You are a co-marketing strategist who helps SaaS companies identify ideal partners and brainstorm high-impact joint campaigns.

Before Starting

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

When to Use This Skill

• Finding potential co-marketing partners
• Brainstorming campaign ideas with a specific partner
• Planning joint launches or promotions
• Evaluating partnership fit
• Structuring co-marketing agreements

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Partner Identification Framework

1. Audience Overlap Analysis

The best partners share your audience but don't compete for the same budget.

Ideal partner characteristics:

• Same buyer persona, different problem solved
• Adjacent in the workflow (before, after, or alongside your tool)
• Similar company stage and customer size
• Complementary, not competitive

Questions to identify partners:

• What tools do your customers already use?
• What do they use before/after your product?
• Who else is selling to your ICP?
• Which integrations do customers request most?

2. Partner Scoring Criteria

Rate potential partners (1-5) on:

3. Where to Find Partners

Integration ecosystem:

• Your existing integration partners
• Tools in the same app marketplace category
• Platforms your product plugs into

Adjacent categories:

• Tools that solve the problem before yours
• Tools that solve the problem after yours
• Tools used by the same role but different workflow

Community signals:

• Who sponsors the same podcasts/newsletters?
• Who exhibits at the same conferences?
• Who's active in the same communities?
• Whose content does your audience share?

Data sources:

• Crossbeam or Reveal for account overlap
• Customer surveys ("what else do you use?")
• G2/Capterra category neighbors
• Job postings mentioning your tool + others

---

Co-Marketing Campaign Types

Content Partnerships

Webinars & Events

Product & Integration Marketing

Community & Social

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Brainstorming Partner Campaigns

When brainstorming with a specific partner, consider:

1. Shared Audience Moments

• What trigger events matter to both audiences?
• What seasonal moments align with both products?
• What industry trends affect both customer bases?

2. Combined Value Propositions

• What can customers achieve with both tools that they can't with one?
• What workflow does the combination enable?
• What pain point does the integration solve?

3. Unique Assets Each Brings

4. Campaign Idea Prompts

Ask these to generate ideas:

• "What would we create if we had to launch something in 2 weeks?"
• "What content do both our audiences desperately need?"
• "What would make customers say 'finally, someone did this'?"
• "What exclusive thing could we offer together?"
• "What data do we both have that would make a compelling story?"

---

Approaching Potential Partners

Cold Outreach Template

Subject: [Your Company] + [Their Company] co-marketing idea

Hey [Name],

I'm [Role] at [Your Company]. We [one-line description].

I noticed we share a lot of the same audience—[specific observation about overlap].

I have an idea for [specific campaign type] that could work well for both of us: [one-sentence pitch].

Would you be open to a quick call to explore?

[Your name]

What to Prepare for the Call

1. Account overlap data (if available via Crossbeam/Reveal)
2. 2-3 specific campaign ideas (not just "let's do something")
3. Your audience metrics (list size, traffic, engagement)
4. Examples of past partnerships (shows you can execute)
5. Clear ask (what you want from them, what you'll provide)

---

Structuring the Partnership

Key Questions to Align On

• Lead ownership: How are leads split or shared?
• Promotion commitments: What will each party do to promote?
• Asset creation: Who creates what? Who approves?
• Timeline: When does each phase happen?
• Success metrics: How will you measure success?
• Follow-up: Will you do more together if it works?

Simple Co-Marketing Agreement Outline

1. Campaign description: What you're doing together
2. Responsibilities: Who does what
3. Timeline: Key dates and deadlines
4. Lead handling: How leads are captured, shared, followed up
5. Promotion: Minimum commitments from each side
6. Branding: Logo usage, approval process
7. Costs: Who pays for what (if any)
8. Metrics sharing: What data you'll share post-campaign

---

Measuring Co-Marketing Success

Quantitative Metrics

• Leads generated (total and per partner)
• Lead quality (MQL/SQL conversion rate)
• Revenue attributed
• Audience growth (new subscribers, followers)
• Content engagement (views, downloads, shares)

Qualitative Metrics

• Ease of collaboration
• Partner responsiveness
• Audience reception
• Brand lift
• Relationship strengthened for future campaigns

---

Co-Marketing Checklist

Partner Identification

• List tools your customers already use
• Check Crossbeam/Reveal for account overlap
• Score top 5 potential partners
• Research their past co-marketing activities

Campaign Planning

• Agree on campaign type and goals
• Define lead sharing arrangement
• Assign responsibilities and deadlines
• Set success metrics

Execution

• Create shared assets (landing page, content, etc.)
• Coordinate promotion schedules
• Brief both teams on talking points

Post-Campaign

• Share metrics with partner
• Debrief on what worked/didn't
• Discuss future collaboration opportunities

---

Task-Specific Questions

1. Are you looking for partners or planning a campaign with a specific partner?
2. What type of co-marketing are you most interested in? (content, events, integrations, community)
3. What's your audience size? (email list, social following, traffic)
4. Do you have existing integration partners?
5. Have you done co-marketing before? What worked/didn't?
6. What's your timeline and budget for co-marketing?

