PartnerPortal.io MCP for AI. Manage your entire channel sales pipeline from chat.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
PartnerPortal.io MCP Server manages channel sales and partner programs directly through your AI chat client. It lets you list, create, and update leads, monitor deal statuses, and retrieve full account metadata without leaving your agent interface.
Manage your entire partner ecosystem from one conversation.
What your AI can do
Check api status
Verifies the server's connection to PartnerPortal.io and checks your account status.
Create lead
Adds a brand new prospect lead record to your partner network.
Get account
Retrieves the detailed profile information for a specific company account.
Retrieve paginated lists of assets—like all active leads or all registered partners—to give you a high-level overview.
Fetch the full profile and current status for one exact asset, like checking the status of Deal ID 9001.
Instantly input a brand-new lead or partner record into the system with specific details.
Change details on an already created resource, such as updating a lead's status or correcting account info.
Ask an AI about this
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PartnerPortal.io MCP Server: 11 Tools for Channel Sales
Use these eleven tools to manage every aspect of your partner ecosystem—from creating a new lead with `create_lead` to updating complex deal statuses using `update_deal`.
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 PartnerPortal.io on VinkiusCheck Api Status
Verifies the server's connection to PartnerPortal.io and checks your account status.
Create Lead
Adds a brand new prospect lead record to your partner network.
Get Account
Retrieves the detailed profile information for a specific company account.
Get Deal
Fetches all details and current status for one specific deal ID.
Get Lead
Retrieves the full record of a single lead, including its history and metadata.
Get Partner
Gets the profile details for one specific partner organization.
List Accounts
Returns a paginated list of all company accounts registered in PartnerPortal.io.
List Deals
Provides a list summary of active and closed deals within your partner network.
List Leads
Lists all leads, showing key details for quick identification across the portal.
List Partners
Returns a list summary of every partner organization you work with.
Update Lead
Modifies specific data points on an existing lead record, like changing the status...
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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Make Your AI Do More
Start with PartnerPortal.io, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PartnerPortal.io. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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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 11 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Tracking partner activity shouldn't feel like juggling five different websites.
Right now, tracking a single lead means jumping from the CRM dashboard to the Partner Portal. You copy the lead ID into one system, then jump to another to check if their account is verified, and finally open a third spreadsheet just to update the 'Next Steps' column. It takes minutes, but it’s error-prone.
With this MCP server, you keep everything in your chat window. You ask for the data—for instance, running `get_lead` on ID 12345—and you get all three pieces of information back instantly. No switching tabs, no copy/pasting. Just the answer.
PartnerPortal.io MCP Server: Centralize your entire program data.
Specific manual steps that disappear include running status checks on a partner's deals, compiling an account summary from multiple tabs, or manually creating leads when a referral comes in. These tasks used to take dedicated blocks of time and focus.
Now you just talk to your agent. You tell it what data you need—maybe listing all partners who have registered more than five deals this quarter—and the tools handle the complex filtering and retrieval. It’s simple, direct, and always current.
What your AI can actually do with this
PartnerPortal.io
Connect your PartnerPortal.io account to any AI agent. This lets your agent handle all your channel sales and partner relationship management right inside the chat window. You'll manage everything from listing leads to updating deal statuses without ever leaving your interface.
It’s time you stopped jumping between tabs just to check a status field. Your AI client handles the heavy lifting, letting you interact with your entire partner ecosystem using plain language commands.
Status and Oversight
You should always start by checking things out. You can run check_api_status to verify that your agent has a live connection to PartnerPortal.io and to check your current account status first.
Getting the Big Picture (Listing Records)
Need an overview? Your agent lets you pull comprehensive, paginated lists of core assets. You can call list_leads to see all active leads at once, giving you a quick snapshot of who's in the pipeline. Want to know about your partners? Use list_partners for a summary of every organization you work with.
If you need to track revenue growth or check on closed opportunities, list_deals provides that list summary across your whole network. And if you want to see all the company accounts registered in PartnerPortal.io, list_accounts returns that complete roster right away.
Diving Deep (Getting Specific Details)
When you find an entry on a list that looks promising, you don't wanna guess what it is. You can fetch full details for any specific asset. Want the whole picture of a company? Call get_account with its unique ID to pull its detailed profile information. For a partner organization, use get_partner to get their complete profile details.
If you're focusing on an opportunity, get_deal pulls every single detail and the current status for one specific deal ID. And if you need the full history—the metadata, the touchpoints—on just one prospect, get_lead retrieves that entire record for you.
Taking Action (Creating and Modifying Data)
Sometimes, you gotta make a change or start something new immediately. If you spot a potential lead that needs to be added right now, your agent uses create_lead to input a brand-new prospect record into the partner network.
If an existing lead's status changes—say, they went from 'Nurturing' to 'Qualified'—you can use update_lead to modify specific data points on that record. You can change its owner or correct any info you find wrong with a single command. Remember, this update function is key for keeping your pipeline accurate.
By using these tools—from checking status and listing everything out to fetching deep details, creating new entries, and modifying old ones—your agent manages the entire lifecycle of leads, deals, accounts, and partners. You'll handle your whole partner sales process from one conversation with zero manual data entry.
019dd136-8626-72a6-a7de-294284cef844 Here's how it actually works
The bottom line is that your AI acts as a dedicated channel manager, handling complex API calls so you don't have to switch apps.
First, subscribe to the server and provide your PartnerPortal.io API Token (Bearer Token) in the Vinkius Marketplace.
Next, reference a specific need—for example, asking your agent to 'List all deals for partner XYZ.'
The agent calls the correct tool (list_deals or get_partner), receives the data, and presents it back to you directly in the chat.
