Supercharge your AI with CaptivateIQ. Audit commissions and payroll records instantly.
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CaptivateIQ handles your entire incentive compensation lifecycle through natural conversation. Track commission payouts, verify employee statements, and audit payout logic without leaving your AI client.
Connect this MCP to instantly manage complex payroll data for finance, sales ops, or HR.
What your AI can do
Get account status
Retrieves core account and integration information for verification.
Get employee details
Fetches specific profile details for a single employee based on their name or ID.
List employees
Lists every employee record and their associated compensation plan designations.
Retrieve detailed records for all processed commission payouts across the organization.
Generate specific, individualized statements that show exactly how an employee calculated their pay.
Retrieve core account settings and information about your current integration status.
Pull a list of every employee record, including their plan designations and reporting hierarchy.
List all active commission inquiries or payouts that require manual review.
Ask an AI about this
Compatible AI Apps
OAuth 2.0 Compatible Gemini Waiting for input…
CaptivateIQ: 8 Tools for Compensation Management
Use these tools to programmatically access all financial records related to commissions, employees, and compensation logic.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using CaptivateIQ on VinkiusGet Account Status
Retrieves core account and integration information for verification.
Get Employee Details
Fetches specific profile details for a single employee based on their name or ID.
List Employees
Lists every employee record and their associated compensation plan designations.
List Commission Inquiries
Lists all active commission disputes and inquiries from the workspace.
List Commission Payouts
Retrieves a list of all processed commission payouts for auditing purposes.
List Payout Statements
Generates a list of individualized payout statements for employees to review earnings calculations.
List Workbooks
Lists all calculation workbooks that define commission logic in the system.
List Worksheets
Lists specific worksheets used within the overall commission workbook structure.
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Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
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Replace [YOUR_TOKEN_HERE] with your token from
cloud.vinkius.com. For OAuth-protected servers, expand Advanced
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Start a conversation
Open a new chat. The CaptivateIQ integration is available immediately — no restart needed.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Reconciling Commissions Takes Too Many Clicks
Right now, reconciling payouts means logging into CaptivateIQ, navigating to 'Payouts,' downloading a massive CSV for the whole team. Then you have to switch tabs to pull individual statements for discrepancies, and finally jump over to the workbook section just to see which formula was even used in that payout run. It’s a deep dive through five different dashboards.
With this MCP, your agent handles the navigation. You tell it what you need—say, all processed payouts—and it pulls the data directly into your chat window. The result isn't just a file; it's an immediate summary of what changed and why.
Getting Payout Statements with list_payout_statements
You used to have to ask someone in payroll for an individual statement, or find the report yourself by filtering through complex date ranges. This process involved emailing back and forth just to get a single PDF showing one person's earnings.
Now, you simply prompt your agent with the employee name. It executes list_payout_statements immediately, pulling up the exact calculation breakdown right where you are working.
What your AI can actually do with this
Managing commissions is messy. You need to track who gets paid what, when, and why—and that data lives in a bunch of different places. This MCP connects your CaptivateIQ account directly to your agent, letting you run full commission workflows using simple chat prompts. Instead of logging into the platform and clicking through five different menus just to get a payout summary, you ask for it.
You can request detailed lists of all processed payouts or pull up an individual employee's statement instantly. This is how you keep payroll accurate and audit-ready without manual exports. Once connected via Vinkius, your agent handles the heavy lifting, letting you focus on interpreting the numbers instead of gathering them.
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Here's how it actually works
The bottom line is that you talk to your agent like talking to a human analyst; it talks back with structured, actionable financial records.
Subscribe to this MCP and enter your CaptivateIQ API token.
Your agent authenticates the connection, confirming access to your compensation data.
You simply prompt your AI client: 'Show me John Doe's payout statement for Q2.' The data returns directly into the chat.
Who is this actually for?
This MCP targets finance and sales ops professionals. You're the person who has spreadsheets open on three monitors at 2 AM trying to reconcile commission numbers before payroll closes. You need a single source of truth, instantly.
Using list_commission_payouts and get_account_status, you pull the necessary data for payroll runs, eliminating manual dashboard exports.
You use list_employees and list_workbooks to monitor commission trends and verify employee plan designations across the team.
You pull high-level payout summaries using natural language prompts, making it easy to track revenue leader metrics without deep platform diving.
What Changes When You Connect
Instead of exporting CSV files for every payout, you ask your agent to list_commission_payouts directly. This gives you a live data feed without the manual steps.
You don't need to guess an employee’s plan. Use list_employees to pull all staff records and their designations instantly, which is key for payroll runs.
