Tapfiliate MCP server

Connect Tapfiliate to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Tapfiliate MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the delete affiliate prospect tool in Tapfiliate
  • Use the create conversion tool in Tapfiliate
  • Use the create customer tool in Tapfiliate
  • Use the list customers tool in Tapfiliate
  • Use the manage affiliate group assignment tool in Tapfiliate
  • Use the create affiliate prospect tool in Tapfiliate

Supported Tools

delete_affiliate_prospect

Delete Affiliate Prospect

Permanently delete an affiliate prospect. This action cannot be undone.

create_conversion

Create Conversion

Create a new conversion (sale/transaction) in Tapfiliate. Attribute the conversion via referral code, coupon code, click ID, customer ID, tracking ID, or asset/source ID. Supports setting amounts, currencies, external IDs, and metadata.

create_customer

Create Customer

Create a new referred customer in Tapfiliate. Customers are tracked for recurring/lifetime commission attribution — each subsequent conversion for the customer will be attributed to the original referring affiliate.

list_customers

List Customers

List referred customers with optional filters by program, customer ID, affiliate, and date range. Results are paginated (25 per page).

manage_affiliate_group

Manage Affiliate Group Assignment

Assign an affiliate to a group or remove them from their current group. Groups are used to organize affiliates and can apply different commission rates.

create_affiliate_prospect

Create Affiliate Prospect

Create a potential affiliate prospect. Prospects are promoted to full affiliates once they generate a conversion or customer. Optionally assign them to a program or group.

manage_mlm_parent

Manage MLM Parent

Set or remove a parent-child relationship between affiliates for multi-level marketing (MLM). The parent affiliate earns commissions from the child affiliate's conversions based on the MLM levels configured in the program.

list_affiliate_groups

List Affiliate Groups

List all affiliate groups. Groups are used to organize affiliates and can apply different commission rates or rules.

create_affiliate_group

Create Affiliate Group

Create a new affiliate group for organizing affiliates with shared commission rules or management purposes.

create_affiliate

Create Affiliate

Create a new affiliate in Tapfiliate with personal information, company details, and custom fields. Add the affiliate to a program with manage_program_affiliate to obtain their referral link.

list_conversions

List Conversions

List conversions with optional filters by program, affiliate, external ID, pending status, and date range. Results are paginated (25 per page).

list_clicks

List Clicks

List tracked clicks with optional filters by affiliate, program, asset, source, and date range. Results are paginated (25 per page).

update_conversion

Update Conversion

Update an existing conversion's amount, external ID, or metadata. Commissions can be optionally recalculated when the amount changes (e.g., for partial refunds).

create_payment

Create Payment

Record an affiliate payment for an explicit amount and currency. This updates the affiliate's balance in Tapfiliate; send the funds separately through your payment provider.

cancel_payment

Cancel Payment

Cancel a payment, reversing the settled commissions back to the affiliate's balance.

get_conversion

Get Conversion

Retrieve detailed information about a specific conversion, including its commissions, affiliate, program, and metadata.

list_programs

List Programs

List all affiliate programs. Programs define commission structures, landing pages, and affiliate relationships. Programs are read-only through the API.

list_program_affiliates

List Program Affiliates

List all affiliates enrolled in a specific program. Results are paginated (25 per page).

list_payments

List Payments

List payment history with optional filters by affiliate and date range. Results are paginated (25 per page).

manage_program_affiliate

Manage Program Affiliate

Add, approve, disapprove, or update an affiliate within a program. Use this to manage the relationship between affiliates and programs, including approval status and coupon assignments.

update_affiliate_metadata

Update Affiliate Metadata

Set or replace metadata on an affiliate. Metadata is stored as key-value pairs. When replacing all metadata, any existing keys not included will be removed.

delete_customer

Delete Customer

Permanently delete a customer record from Tapfiliate. This action cannot be undone.

update_commission

Update Commission

Update a commission's amount or comment. The comment will be visible to the affiliate.

