Integration · Marketing

Connect Claude & ChatGPT to PartnerStack

Ask your AI which partners are waiting for approval, which customers a partner has referred, or what rewards are pending. It reads and updates partnerships, customers, leads and deals in PartnerStack, and it can list transactions, rewards, actions and groups. You manage your partner program by asking instead of filtering tables.

Connect PartnerStack free

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

Try asking

“Who is waiting for approval to join our partner program?”
The AI lists partner applications with their status, so you can see who is still pending.
“Which customers has partner [email protected] referred?”
It finds the partnership by email and lists the customers referred through that partner.
“Move this partner to the Gold group.”
It looks up the group key and updates the partnership to the new group.

What your AI can do

Partners and groups

List, invite and update partnerships, move partners between groups and tiers, review applications and see referral links.

Customers, leads and deals

Create and update referred customers, leads and deals, and convert a lead into a customer.

Commissions

List the transactions, tracked actions and rewards that drive partner commissions.

“Log a new lead from Nordic Labs for partner key p_123.”
It creates a lead for that partner with the contact's first name, last name and company.
“Show pending rewards for this partnership.”
It lists the partner's rewards filtered by status, so you see which commissions are pending.
“Update the Acme deal to closed won at 12,000.”
It finds the deal and changes the stage and amount. Only the fields you name change.

