---
name: "Co marketing"
repo: https://github.com/coreyhaines31/marketingskills
source: https://github.com/coreyhaines31/marketingskills/blob/HEAD/skills/co-marketing/SKILL.md
license: "MIT"
install: "npx skills add coreyhaines31/marketingskills --skill co-marketing"
page: https://100xlab.com/resources/agent-skills/coreyhaines31-marketingskills--co-marketing--14f4hd3
---

You are a co-marketing strategist who helps SaaS companies identify ideal partners and brainstorm high-impact joint campaigns.

## Before Starting

**Check for product marketing context first:**
If `.agents/product-marketing.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md` filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

## When to Use This Skill

- Finding potential co-marketing partners
- Brainstorming campaign ideas with a specific partner
- Planning joint launches or promotions
- Evaluating partnership fit
- Structuring co-marketing agreements

---

## Partner Identification Framework

### 1. Audience Overlap Analysis

The best partners share your audience but don't compete for the same budget.

**Ideal partner characteristics:**
- Same buyer persona, different problem solved
- Adjacent in the workflow (before, after, or alongside your tool)
- Similar company stage and customer size
- Complementary, not competitive

**Questions to identify partners:**
- What tools do your customers already use?
- What do they use before/after your product?
- Who else is selling to your ICP?
- Which integrations do customers request most?

### 2. Partner Scoring Criteria

Rate potential partners (1-5) on:

| Criteria | What to Evaluate |
|----------|------------------|
| **Audience fit** | How closely does their audience match your ICP? |
| **Audience size** | Do they have reach worth partnering for? |
| **Brand alignment** | Would you be proud to be associated? |
| **Engagement quality** | Do they have an active, engaged audience? |
| **Reciprocity potential** | Can you offer them equal value? |
| **Ease of execution** | Do they have a partnerships team? History of co-marketing? |

### 3. Where to Find Partners

**Integration ecosystem:**
- Your existing integration partners
- Tools in the same app marketplace category
- Platforms your product plugs into

**Adjacent categories:**
- Tools that solve the problem before yours
- Tools that solve the problem after yours
- Tools used by the same role but different workflow

**Community signals:**
- Who sponsors the same podcasts/newsletters?
- Who exhibits at the same conferences?
- Who's active in the same communities?
- Whose content does your audience share?

**Data sources:**
- Crossbeam or Reveal for account overlap
- Customer surveys ("what else do you use?")
- G2/Capterra category neighbors
- Job postings mentioning your tool + others

---

## Co-Marketing Campaign Types

### Content Partnerships

| Format | Effort | Lead Sharing | Best For |
|--------|--------|--------------|----------|
| **Co-authored blog post** | Low | Shared byline, link exchange | Thought leadership, SEO |
| **Joint ebook/guide** | Medium | Gated, split leads | Lead gen, deeper topic |
| **Research report** | High | Gated, split leads | Authority, PR |
| **Guest newsletter swap** | Low | Each keeps own leads | Audience exposure |
| **Podcast guest exchange** | Low | Each keeps own leads | Relationship building |

### Webinars & Events

| Format | Effort | Best For |
|--------|--------|----------|
| **Joint webinar** | Medium | Lead gen, product education |
| **Virtual summit panel** | Medium | Multi-partner exposure |
| **Co-hosted workshop** | High | Hands-on education, deeper engagement |
| **Conference booth sharing** | Medium | Cost splitting, audience overlap |
| **Joint happy hour/dinner** | Low | Relationship building at events |

### Product & Integration Marketing

| Format | Effort | Best For |
|--------|--------|----------|
| **Integration launch** | Medium | Existing integration partners |
| **Joint case study** | Medium | Shared customers |
| **"Better together" landing page** | Low | Integration discovery |
| **Bundle or discount** | Medium | Conversion boost, cross-sell |
| **In-app cross-promotion** | Medium | User activation |

### Community & Social

| Format | Effort | Best For |
|--------|--------|----------|
| **Social media takeover** | Low | Audience exposure |
| **Joint giveaway/contest** | Low | List building, engagement |
| **Slack/Discord community collab** | Low | Community building |
| **Joint AMA or Twitter Space** | Low | Thought leadership |

---

## Brainstorming Partner Campaigns

When brainstorming with a specific partner, consider:

### 1. Shared Audience Moments

- What trigger events matter to both audiences?
- What seasonal moments align with both products?
- What industry trends affect both customer bases?

### 2. Combined Value Propositions

- What can customers achieve with both tools that they can't with one?
- What workflow does the combination enable?
- What pain point does the integration solve?

### 3. Unique Assets Each Brings

| Your Assets | Their Assets |
|-------------|--------------|
| Your audience size/engagement | Their audience size/engagement |
| Your content expertise | Their content expertise |
| Your product capabilities | Their product capabilities |
| Your brand credibility | Their brand credibility |
| Your customer stories | Their customer stories |

### 4. Campaign Idea Prompts

Ask these to generate ideas:
- "What would we create if we had to launch something in 2 weeks?"
- "What content do both our audiences desperately need?"
- "What would make customers say 'finally, someone did this'?"
- "What exclusive thing could we offer together?"
- "What data do we both have that would make a compelling story?"

---

## Approaching Potential Partners

### Cold Outreach Template

```
Subject: [Your Company] + [Their Company] co-marketing idea

Hey [Name],

I'm [Role] at [Your Company]. We [one-line description].

I noticed we share a lot of the same audience—[specific observation about overlap].

I have an idea for [specific campaign type] that could work well for both of us: [one-sentence pitch].

Would you be open to a quick call to explore?

[Your name]
```

### What to Prepare for the Call

1. **Account overlap data** (if available via Crossbeam/Reveal)
2. **2-3 specific campaign ideas** (not just "let's do something")
3. **Your audience metrics** (list size, traffic, engagement)
4. **Examples of past partnerships** (shows you can execute)
5. **Clear ask** (what you want from them, what you'll provide)

---

## Structuring the Partnership

### Key Questions to Align On

- **Lead ownership**: How are leads split or shared?
- **Promotion commitments**: What will each party do to promote?
- **Asset creation**: Who creates what? Who approves?
- **Timeline**: When does each phase happen?
- **Success metrics**: How will you measure success?
- **Follow-up**: Will you do more together if it works?

### Simple Co-Marketing Agreement Outline

1. **Campaign description**: What you're doing together
2. **Responsibilities**: Who does what
3. **Timeline**: Key dates and deadlines
4. **Lead handling**: How leads are captured, shared, followed up
5. **Promotion**: Minimum commitments from each side
6. **Branding**: Logo usage, approval process
7. **Costs**: Who pays for what (if any)
8. **Metrics sharing**: What data you'll share post-campaign

---

## Measuring Co-Marketing Success

### Quantitative Metrics

- Leads generated (total and per partner)
- Lead quality (MQL/SQL conversion rate)
- Revenue attributed
- Audience growth (new subscribers, followers)
- Content engagement (views, downloads, shares)

### Qualitative Metrics

- Ease of collaboration
- Partner responsiveness
- Audience reception
- Brand lift
- Relationship strengthened for future campaigns

---

## Co-Marketing Checklist

### Partner Identification
- [ ] List tools your customers already use
- [ ] Check Crossbeam/Reveal for account overlap
- [ ] Score top 5 potential partners
- [ ] Research their past co-marketing activities

### Campaign Planning
- [ ] Agree on campaign type and goals
- [ ] Define lead sharing arrangement
- [ ] Assign responsibilities and deadlines
- [ ] Set success metrics

### Execution
- [ ] Create shared assets (landing page, content, etc.)
- [ ] Coordinate promotion schedules
- [ ] Brief both teams on talking points

### Post-Campaign
- [ ] Share metrics with partner
- [ ] Debrief on what worked/didn't
- [ ] Discuss future collaboration opportunities

---

## Task-Specific Questions

1. Are you looking for partners or planning a campaign with a specific partner?
2. What type of co-marketing are you most interested in? (content, events, integrations, community)
3. What's your audience size? (email list, social following, traffic)
4. Do you have existing integration partners?
5. Have you done co-marketing before? What worked/didn't?
6. What's your timeline and budget for co-marketing?

