MCP For Claude Marketplace
CaptivateIQ

CaptivateIQ MCP Connector for Claude

F

Manage incentive compensation via CaptivateIQ — track commission payouts, statements, and employee plans directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your CaptivateIQ account to any AI agent and orchestrate your incentive compensation, commission tracking, and payroll integration workflows through natural conversation.

What you can do

  • Payout Oversight — List and retrieve detailed metadata for all processed commission payouts across your organization.
  • Statement Management — Access individualized payout statements for employees to verify earnings and calculations.
  • Employee Coordination — List and retrieve detailed profiles for all employees, including their plan designations and hierarchy.
  • Workbook Monitoring — Access and list your calculation workbooks and worksheets to ensure transparency in your commission logic.
  • Dispute Tracking — Monitor and list commission inquiries or disputes directly from your workspace.
  • Financial Reporting — Retrieve core account and integration information straight from your workspace.

How it works

  1. Subscribe to this server
  2. Enter your CaptivateIQ API Token
  3. Start managing your commission data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Finance & Payroll Teams — quickly extract payout data for payroll runs without manual dashboard exports.
  • Sales Operations — monitor commission trends and employee designations straight from their workflow tools.
  • Revenue Leaders — retrieve high-level payout summaries and plan details using natural language.
commission-trackingincentive-compensationpayout-managementpayroll-integrationsales-performancefinancial-reporting

8 tools expose this connector's capabilities to your AI agent.

get_account_status

Retrieve core account/integration information

get_employee_details

Get details of a specific employee

list_employees

List all employee records and plan designations

list_commission_inquiries

List commission disputes and inquiries (generic search)

list_commission_payouts

List all processed commission payouts

list_payout_statements

List individualized payout statements for employees

list_workbooks

List all calculation workbooks

list_worksheets

List all calculation worksheets

See how to talk to your AI agent using CaptivateIQ.

List all processed commission payouts in CaptivateIQ.

I've retrieved your payouts. You have several recent payouts, including 'March Sales Cycle' (Total: $120,000) and 'Q1 Bonus Run' (Total: $45,000).

Show the payout statement for employee John Doe.

Retrieving statement for John Doe... For the last period, he earned a total commission of $4,500 based on his sales target attainment of 110%.

Which calculation workbooks are available in my account?

You have 3 active workbooks: 'Global Sales Plan 2026', 'Manager Incentive Tier', and 'Referral Program Logic'. Which one would you like to explore?

Yes! Use the `get_employee_details` tool or the `list_payout_statements` tool. Your agent will fetch the relevant data, including the total commission amount for the period.

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