Who is this actually for?
Channel Managers and Sales Ops pros. This server is for people who are tired of manually clicking through dashboards or copying/pasting data between the CRM, the partner portal, and a spreadsheet. You need to manage complex relationships at scale without spending all day in a browser.
You use this daily to quickly pull summaries of partner performance or check lead volume without having to switch out of your chat tool.
You rely on it to automate the creation and updating of leads, ensuring that every new opportunity is logged correctly and consistently across systems.
You use this to verify partner account details or list all registered deals, keeping track of program health in real-time conversation.
What Changes When You Connect
Get immediate visibility into lead status using list_leads and get_lead. You don't need to open the main portal just to confirm if a prospect is active or needs follow-up.
Monitor partner health with list_partners and get_partner. Quickly see which partners are underperforming or whose account data needs updating, all in one chat window.
Automate deal tracking. Instead of manually checking dashboards, you can ask your agent to use get_deal to check a specific opportunity's status—is it pending approval? When is the next milestone?
Keep your pipeline clean by using create_lead. You capture new prospect data immediately when it comes in, logging it directly into the system without manual data entry.
Handle mass updates efficiently. Use update_lead to change a lead's status for multiple deals at once, ensuring all records reflect current operational reality.
See it in action
Need an overview of all active leads.
A partner manager needs to know how many leads were generated last week. They ask the agent to use list_leads. The server returns a structured list, allowing them to immediately filter and identify high-value prospects for follow-up calls.
Updating deal status after a client meeting.
A sales rep just finished a major discovery call. Instead of logging into the portal, they ask the agent to use get_deal and then update_lead. The system changes the deal status from 'Discovery' to 'Proposal Sent,' automatically updating the associated lead record.
Investigating a specific partner account.
The Ops team needs to verify if Partner X has recently changed their contact details. They ask the agent to use get_account and specify 'Partner X.' The agent pulls the latest verified data, confirming the correct mailing address.
Onboarding a brand new prospect.
A referral comes in with basic contact info. Instead of starting a spreadsheet, the user tells their agent to use create_lead. The agent handles the required metadata and logs the lead instantly into the system.
The honest tradeoffs
Trying to find an account using only its name.
Asking 'What's the status of Acme Corp?' without specifying a unique ID. The agent might return too many results or fail entirely because data needs precise keys.
Always use get_account and provide the specific Account ID. If you don't have the ID, start by calling list_accounts to narrow down your options first.
Updating a lead without knowing its current status.
update_lead fails or causes data corruption because the agent tries to set a 'deal value' when the record is still in the initial 'Intake' stage. Bad data flow.
Before running update_lead, always call get_lead. This verifies the current state and ensures you are modifying the correct fields for that specific lifecycle stage.
Trying to list all deals across multiple years.
Using list_deals without specifying a date range or partner filter results in thousands of records, making it useless noise. The data is too massive.
Use the listing tools with filters. Call list_deals and specify both the relevant Date Range AND the Partner ID to get a focused, actionable list.
When It Fits, When It Doesn't
You should use this server if your primary pain point is managing complex partner pipelines where leads, accounts, and deals are all interconnected. If you spend time switching between dedicated dashboards just to check a status or update metadata, this is for you. The tools like get_deal, list_leads, and update_lead handle that full lifecycle control.
Don't use this if all your needs are simple: if you only need basic CRM functions (e.g., just logging contacts into a single list), a standard, simpler contact management tool might suffice. This server is built for the complexity of channel sales and reseller programs—it requires managing multiple interconnected data points across several distinct tools.
Questions you might have
How do I check if my API token is working with the `check_api_status` tool? +
Run the check_api_status tool first. This verifies your connection and account status immediately, so you know whether to trust the data coming from the server or not.
What is the difference between using `get_lead` and `list_leads`? +
list_leads gives you a broad summary—a list of many leads. Use it when you need an overview. Use get_lead when you have a specific Lead ID and need to see every detail about that one record.
Can I change a lead's status using the `update_lead` tool? +
Yes, update_lead is designed for this. You provide the Lead ID and the new status (e.g., 'Qualified')—the system handles the modification.
I need a list of all my partner organizations; which tool should I use? +
Use list_partners. This returns a structured, paginated summary of every registered partner. If you want details on one specific company later, then use get_partner.
How do I find out all the deals associated with my partners? +
You can run list_deals. This will show a list of active and closed opportunities. If you need details on one specific deal, use the Deal ID with get_deal.
When using `create_lead`, what specific data fields must I provide to ensure the lead registers correctly? +
You need a unique identifier, partner ID, and contact information. The system requires these core inputs to validate and register the new lead against your existing network schema.
If I use `get_partner`, can I retrieve specific metadata about their assigned roles or certifications? +
Yes, the tool returns detailed profile data including account-level roles and associated partner certifications. This helps you verify their current standing before starting a discussion.
How do I use `list_accounts` to filter out inactive or dormant accounts? +
You must pass specific filters for account status and last activity date. This prevents you from reviewing stale records and keeps your focus on actionable partners.
Can my AI automatically find the details for a specific lead by its ID? +
Yes! Use the get_lead tool with the Company ID and Lead ID. Your agent will respond with complete metadata, including lead status, source, and associated deal info in seconds.
How do I find my PartnerPortal.io API Token? +
Log in to your PartnerPortal.io account, navigate to Settings > API, and you will find or generate your unique secret token there. Ensure you have the required plan level for API access.
What is the Company ID? +
The Company ID is a unique identifier for your organization profile within PartnerPortal.io. You can find it in your portal settings or URL after logging in.
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