---

## Tool Integrations

For implementation, see the [tools registry](../../tools/REGISTRY.md). Key tools for co-marketing:

| Tool | Best For | Guide |
|------|----------|-------|
| **Crossbeam** | Account overlap with partners | [crossbeam.md](../../tools/integrations/crossbeam.md) |
| **Introw** | Partner program management, deal registration | [introw.md](../../tools/integrations/introw.md) |
| **PartnerStack** | Partner and affiliate program management | [partnerstack.md](../../tools/integrations/partnerstack.md) |

---

## Related Skills

- **referrals** — For customer referral and affiliate programs (customers referring customers)
- **launch** — For product launches with partners; covers co-marketing as a "borrowed channel"
- **content-strategy** — For content planning including co-created content
- **sales-enablement** — For partner-facing collateral and enablement materials

---

## Supporting file: evals/evals.json

```json
{
  "skill_name": "co-marketing",
  "evals": [
    {
      "id": 1,
      "prompt": "We make a project management tool for design agencies. Who should we look for as co-marketing partners?",
      "expected_output": "Should check for product-marketing.md first. Should apply the Partner Identification Framework with audience overlap analysis. Should identify ideal partner characteristics: same buyer persona (design agencies), different problem solved, adjacent in the workflow. Should suggest specific partner categories: design tools (Figma, Adobe), proposal/contract tools (Bonsai, HoneyBook), client communication (Notion, Slack), invoicing/payments (Stripe, FreshBooks), file storage/handoff (Dropbox, Frame.io). Should recommend audience scoring criteria. Should suggest sources to find partners: integration ecosystem, Crossbeam/Reveal for account overlap, customer surveys, G2/Capterra category neighbors, podcasts/newsletters they sponsor.",
      "assertions": [
        "Checks for product-marketing.md",
        "Identifies same persona / different problem characteristic",
        "Suggests specific partner categories in workflow",
        "Mentions Crossbeam or account overlap data",
        "Lists multiple sources to find partners",
        "Applies scoring criteria"
      ],
      "files": []
    },
    {
      "id": 2,
      "prompt": "We're partnering with a competitor — wait, not a competitor, a complementary CRM company. Help us brainstorm 5 campaign ideas we could run together.",
      "expected_output": "Should apply the brainstorming framework: shared audience moments, combined value propositions, unique assets each brings. Should propose campaign ideas across multiple types from the campaign type tables (content partnerships, webinars/events, product/integration marketing, community/social). Should suggest specific ideas like: co-authored blog post or research report, joint webinar, 'better together' integration landing page, joint case study with shared customer, integration launch, bundle/discount, conference booth sharing. Should ask the campaign idea prompts to spark ideas: what would we create if we had to launch in 2 weeks, what content do both audiences desperately need, what data do we both have that would make a compelling story.",
      "assertions": [
        "Applies brainstorming framework",
        "Proposes campaigns across multiple types (content, events, integration, community)",
        "Suggests specific actionable ideas",
        "Mentions integration or 'better together' angle",
        "Uses brainstorming prompts"
      ],
      "files": []
    },
    {
      "id": 3,
      "prompt": "Draft a cold outreach email to a potential co-marketing partner. They're a content management platform and we make a marketing analytics tool. Both serve B2B marketing teams.",
      "expected_output": "Should use the cold outreach template structure. Should include: subject line with both company names, brief role intro, specific observation about audience overlap (not generic), one concrete campaign idea (not 'let's do something'), clear ask for a quick call. Should keep it short and personal. Should optionally mention call prep: account overlap data (Crossbeam/Reveal), 2-3 specific campaign ideas, audience metrics, past partnership examples, clear ask of what's wanted and what's offered.",
      "assertions": [
        "Includes subject with both company names",
        "Specific observation about audience overlap",
        "Includes one concrete campaign idea",
        "Includes clear ask for a call",
        "Keeps it short and personal",
        "Mentions what to prepare for the call"
      ],
      "files": []
    },
    {
      "id": 4,
      "prompt": "We've identified 5 potential partners but only have time for one campaign this quarter. How should we pick?",
      "expected_output": "Should apply the partner scoring criteria: audience fit, audience size, brand alignment, engagement quality, reciprocity potential, ease of execution. Should recommend scoring each partner 1-5 across these criteria. Should weight by current goal (e.g., if lead gen is priority, weight audience size and audience fit higher; if relationship building, weight brand alignment and engagement quality). Should consider partner's history of co-marketing — those with partnerships teams and past co-marketing activities execute faster. Should recommend running a small content partnership first (low effort) to test the relationship before bigger commitments.",
      "assertions": [
        "Applies partner scoring criteria",
        "Includes all 6 scoring dimensions",
        "Weights by goal",
        "Considers ease of execution / partnership history",
        "Recommends starting with low-effort format"
      ],
      "files": []
    },
    {
      "id": 5,
      "prompt": "Our partnership webinar with another SaaS company got 200 signups. How do we split the leads?",
      "expected_output": "Should address the lead handling question from the Structuring the Partnership section. Should explain common splits: each partner keeps their own registrations (cleanest but loses cross-pollination), all leads shared between both (max reach, requires clear MQL/SQL handoff), split by audience source (your list vs theirs). Should recommend documenting this in advance in a co-marketing agreement covering campaign description, responsibilities, timeline, lead handling, promotion, branding, costs, metrics sharing. Should note measuring success: leads generated per partner, lead quality (MQL/SQL conversion rate), revenue attributed. Should recommend a post-campaign debrief and discussing future collaboration if it worked.",
      "assertions": [
        "Explains lead split options",
        "Recommends documenting in agreement",
        "Lists agreement components",
        "Mentions measuring lead quality not just volume",
        "Recommends post-campaign debrief"
      ],
      "files": []
    },
    {
      "id": 6,
      "prompt": "Our customer success team wants us to launch a referral program. Can you help us design one?",
      "expected_output": "Should recognize this is about customer referrals, not co-marketing between companies. Should redirect to the referrals skill, which specifically handles customer referral and affiliate programs (customers referring customers). Should note co-marketing is partner-to-partner marketing while referrals is customer-driven word-of-mouth. May offer brief co-marketing context if it's relevant to the strategy, but should make clear referrals is the right skill for the task.",
      "assertions": [
        "Recognizes this is customer referral, not co-marketing",
        "Defers to referrals skill",
        "Distinguishes co-marketing from referral programs",
        "Does not attempt full co-marketing strategy"
      ],
      "files": []
    }
  ]
}
```

---

## Supporting file: tools/REGISTRY.md

# Marketing Tools Registry

Quick reference for AI agents to discover tool capabilities and integration methods.

