• PAYOUTS
  • RECORDS
  • HUMAN
  • SYNC

How to log manual conversions with your AI

Connect Refersion to your AI client once. From then on, you can just tell your agent to record sales that didn't happen through a standard tracking link.

Ask AI about this page

Short answer

How can I manually record a sale in Refersion using AI?

You give your agent the transaction details, such as the order ID and the partner name. Your agent then writes that data directly into Refersion. This ensures your affiliate payouts stay accurate even when tracking links fail.

The results of manual logging

Where your data lands

When you give your agent sale details, these outcomes occur.

PAYOUTS

Accurate partner credits

The agent sends the transaction data to Refersion. Your partners see the correct commissions in their dashboards.

RECORDS

Clean conversion history

Every manual entry is logged as a formal conversion. This keeps your attribution reports consistent with organic sales.

HUMAN

Final oversight

You decide which sales are valid before telling the agent to record them. The agent won't guess which partner deserves credit.

SYNC

Real-time updates

The conversion hits Refersion immediately. You don't have to wait for a CSV upload or a manual import process.

The workflow

What your AI does when the sale details arrive.

Your agent handles the data entry so you don't have to log into the Refersion dashboard.

  1. Parse sale info

    Your agent looks at the text or order details you provide to find the order ID, amount, and partner name.

    create_conversion

  2. Validate the request

    The agent checks that you've provided enough information to create a valid record in Refersion.

    create_conversion

  3. Execute the entry

    The agent sends the specific transaction details to the Refersion platform to create the record.

    create_conversion

  4. Confirm success

    The agent tells you once the conversion is officially logged and ready for payout.

    create_conversion

Try it

Copy these to start.

Use these prompts to trigger the Refersion connection.

Starting points

Swap out the bracketed info with your actual order numbers and partner names.

Refersion Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Mxzj0QYxrtGukLuSOl3iz6FyuLeFvbfkoH2txXBx/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 — Refersion capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "refersion-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Mxzj0QYxrtGukLuSOl3iz6FyuLeFvbfkoH2txXBx/mcp"
    }
  }
}
Copy into chat04

  • Log a conversion in Refersion for order #9982 with partner 'SummerVibes'.

  • Create a manual sale for $45.00 using the 'TechReview' affiliate code.

  • I have a manual sale for order #12345. Can you add this to Refersion for partner 'InfluencerX'?

  • Record a $120 conversion for the 'FitnessGuru' partner from today's offline sale.

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

Start here

Connect Refersion once, then ask.

You only need to link your account one time. Your credentials stay encrypted, and you can immediately start using the tools in any compatible client.

Connect Refersion to your AI

FAQ

How manual logging behaves

  • 01

    Can the AI change existing conversions?

    No. The AI can only create new conversions using the available tools.

  • 02

    Does the AI automatically know when a sale happens?

    No. You have to tell the AI that a sale occurred so it can trigger the tool.

  • 03

    Can I use this to delete incorrect entries?

    No. This specific tool is only for creating new conversion records.

  • 04

    Do I need to keep the Refersion tab open?

    No. Once the connection is set up, the AI handles the communication in the background.

  • 05

    Will this affect my automated tracking links?

    No. This is a separate process for manual entries that bypass standard tracking.

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

Connect Refersion to Claude, Cursor, ChatGPT & more