---
name: "Referrals"
repo: https://github.com/coreyhaines31/marketingskills
source: https://github.com/coreyhaines31/marketingskills/blob/HEAD/skills/referrals/SKILL.md
license: "MIT"
install: "npx skills add coreyhaines31/marketingskills --skill referrals"
page: https://100xlab.com/resources/agent-skills/coreyhaines31-marketingskills--referrals--h9qje6
---

# Referral & Affiliate Programs

You are an expert in viral growth and referral marketing. Your goal is to help design and optimize programs that turn customers into growth engines.

## 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.

Gather this context (ask if not provided):

### 1. Program Type
- Customer referral program, affiliate program, or both?
- B2B or B2C?
- What's the average customer LTV?
- What's your current CAC from other channels?

### 2. Current State
- Existing referral/affiliate program?
- Current referral rate (% who refer)?
- What incentives have you tried?

### 3. Product Fit
- Is your product shareable?
- Does it have network effects?
- Do customers naturally talk about it?

### 4. Resources
- Tools/platforms you use or consider?
- Budget for referral incentives?

---

## Referral vs. Affiliate

### Customer Referral Programs

**Best for:**
- Existing customers recommending to their network
- Products with natural word-of-mouth
- Lower-ticket or self-serve products

**Characteristics:**
- Referrer is an existing customer
- One-time or limited rewards
- Higher trust, lower volume

### Affiliate Programs

**Best for:**
- Reaching audiences you don't have access to
- Content creators, influencers, bloggers
- Higher-ticket products that justify commissions

**Characteristics:**
- Affiliates may not be customers
- Ongoing commission relationship
- Higher volume, variable trust

---

## Referral Program Design

### The Referral Loop

```
Trigger Moment → Share Action → Convert Referred → Reward → (Loop)
```

### Step 1: Identify Trigger Moments

**High-intent moments:**
- Right after first "aha" moment
- After achieving a milestone
- After exceptional support
- After renewing or upgrading

### Step 2: Design Share Mechanism

**Ranked by effectiveness:**
1. In-product sharing (highest conversion)
2. Personalized link
3. Email invitation
4. Social sharing
5. Referral code (works offline)

### Step 3: Choose Incentive Structure

**Single-sided rewards** (referrer only): Simpler, works for high-value products

**Double-sided rewards** (both parties): Higher conversion, win-win framing

**Tiered rewards**: Gamifies referral process, increases engagement

**For examples and incentive sizing**: See [references/program-examples.md](references/program-examples.md)

---

## Program Optimization

### Improving Referral Rate

**If few customers are referring:**
- Ask at better moments
- Simplify sharing process
- Test different incentive types
- Make referral prominent in product

**If referrals aren't converting:**
- Improve landing experience for referred users
- Strengthen incentive for new users
- Ensure referrer's endorsement is visible

### A/B Tests to Run

**Incentive tests:** Amount, type, single vs. double-sided, timing

**Messaging tests:** Program description, CTA copy, landing page copy

**Placement tests:** Where and when the referral prompt appears

### Common Problems & Fixes

| Problem | Fix |
|---------|-----|
| Low awareness | Add prominent in-app prompts |
| Low share rate | Simplify to one click |
| Low conversion | Optimize referred user experience |
| Fraud/abuse | Add verification, limits |
| One-time referrers | Add tiered/gamified rewards |

---

## Measuring Success

### Key Metrics

**Program health:**
- Active referrers (referred someone in last 30 days)
- Referral conversion rate
- Rewards earned/paid

**Business impact:**
- % of new customers from referrals
- CAC via referral vs. other channels
- LTV of referred customers
- Referral program ROI

### Typical Findings

- Referred customers have 16-25% higher LTV
- Referred customers have 18-37% lower churn
- Referred customers refer others at 2-3x rate

---

## Launch Checklist

### Before Launch
- [ ] Define program goals and success metrics
- [ ] Design incentive structure
- [ ] Build or configure referral tool
- [ ] Create referral landing page
- [ ] Set up tracking and attribution
- [ ] Define fraud prevention rules
- [ ] Create terms and conditions
- [ ] Test complete referral flow

### Launch
- [ ] Announce to existing customers
- [ ] Add in-app referral prompts
- [ ] Update website with program details
- [ ] Brief support team

### Post-Launch (First 30 Days)
- [ ] Review conversion funnel
- [ ] Identify top referrers
- [ ] Gather feedback
- [ ] Fix friction points
- [ ] Send reminder emails to non-referrers

---

## Email Sequences

### Referral Program Launch

```
Subject: You can now earn [reward] for sharing [Product]

We just launched our referral program!

Share [Product] with friends and earn [reward] for each signup.
They get [their reward] too.

[Unique referral link]

1. Share your link
2. Friend signs up
3. You both get [reward]
```

### Referral Nurture Sequence

- Day 7: Remind about referral program
- Day 30: "Know anyone who'd benefit?"
- Day 60: Success story + referral prompt
- After milestone: "You achieved [X]—know others who'd want this?"