## How to Use This Registry

1. **Find tools by category** - Browse sections below for tools in each domain
2. **Check integration methods** - See what APIs, MCPs, CLIs, or SDKs are available
3. **Read integration guides** - Detailed setup and common operations in `integrations/`

---

## Tool Index

| Tool | Category | API | MCP | CLI | SDK | Guide |
|------|----------|:---:|:---:|:---:|:---:|-------|
| ga4 | Analytics | ✓ | ✓ | [✓](clis/ga4.js) | ✓ | [ga4.md](integrations/ga4.md) |
| mixpanel | Analytics | ✓ | - | [✓](clis/mixpanel.js) | ✓ | [mixpanel.md](integrations/mixpanel.md) |
| amplitude | Analytics | ✓ | - | [✓](clis/amplitude.js) | ✓ | [amplitude.md](integrations/amplitude.md) |
| posthog | Analytics | ✓ | - | ✓ | ✓ | [posthog.md](integrations/posthog.md) |
| segment | Analytics | ✓ | - | [✓](clis/segment.js) | ✓ | [segment.md](integrations/segment.md) |
| adobe-analytics | Analytics | ✓ | - | [✓](clis/adobe-analytics.js) | ✓ | [adobe-analytics.md](integrations/adobe-analytics.md) |
| plausible | Analytics | ✓ | - | [✓](clis/plausible.js) | - | [plausible.md](integrations/plausible.md) |
| google-search-console | SEO | ✓ | - | [✓](clis/google-search-console.js) | ✓ | [google-search-console.md](integrations/google-search-console.md) |
| semrush | SEO | ✓ | - | [✓](clis/semrush.js) | - | [semrush.md](integrations/semrush.md) |
| ahrefs | SEO | ✓ | - | [✓](clis/ahrefs.js) | - | [ahrefs.md](integrations/ahrefs.md) |
| dataforseo | SEO | ✓ | - | [✓](clis/dataforseo.js) | ✓ | [dataforseo.md](integrations/dataforseo.md) |
| keywords-everywhere | SEO | ✓ | - | [✓](clis/keywords-everywhere.js) | - | [keywords-everywhere.md](integrations/keywords-everywhere.md) |
| rankparse | SEO | ✓ | ✓ | [✓](clis/rankparse.js) | - | [rankparse.md](integrations/rankparse.md) |
| clearbit | Data Enrichment | ✓ | - | [✓](clis/clearbit.js) | ✓ | [clearbit.md](integrations/clearbit.md) |
| apollo | Data Enrichment | ✓ | - | [✓](clis/apollo.js) | - | [apollo.md](integrations/apollo.md) |
| zoominfo | Data Enrichment | ✓ | ✓ | [✓](clis/zoominfo.js) | - | [zoominfo.md](integrations/zoominfo.md) |
| clay | Data Enrichment | ✓ | ✓ | [✓](clis/clay.js) | - | [clay.md](integrations/clay.md) |
| supermetrics | Data Aggregation | ✓ | ✓ | [✓](clis/supermetrics.js) | - | [supermetrics.md](integrations/supermetrics.md) |
| coupler | Data Aggregation | ✓ | ✓ | [✓](clis/coupler.js) | - | [coupler.md](integrations/coupler.md) |
| hubspot | CRM | ✓ | - | ✓ | ✓ | [hubspot.md](integrations/hubspot.md) |
| salesforce | CRM | ✓ | - | ✓ | ✓ | [salesforce.md](integrations/salesforce.md) |
| close | CRM | ✓ | - | [✓](clis/close.js) | - | [close.md](integrations/close.md) |
| stripe | Payments | ✓ | ✓ | ✓ | ✓ | [stripe.md](integrations/stripe.md) |
| paddle | Payments | ✓ | - | [✓](clis/paddle.js) | ✓ | [paddle.md](integrations/paddle.md) |
| rewardful | Referral | ✓ | - | [✓](clis/rewardful.js) | - | [rewardful.md](integrations/rewardful.md) |
| tolt | Referral | ✓ | - | [✓](clis/tolt.js) | - | [tolt.md](integrations/tolt.md) |
| dub-co | Links | ✓ | - | [✓](clis/dub.js) | ✓ | [dub-co.md](integrations/dub-co.md) |
| mention-me | Referral | ✓ | - | [✓](clis/mention-me.js) | - | [mention-me.md](integrations/mention-me.md) |
| partnerstack | Affiliate | ✓ | - | [✓](clis/partnerstack.js) | - | [partnerstack.md](integrations/partnerstack.md) |
| mailchimp | Email | ✓ | ✓ | [✓](clis/mailchimp.js) | ✓ | [mailchimp.md](integrations/mailchimp.md) |
| customer-io | Email | ✓ | - | [✓](clis/customer-io.js) | ✓ | [customer-io.md](integrations/customer-io.md) |
| sendgrid | Email | ✓ | - | [✓](clis/sendgrid.js) | ✓ | [sendgrid.md](integrations/sendgrid.md) |
| resend | Email | ✓ | ✓ | [✓](clis/resend.js) | ✓ | [resend.md](integrations/resend.md) |
| sequenzy | Email | ✓ | ✓ | ✓ | - | [sequenzy.md](integrations/sequenzy.md) |
| nitrosend | Email | ✓ | ✓ | - | - | [nitrosend.md](integrations/nitrosend.md) |
| kit | Email | ✓ | - | [✓](clis/kit.js) | ✓ | [kit.md](integrations/kit.md) |
| beehiiv | Newsletter | ✓ | - | [✓](clis/beehiiv.js) | - | [beehiiv.md](integrations/beehiiv.md) |
| klaviyo | Email/SMS | ✓ | - | [✓](clis/klaviyo.js) | ✓ | [klaviyo.md](integrations/klaviyo.md) |
| postmark | Email | ✓ | - | [✓](clis/postmark.js) | ✓ | [postmark.md](integrations/postmark.md) |
| brevo | Email/SMS | ✓ | - | [✓](clis/brevo.js) | ✓ | [brevo.md](integrations/brevo.md) |
| activecampaign | Email/CRM | ✓ | - | [✓](clis/activecampaign.js) | ✓ | [activecampaign.md](integrations/activecampaign.md) |
| twilio | SMS/Voice | ✓ | - | ✓ | ✓ | [twilio.md](integrations/twilio.md) |
| plivo | SMS/Voice | ✓ | - | - | ✓ | [plivo.md](integrations/plivo.md) |
| postscript | SMS | ✓ | - | - | - | [postscript.md](integrations/postscript.md) |
| attentive | SMS | ✓ | - | - | - | [attentive.md](integrations/attentive.md) |
| audiencetap | SMS/Email | ✓ | - | - | - | [audiencetap.md](integrations/audiencetap.md) |
| hunter | Email Outreach | ✓ | - | [✓](clis/hunter.js) | - | [hunter.md](integrations/hunter.md) |
| snov | Email Outreach | ✓ | - | [✓](clis/snov.js) | - | [snov.md](integrations/snov.md) |
| truelist | Email Verification | ✓ | ✓ | - | ✓ | [truelist.md](integrations/truelist.md) |
| github | Developer Intent | ✓ | - | [✓](clis/github-prospects.js) | ✓ | [github.md](integrations/github.md) |
| firecrawl | Site Scraping | ✓ | ✓ | - | ✓ | [firecrawl.md](integrations/firecrawl.md) |
| browserbase | Site Scraping | ✓ | ✓ | - | ✓ | [browserbase.md](integrations/browserbase.md) |
| lemlist | Email Outreach | ✓ | - | [✓](clis/lemlist.js) | - | [lemlist.md](integrations/lemlist.md) |
| instantly | Email Outreach | ✓ | - | [✓](clis/instantly.js) | - | [instantly.md](integrations/instantly.md) |
| google-ads | Ads | ✓ | ✓ | [✓](clis/google-ads.js) | ✓ | [google-ads.md](integrations/google-ads.md) |
| meta-ads | Ads | ✓ | - | [✓](clis/meta-ads.js) | ✓ | [meta-ads.md](integrations/meta-ads.md) |
| linkedin-ads | Ads | ✓ | - | [✓](clis/linkedin-ads.js) | - | [linkedin-ads.md](integrations/linkedin-ads.md) |
| tiktok-ads | Ads | ✓ | - | [✓](clis/tiktok-ads.js) | ✓ | [tiktok-ads.md](integrations/tiktok-ads.md) |
| zapier | Automation | ✓ | ✓ | [✓](clis/zapier.js) | ✓ | [zapier.md](integrations/zapier.md) |
| hotjar | CRO | ✓ | - | [✓](clis/hotjar.js) | - | [hotjar.md](integrations/hotjar.md) |
| optimizely | A/B Testing | ✓ | - | [✓](clis/optimizely.js) | ✓ | [optimizely.md](integrations/optimizely.md) |
| calendly | Scheduling | ✓ | - | [✓](clis/calendly.js) | - | [calendly.md](integrations/calendly.md) |
| savvycal | Scheduling | ✓ | - | [✓](clis/savvycal.js) | - | [savvycal.md](integrations/savvycal.md) |
| typeform | Forms | ✓ | - | [✓](clis/typeform.js) | ✓ | [typeform.md](integrations/typeform.md) |
| intercom | Messaging | ✓ | - | [✓](clis/intercom.js) | ✓ | [intercom.md](integrations/intercom.md) |
| outreach | Sales Engagement | ✓ | ✓ | [✓](clis/outreach.js) | - | [outreach.md](integrations/outreach.md) |
| crossbeam | Partner Ecosystem | ✓ | ✓ | [✓](clis/crossbeam.js) | - | [crossbeam.md](integrations/crossbeam.md) |
| introw | Partner Ecosystem | - | ✓ | - | - | [introw.md](integrations/introw.md) |
| pendo | Product Analytics | ✓ | - | [✓](clis/pendo.js) | - | [pendo.md](integrations/pendo.md) |
| similarweb | Competitive Intelligence | ✓ | - | [✓](clis/similarweb.js) | - | [similarweb.md](integrations/similarweb.md) |
| exa | AI Search | ✓ | ✓ | [✓](clis/exa.js) | ✓ | [exa.md](integrations/exa.md) |
| firehose | Competitive Intelligence | ✓ | - | - | - | [firehose.md](integrations/firehose.md) |
| sparktoro | Audience Research | - | - | - | - | [sparktoro.md](integrations/sparktoro.md) |
| rb2b | Visitor Identification | ✓ | - | - | - | [rb2b.md](integrations/rb2b.md) |
| gong | Revenue Intelligence | ✓ | - | - | - | [gong.md](integrations/gong.md) |
| airops | AI Content | ✓ | - | [✓](clis/airops.js) | - | [airops.md](integrations/airops.md) |
| buffer | Social | ✓ | - | [✓](clis/buffer.js) | - | [buffer.md](integrations/buffer.md) |
| wistia | Video | ✓ | - | [✓](clis/wistia.js) | - | [wistia.md](integrations/wistia.md) |
| heygen | Video | ✓ | ✓ | - | ✓ | [heygen.md](integrations/heygen.md) |
| hyperframes | Video | - | - | ✓ | ✓ | [hyperframes.md](integrations/hyperframes.md) |
| trustpilot | Reviews | ✓ | - | [✓](clis/trustpilot.js) | - | [trustpilot.md](integrations/trustpilot.md) |
| g2 | Reviews | ✓ | - | [✓](clis/g2.js) | - | [g2.md](integrations/g2.md) |
| onesignal | Push | ✓ | - | [✓](clis/onesignal.js) | ✓ | [onesignal.md](integrations/onesignal.md) |
| demio | Webinar | ✓ | - | [✓](clis/demio.js) | - | [demio.md](integrations/demio.md) |
| livestorm | Webinar | ✓ | - | [✓](clis/livestorm.js) | - | [livestorm.md](integrations/livestorm.md) |
| shopify | Commerce | ✓ | - | ✓ | ✓ | [shopify.md](integrations/shopify.md) |
| wordpress | CMS | ✓ | - | ✓ | ✓ | [wordpress.md](integrations/wordpress.md) |
| webflow | CMS | ✓ | - | ✓ | ✓ | [webflow.md](integrations/webflow.md) |
| sanity | Headless CMS | ✓ | - | ✓ | ✓ | [sanity.md](integrations/sanity.md) |
| contentful | Headless CMS | ✓ | - | ✓ | ✓ | [contentful.md](integrations/contentful.md) |
| strapi | Headless CMS | ✓ | - | ✓ | ✓ | [strapi.md](integrations/strapi.md) |
| composio | Integration Layer | ✓ | ✓ | ✓ | ✓ | [composio.md](integrations/composio.md) |
| cogny | Integration Layer | - | ✓ | - | - | [cogny.md](integrations/cogny.md) |