---

Tool Integrations

For implementation, see the tools registry (../../tools/REGISTRY.md). Key tools for co-marketing:

---

Related Skills

• referrals — For customer referral and affiliate programs (customers referring customers)
• launch — For product launches with partners; covers co-marketing as a "borrowed channel"
• content-strategy — For content planning including co-created content
• sales-enablement — For partner-facing collateral and enablement materials

---

Supporting file: evals/evals.json

{
  "skill_name": "co-marketing",
  "evals": [
    {
      "id": 1,
      "prompt": "We make a project management tool for design agencies. Who should we look for as co-marketing partners?",
      "expected_output": "Should check for product-marketing.md first. Should apply the Partner Identification Framework with audience overlap analysis. Should identify ideal partner characteristics: same buyer persona (design agencies), different problem solved, adjacent in the workflow. Should suggest specific partner categories: design tools (Figma, Adobe), proposal/contract tools (Bonsai, HoneyBook), client communication (Notion, Slack), invoicing/payments (Stripe, FreshBooks), file storage/handoff (Dropbox, Frame.io). Should recommend audience scoring criteria. Should suggest sources to find partners: integration ecosystem, Crossbeam/Reveal for account overlap, customer surveys, G2/Capterra category neighbors, podcasts/newsletters they sponsor.",
      "assertions": [
        "Checks for product-marketing.md",
        "Identifies same persona / different problem characteristic",
        "Suggests specific partner categories in workflow",
        "Mentions Crossbeam or account overlap data",
        "Lists multiple sources to find partners",
        "Applies scoring criteria"
      ],
      "files": []
    },
    {
      "id": 2,
      "prompt": "We're partnering with a competitor — wait, not a competitor, a complementary CRM company. Help us brainstorm 5 campaign ideas we could run together.",
      "expected_output": "Should apply the brainstorming framework: shared audience moments, combined value propositions, unique assets each brings. Should propose campaign ideas across multiple types from the campaign type tables (content partnerships, webinars/events, product/integration marketing, community/social). Should suggest specific ideas like: co-authored blog post or research report, joint webinar, 'better together' integration landing page, joint case study with shared customer, integration launch, bundle/discount, conference booth sharing. Should ask the campaign idea prompts to spark ideas: what would we create if we had to launch in 2 weeks, what content do both audiences desperately need, what data do we both have that would make a compelling story.",
      "assertions": [
        "Applies brainstorming framework",
        "Proposes campaigns across multiple types (content, events, integration, community)",
        "Suggests specific actionable ideas",
        "Mentions integration or 'better together' angle",
        "Uses brainstorming prompts"
      ],
      "files": []
    },
    {
      "id": 3,
      "prompt": "Draft a cold outreach email to a potential co-marketing partner. They're a content management platform and we make a marketing analytics tool. Both serve B2B marketing teams.",
      "expected_output": "Should use the cold outreach template structure. Should include: subject line with both company names, brief role intro, specific observation about audience overlap (not generic), one concrete campaign idea (not 'let's do something'), clear ask for a quick call. Should keep it short and personal. Should optionally mention call prep: account overlap data (Crossbeam/Reveal), 2-3 specific campaign ideas, audience metrics, past partnership examples, clear ask of what's wanted and what's offered.",
      "assertions": [
        "Includes subject with both company names",
        "Specific observation about audience overlap",
        "Includes one concrete campaign idea",
        "Includes clear ask for a call",
        "Keeps it short and personal",
        "Mentions what to prepare for the call"
      ],
      "files": []
    },
    {
      "id": 4,
      "prompt": "We've identified 5 potential partners but only have time for one campaign this quarter. How should we pick?",
      "expected_output": "Should apply the partner scoring criteria: audience fit, audience size, brand alignment, engagement quality, reciprocity potential, ease of execution. Should recommend scoring each partner 1-5 across these criteria. Should weight by current goal (e.g., if lead gen is priority, weight audience size and audience fit higher; if relationship building, weight brand alignment and engagement quality). Should consider partner's history of co-marketing — those with partnerships teams and past co-marketing activities execute faster. Should recommend running a small content partnership first (low effort) to test the relationship before bigger commitments.",
      "assertions": [
        "Applies partner scoring criteria",
        "Includes all 6 scoring dimensions",
        "Weights by goal",
        "Considers ease of execution / partnership history",
        "Recommends starting with low-effort format"
      ],
      "files": []
    },
    {
      "id": 5,
      "prompt": "Our partnership webinar with another SaaS company got 200 signups. How do we split the leads?",
      "expected_output": "Should address the lead handling question from the Structuring the Partnership section. Should explain common splits: each partner keeps their own registrations (cleanest but loses cross-pollination), all leads shared between both (max reach, requires clear MQL/SQL handoff), split by audience source (your list vs theirs). Should recommend documenting this in advance in a co-marketing agreement covering campaign description, responsibilities, timeline, lead handling, promotion, branding, costs, metrics sharing. Should note measuring success: leads generated per partner, lead quality (MQL/SQL conversion rate), revenue attributed. Should recommend a post-campaign debrief and discussing future collaboration if it worked.",
      "assertions": [
        "Explains lead split options",
        "Recommends documenting in agreement",
        "Lists agreement components",
        "Mentions measuring lead quality not just volume",
        "Recommends post-campaign debrief"
      ],
      "files": []
    },
    {
      "id": 6,
      "prompt": "Our customer success team wants us to launch a referral program. Can you help us design one?",
      "expected_output": "Should recognize this is about customer referrals, not co-marketing between companies. Should redirect to the referrals skill, which specifically handles customer referral and affiliate programs (customers referring customers). Should note co-marketing is partner-to-partner marketing while referrals is customer-driven word-of-mouth. May offer brief co-marketing context if it's relevant to the strategy, but should make clear referrals is the right skill for the task.",
      "assertions": [
        "Recognizes this is customer referral, not co-marketing",
        "Defers to referrals skill",
        "Distinguishes co-marketing from referral programs",
        "Does not attempt full co-marketing strategy"
      ],
      "files": []
    }
  ]
}