---

## Affiliate Programs

**For detailed affiliate program design, commission structures, recruitment, and tools**: See [references/affiliate-programs.md](references/affiliate-programs.md)

---

## Task-Specific Questions

1. What type of program (referral, affiliate, or both)?
2. What's your customer LTV and current CAC?
3. Existing program or starting from scratch?
4. What tools/platforms are you considering?
5. What's your budget for rewards/commissions?
6. Is your product naturally shareable?

---

## Tool Integrations

For implementation, see the [tools registry](../../tools/REGISTRY.md). Key tools for referral programs:

| Tool | Best For | Guide |
|------|----------|-------|
| **Rewardful** | Stripe-native affiliate programs | [rewardful.md](../../tools/integrations/rewardful.md) |
| **Tolt** | SaaS affiliate programs | [tolt.md](../../tools/integrations/tolt.md) |
| **Mention Me** | Enterprise referral programs | [mention-me.md](../../tools/integrations/mention-me.md) |
| **Dub.co** | Link tracking and attribution | [dub-co.md](../../tools/integrations/dub-co.md) |
| **Stripe** | Payment processing (for commission tracking) | [stripe.md](../../tools/integrations/stripe.md) |
| **Introw** | Channel partner programs with tiers, deal registration, QBRs | [introw.md](../../tools/integrations/introw.md) |
| **PartnerStack** | Enterprise partner and affiliate programs | [partnerstack.md](../../tools/integrations/partnerstack.md) |

---

## Related Skills

- **launch**: For launching referral program effectively
- **emails**: For referral nurture campaigns
- **marketing-psychology**: For understanding referral motivation
- **analytics**: For tracking referral attribution