---

## By Category

### Analytics

Track user behavior, measure conversions, and analyze marketing performance.

| Tool | Best For | MCP Available |
|------|----------|:-------------:|
| **ga4** | Web analytics, Google ecosystem | ✓ |
| **mixpanel** | Product analytics, event tracking | - |
| **amplitude** | Product analytics, cohort analysis | - |
| **posthog** | Open-source analytics, session replay | - |
| **segment** | Customer data platform, routing | - |
| **adobe-analytics** | Enterprise analytics | - |
| **plausible** | Privacy-focused analytics | - |

**Agent recommendation**: Start with GA4 if using Google ecosystem. Use Mixpanel or Amplitude for deeper product analytics. Plausible for privacy-focused sites.

### SEO

Search engine optimization tools for keyword research, rank tracking, and site audits.

| Tool | Best For | Notes |
|------|----------|-------|
| **google-search-console** | Free, authoritative search data | Direct from Google |
| **semrush** | Competitive analysis, keyword research | Comprehensive |
| **ahrefs** | Backlink analysis, content research | Best for links |
| **dataforseo** | SERP tracking, backlinks, on-page audits | Comprehensive API |
| **keywords-everywhere** | Quick keyword research, traffic estimates | Credit-based |
| **rankparse** | Cheap, agent-friendly backlinks + domain data | Credit-based, MCP available |

**Agent recommendation**: Google Search Console is essential (free). Add Semrush or Ahrefs for competitive research. DataForSEO for programmatic SERP data. Keywords Everywhere for quick keyword lookups. RankParse for agent workflows where per-call cost matters — backlinks, domain authority, and tech stack at a fraction of enterprise pricing.

### CRM

Customer relationship management and sales tools.

| Tool | Best For | CLI Available |
|------|----------|:-------------:|
| **hubspot** | SMB, marketing + sales alignment | ✓ |
| **salesforce** | Enterprise, complex sales processes | ✓ |
| **close** | SMB, high-velocity sales | [✓](clis/close.js) |

**Agent recommendation**: HubSpot for startups/SMBs. Close for high-velocity inside sales. Salesforce for enterprise.

### Payments

Payment processing and subscription management.

| Tool | Best For | MCP Available |
|------|----------|:-------------:|
| **stripe** | SaaS subscriptions, developer-friendly | ✓ |
| **paddle** | SaaS billing with tax handling | - |

**Agent recommendation**: Stripe is the default for SaaS. Paddle for built-in tax compliance.

### Referral & Affiliate

Tools for referral programs, affiliate tracking, and partner management.

| Tool | Best For | Stripe Integration |
|------|----------|:------------------:|
| **rewardful** | Stripe-native affiliate programs | ✓ |
| **tolt** | SaaS affiliate programs | ✓ |
| **mention-me** | Enterprise referral programs | ✓ |
| **dub-co** | Link tracking, attribution | - |
| **partnerstack** | Enterprise partner programs | ✓ |

**Agent recommendation**: Rewardful or Tolt for Stripe-based SaaS. PartnerStack for enterprise partner programs. Dub.co for link attribution.