get_commission

Get Commission

Retrieve detailed information about a specific commission including its amount, approval status, associated affiliate, and payout details.

get_affiliate

Get Affiliate

Retrieve an affiliate's personal data, company, address, and metadata. Use list_program_affiliates for program-specific referral links and approval status.

delete_conversion

Delete Conversion

Permanently delete a conversion and its associated commissions. This action cannot be undone.

get_program

Get Program

Retrieve detailed information about a specific affiliate program, including its commission types, MLM levels, and bonuses.

add_commission_to_conversion

Add Commission to Conversion

Add additional commission(s) to an existing conversion. Useful for recurring subscription payments where each payment generates a new commission on the original conversion.

update_affiliate_group

Update Affiliate Group

Update an existing affiliate group's title.

delete_affiliate

Delete Affiliate

Permanently delete an affiliate from Tapfiliate. This action cannot be undone.

list_commissions

List Commissions

List commissions with optional filters by program, affiliate, approval status, pending status, and date range. Results are paginated (25 per page).

disapprove_commission

Disapprove Commission

Disapprove a commission, typically used when an order is canceled or refunded. The commission will not be paid out.

list_balances

List Affiliate Balances

View affiliate balances across all affiliates or for a specific affiliate. Balances reflect approved commissions that are pending payment. Supports multi-currency.

approve_commission

Approve Commission

Approve a pending commission, making it eligible for payout to the affiliate.

get_customer

Get Customer

Retrieve detailed information about a specific customer, including their status, referring affiliate, program, and metadata.

list_affiliates

List Affiliates

List affiliates with optional filters. Supports filtering by email, referral code, click ID, source ID, parent ID, or affiliate group. Results are paginated (25 per page).

update_customer_status

Update Customer Status

Cancel or uncancel a customer. Canceling a customer stops future commission generation for that customer. Uncanceling restores them to their appropriate status.

list_affiliate_prospects

List Affiliate Prospects

List potential affiliate prospects with optional program filtering. Results are paginated (25 per page).

create_click

Create Click

Create a click programmatically for REST-only integrations (without JavaScript tracking). This is used to attribute conversions when the standard JavaScript tracking snippet is not available.

manage_affiliate_payout_method

Manage Affiliate Payout Method

Get or set a payout method for an affiliate. Call list_affiliate_payout_methods to discover existing method IDs. Without an ID, get returns the primary method or the sole configured method.

list_affiliate_payout_methods

List Affiliate Payout Methods

List an affiliate's configured payout methods with their IDs, details, and primary status. Use an ID with manage_affiliate_payout_method.

get_payment

Get Payment

Retrieve a recorded affiliate payment, including its amount, currency, affiliate, and timestamp.

update_customer

Update Customer

Update a referred customer's external identifier or metadata, preserving the original affiliate relationship.

Connect Tapfiliate to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Tapfiliate in Metorial. In your Metorial portal, enable the Tapfiliate MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Tapfiliate tools.

Run Tapfiliate through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Tapfiliate and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Tapfiliate tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Tapfiliate

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. 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.

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.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Tapfiliate

Manage affiliate marketing programs, affiliates, customers, conversions, and commissions. Discover payout methods, inspect balances, and record completed affiliate payments with their amount and currency. Track recurring customer attribution, organize affiliate groups and prospects, and configure multi-level marketing relationships.

Frequently asked questions

Common questions about connecting Tapfiliate to AI agents with Metorial.

  1. How many tools does the Tapfiliate MCP server have?
    The Tapfiliate MCP server exposes 43 tools, including Delete Affiliate Prospect, Create Conversion, Create Customer. Each one is governed and traced through Metorial.
  2. Tapfiliate exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Tapfiliate MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Tapfiliate and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Tapfiliate MCP server yourself or use the hosted gateway.

Connect Tapfiliate to production AI agents

See how Metorial gives your team governed access to Tapfiliate, with tracing and security controls built in.