs

    The AI fetches a list of recent referral events to establish a baseline for the audit.

    list_transactions

  2. Check reward status

    It looks up specific reward details to ensure the system triggered the right amounts.

    get_rewards

  3. Verify user balances

    The agent compares the transaction history against the current points held by users.

    get_rewards

  4. Correct errors

    If you find a mistake, you can instruct the AI to fix the balance for a specific user.

    add_points

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Swap out the specific user IDs or date ranges to match your actual data.

ReferralHero Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ePLlmy4BVCx8LOg3slIHts6pJKt2dvuI0gEpZzZU/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 — ReferralHero capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "referralhero-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ePLlmy4BVCx8LOg3slIHts6pJKt2dvuI0gEpZzZU/mcp"
    }
  }
}
Copy into chat04

  • List the last 50 transactions from ReferralHero and check for any duplicate rewards.

  • Compare the recent transaction history for user 9876 with their current point balance.

  • Show me all rewards issued in the last 24 hours to verify system activity.

  • Add 50 points to user 1234 to correct a missing referral reward.

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

Start here

Connect ReferralHero once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking your AI to pull data or check balances.

Connect ReferralHero to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete transactions if it finds an error?

    No. The AI can only add points to correct a balance. It cannot delete or modify existing transaction records.

  • 02

    Does the AI automatically issue rewards?

    No. The AI can check rewards and add points, but it won't trigger new referral rewards on its own without your prompt.

  • 03

    Can I audit specific users?

    Yes. You can ask the AI to look at the transaction history and balance for any specific user ID.

  • 04

    How does the AI handle disputed rewards?

    The AI identifies the discrepancy by comparing transaction logs and balances. You then use the tool to add the correct points manually.

  • 05

    Can the AI change my ReferralHero settings?

    No. This MCP is limited to reading transaction data and managing point balances. It cannot change your account configuration.

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

Connect ReferralHero to Claude, Cursor, ChatGPT & more