# PartnerPortal.io MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** channel-sales, partner-management, deal-registration, lead-sharing, reseller-program

## Description

# 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.

## Tools

### 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.

### 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 or owner.

## Prompt Examples

**Prompt:** 
```
List all active leads for company ID 12345.
```

**Response:** 
```
I've retrieved your leads for company 12345. You have 8 active opportunities including 'Acme Corp Upgrade' and 'New Partnership'. Would you like to see the status of any of them?
```

**Prompt:** 
```
Show me all partner organizations and their deal registration pipeline.
```

**Response:** 
```
You have 34 active partner organizations. Top 5 by deal value: "Meridian Solutions" ($890K in pipeline, 12 active deals), "CloudBridge Partners" ($720K, 8 deals), "TechAlliance" ($540K, 15 deals), "Digital Edge" ($430K, 6 deals), and "NextGen IT" ($380K, 9 deals). Total partner pipeline: $4.2M across 67 registered deals.
```

**Prompt:** 
```
Register a new lead from partner Meridian Solutions for the Acme Corp enterprise opportunity.
```

**Response:** 
```
Lead registered successfully (ID: lead_4892). Partner: Meridian Solutions. Account: Acme Corp. Opportunity: Enterprise Platform Migration, estimated value $185,000. Status: Pending Approval. The partner manager has been notified for deal validation. Expected close date set to Q3 2025 based on the partner's estimate.
```

## Capabilities

### List all records (Leads, Deals, Accounts, Partners)
Retrieve paginated lists of assets—like all active leads or all registered partners—to give you a high-level overview.

### Get specific record details
Fetch the full profile and current status for one exact asset, like checking the status of Deal ID 9001.

### Create new records
Instantly input a brand-new lead or partner record into the system with specific details.

### Modify existing data
Change details on an already created resource, such as updating a lead's status or correcting account info.

## Use Cases

### 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.

## Benefits

- 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.

## How It 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.

1. First, subscribe to the server and provide your PartnerPortal.io API Token (Bearer Token) in the Vinkius Marketplace.
2. Next, reference a specific need—for example, asking your agent to 'List all deals for partner XYZ.'
3. The agent calls the correct tool (`list_deals` or `get_partner`), receives the data, and presents it back to you directly in the chat.

## Frequently Asked Questions

**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.