---

## Supporting file: evals/evals.json

```json
{
  "skill_name": "referrals",
  "evals": [
    {
      "id": 1,
      "prompt": "Help me design a referral program for our SaaS product. We're a $49/month project management tool with about 1,000 customers. We want to encourage word-of-mouth growth.",
      "expected_output": "Should check for product-marketing.md first. Should distinguish between referral and affiliate programs (this is referral — existing customers referring peers). Should design the referral loop: trigger point (when to ask for referral), share mechanism (unique link, email invite, social share), conversion flow (what the referred person experiences), and reward structure. Should recommend incentive type: double-sided recommended (both referrer and referred get value). Should suggest specific incentives appropriate for $49/month SaaS (e.g., free month for both). Should include the launch checklist. Should recommend tool integrations (Rewardful, Tolt, etc.).",
      "assertions": [
        "Checks for product-marketing.md",
        "Distinguishes referral from affiliate",
        "Designs the referral loop (trigger, share, convert, reward)",
        "Recommends double-sided incentive structure",
        "Suggests specific incentives for the price point",
        "Includes launch checklist",
        "Recommends tool integrations"
      ],
      "files": []
    },
    {
      "id": 2,
      "prompt": "We have a referral program but only 5% of customers have ever referred someone. How do we increase participation?",
      "expected_output": "Should apply the program optimization guidance. Should diagnose low participation: are customers aware of the program? Is the trigger point well-timed? Is the incentive compelling enough? Is sharing easy? Should recommend optimization tactics: better placement/visibility, timing referral asks at peak satisfaction moments, improving the incentive, simplifying the share mechanism, adding referral reminders in email and in-app. Should provide specific experiment ideas to test improvements.",
      "assertions": [
        "Applies program optimization guidance",
        "Diagnoses potential causes of low participation",
        "Checks awareness, timing, incentive, and friction",
        "Recommends optimization tactics",
        "Suggests timing referral asks at satisfaction moments",
        "Provides experiment ideas"
      ],
      "files": []
    },
    {
      "id": 3,
      "prompt": "should we do referral or affiliate? we sell online courses for $199-499 and want to get other creators and influencers to promote us.",
      "expected_output": "Should trigger on casual phrasing. Should apply the referral vs affiliate distinction clearly. For this use case (getting creators/influencers to promote), should recommend an affiliate program (not referral — affiliates are third-party promoters, not existing customers). Should apply the affiliate program section guidance: commission structure for digital products (typically 20-40% for courses), cookie duration, payout terms, affiliate onboarding. Should recommend affiliate platforms/tools appropriate for course creators.",
      "assertions": [
        "Triggers on casual phrasing",
        "Clearly distinguishes referral from affiliate",
        "Recommends affiliate for this use case",
        "Provides commission structure guidance for courses",
        "Addresses cookie duration and payout terms",
        "Recommends appropriate affiliate platforms"
      ],
      "files": []
    },
    {
      "id": 4,
      "prompt": "What incentive structure works best? We've been offering $10 off for referrers but it's not working. Our product is $29/month.",
      "expected_output": "Should evaluate the current incentive: $10 off on a $29/month product is significant but only benefits the referrer (single-sided). Should recommend testing double-sided incentives (both parties get value). Should discuss incentive types: account credit, free months, feature upgrades, cash. Should apply the tiered incentive concept (increasing rewards for multiple referrals). Should provide specific alternative incentive structures to test. Should note that incentive alone may not be the problem — placement and timing matter too.",
      "assertions": [
        "Evaluates current incentive structure",
        "Identifies as single-sided and recommends double-sided",
        "Discusses multiple incentive types",
        "Applies tiered incentive concept",
        "Provides specific alternatives to test",
        "Notes incentive may not be the only issue"
      ],
      "files": []
    },
    {
      "id": 5,
      "prompt": "How do we measure the success of our referral program? What metrics should we track?",
      "expected_output": "Should apply the measuring success framework. Should define key metrics: participation rate (% of customers who refer), share rate (referrals sent per participant), conversion rate (referred visitors who become customers), viral coefficient (k-factor), customer acquisition cost via referral vs other channels, referred customer LTV vs organic customer LTV. Should recommend tracking tools and dashboards. Should provide benchmark ranges for each metric.",
      "assertions": [
        "Applies measuring success framework",
        "Defines participation rate, share rate, conversion rate",
        "Includes viral coefficient / k-factor",
        "Compares referral CAC to other channels",
        "Compares referred customer LTV to organic",
        "Recommends tracking approach",
        "Provides benchmark ranges"
      ],
      "files": []
    },
    {
      "id": 6,
      "prompt": "Can you write the referral invitation emails? I need the email that goes out when someone shares their referral link.",
      "expected_output": "Should recognize this overlaps with email writing. Should apply the referral email sequence section from the skill for referral-specific emails. However, for detailed email sequence design (multi-email nurture for referred users), should cross-reference the emails skill. Should provide the referral invitation email but note that broader email sequence work is handled by emails.",
      "assertions": [
        "Applies referral email section from the skill",
        "Provides referral invitation email guidance",
        "Cross-references emails for broader email work",
        "Provides specific referral email copy or template"
      ],
      "files": []
    }
  ]
}
```

---

## Supporting file: references/affiliate-programs.md

# Affiliate Program Design

Detailed guidance for building and managing affiliate programs.

## Contents
- Commission Structures
- Cookie Duration
- Affiliate Recruitment
- Affiliate Enablement
- Tools & Platforms (Referral Program Tools, Affiliate Program Tools, Choosing a Tool)
- Fraud Prevention (Common Referral Fraud, Prevention Measures)

## Commission Structures

**Percentage of sale:**
- Standard: 10-30% of first sale or first year
- Works for: E-commerce, SaaS with clear pricing
- Example: "Earn 25% of every sale you refer"

**Flat fee per action:**
- Standard: $5-500 depending on value
- Works for: Lead gen, trials, freemium
- Example: "$50 for every qualified demo"

**Recurring commission:**
- Standard: 10-25% of recurring revenue
- Works for: Subscription products
- Example: "20% of subscription for 12 months"

**Tiered commission:**
- Works for: Motivating high performers
- Example: "20% for 1-10 sales, 25% for 11-25, 30% for 26+"

---

## Cookie Duration

How long after click does affiliate get credit?

| Duration | Use Case |
|----------|----------|
| 24 hours | High-volume, low-consideration purchases |
| 7-14 days | Standard e-commerce |
| 30 days | Standard SaaS/B2B |
| 60-90 days | Long sales cycles, enterprise |
| Lifetime | Premium affiliate relationships |

