# CaptivateIQ MCP MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** commission-tracking, incentive-compensation, payout-management, payroll-integration, sales-performance, financial-reporting ## Description 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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` List all processed commission payouts in CaptivateIQ. ``` **Response:** ``` I've retrieved your payouts. You have several recent payouts, including 'March Sales Cycle' (Total: $120,000) and 'Q1 Bonus Run' (Total: $45,000). ``` **Prompt:** ``` Show the payout statement for employee John Doe. ``` **Response:** ``` Retrieving statement for John Doe... For the last period, he earned a total commission of $4,500 based on his sales target attainment of 110%. ``` **Prompt:** ``` Which calculation workbooks are available in my account? ``` **Response:** ``` You have 3 active workbooks: 'Global Sales Plan 2026', 'Manager Incentive Tier', and 'Referral Program Logic'. Which one would you like to explore? ``` ## Capabilities ### Audit payout history Retrieve detailed records for all processed commission payouts across the organization. ### Verify individual earnings Generate specific, individualized statements that show exactly how an employee calculated their pay. ### Get organizational data snapshots Retrieve core account settings and information about your current integration status. ### Review workforce structure Pull a list of every employee record, including their plan designations and reporting hierarchy. ### Track disputes and inquiries List all active commission inquiries or payouts that require manual review. ## Use Cases ### 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. ## Benefits - 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. ## How It 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. 1. Subscribe to this MCP and enter your CaptivateIQ API token. 2. Your agent authenticates the connection, confirming access to your compensation data. 3. You simply prompt your AI client: 'Show me John Doe's payout statement for Q2.' The data returns directly into the chat. ## Frequently Asked Questions **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.