### Email

Email marketing, transactional email, and automation platforms.

| Tool | Best For | MCP Available |
|------|----------|:-------------:|
| **mailchimp** | SMB email marketing | ✓ |
| **customer-io** | Behavior-based messaging | - |
| **sendgrid** | Transactional email at scale | - |
| **resend** | Developer-friendly transactional | ✓ |
| **sequenzy** | Lifecycle email, sequences, transactional email | ✓ |
| **kit** | Creator/newsletter focused | - |
| **beehiiv** | Newsletter platform | - |
| **klaviyo** | E-commerce email + SMS | - |
| **postmark** | Deliverability-focused transactional | - |
| **brevo** | Email + SMS, popular in EU | - |
| **activecampaign** | Email automation + CRM | - |

**Agent recommendation**: Resend for transactional (dev-friendly). Sequenzy for lifecycle email, sequences, and agent-driven email marketing. Postmark for deliverability. Customer.io for advanced automation. Kit for creators. Beehiiv for newsletters. Klaviyo for e-commerce email/SMS. ActiveCampaign for email + CRM combo.

### SMS / Messaging

SMS and MMS marketing platforms and programmable messaging APIs.

| Tool | Best For | MCP Available |
|------|----------|:-------------:|
| **klaviyo** | DTC ecom already on Klaviyo email | - |
| **postscript** | Shopify DTC, SMS-first depth | - |
| **attentive** | Mid-market+ DTC, full-service | - |
| **twilio** | Custom API builds, transactional, dev-first | - |
| **plivo** | Twilio alternative, lower per-send cost | - |
| **audiencetap** | DTC with AI-forward creative + on-pack QR opt-in | - |
| **brevo** | EU SMB email + SMS combo | - |
| **customer-io** | Behavior-based SMS automation | - |

**Agent recommendation**: Klaviyo SMS for ecom already on Klaviyo email. Postscript for Shopify-first depth. Attentive for mid-market+ wanting concierge support. Twilio (or Plivo for lower cost) for custom builds and transactional/auth. AudienceTap when AI creative or on-pack QR opt-in matters.

### Advertising

Paid advertising platforms and campaign management.

| Tool | Best For | MCP Available |
|------|----------|:-------------:|
| **google-ads** | Search intent, high-intent traffic | ✓ |
| **meta-ads** | Demand gen, visual products, B2C | - |
| **linkedin-ads** | B2B, job title targeting | - |
| **tiktok-ads** | Younger demographics, video | - |

**Agent recommendation**: Google Ads for search intent. Meta for demand generation. LinkedIn for B2B.

### Automation

Workflow automation and integration platforms.

| Tool | Best For | MCP Available |
|------|----------|:-------------:|
| **zapier** | No-code integrations + SDK for 8,000+ apps | ✓ |

**Agent recommendation**: Zapier SDK for agents that need to interact with any app directly. Zaps for always-on automations.

### CRO & A/B Testing

Conversion rate optimization, heatmaps, and experimentation.

| Tool | Best For | Notes |
|------|----------|-------|
| **hotjar** | Heatmaps, recordings, surveys | Visual behavior data |
| **optimizely** | A/B testing, feature flags | Enterprise experimentation |

**Agent recommendation**: Hotjar for understanding user behavior. Optimizely for running experiments.

### Scheduling

Booking and appointment scheduling tools.

| Tool | Best For | Notes |
|------|----------|-------|
| **calendly** | Meeting scheduling, lead gen | Most popular |
| **savvycal** | Personalized scheduling | Developer-friendly |

**Agent recommendation**: Calendly for general use. SavvyCal for personalized booking experiences.

### Forms & Surveys

Form builders and survey platforms.

| Tool | Best For | Notes |
|------|----------|-------|
| **typeform** | Interactive forms, surveys | Conversational UX |

**Agent recommendation**: Typeform for engaging forms and surveys.

### Messaging

In-app messaging, chat, and customer communication.

| Tool | Best For | Notes |
|------|----------|-------|
| **intercom** | In-app messaging, support, product tours | Full customer platform |

**Agent recommendation**: Intercom for in-app messaging and customer support.

### Social Media

Social media scheduling, management, and analytics.

| Tool | Best For | Notes |
|------|----------|-------|
| **buffer** | Social scheduling, analytics | Multi-platform |

**Agent recommendation**: Buffer for scheduling and analytics across social platforms.

### Video

Video hosting, creation, and AI generation.

| Tool | Best For | Notes |
|------|----------|-------|
| **wistia** | Video hosting, marketing analytics | Best for marketing video hosting |
| **heygen** | AI avatars, talking-head videos | MCP server available |
| **hyperframes** | Programmatic video from HTML/CSS | Open source, agent-native |

**Agent recommendation**: HeyGen for AI avatar videos (MCP-enabled). Hyperframes for templated, data-driven video from code. Wistia for hosting and analytics.

### Data Enrichment

Company and person data enrichment for sales and marketing.

| Tool | Best For | Notes |
|------|----------|-------|
| **clearbit** | Company/person enrichment | Now HubSpot Breeze |
| **apollo** | B2B prospecting, email finding | Large database |
| **zoominfo** | B2B contacts, intent data | Enterprise-grade |
| **clay** | Waterfall enrichment, outbound | 75+ data providers |

**Agent recommendation**: Clearbit for enrichment. Apollo for prospecting and outbound. ZoomInfo for enterprise B2B data with intent signals. Clay for waterfall enrichment across multiple providers.

### Email Verification

Pre-outreach email deliverability validation.

| Tool | Best For | Notes |
|------|----------|-------|
| **truelist** | Bulk + single email deliverability validation | Returns `email_state` (ok / email_invalid / risky / unknown / accept_all) + `email_sub_state`. MCP server + 7-language SDKs available. |

**Agent recommendation**: Truelist for any prospect list before outreach — Apollo/ZoomInfo/Hunter data accuracy is typically 60–80%, validation is non-negotiable to keep sender reputation healthy.

### Developer Intent / GitHub

Discovery channel for dev-tool SaaS prospecting via GitHub stargazers, forkers, and watchers.

| Tool | Best For | Notes |
|------|----------|-------|
| **github** | Stargazers / forks / watchers of competitor or adjacent repos | Public API; pair with Apollo/Clay/Hunter for email enrichment |

**Agent recommendation**: Use `github-prospects.js` CLI to pull stargazers/forks of 3–5 anchor repos (competitors, category leaders, complementary tools). Filter to users with `company` field set, then enrich missing emails via Apollo or Hunter, then validate via Truelist before outreach.

### Site Scraping (single-target only)

Programmatic page extraction for **individual public business sites** — not for the platforms hosting prospects (Google Maps, LinkedIn, Yelp, Apollo, etc.).

| Tool | Best For | Notes |
|------|----------|-------|
| **firecrawl** | Page → clean markdown / structured extraction | API + MCP; lower overhead for "just give me the content" |
| **browserbase** | Real Chromium when rendering, interaction, or session state is required | API + MCP (Stagehand); use when Firecrawl can't handle the page |

**Agent recommendation**: Default to Firecrawl for static-ish pages and structured extraction. Use Browserbase when the site requires JS rendering, form interaction, cookie consent, or auth — and when you want session recordings for debugging. **For both: discovery happens on platforms (manual browser); extraction happens on the prospect's own website URL.** Don't point either tool at LinkedIn, Google Maps, Yelp, or similar.

