What you can do with PartnerStack

Built for

Partner Managers, Channel Marketing Leads, Affiliate Program Operators, B2B SaaS Growth Teams

Example workflows

Partner roster

Starts with groups then partnerships — common partner-ops pulse.

Try this

In PartnerStack, list active partnerships in the Resellers group and show claim status, manager, and tags for each.

Attributed customers

Customer list + min_created filter for recent attribution review.

Try this

Pull PartnerStack customers referred in the last 30 days with partner_key and email — paginate if has_more is true.

Deal pipeline

Deal list read for channel sales standups.

Try this

Summarize open PartnerStack deals by stage with total deal_amount in dollars and the partner_key on each deal.

Revenue transactions

Finance ops cross-check transactions before rewards settle.

Try this

List PartnerStack transactions from the last week and group totals by partner_key for payout reconciliation.

Context to know first

What is PartnerStack MCP?

PartnerStack MCP connects your PartnerStack vendor account to AI assistants so you can query partnerships, customers, deals, leads, transactions, and rewards, and record program changes when you explicitly ask.

Who is PartnerStack for?

B2B SaaS companies running affiliate, referral, and channel partner programs who need to track partner-sourced revenue and automate rewards.

Can I create partners or record revenue from chat?

Yes — when you ask to invite a partner, register a deal, or record a transaction, the assistant can use the appropriate save or delete actions. Destructive steps require your explicit intent.

AI Skill
SKILL.md

Domain knowledge for PartnerStack — workflow patterns, data models, and gotchas for your AI agent.

PartnerStack

PartnerStack is partner-program operations first: enumerate groups and partnerships, then customers, deals, leads, transactions, and rewards. Vendor API v2 uses Basic auth (public key + secret key) and cursor pagination via starting_after / ending_before.

Operational order

  1. get groups — resolve group_key before inviting or moving partners.
  2. get partnerships — find partner_key and claim status.
  3. get customers — attributed accounts; use key from list rows for single fetch.
  4. get deals / get leads — pipeline objects; stages must match group settings.
  5. get transactions — revenue events that drive rewards; min_created filters large histories.
  6. get rewards — list-only payout audit (no single-key GET upstream).

Data model

  • Groups — segment partners (campaigns, assets, rewards). List-only API.
  • Partnerships — partner accounts; archive via delete, not hard purge.
  • Customers — referred signups; prefer Server-to-Server for click attribution over manual create.
  • Deals — registered opportunities with stage and amount in cents.
  • Leads — inbound leads routed to partners.
  • Transactions — billable events; exactly one of customer_key, customer_email, or customer_external_key on create.
  • Rewards — issued incentives; create-only manual grants.

Gotchas

  • Pagination — default page size is small; pass limit up to 100 and follow data.has_more with starting_after set to the last item key.
  • Amounts — deal_amount, transaction amount, and reward amount are in cents.
  • Test keys — customers and transactions created with test credentials stay sandbox; use partner_key gstest for test flows.
  • Groups and rewards reads — no single-row GET; always list and filter client-side or with min_created.

Tools in this Server (18)

Partnerstack Delete Customer

Permanently delete a PartnerStack customer by key. This cannot be undone — confirm the key with the user before calling.

Partnerstack Delete Deal

Archive a PartnerStack deal by key. Archived deals no longer appear in active pipeline lists.

Partnerstack Delete Lead

Archive a PartnerStack lead by key.

Partnerstack Delete Partnership

Archive a PartnerStack partnership by key.

Partnerstack Delete Transaction

Delete a PartnerStack transaction by key.

Partnerstack Get Customers

List or fetch PartnerStack customers attributed to partners. Omit key to page through customers with starting_after or ending_before cursors; pass key...

Partnerstack Get Deals

List or fetch registered deals in your partner program. Omit key to list deals with cursor pagination; pass key for one deal including stage, amount, ...

Partnerstack Get Groups

List partner groups used to segment campaigns, assets, and rewards. The upstream API exposes list-only access — omit key and paginate with starting_af...

Partnerstack Get Leads

List or fetch inbound leads shared with partners. Omit key to list leads with cursor pagination; pass key for one lead including contact fields, sourc...

Partnerstack Get Partnerships

List or fetch partner accounts in your program. Omit key to list partnerships with cursor pagination; pass key for one partnership including group, ta...

Partnerstack Get Rewards

List issued partner rewards for payout auditing. The upstream API exposes list-only reads — omit key and paginate with starting_after, ending_before, ...

Partnerstack Get Transactions

List or fetch revenue transactions attributed to partners. Omit key to list transactions with cursor pagination and optional min_created filters; pass...

Partnerstack Upsert Customer

Create or update a PartnerStack customer. Omit key to POST a new customer — requires email; include partner_key for attribution. Pass key to PATCH ema...

Partnerstack Upsert Deal

Create or update a registered deal. Omit key to POST — requires account_name and deal_amount in cents; set stage to a value from your group deal stage...

Partnerstack Upsert Lead

Create or update an inbound lead. Omit key to POST — email is required on create. Pass key to PATCH contact fields, company, partner assignment, or st...

Partnerstack Upsert Partnership

Create or update a partner account. Omit key to POST — requires email and group_key; claimed stays false until the partner verifies. Pass key to PATCH...

Partnerstack Upsert Reward

Issue a manual reward to a partner or customer. Create-only — omit key and POST with amount in cents plus the target partnership_key or customer_key.

Partnerstack Upsert Transaction

Record a revenue transaction for partner rewards. Create-only — omit key and POST with amount, currency, and exactly one of customer_key, customer_ema...

Frequently Asked Questions

What is PartnerStack MCP?

PartnerStack MCP connects your PartnerStack vendor account to AI assistants so you can query partnerships, customers, deals, leads, transactions, and rewards, and record program changes when you explicitly ask.

Who is PartnerStack for?

B2B SaaS companies running affiliate, referral, and channel partner programs who need to track partner-sourced revenue and automate rewards.

Can I create partners or record revenue from chat?

Yes — when you ask to invite a partner, register a deal, or record a transaction, the assistant can use the appropriate save or delete actions. Destructive steps require your explicit intent.

How do I connect PartnerStack to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/partnerstack. Authentication is handled automatically.

How many tools does PartnerStack provide?

PartnerStack provides 18 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does PartnerStack require?

PartnerStack uses API Key. PartnerStack requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect PartnerStack to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/partnerstack

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to PartnerStack and paste the MCP URL into Remote MCP server URL.
  4. Click Add. PartnerStack will appear under Not connected — select it and click Connect to complete OAuth.
Name: PartnerStack
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/partnerstack
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

Ready to use PartnerStack?

Sign in to connect your credentials and start running tools from the chat.