Integration · Marketing

Connect Claude & ChatGPT to Refersion

Ask your AI which affiliates are waiting for approval, whether an order was credited to an affiliate, or how many clicks a link got, and it works in your Refersion account. It can search affiliates, offers, conversions and clicks. It can also create tracking links, add coupon codes as promotion methods and update affiliates, offers and conversion statuses.

Connect Refersion free

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

Try asking

“Which affiliates are waiting for approval?”
The AI searches affiliates with status PENDING and lists them with their IDs.
“Approve Jane Miller as an affiliate.”
It finds Jane's affiliate ID and sets her status to APPROVED.
“Was order 10452 credited to an affiliate?”
It looks up conversions for that order and shows the affiliate, commission and status.

What your AI can do

Affiliates

Search and count affiliates, read their activity and custom fields, and update details, offer or approval status.

Conversions and clicks

List, count and read conversions, check whether an order was credited, list clicks and change a conversion's status.

Offers, links and coupons

Search and update offers, create tracking links and add promotion methods such as coupon codes.

“How many conversions did the Summer offer get last month?”
It finds the offer's ID and counts the conversions in that date range.
“Create a tracking link for Jane that points to our summer sale page.”
It generates a new tracking link for her affiliate account with the URL you give.
“Give Jane the coupon code JANE10.”
It adds the coupon code as a promotion method on her affiliate account.

43 tools for Refersion

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

check_order_conversionCheck whether an order is credited to an affiliate. Pass the order ID as `search` and the `affiliate_id`.
count_affiliatesCount affiliates matching the same filters as search_affiliates (search text, offer IDs, revenue, clicks or commission ranges).
count_conversionsCount conversions matching filters such as `affiliate_ids`, `offer_ids`, `order_id` or a created date range.
create_affiliate_linkChanges dataGenerate a tracking link for an affiliate. Pass the affiliate's ID in both `affiliate_id` and `affiliate_id_2`; optionally a custom `url` or `marketing_asset_id`.
create_affiliate_messageVisible to othersCreate a new message for a affiliate. Required: body affiliate id. Has effects visible outside this system. API summary: Resend Welcome Email.
create_credit_order_idChanges dataCreate a new credit order id. Required: conversion queue id, affiliate id or approval status. API summary: Credit Order to Affiliate.
create_endpointDeletesCreate a new endpoint. Required: url or topics. Destructive action; may require approval. API summary: Create Webhook Endpoint.
create_exclusionChanges dataCreate a new exclusion. Required: type. Search exclusions first to avoid duplicates. API summary: Create Exclusion.
create_lead_feedbackChanges dataCreate a new feedback for a lead. Required: type. API summary: Submit Prospect Feedback.
create_manual_creditChanges dataCreate a new manual credit. Required: affiliate id, commission total, currency or approval status. API summary: Create Manual Credit.
create_promotion_methodChanges dataAdd a promotion method to an affiliate: pass `affiliate_id`, `type` and `value` (a coupon code, SKU or email address).
delete_affiliateDeletesPermanently delete a affiliate by affiliate id. Destructive action; may require approval. API summary: Delete Affiliate.
delete_affiliate_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Delete Affiliate Custom Field Value.
delete_endpointDeletesPermanently delete a endpoint by endpoint id. Destructive action; may require approval. API summary: Delete Webhook Endpoint.
delete_exclusionDeletesPermanently delete a exclusion by exclusion id. Destructive action; may require approval. API summary: Delete Exclusion.
delete_promotion_methodDeletesPermanently delete a promotion method by promotion method id. Destructive action; may require approval. API summary: Delete Promotion Method.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete Offer.
get_affiliate_activityGet the recent activity log of one affiliate by `affiliate_id`.
get_conversionGet one conversion by `conversion_id`, with its order, affiliate, commission and status.
get_product_categoriesList categories. API summary: Get Product Categories.
list_affiliate_custom_fieldsList the custom field values stored on one affiliate by `affiliate_id`.
list_affiliate_productsList products for a affiliate. Results are paginated. API summary: Get Affiliate Amazon Products.
list_categoriesList categories. API summary: Get Business Categories.
list_clicksList affiliate link clicks between `created_at_min` and `created_at_max` (ISO 8601), optionally for one `affiliate_id`.
list_conversionsList conversions (affiliate-credited orders), filtered by `status`, `affiliate_ids`, `offer_ids`, `order_id` prefix or a `created_at_min`/`created_at_max` date range.
list_countriesList countries. API summary: Get Countries.
list_country_statesList states for a country. Optional filters: country two letter code 2. API summary: Get States by Country.
list_currenciesList currencies. API summary: Get Currencies.
list_endpointsList endpoints. Results are paginated. API summary: List Webhook Endpoints.
list_lead_pitchesList pitches for a lead. API summary: Get Prospect Pitch.
list_leadsList leads. Optional filters: more, customer description or product categories. Results are paginated. API summary: List Affiliate Partner Prospects.
list_timezonesList timezones. API summary: Get Timezones.
search_affiliatesSearch affiliates with free text in `search`, filter by `status` or `offer_ids` and by revenue, clicks or commission ranges. Use this to find an affiliate's ID.
search_exclusionsSearch exclusions by type or search. Use this to find existing exclusions before creating a new exclusion. Results are paginated. API summary: Get Exclusions.
search_offersSearch offers (commission plans) by name with `search` or `type`, and by revenue, clicks or commission ranges. Use this to find an offer's ID.
search_promotion_methodsList affiliates' promotion methods (such as coupon codes), filtered by `affiliate_id`, `type`, `status` or `search`.
submit_quoteVisible to othersDuplicate a quote (offer id). Has effects visible outside this system. API summary: Duplicate Offer.
update_affiliateChanges dataUpdate an affiliate's name, company, email, phone, address, offer or status (PENDING, APPROVED, DENIED). Pass the affiliate's ID in both `affiliate_id` and `id`; only the fields you pass change.
update_affiliate_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. Only the fields you pass are changed. API summary: Update Affiliate Custom Field Value.
update_conversion_statusChanges dataChange a conversion's `status` by `conversion_id`.
update_endpointDeletesUpdate an existing endpoint identified by endpoint id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update Webhook Endpoint.
update_offerChanges dataUpdate an offer by `quote_id` (the offer ID): its `name`, `commission`, `attribution_window` in days, or whether it is private or the default.
update_promotion_methodChanges dataUpdate an existing promotion method identified by promotion method id. Only the fields you pass are changed. API summary: Activate Pending Promotion Method.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Refersion from the app list.
2
Paste your key
Paste a Refersion Client ID and Client Secret. In Refersion, go to Settings › Integrations › Refersion API Keys and, in the OAuth section, choose Generate OAuth Client. Copy the Client ID and Client Secret, since the secret is shown only once.
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 Refersion?

It can search and count affiliates and conversions, read conversions, affiliate activity and custom fields, list clicks, promotion methods and offers, and check whether an order was credited. It can create tracking links and promotion methods, and update affiliates, offers and conversion statuses.

Does the AI see my Refersion credentials?

No. Your Client ID and Client Secret are encrypted at rest and never shown to the AI. After you save them, they are 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 with lookups only. Approving or denying affiliates, changing a conversion's status and changing an offer's commission can affect payouts, so those tools 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 Refersion account.

Where do I find my Refersion Client ID and Client Secret?

In Refersion, open Settings › Integrations › Refersion API Keys and choose Generate OAuth Client in the OAuth section. Copy both values right away, because the secret is shown only once. HeyMyApps uses them to get access to your Refersion account for you.