# Referrizer MCP > Referrizer automates your entire referral and loyalty lifecycle using natural language conversation with any AI agent. You can manage contacts, track word-of-mouth growth, query campaign performance, and automate reward payouts without leaving your chat window. Use tools like `list_contacts` to see every customer's status or `get_referral` to check specific referral details instantly. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** referral-marketing, loyalty-programs, customer-retention, contact-management, word-of-mouth, automation ## Description When you connect your AI client to Referrizer, you cut out the dashboard hopping. You'll manage every customer interaction—from the initial signup to the final reward payout—all through natural conversation with your agent. It’s simple: talk to it, and it handles the data. **Managing Your Customer Base** You can treat your contacts like a single source of truth. Start by running `list_contacts` to pull up an immediate list of everyone currently in the system. Want deep background on one person? Use `get_contact_details` and you'll pull their full profile, including all the metadata you need. If you find someone new, run `create_contact` right away; that adds a completely fresh record into Referrizer. Need to tweak an existing file—maybe update their name or bump up their points? Just call `update_contact`. These tools give your agent full control over every single customer profile. **Tracking Word-of-Mouth Growth** The referral process is all about tracking history and specific actions. You can run `list_referral_history` to see a paginated log of every single referral event that's happened, letting you track the flow of growth over time. If you need to check out one specific link or action, use `get_referral`. That function pulls all the details—the status and the source—for exactly that referral, so you know where the good leads are coming from. It keeps your agent laser-focused on attribution. **Overseeing Campaigns and Rewards** Monitoring how well your marketing efforts hit is straightforward. Start by listing what's available with `list_marketing_campaigns` to get a rundown of all active and past campaigns. To drill down, you can run `get_campaign`, which pulls specific, detailed info about one particular campaign performance. For the loyalty side, running `list_loyalty_rewards` shows every incentive or reward pool you've set up in your program. Need to know how much a specific reward is worth? Use `get_reward`; that retrieves the rules, value, and context for just one type of reward. When it comes to payouts, `list_transactions` provides a comprehensive log of all recorded transactions, showing dates and amounts for every payout or redemption. **The Workflow in Action** Your agent handles complex sequences seamlessly. You can register new people using `create_contact`, then check their details with `get_contact_details`. The system keeps you informed on referral activity via `list_referral_history` and lets you measure campaign results by querying specific data with `get_campaign`. When a reward happens, the agent tracks it through `list_transactions` and confirms its rules using `get_reward`, making sure your team always sees consistent customer value. ## Tools ### get_campaign Retrieves specific, detailed information about one marketing referral campaign. ### get_referral Gets all details—including status and source—for one specific referral link or action. ### get_reward Retrieves the rules, value, and context for a single loyalty reward type. ### list_transactions Provides a comprehensive log of all recorded reward transactions, including dates and amounts. ### create_contact Adds a completely new contact record into the Referrizer system. ### get_contact_details Pulls the full profile and metadata for a single customer contact. ### list_marketing_campaigns Returns a list of all active and past marketing automation campaigns. ### list_contacts Provides an immediate list of all contacts currently stored in your account. ### list_referral_history Shows a paginated history of every customer referral event that has occurred. ### list_loyalty_rewards Lists every available reward or incentive defined in the loyalty program. ### update_contact Modifies specific fields (like name or points) for an existing contact profile. ## Prompt Examples **Prompt:** ``` List all active contacts in Referrizer. ``` **Response:** ``` I've retrieved your contacts. You have 100 active customers, including 'John Doe' (Points: 500) and 'Alice Smith'. ``` **Prompt:** ``` Show me the ROI analysis for all active loyalty and referral campaigns. ``` **Response:** ``` 5 active campaigns analyzed. "Buy 10 Get 1 Free" has the highest ROI at 340% (cost: $2,400 in free products, revenue generated: $10,560). "Refer a Friend $20" ROI: 280% (cost: $1,800, new customer revenue: $6,840). "Birthday Rewards" ROI: 190% (drives 67% visit rate vs 12% for non-birthday contacts). "Points Program" has 2,340 active members with $34,000 monthly spend. "Check-In Rewards" increased visit frequency by 23%. Total loyalty-driven revenue: $58,400. ``` **Prompt:** ``` Create a new contact and enroll them in the Birthday Rewards campaign. ``` **Response:** ``` Contact created: Maria Santos. Phone: +1-555-0198. Email: maria.santos@email.com. Birthday: August 15. Enrolled in "Birthday Rewards" campaign. She will receive a $15 birthday reward 3 days before August 15. Also auto-enrolled in "Welcome New Member" sequence (first visit reward: 10% off). Points balance: 