---

## Affiliate Recruitment

### Where to find affiliates:
- Existing customers who create content
- Industry bloggers and reviewers
- YouTubers in your niche
- Newsletter writers
- Complementary tool companies
- Consultants and agencies

### Outreach template:
```
Subject: Partnership opportunity — [Your Product]

Hi [Name],

I've been following your content on [topic] — particularly [specific piece] — and think there could be a great fit for a partnership.

[Your Product] helps [audience] [achieve outcome], and I think your audience would find it valuable.

We offer [commission structure] for partners, plus [additional benefits: early access, co-marketing, etc.].

Would you be open to learning more?

[Your name]
```

---

## Affiliate Enablement

Provide affiliates with:
- [ ] Unique tracking links/codes
- [ ] Product overview and key benefits
- [ ] Target audience description
- [ ] Comparison to competitors
- [ ] Creative assets (logos, banners, images)
- [ ] Sample copy and talking points
- [ ] Case studies and testimonials
- [ ] Demo access or free account
- [ ] FAQ and objection handling
- [ ] Payment terms and schedule

---

## Tools & Platforms

### Referral Program Tools

**Full-featured platforms:**
- ReferralCandy — E-commerce focused
- Ambassador — Enterprise referral programs
- Friendbuy — E-commerce and subscription
- GrowSurf — SaaS and tech companies
- Mention Me — AI-powered referral marketing
- Viral Loops — Template-based campaigns

**Built-in options:**
- Stripe (basic referral tracking)
- HubSpot (CRM-integrated)
- Segment (tracking and analytics)

### Affiliate Program Tools

**Affiliate networks:**
- ShareASale — Large merchant network
- Impact — Enterprise partnerships
- PartnerStack — SaaS focused
- Tapfiliate — Simple SaaS affiliate tracking
- FirstPromoter — SaaS affiliate management

**Partner Relationship Management (PRM):**
- Introw — Full PRM with deal registration, commissions, tiers, QBRs, and partner engagement tracking ([integration guide](../../../tools/integrations/introw.md))

**Self-hosted:**
- Rewardful — Stripe-integrated affiliates
- Refersion — E-commerce affiliates

### Choosing a Tool

Consider:
- Integration with your payment system
- Fraud detection capabilities
- Payout management
- Reporting and analytics
- Customization options
- Price vs. program scale

---

## Fraud Prevention

### Common Referral Fraud
- Self-referrals (creating fake accounts)
- Referral rings (groups referring each other)
- Coupon sites posting referral codes
- Fake email addresses
- VPN/device spoofing

### Prevention Measures

**Technical:**
- Email verification required
- Device fingerprinting
- IP address monitoring
- Delayed reward payout (after activation)
- Minimum activity threshold

**Policy:**
- Clear terms of service
- Maximum referrals per period
- Reward clawback for refunds/chargebacks
- Manual review for suspicious patterns

**Structural:**
- Require referred user to take meaningful action
- Cap lifetime rewards
- Pay rewards in product credit (less attractive to fraudsters)

---

## Supporting file: references/program-examples.md

# Referral Program Examples

Real-world examples of successful referral programs.

## Contents
- Dropbox (Classic)
- Uber/Lyft
- Morning Brew
- Notion
- Incentive Types Comparison
- Incentive Sizing Framework
- Viral Coefficient & Metrics (Key Metrics, Calculating Referral Program ROI)

## Dropbox (Classic)

**Program:** Give 500MB storage, get 500MB storage

**Why it worked:**
- Reward directly tied to product value
- Low friction (just an email)
- Both parties benefit equally
- Gamified with progress tracking

---

## Uber/Lyft

**Program:** Give $10 ride credit, get $10 when they ride

**Why it worked:**
- Immediate, clear value
- Double-sided incentive
- Easy to share (code/link)
- Triggered at natural moments

---

## Morning Brew

**Program:** Tiered rewards for subscriber referrals
- 3 referrals: Newsletter stickers
- 5 referrals: T-shirt
- 10 referrals: Mug
- 25 referrals: Hoodie

**Why it worked:**
- Gamification drives ongoing engagement
- Physical rewards are shareable (more referrals)
- Low cost relative to subscriber value
- Built status/identity

---

## Notion

**Program:** $10 credit per referral (education)

**Why it worked:**
- Targeted high-sharing audience (students)
- Product naturally spreads in teams
- Credit keeps users engaged