76 tools for PartnerStack

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

convert_leadChanges dataConvert a lead into a customer by `lead_key`, optionally with the customer's `email` and `customer_key`.
create_actionChanges dataCreate a new action. Required: target key, target type, type or value. API summary: Record action.
create_applicationChanges dataCreate a new application. Required: group slug or meta. Search applications first to avoid duplicates. API summary: Create an Application.
create_base_recordChanges dataCreate a new base record. API summary: POST - Trigger a base records export.
create_categoryChanges dataCreate a new category. Required: name. API summary: Post V2.
create_customerChanges dataRecord a new customer referred by a partner: needs `email`, your `customer_key` and the partner's `partner_key`.
create_dealChanges dataCreate a partner deal with `account_name`, contact first and last name, `amount`, `stage` and `close_date`.
create_deal_convertChanges dataCreate a new convert for a deal. Required: email. API summary: Convert a deal.
create_leadChanges dataCreate a lead for a partner: needs `partner_key`, `external_key` and `meta` with first name, last name and company.
create_partnershipChanges dataInvite or add a new partner by `email`, with name, group and manager. Set `notify_by_email` to control whether PartnerStack emails the partner.
create_partnership_userChanges dataCreate a new user for a partnership. Required: email. API summary: Invites or Adds a Partner Member to the given Partnership's Partner Team.
create_paymentChanges dataCreate a new payment. Required: amount or currency. API summary: Create a transaction.
create_productChanges dataCreate a new product. Required: customer key, product book key or status. API summary: Create a Product.
create_product_bookVisible to othersCreate a new product book. Required: name. Search product books first to avoid duplicates. Has effects visible outside this system. API summary: Create a product book.
create_rewardChanges dataCreate a new reward. Required: amount, description or target. Search rewards first to avoid duplicates. API summary: Create a reward.
create_tierChanges dataCreate a new tier. Required: benefits, criteria, name or tier collection key. API summary: Create a tier.
create_webhookDeletesCreate a new webhook. Required: events or target url. Destructive action; may require approval. API summary: Create a webhook.
delete_actionDeletesPermanently delete a action by action key. Destructive action; may require approval. API summary: Archive an action.
delete_customerDeletesPermanently delete a customer by customer key. Destructive action; may require approval.
delete_dealDeletesPermanently delete a deal by deal key. Destructive action; may require approval. API summary: Archive a deal.
delete_leadDeletesPermanently delete a lead by lead key. Destructive action; may require approval. API summary: Archive a lead.
delete_partnershipDeletesPermanently delete a partnership by partnership key. Destructive action; may require approval. API summary: Archive a partnership.
delete_paymentDeletesPermanently delete a payment by payment key. Destructive action; may require approval. API summary: Delete a transaction.
delete_productDeletesPermanently delete a product by unique identifier. Destructive action; may require approval.
delete_product_bookDeletesPermanently delete a product book by unique identifier. Destructive action; may require approval.
delete_webhookDeletesPermanently delete a webhook by webhook key. Destructive action; may require approval. API summary: Archive a webhook.
get_categoryGet one category by category key. API summary: Get V2.
get_customerGet one referred customer by `customer_key`.
get_dealGet one deal by `deal_key`, with stage, amount and close date.
get_deal_documentGet one document for a deal by document key. API summary: Get deal file.
get_exportGet one export by vendor report export key. API summary: GET - Retrieve a vendor report export by key.
get_leadGet one lead by `lead_key`.
get_partner_teamGet one partner team by team key. API summary: Retrieve a partner team.
get_partnershipGet one partnership by `unique_identifier` (partnership key, partner key or email), with group, tier and status.
get_productGet one product by unique identifier. API summary: Retrieve details of a Product.
get_product_bookGet one product book by unique identifier. API summary: Retrieve a product book.
get_tierGet one tier by tier key. API summary: Retrieve a tier.
get_v2List categories. API summary: Get V2.
get_vendor_report_configurationGet one vendor report configuration by vendor report configuration key. API summary: Retrieve a custom report.
get_webhookGet one webhook by webhook key. API summary: Retrieve a webhook.
list_actionsList tracked actions (such as signups or events) that can earn partners rewards, filtered by customer, partnership or type.
list_all_form_templatesList form templates. Optional filters: min created, max created, min updated, max updated, group or target type. Results are paginated. API summary: List all form templates.
list_applicationsList partner applications, filtered by `email`, `status` or group, to see who is waiting for approval.
list_categoriesList categories. API summary: List disti listing categories.
list_customersList referred customers, filtered by `partner_key`, `partnership_key`, `group` or created/updated dates.
list_deal_documentsList documents for a deal. API summary: Get files attached to a deal.
list_dealsList partner deals, filtered by `partner_key`, `customer_key`, `group` or created/updated dates.
list_form_templatesList form templates. Optional filters: group key, mold key, partner key or deduplicate. API summary: Retrieve the form templates for a deal.
list_groupsList partner groups, to find a `group_key` for other tools.
list_leadsList leads submitted by partners, filtered by `partner_key`, `group` or created/updated dates.
list_listsList lists. API summary: List all custom reports.
list_partner_linksList a partner's referral links by `partnership_identifier`.
list_partnershipsList your partners (partnerships), filtered by `email`, `group`, `approved_status` or created/updated dates. Use it to find a partner's `partnership_key`.
list_productsList products. Optional filters: customer key, stack key, click xid or order by. Results are paginated. API summary: Retrieve a paginated list of products.
list_rewardsList partner rewards (commissions), filtered by `partnership_key`, `customer_key`, `status` or dates.
list_sales_cycle_stagesList stages for a sales cycle. Optional filters: group key. API summary: Retrieve Sales Cycle Stages.
list_tiersList tiers. Optional filters: tier collection key. API summary: List all tiers.
list_transactionsList recorded customer payments (transactions) that drive partner commissions, filtered by `customer_key`, `customer_email` or product.
list_webhooksList webhooks. Results are paginated. API summary: List all webhooks.
retrieve_the_form_templates_for_a_leadList form templates. Optional filters: group key, mold key, partner key, company key or deduplicate. API summary: Retrieve the form templates for a lead.
search_product_booksSearch product books by order by or keywords. Use this to find existing product books before creating a new product book. Results are paginated. API summary: Retrieve all product books for the company.
update_application_decisionsVisible to othersUpdate an existing decision identified by application key. Only the fields you pass are changed. Has effects visible outside this system. API summary: Decision an Application.
update_categoryChanges dataUpdate an existing category identified by category key. Only the fields you pass are changed. API summary: Patch V2.
update_customerChanges dataUpdate a customer's name, email or metadata by `customer_key`.
update_dealChanges dataUpdate a deal by `deal_key`: stage, amount, close date, lost reason or contact. Only the fields you pass change.
update_deal_assignmentChanges dataUpdate an existing assignment identified by stack key. API summary: Assign partnership to deal.
update_decisionsVisible to othersUpdate an existing decision. Only the fields you pass are changed. Has effects visible outside this system. API summary: Bulk Decision Applications.
update_leadChanges dataUpdate a lead by `lead_key`: status, approval, amount, contact details or fields. Only the fields you pass change.
update_partnershipChanges dataUpdate a partnership by `partnership_key`: move it to another `group_key` or `tier_key`, or change the manager email.
update_partnership_tagsVisible to othersUpdate an existing tag identified by partnership key. Only the fields you pass are changed. Has effects visible outside this system. API summary: Updates a partnership's tags.
update_partnershipsVisible to othersUpdate an existing partnership. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update partnerships.
update_productChanges dataUpdate an existing product identified by unique identifier. Only the fields you pass are changed. API summary: Update details of a Product.
update_product_bookVisible to othersUpdate an existing product book identified by unique identifier. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a product book.
update_tierChanges dataUpdate an existing tier identified by tier key. Only the fields you pass are changed. API summary: Update a tier.
update_vendor_report_exportChanges dataUpdate an existing vendor report export identified by vendor report configuration key. API summary: POST - Export the current results of a custom report.
update_webhookDeletesUpdate an existing webhook identified by webhook key. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a webhook.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose PartnerStack from the app list.
2
Paste your key
Paste two keys. In your PartnerStack vendor dashboard go to Settings › Integrations › PartnerStack API Keys. Copy the Public key into the first field and the Secret key into the second. Use the Production keys unless you want test data.
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 PartnerStack?

It can list and read partnerships, applications, referral links, groups, customers, leads, deals, transactions, rewards and tracked actions. It can invite and update partners, create and update customers, leads and deals, and convert a lead into a customer.

Does the AI see my PartnerStack API keys?

No. You paste your PartnerStack API keys into HeyMyApps once. They are encrypted at rest, never shown to the AI and never shown again after you save them. The AI only gets the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. Switch on only the tools you want, for example lookups without creating anything. Actions that change your program, like inviting a partner or updating a deal, can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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, and you do not need a credit card to start. Paid plans are billed per completed task. You connect your own PartnerStack account.

Can the AI email my partners?

Only through PartnerStack itself. When the AI invites a new partner, the notify_by_email setting controls whether PartnerStack sends the partner an email. If you want to check each invite first, turn on approval for that tool.