# Refersion MCP connector

The Refersion connector lets Claude, ChatGPT, Cursor, and other AI clients look up affiliates, conversions, offers, clicks, and orders in your Refersion account, and update them, with each person signed in as themselves and every action logged.

Source: https://elaichi.ai/connectors/refersion/

## Facts

| | |
| --- | --- |
| Application | Refersion |
| Category | Ecommerce |
| AI tools | 43 |
| Authentication | App credentials |
| Needs your own OAuth app | No |
| MCP endpoint | https://api.elaichi.ai/mcp |
| Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent |
| Tools advertised by name | No. 43 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` |

## What you can ask once Refersion is connected

- Which affiliates drove the most conversions last month?
- Show me pending custom fields for our top affiliates.
- List conversions flagged for review this week.

## Connect Refersion in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick Refersion.
2. Optionally set Share with, then press Connect.
3. Paste your Refersion app credentials. Refersion authenticates the app rather than a person. One person supplies the credentials once, and everyone else works through Share with.

Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Refersion tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Connect Refersion to Claude

Endpoint: https://api.elaichi.ai/mcp

1. Open Customize, then Connectors.
2. Press Add.
3. Name it, paste the MCP server URL, then Continue.
4. Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

## Connect Refersion to ChatGPT

Endpoint: https://api.elaichi.ai/mcp

1. Open Plugins, then press the + button.
2. Name it and paste the endpoint into Server URL.
3. Leave Authentication on OAuth, then tick the risk acknowledgement.
4. Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

## Connect Refersion to Cursor

Endpoint: https://api.elaichi.ai/mcp

1. Open `~/.cursor/mcp.json`.
2. Add the endpoint under `mcpServers`.
3. Reload Cursor, then sign in and approve.

Set up per machine, so repeat it on each computer you work from.

## Connect Refersion to any MCP client

Endpoint: https://api.elaichi.ai/mcp

1. Add the endpoint as a remote MCP server.
2. Sign in and approve.

The Elaichi Agent already has these tools, with nothing to set up.

## What the consent screen decides

Only Read is granted by default, which is not enough to call a Refersion tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone.

## What teams do with Refersion through Elaichi

### Catch an affiliate up after a call

Partnerships. Ask for an affiliate's recent activity, clicks, and conversions before the call, then have their record and custom fields updated afterward so what was agreed is written down in Refersion.

### Review conversions before the payout run

Finance. Pull the month's conversions, check counts against what the affiliate program budgeted, and update the ones that need a status change in one pass instead of clicking through them individually.

### Credit an order a link missed

Support. When an affiliate says a customer bought but the sale was not tracked, find the order, credit it to the right affiliate, or create a manual credit, and confirm back to them in minutes.

### Duplicate an offer for the next campaign

Marketing. Copy an existing offer, change the commission terms and dates for the new promotion, and see which promotion methods affiliates are actually using before you brief them.

### Find the order behind a disputed commission

Ecommerce operations. Search orders by the details an affiliate gives you, open the matching conversion, and settle whether the commission was recorded correctly without leaving your chat window.

### Onboard new affiliates without the admin slog

Affiliate marketing. Get the referral link for a new affiliate, resend the welcome email to anyone who has not activated, and see at a glance how many affiliates and Amazon products are in the program.

## Frequently asked questions

### How do I connect Refersion to Claude?

First connect Refersion in Elaichi, which asks for the app credentials shown in your Refersion account; there is no OAuth app to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. Sign in with your Elaichi account and Claude can start working with your Refersion affiliates, conversions, and offers.

### Does Refersion work with ChatGPT and Cursor as well as Claude?

Yes. Once Refersion is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect Refersion once and every client you use picks it up.

### What can an AI agent actually do with my Refersion data?

With Refersion connected, an agent can list and update affiliates, pull an affiliate's activity and referral link, resend a welcome email, review and update conversions, credit an order or create a manual credit, search orders, list clicks and promotion methods, and duplicate or edit offers. Refersion has a lot of actions available, so short, concrete asks such as "show conversions for affiliate Dana this month" work better than long paragraphs.