---

## Incentive Types Comparison

| Type | Pros | Cons | Best For |
|------|------|------|----------|
| Cash/credit | Universally valued | Feels transactional | Marketplaces, fintech |
| Product credit | Drives usage | Only valuable if they'll use it | SaaS, subscriptions |
| Free months | Clear value | May attract freebie-seekers | Subscription products |
| Feature unlock | Low cost to you | Only works for gated features | Freemium products |
| Swag/gifts | Memorable, shareable | Logistics complexity | Brand-focused companies |
| Charity donation | Feel-good | Lower personal motivation | Mission-driven brands |

---

## Incentive Sizing Framework

**Calculate your maximum incentive:**
```
Max Referral Reward = (Customer LTV × Gross Margin) - Target CAC
```

**Example:**
- LTV: $1,200
- Gross margin: 70%
- Target CAC: $200
- Max reward: ($1,200 × 0.70) - $200 = $640

**Typical referral rewards:**
- B2C: $10-50 or 10-25% of first purchase
- B2B SaaS: $50-500 or 1-3 months free
- Enterprise: Higher, often custom

---

## Viral Coefficient & Metrics

### Key Metrics

**Viral coefficient (K-factor):**
```
K = Invitations × Conversion Rate

K > 1 = Viral growth (each user brings more than 1 new user)
K < 1 = Amplified growth (referrals supplement other acquisition)
```

**Example:**
- Average customer sends 3 invitations
- 15% of invitations convert
- K = 3 × 0.15 = 0.45

**Referral rate:**
```
Referral Rate = (Customers who refer) / (Total customers)
```

Benchmarks:
- Good: 10-25% of customers refer
- Great: 25-50%
- Exceptional: 50%+

**Referrals per referrer:**

Benchmarks:
- Average: 1-2 referrals per referrer
- Good: 2-5
- Exceptional: 5+

### Calculating Referral Program ROI

```
Referral Program ROI = (Revenue from referred customers - Program costs) / Program costs

Program costs = Rewards paid + Tool costs + Management time
```

**Track separately:**
- Cost per referred customer (CAC via referral)
- LTV of referred customers (often higher than average)
- Payback period for referral rewards

---

## 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/dub-co.md

# Dub.co

Link management and attribution platform for modern marketing teams.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | REST API for links, analytics, domains |
| MCP | - | Not available |
| CLI | - | Not available |
| SDK | ✓ | TypeScript SDK available |

## Authentication

- **Type**: API Key
- **Header**: `Authorization: Bearer {api_key}`
- **Get key**: Settings > API Keys in Dub dashboard

## Common Agent Operations

### Create short link

```bash
POST https://api.dub.co/links

{
  "url": "https://example.com/landing-page",
  "domain": "link.example.com",
  "key": "summer-sale",
  "tags": ["campaign:summer", "channel:email"]
}
```

### Get link by key

```bash
GET https://api.dub.co/links?domain=link.example.com&key=summer-sale
```

### List links

```bash
GET https://api.dub.co/links?domain=link.example.com&page=1
```

### Get link analytics

```bash
GET https://api.dub.co/analytics?domain=link.example.com&key=summer-sale&interval=30d
```

### Get clicks by location

```bash
GET https://api.dub.co/analytics/country?domain=link.example.com&key=summer-sale
```

### Get clicks by device

```bash
GET https://api.dub.co/analytics/device?domain=link.example.com&key=summer-sale
```

### Update link

```bash
PATCH https://api.dub.co/links/{link_id}

{
  "url": "https://example.com/new-landing-page",
  "tags": ["campaign:summer", "channel:social"]
}
```

### Delete link

```bash
DELETE https://api.dub.co/links/{link_id}
```

### Bulk create links

```bash
POST https://api.dub.co/links/bulk

[
  {"url": "https://example.com/page1", "key": "page1"},
  {"url": "https://example.com/page2", "key": "page2"}
]
```

## TypeScript SDK

### Install

```bash
npm install dub
```

### Usage

```typescript
import { Dub } from "dub";

const dub = new Dub({ token: "YOUR_API_KEY" });

// Create link
const link = await dub.links.create({
  url: "https://example.com",
  domain: "link.example.com"
});

// Get analytics
const analytics = await dub.analytics.retrieve({
  domain: "link.example.com",
  key: "summer-sale"
});
```

## Key Features

- **Custom domains** - Use your own branded domains
- **Link analytics** - Clicks, locations, devices, referrers
- **Tags** - Organize links by campaign, channel, etc.
- **QR codes** - Auto-generated for each link
- **Password protection** - Secure sensitive links
- **Expiration** - Time-limited links
- **Geo-targeting** - Redirect based on location

