# Refersion MCP server

Page: https://mcpforgtm.com/tools/refersion
Category: Partner Ecosystem (Revenue)
Last verified: 2026-10-30

## Server

- Endpoint: https://api.refersion.com/mcp
- Transport: unknown
- Auth: OAuth (sign in to Refersion; consent screen with permissions by area and by read or write). Connected assistants can be revoked in account settings.
- Official docs: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/
- Status: Up · auth (daily check, checked 2026-10-31 10:28 PT)

## Works in

- Claude: Yes (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30)
- ChatGPT: Yes (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30)
- Claude Code: Not confirmed
- Cursor: Not confirmed
- GitHub Copilot: Not confirmed

Setup notes from Refersion's docs: Add https://api.refersion.com/mcp, sign in to Refersion, and pick the accounts and permissions on the consent screen. Permissions are split by area and by read or write. You can revoke a connected assistant in account settings. User management, credentials, payout settings, and billing stay off limits. (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30)

## What it can change

Access: Read + write (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30)

Write actions (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30):

- approves or denies conversions
- approves affiliates
- duplicates offers
- credits a conversion to an affiliate
- deletes an affiliate or an offer

## Cost and credits

Credits: Not confirmed

## Plan required

Not confirmed

## Setup

Self-serve. No admin step in the vendor's setup notes. (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30)

## Watch out

- It can change data (5 documented write actions). Approve each change.
- Credit use isn't confirmed. Check before large runs.
- The plan it needs isn't confirmed.

## Admin and governance

Controls Refersion itself provides. Settings inside Claude or ChatGPT aren't counted.

- An admin must approve or enable the connection: Not confirmed
- Scopes or permissions can limit what it reaches: Yes (source: https://www.refersion.com/blog/refersion-now-works-inside-chatgpt-claude-and-other-ai-assistants/, checked 2026-10-30)
- Individual tools can be turned off: Not confirmed
- MCP activity shows in an audit log: Not confirmed

## What agents can use

- Affiliates and the approval queue
- Conversions and orders
- Offers
- Prospect discovery
- Reports

## Useful for

RevOps, Sales leaders, Marketing

## Related MCP servers

- PartnerStack (Partner Ecosystem): https://mcpforgtm.com/tools/partnerstack.md
- Crossbeam (Partner Ecosystem): https://mcpforgtm.com/tools/crossbeam.md
- HockeyStack (Marketing Attribution & Analytics): https://mcpforgtm.com/tools/hockeystack.md
- Stripe (Payments & Billing): https://mcpforgtm.com/tools/stripe.md

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"Not confirmed" means the vendor's docs don't settle the question. It doesn't mean no.
Source of these facts: StackMCP, an independent directory of official MCP servers (https://mcpforgtm.com/about).