# PartnerStack MCP > PartnerStack connects your AI agent directly to your affiliate and partner management system. Use it to list partners, track every lead submitted, monitor rewards, and check customer attribution—all through natural conversation. Stop clicking dashboards; get the data you need immediately. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** affiliate-marketing, partner-management, lead-tracking, revenue-attribution, b2b-saas, commission-tracking ## Description Listen up. This server connects your AI agent straight into PartnerStack, so you can manage your entire partner program without clicking a single dashboard tab. You'll use natural conversation to list partners, track every lead that comes in, check commissions, and confirm exactly who owns which customer record. It cuts out the middleman—the manual effort. **Managing Your Partners:** You can instantly retrieve a full roster of every partner you have set up using `list_partners`. Need details on just one? Give it their ID, and we'll pull all the specific metadata for that single partner with `get_partner`. You can also check which groups of partners you’ve configured by calling `list_partner_groups`, or see every campaign—past and present—by running `list_partner_campaigns`. **Tracking Leads and Customers:** When leads come in, tracking 'who submitted what' is key. You can get a list of all leads that any partner has dropped by using `list_partner_leads`, giving you a clean view right down the sales funnel. To nail customer attribution—the most important part—you first run `list_partner_customers` to see every record associated with your ecosystem. Then, if you want to confirm which specific partner belongs to a given user, use `get_partner_customer`. It tells you exactly who gets credit for that sale. **Auditing Money and Transactions:** This is where you keep an eye on the books. To audit commissions and payouts, we’ve got tools for your money trail. Run `list_partner_rewards` to get a list of all generated reward records. For a deeper financial dive, `list_partner_transactions` gives you every single transaction related to the partner program. You'll also need to check system integration details; running `list_partner_webhooks` shows you every webhook configured for tracking system interactions. It’s all about taking action. Don't waste time navigating menus; just talk to your agent, and it uses these tools to get the precise data you need. ## Tools ### get_partner_customer Gets details for a customer, showing which partner they belong to. ### get_partner Gets detailed data for one specific partner using an ID. ### list_partner_campaigns Lists all current and past campaigns set up within the program structure. ### list_partner_customers Lists every customer record associated with the partner ecosystem. ### list_partner_groups Lists all distinct groups of partners you have configured. ### list_partner_leads Retrieves a list of leads submitted by any partner, helping track the sales funnel. ### list_partners Retrieves a comprehensive list of every partner in your account. ### list_partner_rewards Lists all generated reward records to audit commissions and payouts. ### list_partner_transactions Provides a full list of financial transactions related to the partner program. ### list_partner_webhooks Lists all configured webhooks for system integration tracking. ## Prompt Examples **Prompt:** ``` List all active partners in my account. ``` **Response:** ``` I've retrieved 15 active partners, including 'Referral King', 'Global Affiliates', and 'Tech Connect'. Would you like details for any specific partner? ``` **Prompt:** ``` Show me the last 5 leads submitted by our partners. ``` **Response:** ``` I've fetched the latest leads. Recent submissions include 'John Smith' from partner 'AffiliateOne' and 'Acme Corp' from 'Growth Partners'. Would you like the full details? ``` **Prompt:** ``` What is the status of the rewards for the 'Summer Campaign'? ``` **Response:** ``` I've retrieved the rewards log. For the 'Summer Campaign', there are 12 rewards 'pending_approval' and 8 'paid' rewards. Would you like a list of the pending ones? ``` ## Capabilities ### List All Partners Retrieve a list of all partners currently set up in your account. ### Get Specific Partner Data Fetch detailed metadata for one individual partner using their ID. ### Track Leads by Partner List and get details on leads that partners have submitted, helping you track the sales funnel. ### Find Attributed Customers List customers and confirm which partner is associated with them. ### Review Rewards and Payouts Get a list of generated rewards or transactions to audit commission payouts. ## Use Cases ### Auditing a Partner's Commission A Channel Ops specialist needs to verify if 'Global Affiliates' received payment for Q2. Instead of digging into the finance dashboard, they ask their agent: 'Show me all rewards for Global Affiliates in June.' The agent runs `list_partner_rewards` and presents a clean list showing pending vs. paid amounts. ### Investigating Lost Leads A Partnership Manager