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Refersion MCP connector

The Refersion connector lets Claude, ChatGPT, Cursor, Microsoft Copilot, 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.

Connect on Elaichi How to connect
  • App credentials
  • Free 14-day trial
  • No credit card
Claude Elaichi connected

Which affiliates drove the most conversions last month?

Working in Refersion with Elaichi

  • List all Refersion affiliates
  • Refersion affiliates get activity
  • Refersion affiliates get count
Ask anything…
Governance / Audit log Last 24 hours
Refersion Refersion affiliates get count Emily Carter · Claude · 9:41 AM Done
Refersion Refersion affiliates get activity Emily Carter · Claude · 9:41 AM Done
Refersion List all Refersion affiliates Emily Carter · Claude · 9:41 AM Done
Refersion Update a Refersion affiliate by ID Megan Brooks · ChatGPT · 9:38 AM Done
Refersion Refersion affiliates get amazon products Ryan Hayes · Cursor · 9:35 AM Done

How to connect Refersion to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Refersion MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

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

Refersion MCP connector for Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

    https://api.elaichi.ai/mcp
  2. 2

    Start Claude Code and run /mcp.

  3. 3

    Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

Refersion MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

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

Refersion MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

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

Refersion MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

    https://api.elaichi.ai/mcp
  3. 3

    Create a new connection, sign in and approve, then press Add to agent.

  4. 4

    Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL
https://api.elaichi.ai/mcp
Authentication
OAuth 2.0
Type
Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect Refersion to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

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

Connect Refersion on Elaichi See pricing

What teams do with Refersion through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Refersion is logged.

  • Partnerships

    Catch an affiliate up after a call

    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.

  • Finance

    Review conversions before the payout run

    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.

  • Support

    Credit an order a link missed

    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.

  • Marketing

    Duplicate an offer for the next campaign

    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.

  • Ecommerce operations

    Find the order behind a disputed commission

    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.

  • Affiliate marketing

    Onboard new affiliates without the admin slog

    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.

Try asking

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

See all 43 Refersion tools →

What connecting Refersion gets you

6 screens from Elaichi, each doing one job for your Refersion account.

Elaichi Agent

Ask Elaichi to work across your apps.

Which affiliates drove the most conversions last month?

Show me pending custom fields for our top affiliates.

List conversions flagged for review this week.

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask Refersion for answers, not exports.

Elaichi answers questions about affiliates and conversions straight from live Refersion records.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emily Carter

 • Connected 4 minutes ago
Cursor
M

Megan Brooks

 • Connected 2 hours ago
ChatGPT
R

Ryan Hayes

 • Connected Yesterday

AI apps

One Refersion endpoint, every MCP client.

Claude, ChatGPT, Cursor and Microsoft Copilot connect through one governed endpoint, no SDK or shared key.

ElaichiTools
Tool Action Description
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.

Tool catalog

43 Refersion tools, zero custom code.

The catalog lists every Refersion tool, resource and method Elaichi exposes to your teams.

ElaichiToolboxes
Name Source template Tools Created

Affiliate Marketing toolbox

Refersion · affiliate recruitment and payouts

 Refersion starter 18 Mar 4, 2026

Ecommerce Ops toolbox

Refersion · conversions and order tracking

 — 9 Mar 2, 2026

Finance toolbox

Refersion · commission and payout reconciliation

 — 24 Feb 27, 2026

Customer Support toolbox

Refersion · affiliate account issues

 Refersion starter 6 Feb 19, 2026

Growth toolbox

Refersion · campaign performance and links

 — 31 Jan 30, 2026

Data toolbox

Refersion · reporting on affiliates and conversions

 — 12 Jan 22, 2026

Toolboxes

Every team gets its own Refersion toolbox.

Toolboxes scope Refersion access by team, so each group sees only what it needs.

ElaichiConnections
Connection Scope Status Access
RE

Refersion (North America Affiliates)

Connected by Emily Carter

 Personal • Active 1 team · 6 members
RE

Refersion (EU Affiliates)

Connected by Jake Morgan

 Organization • Active 3 teams · 24 members
RE

Refersion (Influencer Program)

Connected by Megan Brooks

 Organization • Active 2 teams · 11 members
RE

Refersion (Wholesale Partners)

Connected by Tyler Reed

 Personal • Needs re-auth 1 team · 3 members
RE

Refersion (Amazon Affiliates)

Connected by Ryan Hayes

 Personal • Active Not shared
RE

Refersion (Referral Partners)

Connected by Ashley Parker

 Personal • Active 2 teams · 9 members

Shared connections

Delegated Refersion access, no shared credentials.

The connections table shows who connected each Refersion account and which teams share it.

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM
E

Emily Carter

[email protected]

 Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM
J

Jake Morgan

[email protected]

 Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM
M

Megan Brooks

[email protected]

 Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM
T

Tyler Reed

[email protected]

 Refersion Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM
R

Ryan Hayes

[email protected]

 Refersion Affiliates Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM
A

Ashley Parker

[email protected]

 Refersion Affiliates List Toolbox

Audit log

Every Refersion call, logged and attributable.

The audit log records when, who and what happened on every Refersion action.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

Refersion digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch affiliates

    Refersion

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s

  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve

  6. Post the digest

    Refersion

    Queued

Automations

Refersion digests run themselves, until you approve.

A schedule fetches Refersion records, groups them, drafts a digest, and waits for your approval.

Refersion health

Refreshed 4 minutes ago · every 15 minutes · from the affiliates collection

Live

Affiliates

1,284 ↓ 12%

Conversions

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Affiliates created

Last 14 days

By team

Share of activity

North America Affiliates 34%

EU Affiliates 27%

Influencer Program 21%

Wholesale Partners 18%

Collections and dashboards

Refersion performance, measured on a schedule.

A health dashboard tracks Refersion metrics and records created, refreshed automatically with no model involved.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Refersion

All three can connect Refersion to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for Refersion, by what to check
What to check Elaichi Zapier MCP Composio
Where the AI connects One address for the whole organization. https://api.elaichi.ai/mcp A server per member, created at sign-in. An MCP endpoint per team, or an SDK.
Control over Refersion tools Allow or restrict single Refersion tools, per role or user. App and action restrictions on the account. Role permissions, down to the action.
Record of calls One audit entry per Refersion call. A History tab of tool calls. A log of every tool call.
Single sign-on SAML or OIDC, plus SCIM, on Gold. SAML on Enterprise. SAML and OIDC on Enterprise.
Price Free for one person; $15 per user per month on Gold. 2 tasks per successful call. Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

Refersion tools for your AI agents

43 tools are ready to call through Elaichi's MCP endpoint the moment you connect Refersion, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

More from the catalog

Browse all 650+ connectors →

Questions, answered

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, Microsoft Copilot, 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 restricting deleting affiliates, deleting offers, or bulk updates. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor or Microsoft Copilot cannot run it, whatever the prompt says.

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, Microsoft Copilot, and every other client together.

Does the Refersion MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Refersion is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for Refersion?

Yes. Both let Claude, ChatGPT or Cursor use Refersion. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Refersion call.

How is Elaichi different from Composio for Refersion?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Refersion: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Refersion in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

Connect Refersion Talk to us

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp
  • ChatGPT
  • Claude
  • Cursor
  • Microsoft Copilot