• AUTOMATED
  • INSTANT
  • VERIFIED
  • MANUAL

How to onboard new affiliates with your AI

Connect Refersion to your AI client once. From there, you can register new partners just by typing their details.

Ask AI about this page

Short answer

How can I use AI to register new affiliates?

You tell your AI client to create a new partner, and it uses the Refersion tool to register them immediately. This handles the account setup so you don't have to log in to the Refersion dashboard. You'll see the specific outcomes and steps below.

The results of your commands

Where every registration lands

Every command you send results in one of these outcomes.

AUTOMATED

New partner accounts

The AI uses the registration tool to build the profile. You get a confirmed affiliate in Refersion without clicking through menus.

INSTANT

Data entry complete

All the contact info and partner details you provided are mapped to the correct fields. The AI handles the heavy lifting of data entry.

VERIFIED

Account readiness

The AI confirms the account was created successfully. You'll know exactly when the partner is ready to start earning.

MANUAL

Human review needed

If a command is missing a required field like an email or name, the AI will stop and ask you for that specific detail.

The workflow

What your AI does when the command arrives.

Your AI handles the technical handshake with Refersion so you can focus on the conversation.

  1. Parse partner details

    The AI extracts names, emails, and referral details from your chat message. It organizes this data to match Refersion's requirements.

    create_affiliate

  2. Execute registration

    The AI sends the structured data to Refersion to build the new account. This happens in the background while you stay in your chat window.

    create_affiliate

  3. Validate the entry

    The AI checks that the account was actually created. It looks for a success response from the Refersion API.

    create_affiliate

  4. Report status

    The AI tells you the outcome. If something went wrong, it explains why the registration failed.

    create_affiliate

Try it

Copy these to start.

Use these prompts to trigger the onboarding process.

Starting points

These are basic examples. Swap out the names and email addresses with your actual partner information.

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

  • Create a new affiliate in Refersion for Alex Rivera with the email alex.r@example.com

  • Register a new partner named Jordan Smith using jordan.smith@provider.net

  • Add a new affiliate account for Taylor Vance at taylor.v@webmail.com

  • Set up a Refersion account for Sam Lee with email sam.lee@company.org

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

Start here

Connect Refersion once, then ask.

Click the link to link your account. Your credentials stay encrypted and secure on our side. Once connected, you can use any of the prompts above.

Connect Refersion to your AI

FAQ

How the onboarding behaves

  • 01

    Can the AI delete an affiliate if I tell it to?

    No. The current toolset only allows for creating new affiliates. Deletions must be handled manually in Refersion.

  • 02

    Does the AI need my Refersion password?

    No. You connect via Vinkius, which manages the connection securely. Your AI client never sees your login credentials.

  • 03

    What happens if I forget to include an email address?

    The AI will recognize the missing information and ask you to provide it before it attempts to create the account.

  • 04

    Can I update existing affiliate details through the AI?

    No. This specific capability is limited to creating new accounts.

  • 05

    Will the AI automatically assign commission rates?

    The AI only creates the account with the information you provide in the prompt. It won't set custom rates unless you include them in your command.

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

Connect Refersion to Claude, Cursor, ChatGPT & more