0. Loyalty tier: Bronze. First check-in tracked. SMS opt-in confirmed. Next touchpoint: welcome email in 2 hours. ``` ## Capabilities ### Manage and update contact profiles List, retrieve details for, create, or modify any existing customer record in Referrizer. ### Track specific referral data Pull up the full history of referrals or get detailed information on a single, identified referral. ### Monitor marketing campaigns and rewards Get details about active loyalty reward pools or query past campaign results to measure performance. ### Automate contact enrollment Register new contacts directly via the agent, assigning them initial data and status in the system. ### Review reward activity logs List all historical transactions to track when and how rewards were paid out or redeemed. ## Use Cases ### Auditing a high-value client relationship. The ops manager needs to know why Client X hasn't engaged lately. They ask their agent: 'Check John Doe's status.' The agent runs `get_contact_details` (showing his points and tier) then calls `list_referral_history` to see if he referred anyone recently, giving the team talking points for a follow-up email. ### Reconciling reward payouts after an audit. The finance lead needs proof of all rewards paid out last month. They ask their agent: 'List all transactions from May.' The agent runs `list_transactions`, providing a detailed, filterable log that eliminates manual spreadsheet work and confirms the exact financial scope. ### Onboarding a new partnership contact. A salesperson meets a key prospect. They ask their agent to create them: 'Add Jane Smith as a contact.' The agent runs `create_contact`, populating all necessary fields and immediately confirming the enrollment, letting the sales cycle start without delay. ### Comparing campaign performance. The marketing director needs to know which campaigns actually work. They ask their agent: 'Show me active campaigns.' The agent runs `list_marketing_campaigns` and can then run a specific query using `get_campaign` to pull the detailed metrics for analysis. ## Benefits - Track word-of-mouth growth immediately. Instead of exporting a CSV to see who referred whom, just call `list_referral_history` and get the full picture instantly. - Stop guessing about customer value. By calling `list_transactions`, you get an immediate audit trail of every reward payout, which is crucial for accounting and trust. - Never lose a contact's details again. Use `get_contact_details` to pull up their entire profile—loyalty status, points balance, and metadata—in one shot. - Automate the onboarding process. When a new person signs up, your agent can run `create_contact`, assigning them initial data and enrolling them in campaigns. - Know exactly what you're selling rewards for. Before recommending an incentive, call `list_loyalty_rewards` to verify the rules and context for that specific customer interaction. ## How It Works The bottom line is that once you connect your key, your AI agent can run all these marketing actions for you. 1. Subscribe to the server on Vinkius Marketplace. 2. Enter your Referrizer API Key into your agent settings. 3. Start asking questions in any MCP-compatible client (Claude, Cursor, etc.). ## Frequently Asked Questions **How do I check a specific referral's status using get_referral?** You provide the unique referral ID to your agent. It uses `get_referral` to return all details, including whether the referral is pending or successfully completed. **Do I need list_contacts before running update_contact?** It's best practice to use `list_contacts` first. This confirms that the contact ID you want to modify actually exists and gives you a chance to verify the current data. **What is the difference between list_transactions and get_reward?** `get_reward` defines what a reward *is* (its rules/context). `list_transactions` tracks every time that reward was actually paid out or redeemed, giving you an activity log. **Can I use create_contact to enroll someone in rewards?** Yes. You can use `create_contact` to build the profile and then follow up with a specific action (like updating their status or calling another tool) to enroll them in the program. **Is list_referral_history better than list_contacts for growth data?** They track different things. `list_contacts` tracks *people*. `list_referral_history` tracks *actions*—specifically, who referred whom and the status of that link. **If I run list_contacts repeatedly, how do I handle potential rate limits or performance issues?** The server handles standard API rate limiting for you. If you exceed the set limit, your AI client will receive a specific HTTP 429 error code. You need to implement an exponential backoff strategy in your agent's workflow to pause and retry calls. **When I use update_contact, does it overwrite all of the existing contact's metadata?** No, `update_contact` only modifies the fields you specifically provide. The tool preserves all other profile data that wasn't included in your request body, keeping your history intact. **How do I find out which rewards a contact qualifies for using get_contact_details and list_loyalty_rewards?** First, run `get_contact_details` to retrieve the user's current points or loyalty tier. Then, pass those specific metrics when querying `list_loyalty_rewards`; this filters rewards to only those they are eligible for. **Can I list all my customer referrals using my AI agent?** Yes! Use the `list_referral_history` tool to retrieve a comprehensive list of all successful and pending referrals in your account.