notices a high-value lead went cold. They ask their AI agent: 'What leads did partners submit last week?' The agent uses `list_partner_leads` to show the full submission history, allowing the manager to follow up with the specific partner responsible. ### Understanding Program Scope A new employee needs to understand how many distinct campaigns exist. They ask their agent: 'List all active and past partner campaigns.' The agent uses `list_partner_campaigns` to give a comprehensive overview, instantly bringing the new hire up to speed on program structure. ### Cross-referencing Customer Source The Sales Team needs to know which partner generated Acme Corp. They ask: 'Who is the partner for customer ID 9001?' The agent runs `get_partner_customer` and returns the partner name instantly, ensuring proper commission credit. ## Benefits - **Know who gets paid.** Use `list_partner_rewards` to check the reward log. You can verify payout statuses for any campaign, ensuring partners are always properly incentivized. - **Track revenue attribution immediately.** Running `list_partner_customers` and checking `get_partner_customer` tells you exactly which partner brought in a sale—no more guessing games on commission splits. - **Audit every transaction.** The `list_partner_transactions` tool gives you full visibility into the financial movement of your program, making compliance audits fast and accurate. - **Monitor lead health.** Running `list_partner_leads` lets you see exactly what leads are flowing in right now. You track submissions by partner without jumping to a separate CRM tab. - **Maintain structure overview.** Tools like `list_partner_campaigns` and `list_partner_groups` keep your program management clean, letting you understand the full scope of your affiliate setup at a glance. ## How It Works The bottom line is that you get real-time operational data directly in your chat window, eliminating context switching between tabs and dashboards. 1. Subscribe to the server and enter your PartnerStack API Key. 2. Your AI client connects this credential, giving it permission to access partner data. 3. You ask a question—like 'Show me leads from last month'—and the agent runs the correct tool, returning clean, structured data. ## Frequently Asked Questions **How do I check if a specific partner is active using list_partners?** The `list_partners` tool provides the full metadata for all accounts. You can filter or look through the returned data to see the current status and details of any partner you need to check. **Can I use get_partner_customer to find out who brought in a client?** Yes, `get_partner_customer` is designed for this. You provide the customer ID, and it returns details showing which partner account is associated with that specific client. **What information does list_partner_leads give me?** `list_partner_leads` retrieves all submitted lead records. For each lead, you get details on the source partner and when the submission occurred, helping you track funnel entry points. **Do I need list_partner_transactions to audit commissions?** While `list_partner_rewards` focuses on rewards, `list_partner_transactions` gives a complete financial picture. Use it when you need the full movement history, not just the reward payout status. **When I run `list_partners`, how do I check if my API credentials are working correctly?** A successful call confirms your credentials are valid and you have read access. If the tool returns an authentication error, double-check that your PartnerStack API Key is active and hasn't expired in your MCP server settings. **How do I monitor or update automated notifications using `list_partner_webhooks`?** The tool lets you see all configured webhooks, confirming where PartnerStack sends real-time data. You use this to ensure your AI client can react instantly when a partner submits a lead or earns a reward. **If I need to understand the hierarchy, how do `list_partner_groups` and `list_partner_campaigns` relate?** Groups define broader collections of partners. Campaigns run within those groups, giving specific goals for a limited time. You use these two tools together to map out exactly which partners are participating in which structured programs. **What's the best practice if I need to view thousands of records using `list_partner_rewards`?** The server handles pagination automatically, but you should anticipate limits. If a single call fails due to volume, your agent will prompt you for the next page or time range needed. **How do I find my PartnerStack API Key?** In your PartnerStack dashboard, go to **Settings** > **Integrations** and look for the API Key section. You may need to generate a new key if one doesn't exist. **Can I see leads submitted by a specific partner?** Yes! Use the `list_partner_leads` tool. You can ask the AI agent to filter the results for a particular partner name or ID from the retrieved list. **Does this support reward tracking?** Absolutely. Use the `list_partner_rewards` tool to see a log of all generated rewards and their current status across your partner ecosystem.