## Analytics Dimensions

- `clicks` - Total click count
- `country` - Clicks by country
- `city` - Clicks by city
- `device` - Clicks by device type
- `browser` - Clicks by browser
- `os` - Clicks by operating system
- `referer` - Clicks by referrer

## When to Use

- Creating trackable marketing links
- Building referral link systems
- Tracking campaign attribution
- A/B testing landing pages via links
- Generating branded short URLs
- Analyzing link performance

## Rate Limits

- Free: 1,000 links, 5 API requests/second
- Pro: Unlimited links, 50 API requests/second
- Enterprise: Custom limits

## Relevant Skills

- referrals
- analytics
- ads

---

## 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/mention-me.md

# Mention Me

Enterprise referral marketing platform for customer advocacy.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | REST API for referrals, customers, rewards |
| MCP | - | Not available |
| CLI | - | Not available |
| SDK | - | JavaScript widget for embedding |

## Authentication

- **Type**: API Key
- **Header**: `Authorization: Bearer {api_key}`
- **Environment**: Separate keys for sandbox and production

## Common Agent Operations

### Create referral offer

```bash
POST https://api.mention-me.com/api/v2/referrer-offer

{
  "email": "customer@example.com",
  "firstname": "John",
  "lastname": "Doe",
  "order_number": "ORD-123",
  "order_total": 99.99,
  "order_currency": "USD"
}
```

### Get referral link for customer

```bash
GET https://api.mention-me.com/api/v2/referrer/{customer_id}/share-links
```

### Record referee (referred customer)

```bash
POST https://api.mention-me.com/api/v2/referee

{
  "email": "referred@example.com",
  "firstname": "Jane",
  "referrer_code": "JOHN123",
  "order_number": "ORD-456",
  "order_total": 149.99
}
```

### Get referral status

```bash
GET https://api.mention-me.com/api/v2/referral/{referral_id}
```

### List referrals for customer

```bash
GET https://api.mention-me.com/api/v2/referrer/{customer_id}/referrals
```

### Get reward balance

```bash
GET https://api.mention-me.com/api/v2/referrer/{customer_id}/rewards
```

### Redeem reward

```bash
POST https://api.mention-me.com/api/v2/referrer/{customer_id}/rewards/redeem

{
  "reward_id": "RWD-123",
  "order_number": "ORD-789"
}
```

## JavaScript Widget

### Embed referral widget

```html
<div id="mmWrapper"></div>
<script>
  window.MentionMe = window.MentionMe || [];
  MentionMe.push({
    type: 'offer',
    customer: {
      email: 'customer@example.com',
      firstname: 'John',
      order_number: 'ORD-123'
    }
  });
</script>
<script src="https://tag.mention-me.com/client/{partner_code}.js" async></script>
```

### Name share widget

```javascript
MentionMe.push({
  type: 'nameShare',
  customer: {
    email: 'customer@example.com'
  }
});
```

## Webhook Events

| Event | When |
|-------|------|
| `referral.created` | New referral tracked |
| `referral.converted` | Referral completed purchase |
| `reward.earned` | Reward unlocked |
| `reward.redeemed` | Reward used |

## Key Features

- **A/B testing** - Built-in experiment framework
- **Fraud prevention** - Automatic fraud detection
- **Multi-channel** - Share via link, email, social
- **Name sharing** - Refer by name, not code
- **Segmentation** - Different offers by segment
- **Analytics** - Referral program reporting

## Key Objects

- **Referrer** - Customer who refers
- **Referee** - Customer who is referred
- **Referral** - Connection between referrer and referee
- **Offer** - Referral program configuration
- **Reward** - Incentive earned

## When to Use

- Enterprise referral programs
- Multi-market referral campaigns
- A/B testing referral offers
- Fraud-resistant referral tracking
- Name-based sharing programs

## Rate Limits

- 1000 requests per minute
- Contact for higher limits

## Relevant Skills

- referrals
- pricing
- analytics

---

## 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

---

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

# Rewardful

Affiliate and referral tracking for Stripe-based SaaS businesses.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | REST API for affiliates, referrals, commissions |
| MCP | - | Not available |
| CLI | - | Not available |
| SDK | - | API-only, JavaScript snippet for tracking |

## Authentication

- **Type**: API Key
- **Header**: `Authorization: Bearer {api_secret}`
- **Get key**: Settings > API in Rewardful dashboard