### Reviews

Review management and social proof platforms.

| Tool | Best For | Notes |
|------|----------|-------|
| **trustpilot** | Consumer business reviews | Most recognized |
| **g2** | Software/B2B reviews | Best for SaaS |

**Agent recommendation**: Trustpilot for consumer products. G2 for B2B software.

### Push Notifications

Push notification delivery platforms.

| Tool | Best For | Notes |
|------|----------|-------|
| **onesignal** | Multi-channel push notifications | Web + mobile |

**Agent recommendation**: OneSignal for web and mobile push notifications.

### Webinar

Webinar and virtual event platforms.

| Tool | Best For | Notes |
|------|----------|-------|
| **demio** | Marketing webinars | Simple, focused |
| **livestorm** | Video engagement, webinars | Full event platform |

**Agent recommendation**: Demio for marketing-focused webinars. Livestorm for full event engagement.

### Sales Engagement

Sales engagement and outreach automation platforms.

| Tool | Best For | Notes |
|------|----------|-------|
| **outreach** | Enterprise sales engagement | Sequences, tasks, analytics |

**Agent recommendation**: Outreach for enterprise sales teams managing multi-touch sequences at scale.

### Product Analytics

Product analytics, feature adoption tracking, and in-app guidance.

| Tool | Best For | Notes |
|------|----------|-------|
| **pendo** | Feature adoption, in-app guides | Product-led growth |

**Agent recommendation**: Pendo for tracking feature adoption and delivering targeted in-app guidance.

### Competitive Intelligence

Traffic analytics, competitor benchmarking, and market research.

| Tool | Best For | Notes |
|------|----------|-------|
| **similarweb** | Website traffic, competitor analysis | Traffic sources, keywords |

**Agent recommendation**: Similarweb for competitor traffic analysis and market benchmarking.

### Audience Research

Audience intelligence and behavioral research tools.

| Tool | Best For | Notes |
|------|----------|-------|
| **sparktoro** | Audience affinities, behavioral data | Clickstream + social data |

**Agent recommendation**: SparkToro for discovering where your ICP spends time — what they read, watch, listen to, follow, and search for. Essential for customer research, content strategy, and media buying decisions.

### Visitor Identification

Website visitor de-anonymization for B2B sales and marketing.

| Tool | Best For | Notes |
|------|----------|-------|
| **rb2b** | Person-level visitor ID, intent signals | LinkedIn profiles, emails, page-level data |

**Agent recommendation**: RB2B for identifying anonymous B2B website visitors and routing high-intent visitors to outreach tools. Pairs well with Clay for enrichment and Instantly/Lemlist for cold email.

### Revenue Intelligence

Sales conversation analytics, call recording, and deal intelligence.

| Tool | Best For | Notes |
|------|----------|-------|
| **gong** | Call recording, transcript analysis, deal insights | REST API, 10k API calls/day |

**Agent recommendation**: Gong for mining sales call transcripts for customer research, competitive intelligence, and coaching insights. Essential for revenue attribution and win/loss analysis.

### AI Content

AI-powered content generation and optimization platforms.

| Tool | Best For | Notes |
|------|----------|-------|
| **airops** | AI content workflows, SEO content | Flow-based automation |

**Agent recommendation**: AirOps for building AI content workflows that generate SEO-optimized content at scale.

### AI Search

AI-powered web search APIs built for LLMs and agents. Return structured results with on-demand text, highlights, and summaries.

| Tool | Best For | Notes |
|------|----------|-------|
| **exa** | Neural/semantic web search, content research, competitor discovery | Search + findSimilar + Contents; MCP and SDKs available |

**Agent recommendation**: Exa for neural search over the open web — content research, competitor/similar-page discovery, link prospecting, news monitoring, and audience research. Pairs well with seo-audit, content-strategy, and competitor-profiling skills.

### Partner Ecosystem

Partner data sharing, co-sell, and ecosystem management.

| Tool | Best For | Notes |
|------|----------|-------|
| **crossbeam** | Account overlaps, co-sell | Now part of Reveal |
| **introw** | Partner management, deal registration, QBRs | MCP-enabled PRM |

**Agent recommendation**: Crossbeam for identifying partner account overlaps and co-sell opportunities. Introw for full partner relationship management — partner pipeline, commissions, tasks, and automated business review prep.

### Email Outreach

Cold email outreach and email finding tools for link building and sales prospecting.

| Tool | Best For | Notes |
|------|----------|-------|
| **hunter** | Email finding, domain search | Largest email database |
| **snov** | Email finding, drip campaigns | Built-in sequences |
| **lemlist** | Cold email campaigns | Personalization features |
| **instantly** | Cold email at scale | Email warmup built-in |

**Agent recommendation**: Hunter for finding emails. Lemlist or Instantly for sending cold email campaigns. Snov for combined finding + outreach.

### Data Aggregation

Marketing data pipeline tools that connect multiple platforms for unified reporting.

| Tool | Best For | Notes |
|------|----------|-------|
| **supermetrics** | Cross-platform data pulling | 200+ connectors |
| **coupler** | Automated data flows to sheets/BI | Scheduled pipelines |

**Agent recommendation**: Supermetrics for pulling data from multiple marketing platforms into unified reports. Coupler.io for automated data flows to spreadsheets and BI tools.

### Commerce & CMS

E-commerce platforms and content management systems.

| Tool | Best For | CLI Available |
|------|----------|:-------------:|
| **shopify** | E-commerce, product sales | ✓ |
| **wordpress** | Blogs, content sites | ✓ |
| **webflow** | Design-focused marketing sites | ✓ |
| **sanity** | Headless CMS, structured content | ✓ |
| **contentful** | Enterprise headless CMS, multi-locale | ✓ |
| **strapi** | Open-source headless CMS, self-hosted | ✓ |

**Agent recommendation**: Shopify for e-commerce. Webflow for marketing sites. WordPress for blogs. For headless CMS: Sanity for developer-flexible content, Contentful for enterprise multi-locale, Strapi for self-hosted/budget-conscious. See [headless CMS guide](../skills/content-strategy/references/headless-cms.md) for selection criteria.

---

## CLI Tools

Zero-dependency, single-file Node.js CLIs for tools that don't ship their own. See [`clis/README.md`](clis/README.md) for install instructions and usage.

All CLIs follow a consistent pattern:
- **No dependencies** — Node 18+ only, uses native `fetch`
- **JSON output** — pipe to `jq`, save to file, or use in scripts
- **Env var auth** — set `{TOOL}_API_KEY` and go
- **Consistent commands** — `{tool} <resource> <action> [options]`

---

## MCP-Enabled Tools

These tools have Model Context Protocol servers available, enabling direct agent interaction:

- **ga4** - Google Analytics 4 data access
- **stripe** - Payment and subscription management
- **mailchimp** - Email campaign management
- **google-ads** - Ad campaign management
- **resend** - Transactional email sending
- **zapier** - Workflow automation + SDK for 8,000+ app integrations
- **zoominfo** - B2B contacts and intent data
- **clay** - Data enrichment and outbound automation
- **supermetrics** - Cross-platform marketing data
- **coupler** - Marketing data pipelines
- **outreach** - Sales engagement sequences
- **crossbeam** - Partner ecosystem data
- **introw** - Partner relationship management
- **exa** - AI-powered web search for LLMs and agents

To use MCP tools, ensure the appropriate MCP server is configured in your environment.

### Composio Integration

[Composio](integrations/composio.md) provides managed OAuth and pre-built connectors for 500+ tools via a single MCP server. It adds MCP access to tools that don't have native MCP servers, including HubSpot, Salesforce, Meta Ads, LinkedIn Ads, Google Sheets, Slack, Notion, and more.

- **Setup**: `npx @composio/mcp@latest setup`
- **Quick start**: See [tools/composio/README.md](composio/README.md)
- **Marketing tool mapping**: See [tools/composio/marketing-tools.md](composio/marketing-tools.md)

Use Composio when you need MCP access to OAuth-heavy tools. Prefer native MCP servers (GA4, Stripe, Mailchimp, etc.) when available — they have deeper coverage.

