Why connect
The fastest interface to your partner program is the assistant you already use. Once is connected to Introw over MCP, your program becomes something you query and act on in plain language - no extra tab, no portal hunt. The work stays where you already are, every answer is read live from your CRM source of truth, and acts only within your own access.Stay where you already work
Ask questions and take action inside . The portal is optional, so you never break focus to switch tools.
Let the agent do the busywork
Hand the mechanical work - data pulls, follow-ups, drafting - to , and stay in the loop where judgment matters.
Answers you can trust
Every answer is read live from your CRM source of truth, so attribution and numbers stay accurate and auditable.
One secure, scoped connection
Connect once over OAuth. acts only within your own access, and you can disconnect at any time.
What you can do from
Connecting turns these agentic use cases into something you run conversationally, in seconds, without leaving the assistant.Prep a QBR in seconds
Ask to assemble pipeline, goals, activity, and commissions into a ready-to-edit QBR - 2-4 hours of prep collapsed into ~10 seconds.
Register a deal conversationally
Register a deal in about 90 seconds straight from , with clean writeback to your CRM.
Query ecosystem health
Ask “which Gold partners are at risk?” in plain language and get the answer in seconds - no RevOps ticket.
Check commissions and tiers
Look up commission status, tier progress, and projections on demand, without a finance request.
Answer enablement questions
Get instant, sourced answers to routine partner and program questions, 24/7 and in any language.
Segment partners live
Build live, multi-axis segments on the fly instead of static Gold, Silver, and Bronze tiers.
Prompts to try in
Once connected, paste one of these into to see it work against your own program:- “Which Gold partners haven’t registered a deal this quarter?”
- “Prepare a QBR for my top partner - pipeline, goals, activity, and commissions.”
- “Register a new deal for Acme: ~$40k, closing next month, sourced by our reseller.”
- “What’s this partner’s commission status and how far are they from the next tier?”
What you’ll achieve
Claude connected to your Introw partner program over MCP, authenticated as you. Claude can read live program data from your CRM source of truth and take the actions your access allows, and the connector page shows the connection as active.Before you start
Have a Claude plan that supports connectors
Use a Claude client that supports custom MCP connectors.
Watch it
- Video
- Click through
Steps
Open the Claude connector
Go to the Claude connector under Integrations. The page shows the connection status and the quick-setup steps, and is where you confirm the connection once it is live.
Copy the MCP Server URL
Select Copy MCP Server URL. This is the address Claude connects to; copy it from the page rather than typing it, so you do not introduce a typo.
Add Introw in Claude
In Claude, open Customize, then Connectors. Look for the Introw connector in the available list, or add a custom connector and paste the MCP Server URL you copied, then select Connect. Adding it here is what tells Claude where to reach your program.
Verify it worked
The Claude connector page shows Connection is active, and asking Claude a question about your program (for example “Which Gold partners haven’t registered a deal this quarter?”) returns live data. To revoke access later, select Disconnect on the connector page; Claude loses access immediately and must reconnect.Related
Connect ChatGPT
Do the same for ChatGPT.
Connect an MCP client
Connect Cursor, Gemini, Notion, and other clients.
Implementation reference
MCP connectors, plan requirements, and troubleshooting.