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Partners can connect their own AI client to Introw and work with their own data: their deals, tasks, commissions, and submissions, all scoped to what their partner account is allowed to see. There is nothing for you to switch on as the vendor: the partner connector lives in each partner’s own portal, separate from your admin connectors, and partners connect it themselves. Your job is simply to point partners to it. The steps below are the ones a partner follows, so you can share them as-is.

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What you’ll achieve

A partner connects their own AI assistant to their partner portal and can query and act on only their own scoped data in plain language, without logging into the portal for routine questions. Because the partner connector is separate from your internal MCP connectors, it never exposes anything beyond that partner’s access.

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Before you start

1

No vendor toggle is needed

The partner connector is available to partners in their portal by default. You do not enable a partner MCP from your admin settings; partners self-connect.
2

The partner needs portal access

The partner signs in to their partner portal where the Integrations page is available.
3

The partner has a compatible AI client

The partner uses an AI client that supports custom MCP connectors (for example Claude).

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Steps

1

Open Integrations in the partner portal

As the partner, go to Integrations in your partner portal, find the Claude card, and select Configure to open the partner connector. This connector only exposes the portals available to your partner account.
2

Copy the MCP Server URL

On the connector page, select Copy MCP Server URL. This partner connector is separate from the vendor’s admin connector, so use the URL shown here, not one from anywhere else.
3

Add Introw in your AI client

In Claude, open Customize, then Connectors, and add an Introw custom connector using the MCP Server URL you copied. This points your assistant at your partner portal data.
4

Complete the OAuth sign-in

Authorize the connection through the Introw sign-in so the assistant connects as you. Access is scoped to your partner account, so the assistant can only see and act on data your account already has.

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Verify it worked

The partner’s connector page shows Connection is active, and the partner can ask their assistant about their own pipeline, commissions, or tasks and get live answers, without anything appearing that is outside their access. The partner can select Disconnect to revoke the assistant at any time.

Partner MCP use cases

What partners can do with their assistant.

Partner support agent

The in-portal AI assistant.

Implementation reference

MCP connectors and how the server is scoped.