Integration · CRM & sales

Connect Claude & ChatGPT to Kiflo PRM

Ask your AI which partner leads are waiting, what a partner has registered, or what rewards partners have earned in Kiflo. It can read partners, leads, deals, customers, payouts and rewards, create and update partners, leads and deals, accept or refuse partner submissions and add notes. Your partner program gets handled without opening each record.

Connect Kiflo PRM free

Free plan, no credit card. Takes about a minute.

Try asking

“Which leads have partners submitted that we have not handled yet?”
The AI lists partner leads with partner, status and deadline, so you can see which ones still need a decision.
“Accept lead 812 and add a note that Maria will follow up.”
It accepts the lead and attaches your note, with the visibility you choose.
“Convert the Nordic Foods lead into a deal and keep its notes.”
It converts the lead into a deal and carries over its notes, meetings and attachments.

What your AI can do

Partners and applications

List, read, create and update partners with status, owner, program level and custom fields, and see applications to join your program.

Leads and deals

Create and update leads and deals, accept or refuse partner submissions, convert leads into deals and move deals through your stages.

Rewards, payouts and notes

List rewards, payouts and customers, and add notes or tasks to partners, leads, deals, customers and payouts.

“Move the Acme deal to the next stage and set the close date to 30 November.”
It reads your deal stages, then updates the deal's stage and close date. Other fields stay as they are.
“Add Baltic IT as a new partner and invite [email protected].”
It creates the partner with Anna as main contact. If you ask for the invitation, Kiflo emails it to her.
“What rewards and payouts are open right now?”
It lists partner rewards and payouts with status and amounts, so you can see what is earned and what is paid.