## Common Agent Operations

### List affiliates

```bash
GET https://api.getrewardful.com/v1/affiliates
```

### Get affiliate by ID

```bash
GET https://api.getrewardful.com/v1/affiliates/{affiliate_id}
```

### Search affiliate by email

```bash
GET https://api.getrewardful.com/v1/affiliates?email=affiliate@example.com
```

### Get referral by Stripe customer

```bash
GET https://api.getrewardful.com/v1/referrals?stripe_customer_id={customer_id}
```

### List referrals for affiliate

```bash
GET https://api.getrewardful.com/v1/referrals?affiliate_id={affiliate_id}
```

### Get commission details

```bash
GET https://api.getrewardful.com/v1/commissions/{commission_id}
```

### List commissions

```bash
GET https://api.getrewardful.com/v1/commissions?affiliate_id={affiliate_id}
```

### Create affiliate link

```bash
POST https://api.getrewardful.com/v1/affiliates/{affiliate_id}/links

{
  "token": "custom-link-token",
  "url": "https://example.com/pricing"
}
```

### Update affiliate

```bash
PUT https://api.getrewardful.com/v1/affiliates/{affiliate_id}

{
  "first_name": "John",
  "last_name": "Doe",
  "paypal_email": "john@example.com"
}
```

## JavaScript Tracking

### Install snippet

```html
<script>
(function(w,r){w._rwq=r;w[r]=w[r]||function(){(w[r].q=w[r].q||[]).push(arguments)}})(window,'rewardful');
</script>
<script async src='https://r.wdfl.co/rw.js' data-rewardful='YOUR_API_KEY'></script>
```

### Track conversion manually

```javascript
rewardful('convert', { email: 'customer@example.com' });
```

## Webhook Events

| Event | When |
|-------|------|
| `affiliate.created` | New affiliate signs up |
| `affiliate.approved` | Affiliate approved |
| `referral.created` | New referral tracked |
| `referral.converted` | Referral becomes customer |
| `commission.created` | Commission generated |
| `commission.paid` | Commission paid out |

## Key Objects

- **Affiliate** - Partner promoting your product
- **Referral** - Tracked visit/lead from affiliate
- **Commission** - Earned payment for affiliate
- **Campaign** - Program with specific terms
- **Link** - Tracking URL for affiliate

## Integration with Stripe

Rewardful automatically:
1. Tracks referral cookie when user visits via affiliate link
2. Associates Stripe customer with referral on checkout
3. Creates commissions when subscriptions are paid
4. Handles recurring commissions for subscriptions

## When to Use

- Setting up affiliate/referral programs for SaaS
- Tracking referral attribution from Stripe payments
- Managing affiliate relationships
- Processing affiliate payouts
- Analyzing referral program performance

## Rate Limits

- 120 requests per minute
- Contact support for higher limits

## Relevant Skills

- referrals
- pricing

---

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

# Stripe

Payment processing, subscriptions, and billing for internet businesses.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | Comprehensive REST API |
| MCP | ✓ | Available via Stripe MCP server |
| CLI | ✓ | `stripe` CLI for testing and webhooks |
| SDK | ✓ | Official SDKs for most languages |

## Authentication

- **Type**: API Key
- **Header**: `Authorization: Bearer sk_live_xxx` or `sk_test_xxx`
- **Keys**: Secret key (server), Publishable key (client)

## Common Agent Operations

### List customers

```bash
GET https://api.stripe.com/v1/customers?limit=10
```

### Get customer by email

```bash
GET https://api.stripe.com/v1/customers?email=user@example.com
```

### Get subscription

```bash
GET https://api.stripe.com/v1/subscriptions/{subscription_id}
```

### List subscriptions for customer

```bash
GET https://api.stripe.com/v1/subscriptions?customer={customer_id}
```

### Create checkout session

```bash
POST https://api.stripe.com/v1/checkout/sessions

customer={customer_id}
&line_items[0][price]={price_id}
&line_items[0][quantity]=1
&mode=subscription
&success_url=https://example.com/success
&cancel_url=https://example.com/cancel
```

### Create customer portal session

```bash
POST https://api.stripe.com/v1/billing_portal/sessions

customer={customer_id}
&return_url=https://example.com/account
```

### List recent invoices

```bash
GET https://api.stripe.com/v1/invoices?customer={customer_id}&limit=10
```

### Get payment intent

```bash
GET https://api.stripe.com/v1/payment_intents/{payment_intent_id}
```

## Webhook Events

Key events to handle:

| Event | When | Action |
|-------|------|--------|
| `checkout.session.completed` | Successful checkout | Provision access |
| `customer.subscription.created` | New subscription | Update user record |
| `customer.subscription.updated` | Plan change | Update entitlements |
| `customer.subscription.deleted` | Cancellation | Revoke access |
| `invoice.payment_failed` | Payment failed | Notify user, retry |
| `invoice.paid` | Invoice paid | Confirm payment |

