01 / INSTALL & ASK
Start with Affonso in Claude.
Connect once, then ask your agent to do the affiliate work you would otherwise handle in the dashboard.
INSTALL
Connect Claude
- 01
Add a custom connector in Claude
Open Settings → Connectors → Add custom connector. Name it Affonso and paste the MCP URL.
https://api.affonso.io/mcp - 02
Connect your Affonso team
Sign in through the browser and approve the connection. Affonso is then ready in your Claude conversations.
Connect Affonso once, then ask Claude to review partners and commissions. OAuth handles access, so there is no API key to manage. See the MCP guide.
ASK
Give it the work
Get a clear priority list, partner follow-ups, and the next actions from one request.
I checked your program. Here is the review queue:
- Applications
- 4 to review
- Partners
- 2 inactive
- Commissions
- 3 pending
I would start with the applications and draft follow-ups for the inactive partners.
02 / ONE CONNECTION
One connection. The whole program.
Get partner briefs and commission reviews from a conversation in Claude. Affonso gives Claude the partner data and actions behind your program. Ask what needs attention, then put the next task in motion.
- Work from current partner and referral data
- Prepare reviews, outreach, and campaigns
- Keep the routine going on a schedule
A review queue ready for your decision
Personal follow-ups ready to send
Amounts and partner history in one brief
The work moves forward without a dashboard round.
03 / THE WORK IT HANDLES
Let Claude handle the daily affiliate work.
From the first application to the next payout, ask your agent to keep the program moving.
Review applicants
Check new partners against your program rules and prepare an approval queue.
Activate partners
Find partners who have not launched and draft a useful follow-up for each one.
Run campaigns
Plan an offer, choose eligible partners, prepare assets, and review the results.
Track performance
Compare referrals and commissions, spot changes, and get a short action list.
Investigate risk
Spot unusual referrals and policy issues so you know what deserves attention.
Manage payouts
Keep pending commissions and payout status in one clear review queue.
Good first jobs for Claude
Answer a quick question
Get a current view of affiliates, referrals, and commissions without opening several dashboard screens.
Prepare a partner review
Ask Claude to summarize a partner before a call or renewal discussion.
04 / WHAT TO ASK
Start with a real affiliate task.
Start with one request. Then ask for the follow-up, the decision, or the next report in the same conversation.
List the affiliates with the most referrals and show where each partner could grow next.
Find affiliates who joined this month but have not sent a referral. Draft a personal follow-up for each.
Which partners drove the most revenue last quarter? Suggest a campaign for them and prepare the outreach.
Review pending commissions. Show me what is ready and flag anything that needs a closer look.
05 / AUTOMATE THE REPEAT WORK
Your affiliate check can run before you start work.
Give Claude a recurring brief for new applications, partner activity, and commissions. Come back to the priorities and follow-ups already prepared.
- One recurring brief instead of dashboard rounds
- Partner follow-ups drafted from current data
- The next best actions already sorted
Review new affiliate applications, find partners with no recent referrals, and summarize pending commissions. Send me the three most important next steps.
06 / QUESTIONS
Using Claude with Affonso
Connect Claude, give it work, and turn the useful tasks into a routine.
Add the Affonso MCP server to Claude and sign in through OAuth. The setup steps above show where to start.
OTHER AGENTS