Need proof of earnings? You can generate individualized statements using list_payout_statements, giving employees clear data on how their commission was calculated.
Troubleshooting disputes gets faster. By calling list_commission_inquiries, you centralize all payout questions into one chat window, no matter where they originated.
You verify the entire calculation logic by listing both list_workbooks and list_worksheets, giving full transparency to your audit trail.
See it in action
Quarterly Audit Prep
An auditor needs to reconcile last quarter's payouts. They tell their agent: 'Pull all processed commission payouts using list_commission_payouts, and also get the current account status using get_account_status.' The agent gives them a complete picture in minutes.
Onboarding New Managers
A manager needs to know who reports into whom. They run list_employees to see all staff, then use get_employee_details on specific names to understand their current compensation plan and hierarchy.
Investigating a Dispute
An employee claims their payout is wrong. Instead of calling HR, the manager asks for list_payout_statements for that person. The agent immediately shows them the calculation breakdown to resolve the issue.
Reviewing Logic Changes
The finance team suspects a logic error in commissions. They use list_workbooks and list_worksheets together to review exactly which formulas are running, ensuring compliance across all calculations.
The honest tradeoffs
Manual Cross-Referencing
A user tries to reconcile payout data by manually downloading a list of employees, then logging into the statement section for each one, and finally cross-referencing it with a separate workbook report.
Start by calling list_employees to get the full roster. Then, use the agent to iterate through that list, pulling required details like statements via list_payout_statements or specific profiles using get_employee_details.
Ignoring Status Checks
Assuming payout data is available when the core account setup might have changed. This leads to incomplete reporting and failed audits.
Always run get_account_status first. It validates that your connection is current before you pull any high-stakes financial reports.
Searching for One Payout
Trying to find a single payout by guessing the date range, which often fails because payouts are grouped by cycles.
Use list_commission_payouts instead of searching dates. This tool lists all processed payouts in batches, giving you an overview of what's available.
When It Fits, When It Doesn't
Use this MCP if your job involves auditing or reconciling financial records tied to employee performance and compensation. If you need to know who was paid, how much, and why, this is it. Don't use it if you just need a simple list of names; then, simply calling list_employees is enough. However, if your primary goal is general HR management—like updating an address or viewing vacation time—this MCP won't help because its focus is strictly on commission and payroll records. You only interact with the financial layer.
Questions you might have
How do I check the current status of my CaptivateIQ account using get_account_status? +
You run get_account_status. It retrieves core integration information, confirming that your connection token is active and that all necessary data streams are flowing correctly.
I need to list payout statements for multiple employees; can I use list_payout_statements? +
Yes, you can. While the tool focuses on listing individual statements, your agent can handle batch requests or iterate through a list of names provided by list_employees.
What is the difference between list_workbooks and list_worksheets? +
list_workbooks gives you the top-level logic—the overall plan. list_worksheets drills down, showing you the specific tabs or formulas that make up the calculation within a workbook.
Can I use list_commission_payouts to see past payouts? +
Yes. list_commission_payouts is designed specifically to list all processed commission payouts, allowing you to audit historical payment cycles efficiently.
If I only know an employee's ID, how do I use get_employee_details to pull their specific profile? +
It pulls a single employee’s full record. This is useful for verifying a person's current plan status or hierarchy without listing everyone in the organization first.
What does list_commission_inquiries track, and how do I use it to audit disputes? +
This tool lists every recorded commission dispute or inquiry. It provides a centralized log of who filed an issue, when, and the current status of that claim.
I need a complete roster view; should I use list_employees to check all plan designations? +
Yes, list_employees gives you the full organizational dataset. You can review every employee record and their assigned compensation plans in one batch.
How do I verify the underlying calculation rules for my commissions using list_workbooks? +
It lists your master calculation workbooks, which are the source files governing how commission logic operates. This allows you to audit the foundational code before viewing specific results.
Can I check the total commission for a specific employee using the agent? +
Yes! Use the get_employee_details tool or the list_payout_statements tool. Your agent will fetch the relevant data, including the total commission amount for the period.
How do I list all the processed payouts for my team? +
Simply ask the agent to list_commission_payouts. It will retrieve the full history of processed payouts from your CaptivateIQ account, including dates and totals.
Does the integration allow creating a new payout manual adjustment? +
The current toolset focuses on querying and monitoring (Read-Only) for data analysis and payroll extraction. Adjustments or changes to the calculation logic should be managed via the CaptivateIQ web platform.
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