• ADDITION
  • MODIFICATION
  • REMOVAL
  • HUMAN

How to manage subscriber data with your AI

Connect ReferralHero to your AI client once. After that, you can control your referral lists just by talking to your agent.

Ask AI about this page

Short answer

How can I manage my ReferralHero subscribers with AI?

You can add new people, change existing contact details, or delete users from your lists using simple text commands. Your AI handles the technical API calls to ReferralHero so you don't have to log into the dashboard for every small change. This gives you direct control over your referral participants through your chat interface.

Data outcomes

Where your data changes land.

The AI maps your requests to specific actions in ReferralHero.

ADDITION

New participants added

When you tell your AI to include someone new, it uses the add tool to put them straight into your list.

MODIFICATION

Updated contact info

If a subscriber changes their email or details, your AI updates their record instantly.

REMOVAL

Cleaned up lists

You can remove people from your referral programs by simply asking the AI to delete them.

HUMAN

Manual review needed

The AI won't make bulk decisions or complex logic changes without you confirming the specific people first.

The workflow

What your AI does when <the thing arrives>.

Your AI acts as the interface between your chat window and your ReferralHero account.

  1. Identify the user

    The AI first looks up the specific person you are talking about to make sure it has the right record.

    get_subscriber

  2. Register new entries

    When you want to grow your list, the AI pushes the new contact information into your system.

    add_subscriber

  3. Fix mistakes

    If a name is misspelled or an email is wrong, the AI corrects the existing entry.

    update_subscriber

  4. Purge old data

    When a user leaves your program, the AI removes them from the database entirely.

    delete_subscriber

Try it

Copy these to start.

Use these prompts to trigger actions in ReferralHero.

Starting points

Swap out the names and emails in these examples with your actual subscriber details.

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

  • Add jane.doe@example.com to my referral list.

  • Update the email for the subscriber named Mark Smith to mark.s@gmail.com.

  • Remove the participant with the email alex.jones@provider.com from the list.

  • Get the details for the subscriber with the email sarah.connor@tech.com.

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

Start here

Connect ReferralHero once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can find the full tool list on the Connector page.

Connect ReferralHero to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my entire subscriber list?

    No. The AI only deletes specific individuals when you explicitly tell it to do so.

  • 02

    Does the AI create new referral programs?

    No. It only manages the subscribers within your existing programs.

  • 03

    Can I ask the AI to find a specific person's info?

    Yes, you can ask to retrieve details for any subscriber currently in your list.

  • 04

    Will the AI change my settings automatically?

    No. The AI only performs the specific data actions you request.

  • 05

    Can I update multiple people at once with one command?

    No. You need to specify the individual subscriber you want to update.

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

Connect ReferralHero to Claude, Cursor, ChatGPT & more