PartnerPortal.io

PartnerPortal.io MCP Connector for Claude

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Manage your partner and reseller programs with deal registration, lead sharing, and performance tracking for channel sales.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your PartnerPortal.io account to any AI agent and take full control of your channel sales orchestration and partner relationship management through natural conversation. PartnerPortal.io provides a comprehensive platform for scaling partner ecosystems, and this integration allows you to retrieve lead metadata, monitor active deals, and manage partner accounts directly from your chat interface.

What you can do

  • Lead & Opportunity Orchestration — List, create, and update leads programmatically across your partner network to ensure your sales pipeline is always synchronized.
  • Partner & Account Intelligence — Access and monitor partner profiles and account-level metadata directly from the AI interface to maintain high-fidelity relationships.
  • Deal Lifecycle Control — Access and monitor deal statuses via natural language to track channel revenue growth and partner performance.
  • Schema & Metadata Oversight — Retrieve object schemas and list account roles using simple AI commands to ensure your data mapping is always optimized.
  • Operational Monitoring — Track system responses and manage bulk creation jobs to ensure your partner operations are always high-performing.

How it works

  1. Subscribe to this server
  2. Enter your PartnerPortal.io API Token (Bearer Token) from your dashboard
  3. Start managing your partner program from Claude, Cursor, or any MCP-compatible client

No more manual status checking in the portal. Your AI acts as a dedicated channel manager or partnership coordinator.

Who is this for?

  • Channel Managers — quickly retrieve partner performance summaries and monitor lead volume without switching apps.
  • Partnership Teams — automate the creation of new leads and track deal progress via natural conversation.
  • Operations Leads — streamline the retrieval of account metadata and monitor organizational partnership health directly within the chat.
channel-salespartner-managementdeal-registrationlead-sharingreseller-program

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

check_api_status

Verify API connectivity and account status

create_lead

Create a new lead

get_account

Get details for a specific account

get_deal

Get details for a specific deal

get_lead

Get details for a specific lead

get_partner

Get details for a specific partner

list_accounts

List accounts in PartnerPortal.io

list_deals

List deals in PartnerPortal.io

list_leads

io. List leads in PartnerPortal.io

list_partners

List partners in PartnerPortal.io

update_lead

Update an existing lead

See how to talk to your AI agent using PartnerPortal.io.

List all active leads for company ID 12345.

I've retrieved your leads for company 12345. You have 8 active opportunities including 'Acme Corp Upgrade' and 'New Partnership'. Would you like to see the status of any of them?

Show me all partner organizations and their deal registration pipeline.

You have 34 active partner organizations. Top 5 by deal value: "Meridian Solutions" ($890K in pipeline, 12 active deals), "CloudBridge Partners" ($720K, 8 deals), "TechAlliance" ($540K, 15 deals), "Digital Edge" ($430K, 6 deals), and "NextGen IT" ($380K, 9 deals). Total partner pipeline: $4.2M across 67 registered deals.

Register a new lead from partner Meridian Solutions for the Acme Corp enterprise opportunity.

Lead registered successfully (ID: lead_4892). Partner: Meridian Solutions. Account: Acme Corp. Opportunity: Enterprise Platform Migration, estimated value $185,000. Status: Pending Approval. The partner manager has been notified for deal validation. Expected close date set to Q3 2025 based on the partner's estimate.

Yes! Use the `get_lead` tool with the Company ID and Lead ID. Your agent will respond with complete metadata, including lead status, source, and associated deal info in seconds.

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