FOR PROGRAM MANAGERS

Live partner data. Real action.

Get answers about program health, partner revenue, and pipeline from live PartnerStack data. Then create leads, create deals, or tag partners in the same conversation. Your assistant asks for explicit confirmation before making changes.

Explore by stage ↓Explore by tool ↓

Approve this week's agency applications that have a website, and tag them “agency-2026”.

List all applications

Three applications match: Brightpath Agency, Lumon Digital and Northpeak Studio. Before I go ahead:

WAITING FOR YOUR CONFIRMATION

Approve or decline an application3 approvals

Updates a partnerships tags+ agency-2026

CancelConfirm

ACROSS THE PARTNER LIFECYCLE

From first application to final payout.

Looks up · runs instantlyTakes action · asks firstDestructive · overwrites data

01RecruitApplications, partners and teams 02EngageMaterials, campaigns and messages 03SellLeads, deals and customers 04RewardTransactions, rewards and invoices 05ReportStats, custom reports and exports

SAMPLE CONVERSATION

Who applied to our program this week? Split them by partner type.

List all applications

Seven new applications this week. The most recent:

APPLICANTTYPEAPPLIED

Brightpath AgencyAgencyOct 2

Keystone ITResellerOct 3

Maya ChenAffiliateOct 5

Want me to approve the agencies that list a website?

MORE TO TRY

“How many partners are in the Gold group?”“Who is on the Helix Systems team?”“Tag Helix Systems as “enterprise”.”

Look up

List all applicationsREAD

list_all_applications

List partnership applications for your program.

List all partnershipsREAD

list_all_partnerships

List partnerships enrolled in your program.

List all groupsREAD

list_all_groups

List partner groups with a partner count for each.

Retrieve a partner teamREAD

retrieve_a_partner_team

Look up a partner team by its key.

Retrieve partner team profileREAD

retrieve_partner_team_profile

Retrieve a partner team network profile.

List network partnersREAD

list_network_partners

Search the PartnerStack network for partners to recruit. Filter by outreach status (new, viewed, contacted, recommended, joined, declined, good fit, bad fit), industry, partner type, location and more.

Take action

Approve or decline an applicationDESTRUCTIVE

approve_or_decline_an_application

Approve or decline a partnership application.

Create a partnershipWRITE

create_a_partnership

Invite a partner to your program by email.

Updates a partnerships tagsDESTRUCTIVE

updates_a_partnerships_tags

Add or remove tags on one or more partnerships.

Add partner member to partner teamWRITE

add_partner_member_to_partner_team

Invite or add a member to a partner team.

Send partner outreach emailDESTRUCTIVE

send_partner_outreach_email

Send a recruitment email to a network partner. The first call sends the initial invite; calling again for the same partner sends a follow-up (max 1 invite + 2 follow-ups per partner). You confirm the exact subject and body before it sends.

SAMPLE CONVERSATION

Which partners haven’t opened the new Q4 pitch deck yet?

List all materials

Get material partner activity

The Q4 Pitch Deck is shared with 48 partners and 31 have opened it. Least engaged:

PARTNERGROUPLAST ACTIVE

Orbit MediaSilverAug 12

Keystone ITGoldJul 30

FieldlineReferralNever

Want me to send these three a reminder message?

MORE TO TRY

“Which materials get the most downloads?”“Any unanswered partner messages?”“Show Northwind’s referral links.”

Look up

List all material foldersREAD

list_all_material_folders

Browse how your partner materials are organized.

List all materialsREAD

list_all_materials

List the sales and marketing assets shared with partners.

Get material engagement analyticsREAD

get_material_engagement_analytics

Get analytics on resource engagement.

Get material partner activityREAD

get_material_partner_activity

Get resource engagement activity for a partnership.

Get material partner engagementREAD

get_material_partner_engagement

Get per-partner engagement for a single material.

List all campaignsREAD

list_all_campaigns

List the campaigns running in your program.

List all linksREAD

list_all_links

Referral links for a partnership.

List all roomsREAD

list_all_rooms

List the message rooms between your team and partners.

List room messagesREAD

list_room_messages

Read the message history in a specific room.

List all MDFsREAD

list_all_mdfs

List funds; optional filter by status (draft, upcoming, active, or ended).