104 tools for Kiflo PRM

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

approve_dealVisible to othersAccept a partner-registered deal by `deal_id`, with an optional `note` and `note_visibility`.
approve_leadVisible to othersAccept a partner-submitted lead by `lead_id`, with an optional `note` and `note_visibility`.
approve_partner_applicationVisible to othersAccept a partner application (partner application id). Has effects visible outside this system. API summary: Accept a pending Partner Application.
convert_lead_to_dealChanges dataConvert a lead into a deal by `lead_id`, optionally carrying over its notes, meetings and attachments. Pass deal and contact fields in `deal.properties` and `contact.properties`.
create_channel_conflictChanges dataCreate a new channel conflict. API summary: Create Channel Conflict.
create_collaborationChanges dataCreate a new collaboration. API summary: Start a collaboration.
create_contactChanges dataCreate a new contact. API summary: Create contact.
create_contact_inviteVisible to othersCreate a new invite for a contact. Has effects visible outside this system. API summary: Send invitation email to join the partner portal.
create_customerChanges dataCreate a new customer. API summary: Create customer.
create_customer_2Changes dataCreate a new customer. API summary: Convert lead to customer.
create_customer_postChanges dataCreate a new customer. API summary: Associate a customer to a deal.
create_dealChanges dataCreate a deal with `stage`, `status`, `currency`, `close_date`, `contact_id` (or a new `contact`), the `partners` involved and custom `properties` (keys from list_deal_properties).
create_deal_order_lineChanges dataCreate a new order line for a deal. API summary: Create line item.
create_deal_partnerChanges dataCreate a new partner for a deal. API summary: Add partner on a deal.
create_deal_refuseChanges dataCreate a new refuse for a deal. API summary: Refuse deal.
create_leadChanges dataCreate a lead for a partner with `partner_id`, `status`, `note`, `currency`, `dead_line` and custom `properties` (keys from list_lead_properties).
create_lead_abandonChanges dataCreate a new abandon for a lead. API summary: Abandon lead.
create_noteChanges dataAdd a note to a partner, lead, deal, customer or payout: pass `content` and one of `partner_id`, `lead_id`, `deal_id`, `customer_id` or `payout_id`, plus `visibility`. Can also create a task via `task_name` and `task_due_date`.
create_partnerChanges dataCreate a partner with `name`, `status`, `currency`, `partner_type_id` and an optional `main_contact` (first/last name, email). Setting main_contact.sendInvitationEmail sends the contact an invitation email. Custom fields go in `properties`, using keys from list_partner_properties.
create_partner_contact_certificationChanges dataCreate a new partner contact certification. API summary: Give a certification to a partner team member.
create_partner_onboardChanges dataCreate a new onboard for a partner. API summary: Start an onboarding for a partner.
create_paymentChanges dataCreate a new payment. API summary: Create transaction.
create_payoutChanges dataCreate a new payout. API summary: Create payouts.
create_payout_invalidateChanges dataCreate a new invalidate for a payout. API summary: Invalidate a payout.
create_productChanges dataCreate a new product. API summary: Create product.
create_product_priceChanges dataCreate a new price for a product. API summary: Create product price.
create_rewardChanges dataCreate a new reward. API summary: Create reward.
create_subscriptionChanges dataCreate a new subscription. API summary: Subscribe.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete customer.
delete_deal_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Delete line item.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete transaction.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete product.
delete_product_priceDeletesPermanently delete a price by price id. Destructive action; may require approval. API summary: Delete product price.
delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Unsubscribe.
get_accountGet your Kiflo account's own details. Use to confirm which account you are working in.
get_contactGet one contact by contact id. API summary: Get contact.
get_customerGet one customer by `customer_id`, with its partner, status and custom properties.
get_dealGet one deal by `deal_id`, with stage, partners, close date, amounts and custom properties.
get_documentGet one document by document id. API summary: Get attachment.
get_leadGet one lead by `lead_id`, with its partner, status, deadline and custom properties.
get_partnerGet one partner by `partner_id`, with status, program level, owner and custom properties.
get_partner_applicationGet one partner application by partner application id. API summary: Get partner application.
get_partner_onboarding_stagesList stages. API summary: Get partner onboarding stages.
get_paymentGet one payment by payment id. API summary: Get transaction.
get_payoutGet one payout by payout id. API summary: Get payout.
list_access_tokensList access tokens. API summary: Issues a short-lived, HubSpot-scoped Kiflo access token.
list_accounts_getList accounts.
list_assetsList assets.
list_certificationsList certifications. API summary: Get partner certifications.
list_contactsList contacts.
list_contacts_getList contacts. API summary: List partner contacts.
list_customer_propertiesList properties. API summary: List customer properties.
list_customersList customers (closed business attributed to partners). Use this to find a customer's ID.
list_data_sourcesList data sources.
list_deal_order_linesList order lines for a deal. API summary: List line items on a given deal.
list_deal_propertiesList the deal fields (property keys) defined in your account. Use these keys in the `properties` of create_deal and update_deal.
list_deal_stagesList the deal pipeline stages. Use a stage from here when creating or moving a deal.
list_dealsList partner deals. Use this to find a deal's ID.
list_documentsList documents. API summary: Get attachments.
list_groupsList groups.
list_lead_propertiesList the lead fields (property keys) defined in your account. Use these keys in the `properties` of create_lead and update_lead.
list_leadsList leads (referrals) submitted by or assigned to partners. Use this to find a lead's ID.
list_notesList notes recorded on partners, leads, deals and customers.
list_overlapsList overlaps.
list_partner_applicationsList applications from companies asking to join your partner program.
list_partner_contact_certificationsList partner contact certifications. API summary: List certifications given to partner contacts.
list_partner_contactsList contacts. API summary: List partner contacts.
list_partner_linksList links for a partner. API summary: Get partner links.
list_partner_propertiesList the partner fields (property keys) defined in your account. Use these keys in the `properties` of create_partner and update_partner.
list_partnersList the partners in your Kiflo partner program. Use this to find a partner's ID.
list_paymentsList payments. API summary: List transactions.
list_payout_propertiesList properties. API summary: List payout properties.
list_payoutsList partner payouts with their status and amounts.
list_pipeline_stagesList stages for a pipeline. API summary: List onboarding stages for a given onboarding pipeline.
list_pipelinesList pipelines. API summary: List onboarding pipelines.
list_product_pricesList prices for a product. API summary: List product prices.
list_productsList products.
list_programsList programs. API summary: List partner programs.
list_propertiesList properties. API summary: List contact properties.
list_properties_getList properties. API summary: List partner properties.
list_prospection_stagesList prospection stages. API summary: Get partner prospection stages.
list_rewardsList rewards (commissions) earned by partners.
list_statsList stats. API summary: Get partner link statistics.
list_subscriptionsList subscriptions.
list_transaction_propertiesList properties. API summary: List transaction properties.
list_typesList types. API summary: Get partner types.
pay_payoutMoves moneyPay a payout (payout id). Financial or irreversible action; may require approval.
reject_leadChanges dataRefuse a partner-submitted lead by `lead_id`, with an optional `note` explaining why and `note_visibility`.
reject_partner_applicationVisible to othersReject a partner application (partner application id). Has effects visible outside this system. API summary: Reject a pending Partner Application.
send_invitation_email_to_join_the_partner_portalVisible to othersCreate a new invite for a contact. Has effects visible outside this system. API summary: Send invitation email to join the partner portal.
send_templateVisible to othersEmail a template. Has effects visible outside this system. API summary: List email templates.
submit_payoutVisible to othersValidate a payout (payout id). Has effects visible outside this system.
update_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Update contact.
update_customerChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Patch customer.
update_dealChanges dataUpdate a deal by `deal_id`: stage, close date, currency, owner, partners, contract dates or custom `properties`. Only the fields you pass change.
update_deal_order_lineChanges dataUpdate an existing order line identified by order line id. Only the fields you pass are changed. API summary: Patch line item.
update_leadChanges dataUpdate a lead by `lead_id`: currency, deadline, assigned contact email or custom `properties`. Only the fields you pass change.
update_partnerChanges dataUpdate a partner by `partner_id`: name, status, owner, program level, onboarding stage or custom `properties`. Only the fields you pass change.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update transaction.
update_payoutChanges dataUpdate an existing payout identified by payout id. Only the fields you pass are changed. API summary: Update Payout.
update_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Patch product.
update_product_priceChanges dataUpdate an existing price identified by price id. API summary: Update product price.
upload_documentChanges dataUpload a document. API summary: Upload attachment from file.
upload_document_from_urlChanges dataUpload a document. API summary: Upload attachment from URL.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Kiflo PRM from the app list.
2
Paste your key
Paste a Kiflo API access token. In Kiflo, open Account settings > Integration, go to the API Access Token section, click Add, name the token and click Add. Copy it right away, because Kiflo does not show it again.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Kiflo PRM?

The AI can read your account, partners, partner applications, leads, deals, deal stages, customers, notes, rewards and payouts. It can create and update partners, leads and deals, accept deals, accept or refuse leads, convert a lead into a deal and add notes and tasks.

Does the AI see my Kiflo API token?

No. Your Kiflo API access token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Accepting a partner's deal or lead, and creating a partner that gets an invitation email, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Kiflo account.

How does the AI fill in my custom fields?

Kiflo lets you define your own fields for partners, leads and deals. Before it creates or updates a record, the AI reads the field keys defined in your account and uses those keys, so values land in the right fields.