### Cogny Integration

[Cogny](integrations/cogny.md) is a hosted MCP gateway focused on marketing channels — one federated MCP URL with managed OAuth across every channel you've connected. Narrower than Composio (marketing-only) and useful when you want SEO, paid social, and privacy-friendly analytics behind a single MCP login.

- **Setup**: connect channels at [cogny.com](https://cogny.com), then in Claude.ai go to Settings → Connectors → Add custom connector and paste `https://app.cogny.com/mcp`
- **Channels**: Search Console, Bing Webmaster, Semrush, LinkedIn Ads, Reddit Ads, TikTok Ads, Plausible, Fathom
- **Pricing**: Solo plan starts at $9/mo (7-day trial)

Use Cogny when you only need marketing channels and want to avoid running your own OAuth proxy. Prefer native APIs when you need deep, custom control of a single tool.

---

## Quick Start by Use Case

### Setting up analytics tracking
1. Read [ga4.md](integrations/ga4.md) for web analytics
2. Read [segment.md](integrations/segment.md) if routing to multiple tools

### Launching a referral program
1. Read [rewardful.md](integrations/rewardful.md) or [tolt.md](integrations/tolt.md) for Stripe-based programs
2. Read [dub-co.md](integrations/dub-co.md) for link tracking

### Setting up email automation
1. Read [customer-io.md](integrations/customer-io.md) for behavior-based automation
2. Read [resend.md](integrations/resend.md) for transactional email

### Running email outreach for backlinks
1. Read [hunter.md](integrations/hunter.md) for finding emails
2. Read [lemlist.md](integrations/lemlist.md) or [instantly.md](integrations/instantly.md) for sending campaigns

### Running paid ads
1. Read [google-ads.md](integrations/google-ads.md) for search campaigns
2. Read [meta-ads.md](integrations/meta-ads.md) for social campaigns

---

## Supporting file: tools/integrations/crossbeam.md

# Crossbeam

Partner ecosystem platform (now part of Reveal) for sharing account data with partners to identify co-sell opportunities, overlapping customers, and partner-sourced pipeline.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | Partners, Populations, Overlaps, Reports, Threads |
| MCP | ✓ | [Claude connector](https://claude.com/connectors/crossbeam) |
| CLI | ✓ | [crossbeam.js](../clis/crossbeam.js) |
| SDK | - | REST API only |

## Authentication

- **Type**: API Key
- **Header**: `Authorization: Bearer {api_key}`
- **Get key**: Settings > API at https://app.crossbeam.com

## Common Agent Operations

### List Partners

```bash
GET https://api.crossbeam.com/v1/partners
Authorization: Bearer {api_key}
```

### Get Partner Details

```bash
GET https://api.crossbeam.com/v1/partners/{id}
Authorization: Bearer {api_key}
```

### List Populations

```bash
GET https://api.crossbeam.com/v1/populations
Authorization: Bearer {api_key}
```

### List Overlaps

```bash
GET https://api.crossbeam.com/v1/overlaps?partner_id={partner_id}&population_id={population_id}
Authorization: Bearer {api_key}
```

### Get Overlap Details

```bash
GET https://api.crossbeam.com/v1/overlaps/{id}
Authorization: Bearer {api_key}
```

### Search Accounts

```bash
GET https://api.crossbeam.com/v1/accounts/search?domain={domain}
Authorization: Bearer {api_key}
```

### List Reports

```bash
GET https://api.crossbeam.com/v1/reports
Authorization: Bearer {api_key}
```

### List Collaboration Threads

```bash
GET https://api.crossbeam.com/v1/threads
Authorization: Bearer {api_key}
```

## Key Metrics

### Partner Data
- `id` - Partner ID
- `name` - Partner company name
- `status` - Partnership status (active, pending, etc.)
- `created_at` - When the partnership was established
- `populations_shared` - Number of shared populations

### Population Data
- `id` - Population ID
- `name` - Population name (e.g., "Customers", "Open Opportunities")
- `record_count` - Number of records in population
- `partner_visibility` - What partners can see

### Overlap Data
- `id` - Overlap ID
- `partner_id` - Partner involved
- `population_id` - Population matched
- `account_name` - Overlapping account name
- `overlap_type` - Type of overlap (customer, prospect, etc.)
- `match_confidence` - Match confidence score

### Report Data
- `id` - Report ID
- `name` - Report name
- `type` - Report type
- `created_at` - Creation date
- `results` - Report results data

## Parameters

### Overlaps List
- `partner_id` - Filter by specific partner
- `population_id` - Filter by specific population

### Accounts Search
- `domain` - Company domain to search for

## When to Use

- Identifying co-sell opportunities with channel partners
- Finding overlapping customers and prospects across partner ecosystems
- Building partner-sourced pipeline by matching accounts
- Tracking partner influence on deals
- Creating account mapping reports for partner meetings
- Prioritizing which partners to engage based on overlap data

## Rate Limits

- Rate limits vary by plan
- Standard: 100 requests/minute
- Pagination supported on list endpoints

## Relevant Skills

- revops
- sales-enablement
- referrals
- competitors

---

## Supporting file: tools/integrations/introw.md

# Introw PRM

Partner Relationship Management platform for managing channel partners, tracking partner-sourced deals, commissions, tasks, and engagement — with built-in business review generation.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | - | Not available |
| MCP | ✓ | Full read/write via Claude connector |
| CLI | - | Not available |
| SDK | - | Not available |

## Authentication

- **Type**: OAuth2 (via MCP connector)
- **Setup**: Connect via Claude MCP connector — no API key management needed
- **Scope**: All data is scoped to the authenticated organisation

## Common Agent Operations

All operations are performed via MCP tools. The following are the primary tool calls available.

### Search Partners

```
search_partners
  dateRange: { field: "CREATED_AT" | "LAST_ACTIVITY_AT", from: "YYYY-MM-DD", to: "YYYY-MM-DD" }
```

Returns: partner name/ID, contact info, tier, lifecycle stage, categories, country, last activity date.

### Search CRM Objects (Deals, Tickets, Leads, Companies, Contacts)

```
search_crm_objects
  objectType: "DEAL" | "TICKET" | "LEAD" | "COMPANY" | "CONTACT"
  stage: "OPEN" | "WON" | "LOST"
  view: "ALL" | "DUE" | "OVERDUE" | "INACTIVE"
  rollingDateFilter: { field: "CLOSED_AT", value: "THIS_QUARTER" }
  sortBy: { property: "AMOUNT", direction: "DESC" }
  limit: 10
```

Synonym mapping: Opportunity/Forecast → `DEAL`, Account → `COMPANY`, Case → `TICKET`.

### Search Tasks

```
search_tasks
  status: "TODO" | "IN_PROGRESS" | "PENDING" | "COMPLETED" | "DONE"
  partnerId: "{partner_id}"
```

### Search Commissions

```
search_commissions
  partnerId: "{partner_id}"
```

Returns: commission amounts, currency, payment status, associated partner and deals.

### Generate Business Review (QBR/MBR/WBR)

```
generate_business_review
  duration: "QUARTERLY" | "MONTHLY" | "WEEKLY"
  partnerId: "{partner_id}"
```

Returns: pipeline & forecast analysis, form submissions overview, mutual action plan, goal tracking, timed agenda and next steps.

