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Connecting Claude to Introw lets you ask about your deals, commissions, and tasks and take quick actions right inside Claude, all scoped to what your partner account can see. Introw runs a dedicated partner Claude connector in your own portal with a one-time OAuth sign-in, so once it is set up your partner data becomes something you query conversationally instead of opening the portal. The connection acts only within your own access and can be disconnected at any time.

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What you’ll achieve

Claude connected to your Introw partner data over MCP, authenticated as you. Claude can read your accessible portal data - deals, tasks, commissions, submissions - and take the actions your permissions allow, and the connector page shows the connection as active.

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Before you start

1

Have a Claude plan that supports connectors

Use a Claude client that supports custom MCP connectors.
2

Have partner portal access

The partner Claude connector is available in your portal by default - no vendor toggle is needed. Complete the OAuth step while signed in so Claude connects as you, scoped to your partner account.

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Steps

1

Open the Claude connector

In your partner portal, go to Integrations, find the Claude card, and select Configure to open the connector. The page shows the connection status and the quick-setup steps. This partner connector is separate from the vendor’s admin connector and only exposes the portals available to your partner account.
2

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. Use the URL shown here, not one from anywhere else.
3

Add Introw in Claude

In Claude, open Customize, then Connectors, and add an Introw custom connector using the MCP Server URL you copied, then select Connect. Adding it here is what tells Claude where to reach your partner data.
4

Complete the OAuth sign-in

Claude opens an Introw sign-in to authorize the connection. Complete it so Claude connects as you, scoped to your partner account. This is the step that links your account - there is no API key or secret to paste.

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Verify it worked

The Claude connector page shows Connection is active, and asking Claude a question about your program (for example “What deals do I have open and what stage are they in?”) returns live data scoped to your account. To revoke access later, select Disconnect on the connector page; Claude loses access immediately and must reconnect.

Connect ChatGPT

Do the same for ChatGPT.

Connect an MCP client

Connect Cursor, Gemini, and other clients.

Partner MCP use cases

What you can do from your assistant once connected.

Implementation reference

Partner AI setup, scoping, and troubleshooting.