List MDF requestsREAD

list_mdf_requests

List partner requests for one fund; optional filter by status (requested, approved, or declined).

List all challengesREAD

list_all_challenges

List the challenges in your program.

Get challenge submissionsREAD

get_challenge_submissions

List partner submissions and progress toward a specific challenge's goal. Sort by date or progress.

Take action

Create a messageWRITE

create_a_message

Creates a message.

Mark room as readWRITE

mark_room_as_read

Mark the room as read.

Mark room as unreadWRITE

mark_room_as_unread

Mark the room as unread.

Approve or decline an MDF requestDESTRUCTIVE

approve_or_decline_an_mdf_request

Approve or decline a single partner MDF request. A decline reason is optional but recommended; partners can see it. Approving fails if the amount exceeds the fund's remaining budget.

Decline challenge submissionsDESTRUCTIVE

decline_challenge_submissions

Decline one or more challenge submissions with a reason (shown to the partner). Archives the submissions and declines their commissions. Fails if a commission was already approved or paid. Submissions are approved automatically by the challenge's rules — there is no manual approve tool.

SAMPLE CONVERSATION

Which partner deals have been stuck in the same stage for more than 30 days?

List all deals

Retrieve sales cycle stages

Three deals haven’t moved in over 30 days:

DEALPARTNERSTAGE

Globex renewalHelix SystemsNegotiation

Initech rolloutNorthwind DigitalProposal

Umbrella pilotLumon ConsultingDiscovery

Want me to message each partner for an update?

MORE TO TRY

“Leads submitted in the last 30 days.”“Convert the Globex lead to a deal.”“Assign the Acme renewal to Helix Systems.”

Look up

List all leadsREAD

list_all_leads

List leads submitted by partners and their current status.

List all dealsREAD

list_all_deals

List deals in your program with stage, value and partner.

List all customersREAD

list_all_customers

List customers referred by partners, with their attributed partner.

Get files attached to a dealREAD

get_files_attached_to_a_deal

List the files attached to a specific deal.

Retrieve sales cycle stagesREAD

retrieve_sales_cycle_stages

Get the deal stages configured for your sales cycle.

List all form templatesREAD

list_all_form_templates

List the form templates used for applications, leads and deals.

Take action

Create a leadWRITE

create_a_lead

Submit a new lead.

Create a dealWRITE

create_a_deal

Import one or more deals in bulk (processed in the background). Requires a partner group so the right deal fields apply.

Create a customerWRITE

create_a_customer

Create a customer record.

Convert a leadDESTRUCTIVE

convert_a_lead

Convert a lead into a customer.

Convert a dealDESTRUCTIVE

convert_a_deal

Convert a deal into a customer record.

Assign partnership to dealWRITE

assign_partnership_to_deal

Assign a partner to an unassigned deal your team created.

SAMPLE CONVERSATION

Which partners have pending commissions over $1,000?

List all rewards

Three partners have pending commissions over $1,000:

PARTNERPENDINGSTATUS

Helix Systems$4,810Pending approval

Brightdesk$1,950Pending approval

Lumon Consulting$1,200Pending approval

Want me to export these for review?

MORE TO TRY

“Total rewards paid in September.”“Give Northwind a $500 bonus.”“Log a $12k transaction for Globex.”

Look up

List all transactionsREAD

list_all_transactions

List revenue transactions attributed to partners.

List all rewardsREAD

list_all_rewards

List rewards earned by partners, including pending and paid.

List all invoicesREAD

list_all_invoices

List the commission invoices PartnerStack bills your company for partner payouts, with amount, status and charge date.

List all actionsREAD

list_all_actions

List tracked actions such as signups, demos or other custom events.

Take action

Create a transactionWRITE

create_a_transaction

Record a transaction.

Create a rewardWRITE

create_a_reward

Create a commission.

Record actionWRITE

record_action

Record an action event.

SAMPLE CONVERSATION

How did partner revenue in Q3 compare to Q2? Break it down by group.

Discover stat report filters

Get company stat report

Partner revenue grew 17% quarter over quarter, led by the Gold group:

GROUPQ2Q3

Gold$612,000$748,000

Silver$284,500$301,200

Referral$96,300$121,900

Want this as a CSV export?