### Verify webhook signature

```javascript
const event = stripe.webhooks.constructEvent(
  payload,
  sig,
  webhookSecret
);
```

## CLI Commands

```bash
# Listen to webhooks locally
stripe listen --forward-to localhost:3000/webhooks

# Trigger test events
stripe trigger checkout.session.completed

# List recent events
stripe events list --limit 10

# Get resource
stripe customers retrieve cus_xxx
```

## Key Objects

- **Customer** - User billing profile
- **Subscription** - Recurring billing
- **Price** - Pricing configuration
- **Product** - What you sell
- **Invoice** - Billing document
- **PaymentIntent** - One-time payment
- **Checkout Session** - Hosted payment page

## When to Use

- Processing payments
- Managing subscriptions
- Creating checkout flows
- Handling billing portal
- Querying customer data
- Revenue analytics

## Rate Limits

- 100 read requests per second
- 100 write requests per second
- Higher limits available on request

## Relevant Skills

- pricing
- referrals (Stripe-integrated affiliate tools)
- analytics (revenue tracking)

---

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

# Tolt

Affiliate program management for SaaS, with Stripe and Paddle integration.

## Capabilities

| Integration | Available | Notes |
|-------------|-----------|-------|
| API | ✓ | REST API for affiliates, referrals, payouts |
| MCP | - | Not available |
| CLI | - | Not available |
| SDK | - | JavaScript snippet for tracking |

## Authentication

- **Type**: API Key
- **Header**: `Authorization: Bearer {api_key}`
- **Get key**: Settings > API in Tolt dashboard

## Common Agent Operations

### List affiliates

```bash
GET https://api.tolt.io/v1/affiliates
```

### Get affiliate

```bash
GET https://api.tolt.io/v1/affiliates/{affiliate_id}
```

### Create affiliate

```bash
POST https://api.tolt.io/v1/affiliates

{
  "email": "affiliate@example.com",
  "name": "John Doe"
}
```

### List referrals

```bash
GET https://api.tolt.io/v1/referrals?affiliate_id={affiliate_id}
```

### Get referral by customer

```bash
GET https://api.tolt.io/v1/referrals?customer_id={stripe_customer_id}
```

### List commissions

```bash
GET https://api.tolt.io/v1/commissions?affiliate_id={affiliate_id}
```

### Get payout history

```bash
GET https://api.tolt.io/v1/payouts?affiliate_id={affiliate_id}
```

### Update affiliate

```bash
PATCH https://api.tolt.io/v1/affiliates/{affiliate_id}

{
  "commission_rate": 30,
  "payout_method": "paypal",
  "paypal_email": "affiliate@paypal.com"
}
```

## JavaScript Tracking

### Install snippet

```html
<script src="https://cdn.tolt.io/tolt.js" data-tolt="YOUR_PUBLIC_KEY"></script>
```

### Track signup

```javascript
window.tolt.signup(stripeCustomerId);
```

### Identify existing customer

```javascript
window.tolt.identify(stripeCustomerId);
```

## Webhook Events

| Event | When |
|-------|------|
| `affiliate.created` | New affiliate registered |
| `affiliate.approved` | Affiliate approved |
| `referral.created` | New referral tracked |
| `referral.converted` | Referral converted to customer |
| `commission.created` | Commission earned |
| `payout.completed` | Payout sent |

## Key Features

- **Stripe native** - Automatic commission tracking
- **Paddle support** - Works with Paddle billing
- **Affiliate dashboard** - White-labeled portal
- **Payout automation** - PayPal and Wise payouts
- **Custom commission tiers** - Different rates per affiliate

## Key Objects

- **Affiliate** - Partner in your program
- **Referral** - Tracked conversion
- **Commission** - Earned affiliate payment
- **Payout** - Processed payment to affiliate
- **Program** - Campaign configuration

## When to Use

- Setting up SaaS affiliate programs
- Managing affiliate relationships
- Tracking Stripe or Paddle-based referrals
- Processing affiliate payouts
- Building affiliate dashboards

## Rate Limits

- 100 requests per minute
- Higher limits on enterprise plans

## Relevant Skills

- referrals
- pricing