CaptivateIQ MCP Server

Connect your CaptivateIQ account to any AI agent and orchestrate your incentive compensation, commission tracking, and payroll integration workflows through natural conversation.

What you can do

• Payout Oversight — List and retrieve detailed metadata for all processed commission payouts across your organization.
• Statement Management — Access individualized payout statements for employees to verify earnings and calculations.
• Employee Coordination — List and retrieve detailed profiles for all employees, including their plan designations and hierarchy.
• Workbook Monitoring — Access and list your calculation workbooks and worksheets to ensure transparency in your commission logic.
• Dispute Tracking — Monitor and list commission inquiries or disputes directly from your workspace.
• Financial Reporting — Retrieve core account and integration information straight from your workspace.

How it works

1. Subscribe to this server
2. Enter your CaptivateIQ API Token
3. Start managing your commission data from Claude, Cursor, or any MCP-compatible client

Who is this for?

• Finance & Payroll Teams — quickly extract payout data for payroll runs without manual dashboard exports.
• Sales Operations — monitor commission trends and employee designations straight from their workflow tools.
• Revenue Leaders — retrieve high-level payout summaries and plan details using natural language.