How to Connect Claude to Your Partner Portal

Connect Claude to your portal and you can ask about your partners, leads, and commissions — and register leads — right from a Claude conversation. Setup is the same idea everywhere: copy one connect URL from your portal, add it to Claude as a connector, and sign in with your normal portal login. There’s no client ID, secret, or developer setup to enter.

For what Claude can do once connected, and how access is kept safe, see Using AI With Your Partner Portal.

• You need permission to manage portal settings (portal admins and team members). AI access is for your internal team; partners can’t connect an assistant yet.
• Each person connects their own Claude with their own login — the assistant only ever sees what that person is allowed to see. Share the URL with your team, not a single shared login.
• Works on every plan, at no extra cost.

Your connect URL is unique to your portal. It identifies your portal only — it carries no password, so it’s safe to copy and share with your team.

1. Open Portal Setup → Other in your portal.

2. Find the AI Assistants card.

3. Click the copy button next to the Connect URL to copy it.

Your URL looks like this, with your own portal’s name in place of your-portal:

https://api.partnerportal.io/mcp/your-portal

Keep it handy — you’ll paste it into Claude in the next step.

Pick the version of Claude you use. The connect URL is the same for all of them.

1. Go to claude.ai and sign in.

2. Open Settings from the menu, then choose Connectors.

3. Click Add custom connector.

4. Paste your connect URL into the URL field. You can leave the name as-is or give it something recognizable like “PartnerPortal.”

5. Leave any Advanced fields — such as Client ID or Client Secret — empty. You don’t need them; Claude sets everything up automatically from the URL.

6. Click Add.

7. The connector now appears in your list. Click Connect next to it.

8. Claude sends you to your PartnerPortal sign-in. Log in with your normal portal account, the same way you sign in to your portal.

9. That’s it — Claude is connected. You can start asking about your program.

The desktop app uses the same connector setup as the web:

1. Open the Claude desktop app and go to Settings → Connectors.

2. Click Add custom connector, paste your connect URL, and leave the advanced fields empty.

3. Click Add, then Connect, and sign in with your portal login when prompted.

If you use Claude Code, add your portal as an HTTP MCP server from the command line, then authenticate from inside Claude Code.

1. In your terminal, add the connector — replace the URL with the one you copied:

   claude mcp add --transport http partnerportal https://api.partnerportal.io/mcp/your-portal

2. Start Claude Code and run:

   /mcp

3. Select partnerportal from the list and choose to authenticate. Claude Code opens your browser to your PartnerPortal sign-in.

4. Log in with your normal portal account. When you return to the terminal, the connection is ready.

Once connected, start with a broad question so Claude gets oriented, then drill in. For example:

• “Give me an overview of my PartnerPortal portal.”
• “How many leads are pending right now?”
• “Which partners haven’t sent a lead in the last 60 days?”
• “Register a lead for Acme Consulting: Jane Doe, [email protected].”

Claude will ask you to confirm the details before it registers a lead. You can review the result any time in Leads.

If you manage several portals, each has its own connect URL. Add each one as a separate connector in Claude (using that portal’s URL) and sign in to each — you connect once per portal.

You don’t need them. Add the connector with the URL only and leave the advanced fields blank. Claude configures itself automatically from your connect URL.

The connect URL and your login must be for the same portal. Make sure you copied the URL from the AI Assistants card in the portal you’re signing in to, and that you’re signing in with that portal’s account.

Connections are meant to stay signed in. If you’re prompted again, simply complete the sign-in — Claude will reconnect and pick up where you left off.

Remove the connector in Claude and add it again with the URL only. If it still won’t connect, contact support with the name of your portal and the assistant you’re using.

No. You only ever paste the connect URL and sign in with your normal portal login.

No — each person adds the connector and signs in with their own account, so the assistant always respects each person’s own permissions.

Not yet. AI access is currently for your internal team. Partner access is planned for a later release.

It can answer questions across your program and take two actions — register a lead and comment on a lead — always as you. See Using AI With Your Partner Portal.