### Does connecting Refersion give the AI access to my whole affiliate program?

Only what the person who connected Refersion can already see and do. Elaichi runs every request inside that person's own Refersion access, and an administrator can narrow it further with restrictions, for example read-only on conversions. Elaichi never widens access beyond what Refersion itself allows.

### Can my team share one Refersion connection?

Yes. One person connects Refersion in Elaichi and shares the connection with a team, and nobody else ever handles the Refersion app credentials. Each teammate still signs in to Elaichi as themselves, so the audit log names the actual person who credited a conversion or changed an offer.

### Can I stop an agent from deleting or changing things in Refersion?

Yes. Restrictions in Elaichi apply per action, so you can allow reading Refersion affiliates and conversions while blocking deleting affiliates, deleting offers, or bulk updates. A blocked action is never shown to Claude, ChatGPT, or Cursor at all, so no prompt, accidental or otherwise, can reach it.

### What happens to a Refersion connection when someone leaves?

Offboarding a person in Elaichi ends their access to Refersion through every AI client at once, with no Refersion credentials to rotate. A shared Refersion connection keeps working for everyone else on the team. If you want Refersion gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other client together.

## All 43 Refersion tools

Every tool below is callable through https://api.elaichi.ai/mcp once Refersion is connected, subject to the toolbox it is in and the restrictions on the caller.