### Search Partner Engagement

```
search_partner_engagement
  partnerId: "{partner_id}"
  type: "ROOM_VISIT" | "OBJECT_SHARE" | "COMMENT" | "FORM_SUBMIT" | "TASK_CREATED" | ...
  dateRange: { from: "YYYY-MM-DD", to: "YYYY-MM-DD" }
```

Returns: comments, deal updates, asset views, task events, portal visits, form submissions, announcements, quotes.

### Add Comment to Deal/Object

```
add_comment
  comment: "Comment text"
  objectId: "{crm_object_id}"
  objectType: "DEAL" | "TICKET" | "LEAD" | "COMPANY" | "CONTACT"
```

### Create or Update Tasks

```
add_task
  name: "Task title"
  dueDate: "2025-02-20"
  assignedTo: "PARTNER" | "ORGANISATION"
  partnerId: "{partner_id}"

update_task
  taskId: 123
  status: "TODO" | "IN_PROGRESS" | "DONE"
```

### Update CRM Object Properties

```
update_crm_object
  objectId: "{crm_object_id}"
  objectType: "DEAL"
  propertiesToUpdate: { "amount": 50000, "stage": "Negotiation" }
```

### Share Lead or Register Deal

Two-step flow:
1. **Discovery**: provide `objectType` and `callToAction` to get form fields
2. **Submit**: provide `formId` and `userProvidedData` to submit

```
share_lead_or_register_deal
  objectType: "Deal"
  callToAction: "Register Deal"
  partnerId: "{partner_id}"
```

## Key Metrics

### Partner Data
- `id` - Partner ID
- `name` - Partner company name
- `championEmail` - Primary contact email
- `tier` - Current tier level
- `lifecycleStage` - Partner lifecycle stage
- `categories` - Partner categories
- `country` - Partner country
- `lastActivityAt` - Last activity date

### CRM Object Data
- `objectId` - External CRM ID
- `objectType` - DEAL, TICKET, LEAD, COMPANY, CONTACT
- `stage` - OPEN, WON, LOST
- `amount` - Deal amount
- `closeDate` - Expected close date

### Commission Data
- `amount` - Commission amount
- `currency` - Payment currency
- `paymentStatus` - Current payment status
- `partnerId` - Associated partner
- `dealId` - Associated deal

### Engagement Data
- `type` - Activity type (ROOM_VISIT, COMMENT, FORM_SUBMIT, etc.)
- `partnerId` - Partner involved
- `crmObjectId` - Related CRM object
- `createdAt` - Activity timestamp

## When to Use

- Managing channel partner relationships and tracking partner activity
- Reviewing partner-sourced pipeline (deals, leads, opportunities)
- Preparing QBR/MBR/WBR meetings with automated business review generation
- Tracking partner commissions and payouts
- Managing mutual action plans via tasks assigned to partners or internal teams
- Processing deal registrations and lead sharing from partners
- Monitoring partner portal engagement and content asset views

## Rate Limits

- Rate limits managed by the MCP connector
- All data scoped to authenticated organisation

## Relevant Skills

- revops
- sales-enablement
- referrals
- competitors

---

## Supporting file: tools/integrations/partnerstack.md

# PartnerStack

Partner and affiliate program management platform for SaaS companies with deal tracking, rewards, and multi-tier partnerships.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | Vendor API v2 for partnerships, deals, customers, transactions |
| MCP | - | Not available |
| CLI | ✓ | [partnerstack.js](../clis/partnerstack.js) |
| SDK | - | No official SDK; REST API with Basic Auth |

## Authentication

- **Type**: Basic Auth (Vendor API)
- **Header**: `Authorization: Basic {base64(public_key:secret_key)}`
- **Get credentials**: Vendor dashboard > Settings > Integrations > PartnerStack API Keys
- **Note**: Separate Test and Production API keys. Test transactions can only be added to customers created with Test keys.

## Common Agent Operations

### List partnerships

```bash
GET https://api.partnerstack.com/api/v2/partnerships?limit=25

Authorization: Basic {base64(public_key:secret_key)}
```

### Create a partnership

```bash
POST https://api.partnerstack.com/api/v2/partnerships

{
  "email": "partner@example.com",
  "group_key": "affiliates",
  "first_name": "Jane",
  "last_name": "Smith"
}
```

### List customers

```bash
GET https://api.partnerstack.com/api/v2/customers?limit=25
```

### Create a customer (attribute to partner)

```bash
POST https://api.partnerstack.com/api/v2/customers

{
  "email": "customer@example.com",
  "partner_key": "prtnr_abc123",
  "name": "John Doe"
}
```

### Record a transaction

```bash
POST https://api.partnerstack.com/api/v2/transactions

{
  "customer_key": "cust_abc123",
  "amount": 9900,
  "currency": "USD",
  "product_key": "pro_plan"
}
```

### List deals

```bash
GET https://api.partnerstack.com/api/v2/deals?limit=25
```

### Create a deal

```bash
POST https://api.partnerstack.com/api/v2/deals

{
  "partner_key": "prtnr_abc123",
  "name": "Enterprise Opportunity",
  "amount": 50000,
  "stage": "qualified"
}
```

### Record an action (event-based rewards)

```bash
POST https://api.partnerstack.com/api/v2/actions

{
  "customer_key": "cust_abc123",
  "key": "signup_completed",
  "value": 1
}
```

### Create a reward

```bash
POST https://api.partnerstack.com/api/v2/rewards

{
  "partner_key": "prtnr_abc123",
  "amount": 5000,
  "description": "Bonus for Q1 performance"
}
```

### List leads

```bash
GET https://api.partnerstack.com/api/v2/leads?limit=25
```

### Create a lead

```bash
POST https://api.partnerstack.com/api/v2/leads

{
  "partner_key": "prtnr_abc123",
  "email": "lead@company.com",
  "name": "Potential Customer",
  "company": "Acme Corp"
}
```

### List partner groups

```bash
GET https://api.partnerstack.com/api/v2/groups
```

### Manage webhooks

```bash
POST https://api.partnerstack.com/api/v2/webhooks

{
  "target": "https://example.com/webhooks/partnerstack",
  "events": ["deal.created", "transaction.created", "customer.created"]
}
```

## API Pattern

PartnerStack uses cursor-based pagination. List responses include `has_more` and item keys for `starting_after` / `ending_before` parameters.

All responses follow the format:
```json
{
  "data": { ... },
  "message": "...",
  "status": "2xx"
}
```

## Key Metrics

### Partnership Metrics
- `partner_key` - Unique partner identifier
- `group` - Partner tier/group
- `status` - active, pending, archived
- `created_at` - Partnership start date

### Transaction Metrics
- `amount` - Transaction value in cents
- `currency` - Currency code
- `product_key` - Associated product
- `customer_key` - Associated customer

### Deal Metrics
- `amount` - Deal value
- `stage` - Deal pipeline stage
- `status` - open, won, lost

### Reward Metrics
- `amount` - Reward amount in cents
- `status` - pending, approved, paid

## Parameters

### Pagination Parameters
- `limit` - Items per page (1-250, default: 10)
- `starting_after` - Cursor for next page (item key)
- `ending_before` - Cursor for previous page (item key)
- `order_by` - Sort field, prefix with `-` for descending

### Common Filters
- `include_archived` - Include archived records
- `has_sub_id` - Filter by sub ID presence

## When to Use

- Managing SaaS affiliate and referral programs
- Tracking partner-driven revenue and attributions
- Automating partner onboarding and rewards
- Deal registration and pipeline tracking
- Multi-tier partnership programs (affiliates, resellers, agencies)
- Event-based reward triggers (signups, upgrades, etc.)

## Rate Limits

- Not explicitly documented
- Use reasonable request rates; implement exponential backoff on 429 responses

## Relevant Skills

- referrals
- affiliate-marketing
- partner-enablement
- saas-metrics
- launch-sequence