Connect Tapfiliate to AI agents

Connect Tapfiliate 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.

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. Register affiliates with their personal information, company details, and optional metadata. The affiliate will receive a unique 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

Create a payment to settle an affiliate's balance. This marks approved commissions as paid.

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 detailed information about a specific affiliate including their personal data, referral links, programs, and metadata.

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 the payout method for an affiliate. Supports retrieving the current payout method or setting a new one (e.g., PayPal).

More integrations teams use with Tapfiliate

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 Tapfiliate

Manage affiliate marketing programs, track conversions, and handle affiliate payments. Create and organize affiliates into groups, track clicks and conversions attributed via referral codes or coupons, manage commissions with approval workflows, and process affiliate payouts. Supports customer lifecycle tracking for recurring commissions, multi-level marketing (MLM) structures, and attaching custom meta data to affiliates, customers, and conversions.

Connect Tapfiliate to production AI agents

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

Frequently asked questions

Common questions about connecting Tapfiliate to AI agents with Metorial.

  1. Can Metorial connect Tapfiliate to AI agents?
    Yes. Metorial connects AI agents to Tapfiliate 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.