Connect Referralrock to AI agents

Connect Referralrock to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools20Triggers5

get_reward_rules

Get Reward Rules

Retrieve the member reward rules configured for a specific program. Shows how rewards are calculated, triggered, and delivered.

remove_reward

Remove Reward

Delete one or more rewards by their IDs.

remove_member

Remove Member

Remove a member from a referral program. Identify the member by ID, referral code, email (with program), or external ID (with program).

issue_reward

Issue Reward

Issue a pending reward to its recipient. This triggers the actual delivery/transfer of the reward. Can optionally override eligibility date restrictions and include a note to the recipient.

get_payouts

Get Payouts

Retrieve payout information including payout types, pending payouts, and transaction history. Use to view what rewards are awaiting payout or to look up completed transactions.

list_rewards

List Rewards

List rewards across programs, members, or referrals. Filter by program, member, or referral to see earned, pending, and issued rewards.

remove_referral

Remove Referral

Remove a referral from a program. Identify the referral by ID, email (with program), or external ID (with program).

create_reward

Create Reward

Create a new reward for a member or referral. The reward can be associated with a specific member or referral and assigned a payout type.

create_referral_action

Create Referral Action

Create a referral action to trigger recurring reward processing for a referral. Actions represent repeat purchases or events that generate additional rewards based on configured reward rules.

create_member

Create Member

Add a new member (advocate) to a referral program. The member will receive a unique referral code and URL for sharing. Requires at minimum a program ID, first name, and email.

process_payout

Process Payout

Process a payout transaction to transfer pending reward funds to a recipient. This initiates the actual payment transfer for accumulated rewards.

update_member

Update Member

Update an existing member's profile in a referral program. Identify the member by ID, referral code, email (with program), or external ID (with program). Only the provided fields will be updated.

list_programs

List Programs

Retrieve referral programs configured in your account. Programs contain settings like member and referral offers, URLs, and aggregate statistics. Can retrieve all programs or a specific one by ID.

create_referral

Create Referral

Add a new referral to a program using a member's referral code. The referral represents a person or lead referred by an existing member. Can optionally set the initial status and amount.

list_referrals

List Referrals

List and filter referrals across programs. Filter by program, referring member, status, date range, or search term. Supports multiple sort options and pagination.

list_members

List Members

List and search members (advocates) in referral programs. Filter by program, date range, or search term (email, external ID, or referral code). Supports pagination and sorting.

update_referral

Update Referral

Update an existing referral's details or status. Identify the referral by ID, email (with program), external ID (with program), or phone number (with program). Use this to progress referrals through the approval workflow.

manage_email_subscriptions

Manage Email Subscriptions

Manage the email unsubscribe list. Add or remove emails from the unsubscribe list, or query currently unsubscribed emails. Use to control which emails receive referral communications.

send_invite_feed

Send Invite Feed

Send one or more contacts to be used with the automatic invite feature. Contacts will be added to the invite list for referral campaigns, enabling programmatic population of invite lists.

get_member_access_urls

Get Member Access URLs

Generate pre-authenticated share links, portal access URLs, and social sharing URLs for a member. Use to embed sharing experiences or securely provide member access to the portal or share widget in your application.

More integrations teams use with Referralrock

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Referralrock

Manage referral marketing programs, members, referrals, rewards, and payouts. Create and update program members (advocates) with unique referral codes and sharing URLs. Track and manage referrals through approval workflows (Pending, Qualified, Approved, Denied). Create, issue, and manage rewards tied to members or referrals. View pending payouts and process payout transactions. Manage email unsubscribe lists. Send contacts to invite feeds for automatic referral campaigns. Generate member access URLs for embedding share widgets and portals. Subscribe to webhooks for program, member, referral, reward, and email events.

Connect Referralrock to production AI agents

See how Metorial gives Referralrock access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Referralrock to AI agents with Metorial.

  1. Can Metorial connect Referralrock to AI agents?
    Yes. Metorial connects AI agents to Referralrock through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.