- **List all Refersion affiliates** (List). List Refersion affiliates with profile information, offer details, and performance metrics. Supports filtering by status, search term, offer IDs, and performance thresholds. Returns: id, code, isTestAccount, ableToEdit, plus, uniqueMerchantId, parentAffiliateId, status, locked, firstName, lastName, company, email, paypalEmail, phone, offer, address, url, createdAt, updatedAt, timezone, source,…
- **Update a Refersion affiliate by ID** (Update). Update a Refersion affiliate's details including status, lock state, offer assignment, custom fields, URL configuration, and profile information. Supports partial updates — only provided fields are updated. The locked field cannot be combined with status in the same request, and is only accepted when the affiliate's current status is APPROVED. Required: id. Returns an empty 204 response on…
- **Delete a Refersion affiliate by ID** (Delete). Soft-delete a Refersion affiliate by setting its status to DELETED. The affiliate must not have any pending or unpaid conversions. Already-deleted or hidden affiliates are treated as not found. Required: id. Returns an empty 204 response on success.
- **Refersion affiliates get activity** (Get). Get weekly conversion, payment, and click activity for a specific Refersion affiliate. Returns a merged timeline ordered by date descending, capped at 10 entries. Each source is independently bounded to the rolling last 10 weeks and capped at 5 entries. The response is polymorphic on type: conversion entries include conversionCount, total, and currency; payment entries include…
- **Refersion affiliates get count** (Get). Get Refersion affiliate counts grouped by status (pending, approved, denied). The deniedCount includes BANNED affiliates. Supports the same filter parameters as the list affiliates endpoint; performance-specific filters narrow only the approvedCount. When called without filters, results are cached for 1 minute. Returns: pendingCount, approvedCount, deniedCount.
- **Refersion affiliates get amazon products** (Get). List Amazon-marketplace-enabled products for a verified affiliate in Refersion. Each product includes the combined product/variant name, image URL, and Amazon product URL. Returns: id, fullName, imageUrl, productUrl, pendingCount, approvedCount, deniedCount. Required: affiliate_id.
- **Refersion affiliates get custom fields** (Get). List all custom registration fields configured by the merchant for a given affiliate in Refersion, along with the affiliate's corresponding values. Returns: id, type, pendingCount, approvedCount, deniedCount. Required: affiliate_id.
- **Refersion affiliates delete custom field** (Delete). Clear an affiliate's value for a specific custom registration field in Refersion. The custom field definition itself is not modified; this operation is idempotent. Returns an empty 204 response on success. Required: affiliate_id, custom_field_id.
- **Refersion affiliates get link** (Get). Generate an affiliate tracking link in Refersion. Returns: link, pendingCount, approvedCount, deniedCount. When affiliate_id is 0, the endpoint uses the default test affiliate for the account; optional parameters support test link generation, custom URLs, and marketing asset association. Required: affiliate_id.
- **Refersion affiliates resend welcome email** (Resend). Resend the welcome email to a Refersion affiliate. The email type is determined by the affiliate's current status (ACTIVE, PENDING, or DENIED). Returns: message, pendingCount, approvedCount, deniedCount. Required: affiliate_id, affiliateId. A 15-minute throttle is enforced between resends.
- **Refersion affiliates bulk update** (Update). Update an affiliate's value for a specific custom registration field in Refersion. Returns: affiliateId, customFieldId, value. Required: affiliate_id, custom_field_id, value.
- **List all Refersion conversions** (List). List Refersion conversions with filtering by status, order ID, affiliate, date range, offer, and platform. Returns: id, type, createdAt, pendingCount, approvedCount, paidCount, deniedCount, unqualifiedCount. Supports sorting by order ID, affiliate, type, revenue, commission, date, source, and status.
- **Get single Refersion conversion by ID** (Get). Get the full detail of a single Refersion conversion by id. Returns: id, type, createdAt, updatedAt, pendingCount, approvedCount, paidCount, deniedCount, unqualifiedCount. Required: id.
- **Refersion conversions get count** (Get). Get counts of Refersion conversions grouped by status (pending, approved, paid, denied, unqualified). Returns: pendingCount, approvedCount, paidCount, deniedCount, unqualifiedCount. Supports the same filters as the conversions list endpoint excluding status, page, limit, sortBy, and sortOrder. Unfiltered requests are cached for 1 minute per client; filtered requests bypass the cache.
- **Refersion conversions credit order ID** (Action). Credit an existing order from the Refersion conversion queue to a specified affiliate. The order is queued for processing and will be converted asynchronously. Returns: message. Required: conversionQueueId, affiliateId, approvalStatus.
- **Refersion conversions create manual credit** (Create). Create a manual credit conversion for an affiliate in Refersion. Supports PENDING, APPROVED, and DENIED approval statuses; APPROVED and DENIED trigger a notification and create a conversion_info record. Returns: conversionId. Required: affiliateId, commissionTotal, currency, approvalStatus.
- **Refersion conversions bulk update** (Update). Update the status of a single Refersion conversion, supporting transitions between PENDING, APPROVED, DENIED, and UNQUALIFIED statuses based on a defined transition matrix. Creates an audit trail and dispatches webhook notifications for APPROVED and DENIED transitions. Returns an empty 204 response on success. Required: conversion_id, status.
- **List all Refersion offers** (List). List Refersion offers with optional filtering by offer type (multi-value, OR semantics), name/ID search, and performance-range criteria across pending, 30-day, and total buckets. Returns: id, publicId, name, commission, returnCustomerCommission, returningCustomerFlatRateCurrency, flatRateCurrency, commissionTerms, isRequireNewCustomer, isSubscriptionsDenyRenewals, attributionWindow, isDefault,…