MORE TO TRY

“List my custom reports.”“Export all partnerships to CSV.”“New partnerships added in September.”

Look up

Discover stat report filtersREAD

discover_stat_report_filters

Look up valid filter values (tags, segments, products, locations) for stat reports.

Get company stat reportREAD

get_company_stat_report

Pull a performance stat report for your program.

List my custom reportsREAD

list_my_custom_reports

List your saved custom report configurations.

Retrieve custom report exportREAD

retrieve_custom_report_export

Check the status/results of a report export.

Get material engagement analyticsREAD

get_material_engagement_analytics

Get analytics on resource engagement.

Get material partner activityREAD

get_material_partner_activity

Get resource engagement activity for a partnership.

Get material partner engagementREAD

get_material_partner_engagement

Get per-partner engagement for a single material.

Take action

Export base recordsWRITE

export_base_records

Export your raw program data (applications, customers, deals, leads, partners, rewards, transactions, etc.) as a downloadable file.

Export custom reportWRITE

export_custom_report

Trigger an export of a saved custom report.

EXPLORE BY TOOL

Pick a tool, see what it does.

Every tool the MCP exposes, grouped by what it works on. Select one to see what it does and an example conversation.

ALL READ WRITE DESTRUCTIVE

No tools match.

PARTNERSHIPS

List all partnerships Create a partnership Add partner member to partner team Updates a partnerships tags Retrieve a partner team Retrieve partner team profile

APPLICATIONS

List all applications Approve or decline an application

CUSTOMERS

List all customers Create a customer

LEADS

List all leads Create a lead Convert a lead

DEALS

List all deals Get files attached to a deal Create a deal Assign partnership to deal Convert a deal

TRANSACTIONS

List all transactions Create a transaction

REWARDS (COMMISSIONS)

List all rewards Create a reward

ACTIONS

List all actions Record action

GROUPS, LINKS, FORMS, SALES CYCLES

List all groups List all links List all form templates Retrieve sales cycle stages

REPORTS AND EXPORTS

List my custom reports Export custom report Retrieve custom report export Discover stat report filters Get company stat report Export base records

INVOICES

List all invoices

MESSAGES

List all rooms List room messages Create a message Mark room as read Mark room as unread

RESOURCES

List all materials List all material folders Get material engagement analytics Get material partner engagement Get material partner activity

EMAIL CAMPAIGNS

List all campaigns

RECRUITMENT

List network partners Send partner outreach email

MARKETING DEVELOPMENT FUNDS (MDF)

List all MDFs List MDF requests Approve or decline an MDF request

CHALLENGES

List all challenges Get challenge submissions Decline challenge submissions

PARTNERSHIPSREAD

List all partnerships

List partnerships enrolled in your program.

Part of the Recruit stage →list_all_partnerships

Runs as soon as a question needs it. Never changes anything in PartnerStack.

EXAMPLE

Which partnerships joined in the last 90 days?

called 1 toollist_all_partnerships

4 partnerships joined in the last 90 days:

Brightpath Agency · Agency · Sep 28

Keystone IT · Reseller · Sep 3

Maya Chen · Affiliate · Aug 19

Orbit Media · Agency · Jul 22

Yes, go ahead.

✓

TRY ASKINGClick to copy

“Which partnerships joined in the last 90 days?”COPY “Show all active partnerships in the Gold group.”COPY “Which partnerships are tagged “enterprise”?”COPY -COPY -COPY

OFTEN USED WITH

Create a partnership Add partner member to partner team Updates a partnerships tags Retrieve a partner team Retrieve partner team profile

Bring your partner program into your AI.

Stop switching systems just to answer a partner question. Connect your AI tool with your PartnerStack account, then review live data and take confirmed actions with your existing permissions.

https://mcp.partnerstack.com/mcpCOPY

Connect your AI tool →

Encrypted in transit

All traffic runs over HTTPS/TLS.

Nothing stored

Data stays in PartnerStack, behind your existing permissions.

Tenant isolation

Every request runs under the OAuth token you approved.

Confirm before writes

Your assistant is instructed to ask before it creates or changes anything.

Live partner data. Real action.

From first application to final payout.

Pick a tool, see what it does.

List all partnerships

Bring your partner program into your AI.

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Empower your partners. Accelerate growth.

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