# Genius Referrals MCP MCP

> Genius Referrals manages your entire word-of-mouth marketing program from a single command center. This MCP lets you track every advocate, monitor referral conversions, and oversee reward distributions without ever having to navigate a separate dashboard. You can list all current promoters, check the rules of any active campaign, or even log a new purchase conversion—all through natural conversation with your AI agent.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** referral-marketing, advocate-management, word-of-mouth, campaign-tracking, rewards-program

## Description

Managing a successful advocacy program used to mean clicking through multiple tabs: checking advocate lists, opening the campaigns section, and then manually tracking every single sale. Now, you just talk to your AI client. This MCP lets you manage your entire referral system by talking to it. You can ask your agent who your top advocates are or check if a specific payout request was approved, all without leaving your workspace. It handles everything from onboarding new promoters and checking campaign rules to logging conversions the moment they happen. Because this connectivity lives in the Vinkius catalog, you don't need to switch tools; your AI client just accesses all of it instantly. You get a clear picture of performance metrics and reward status through simple conversation.

## Tools

### verify_api_connection
Checks the current status of the connection between your AI client and Genius Referrals.

### register_advocate
Creates a new promoter profile and adds them to your active advocate roster.

### log_referral_conversion
Tracks a new referral conversion event (like a signup or purchase) into the system record.

### get_my_account
Provides basic identifying information about your Genius Referrals account itself.

### get_advocate_details
Retrieves detailed profile information for a specific advocate in your system.

### get_campaign_details
Pulls the rules and structure for an active referral marketing campaign.

### list_program_advocates
Lists the names and basic details of every advocate currently in your program.

### list_awarded_bonuses
Generates a list of all bonuses and rewards that have been officially awarded to advocates.

### list_referral_campaigns
Provides a list of all configured referral campaigns within your account.

### list_payout_requests
Shows all pending requests from advocates looking to claim or receive payouts.

### list_tracked_referrals
Shows a history log of all recorded referral events, such as purchases or signups.

### list_top_performers
Generates a ranking and list of the advocates who have generated the most referrals.

## Prompt Examples

**Prompt:** 
```
List all active referral campaigns in my account.
```

**Response:** 
```
Retrieving campaigns... I found 2 active campaigns: 'Fall Friends & Family' and 'Annual Loyalty Program'. Would you like the reward rules for either?
```

**Prompt:** 
```
Register 'Jane Smith' (jane@example.com) as a new advocate.
```

**Response:** 
```
Advocate registered! Jane Smith has been successfully added to your referral program. Her personal referral code is 'JANE-SMITH-123'.
```

**Prompt:** 
```
Show me the 5 most recent referral conversions.
```

**Response:** 
```
Fetching referrals... I found 5 recent conversions. 3 are currently 'Verified' and 2 are 'Pending' verification. Would you like to see the associated bonus amounts?
```

## Capabilities

### Manage advocate rosters
Retrieve lists of current promoters, check individual profiles, or register brand new advocates into the program.

### Monitor campaign rules and status
View all configured referral campaigns and access their specific reward structures and governing rules.

### Track sales conversions
See a log of every tracked conversion, whether it's a signup or an actual purchase event.

### Oversee rewards and payouts
List all awarded bonuses given to advocates and monitor pending payout requests for approval.

## Use Cases

### The quarterly bonus audit
A Marketing Director needs to approve bonuses for the last quarter. Instead of manually compiling data, they ask their agent to run `list_awarded_bonuses` and then check `list_payout_requests`. The system gives them a clear report on who is owed money versus who has already claimed it.

### Onboarding a new high-value advocate
A Customer Success Ops specialist gets a referral from a potential star advocate. They use the agent to `register_advocate` and then immediately check `get_advocate_details` to confirm their code is active, all in three quick steps.

### Checking recent sales activity
A Growth Marketer wants to see if a specific campaign is working right now. They ask the agent to `list_tracked_referrals` for the last 24 hours and can immediately tell if purchases are coming in.

### Verifying program health
An Operations Manager needs a quick status check on the entire referral network. They ask the agent to `list_program_advocates` to get a current count, and then use `list_referral_campaigns` to confirm all active programs are running correctly.

## Benefits

- Instantly check who's doing well. Instead of clicking into a reporting dashboard, you can ask the agent to run `list_top_performers` and immediately know which advocates need an incentive boost.
- Automate onboarding new users. You can use `register_advocate` to add promoters by simply telling your AI client who they are, skipping manual form filling.
- Audit rewards easily. Need to verify payouts? Ask the agent to list awarded bonuses or check pending requests using `list_payout_requests`, getting a clean summary every time.
- Track sales in real time. Every signup or purchase is logged by calling `log_referral_conversion`—you don't have to wait for manual data uploads; the system captures it immediately.
- Get campaign context fast. Need to know how much reward an advocate gets? The agent can retrieve the rules using `get_campaign_details`, so you never guess a payout amount again.

## How It Works

The bottom line is you tell the AI what you need, and it pulls the current program data straight from Genius Referrals.

1. Subscribe to this MCP through the Vinkius Marketplace.
2. Provide your Genius Referrals API Token (find it in Settings > API Access).
3. Start asking your AI client questions or giving commands, like 'List all top performers,' and get immediate data back.

## Frequently Asked Questions

**How do I get an API Token for Genius Referrals?**
Log in to your Genius Referrals dashboard, click your name in the top-left corner, and select 'API Access' to find your API token.

**Can I manually track a referral conversion via the agent?**
Yes! Use the 'log_referral_conversion' tool. You must provide the advocate's email and the email of the person they referred to trigger the tracking logic.

**How do I register a new advocate through the chat?**
Use the 'register_advocate' tool and provide the person's email and full name. The agent will add them to your program and generate their referral link.

**Is it possible to see who my best advocates are?**
Yes, the 'list_top_performers' tool retrieves a list of advocates sorted by their referral count, helping you identify your most active promoters.

**Before I start logging data, how do I check my credentials using `verify_api_connection`?**
The agent immediately confirms your connection status. It runs a quick check against Genius Referrals' system to ensure your API token is active and correctly authenticated for all operations.

**When I use `get_campaign_details`, what specific rules should I expect to retrieve?**
The tool returns the full metadata for any campaign, including its unique reward structure and conversion requirements. This lets you audit exactly how points are earned or paid out.

**If I need a complete roster of participants, not just top earners, which function should I use? Should I call `list_program_advocates`?**
Yes, calling `list_program_advocates` generates a full list of every registered promoter. It's perfect for auditing your entire base and ensuring nobody is missed.

**How do I audit an advocate’s total financial standing by listing their bonuses and payout requests?**
You can combine `list_awarded_bonuses` and `list_payout_requests`. This gives you a comprehensive view, showing both what they've earned and what they're currently trying to claim.