- **Update a Refersion offer by ID** (Update). Update an existing Refersion offer by id with partial field updates. Returns an empty 204 response on success. Required: id. Cannot set both isDefault and isPrivate to true; passing id 0 updates the client's default offer.
- **Delete a Refersion offer by ID** (Delete). Delete a Refersion offer by id. Soft-deletes the offer; the default offer and offers with assigned affiliates cannot be deleted. Returns an empty 204 response on success. Required: id.
- **Refersion offers duplicate** (Duplicate). Duplicate a Refersion offer by offer_id, creating a copy owned by the authenticated client. Returns: id. Required: offer_id.
- **List all Refersion clicks** (List). List click tracking data in Refersion filtered by a required creation date range and optionally by affiliate ID. Returns: id, affiliateId, offerId, creativeId, createdAt, subId, ipAddress, userAgent, referer, landedUrl, test. Required: createdAtMin, createdAtMax.
- **Refersion orders search** (Search). Search Refersion orders by order ID and determine if an affiliate can be credited for the order. Returns: isOrderFound, availableOrders, otherAffiliatesWithConversions. Required: search, affiliateId.
- **List all Refersion promotion methods** (List). List promotion methods in Refersion with optional filtering by affiliate, type, status, and search term. Returns: id, type, value, status, affiliate, createdAt. By default returns ACTIVE, PENDING, and DISABLED records (excludes DELETED). Max 100 per page.
- **Create a Refersion promotion method** (Create). Create a new promotion method (coupon, email, or SKU) for an affiliate in Refersion. Returns: id, type, value, status, affiliate, createdAt. Required: type, value, affiliateId. Promotion method values are unique per client across all affiliates.
- **Refersion promotion methods activate** (Activate). Activate a pending promotion method in Refersion by setting its status to active. Returns an empty 204 response on success. Required: promotion_method_id, status. Only promotion methods currently in PENDING status can be activated.
- **Delete a Refersion promotion method by ID** (Delete). Delete a promotion method (conversion trigger) in Refersion by id. Returns an empty 204 response on success. Required: id. The promotion method must belong to the authenticated client's account.
- **List all Refersion prospects** (List). List affiliate partner prospects in Refersion, or trigger a new discovery job by setting more=true. Returns each prospect's id, profileName, profileType, platform, url, status, createdAt, and updatedAt.
- **Refersion prospects submit feedback** (Action). Submit thumbs up/down feedback on an AI-recommended prospect in Refersion. Negative feedback requires a reason; feedback can be updated by resubmitting. Returns: prospectId, type, reason, createdAt, updatedAt. Required: prospect_id, type.
- **Refersion prospects get pitch** (Get). Get a prospect pitch in Refersion. Retrieves an existing pitch or generates a personalized AI pitch message for contacting a prospect. Returns: id, partnerId, pitchMessage, createdAt, updatedAt. Required: prospect_id.
- **List all Refersion exclusions** (List). List Refersion exclusions filtered by type (ip, coupon, or sku) with optional search. Returns: id, ip, couponCode, couponDescription, sku, nameLabel, status, createdAt. Required: type.
- **Create a Refersion exclusion** (Create). Create a new Refersion exclusion of the given type (ip, coupon, or sku). The body fields required depend on the type: ip when type=ip, couponCode when type=coupon, sku when type=sku. Returns: id, ip, couponCode, couponDescription, sku, nameLabel, status, createdAt. Required: type.
- **Delete a Refersion exclusion by ID** (Delete). Soft-delete a Refersion exclusion by setting its status to DISABLED. Returns an empty 204 response on success. Required: id, type.
- **List all Refersion webhook endpoints** (List). List webhook endpoints for the authenticated Refersion user. Returns: id, url, topics, isSubscribedToAllTopics. Cursor-paginated; max 100 per page.
- **Create a Refersion webhook endpoint** (Create). Register a webhook endpoint for the authenticated Refersion user. Returns: id, url. Required: url, topics.
- **Update a Refersion webhook endpoint by ID** (Update). Update a Refersion webhook endpoint's delivery URL or subscribed event types. Returns: id, url. Required: id.
- **Delete a Refersion webhook endpoint by ID** (Delete). Delete a Refersion webhook endpoint by id. Returns an empty 204 response on success. Required: id.
- **List all Refersion business categories** (List). List all active business categories in Refersion used for classification purposes. Returns: id, sortOrder, name. Results are cached for improved performance.
- **List all Refersion countries** (List). List all active countries supported by Refersion with their ISO 3166-1 alpha-2 codes and names. Returns: countryCode, countryName. Results are cacheable on the client side.
- **Refersion countries get states** (Get). Get a list of states, provinces, or subdivisions for a given country in Refersion. Returns: stateName, stateSubdivisionCode. Required: country_two_letter_code. The country code must be a valid ISO 3166-1 alpha-2 format (e.g., "US", "CA", "GB"). Results are sorted alphabetically by state name and cached for improved performance.
- **List all Refersion currencies** (List). List supported currencies in Refersion with their codes, symbols, and formatting information. Returns: code, symbol, format. Results are cached for optimal performance.
- **List all Refersion product categories** (List). List Refersion product categories, a hierarchical map of Google product taxonomy categories for product categorization. Returns: an object whose keys are category identifiers and whose values are category data of unspecified type. Results are cached for optimal performance.
- **List all Refersion timezones** (List). List all active timezones in Refersion with their display labels and IANA identifiers. Results are cached for improved performance. Returns: label, value.