---

Supporting file: tools/REGISTRY.md

Marketing Tools Registry

Quick reference for AI agents to discover tool capabilities and integration methods.

How to Use This Registry

1. Find tools by category - Browse sections below for tools in each domain
2. Check integration methods - See what APIs, MCPs, CLIs, or SDKs are available
3. Read integration guides - Detailed setup and common operations in integrations/

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Tool Index

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By Category

Analytics

Track user behavior, measure conversions, and analyze marketing performance.

Agent recommendation: Start with GA4 if using Google ecosystem. Use Mixpanel or Amplitude for deeper product analytics. Plausible for privacy-focused sites.

SEO

Search engine optimization tools for keyword research, rank tracking, and site audits.

Agent recommendation: Google Search Console is essential (free). Add Semrush or Ahrefs for competitive research. DataForSEO for programmatic SERP data. Keywords Everywhere for quick keyword lookups. RankParse for agent workflows where per-call cost matters — backlinks, domain authority, and tech stack at a fraction of enterprise pricing.

CRM

Customer relationship management and sales tools.

Agent recommendation: HubSpot for startups/SMBs. Close for high-velocity inside sales. Salesforce for enterprise.

Payments

Payment processing and subscription management.

Agent recommendation: Stripe is the default for SaaS. Paddle for built-in tax compliance.

Referral & Affiliate

Tools for referral programs, affiliate tracking, and partner management.

Agent recommendation: Rewardful or Tolt for Stripe-based SaaS. PartnerStack for enterprise partner programs. Dub.co for link attribution.

Email

Email marketing, transactional email, and automation platforms.

Agent recommendation: Resend for transactional (dev-friendly). Sequenzy for lifecycle email, sequences, and agent-driven email marketing. Postmark for deliverability. Customer.io for advanced automation. Kit for creators. Beehiiv for newsletters. Klaviyo for e-commerce email/SMS. ActiveCampaign for email + CRM combo.

SMS / Messaging

SMS and MMS marketing platforms and programmable messaging APIs.

Agent recommendation: Klaviyo SMS for ecom already on Klaviyo email. Postscript for Shopify-first depth. Attentive for mid-market+ wanting concierge support. Twilio (or Plivo for lower cost) for custom builds and transactional/auth. AudienceTap when AI creative or on-pack QR opt-in matters.

Advertising

Paid advertising platforms and campaign management.

Agent recommendation: Google Ads for search intent. Meta for demand generation. LinkedIn for B2B.

Automation

Workflow automation and integration platforms.

Agent recommendation: Zapier SDK for agents that need to interact with any app directly. Zaps for always-on automations.

CRO & A/B Testing

Conversion rate optimization, heatmaps, and experimentation.

Agent recommendation: Hotjar for understanding user behavior. Optimizely for running experiments.

Scheduling

Booking and appointment scheduling tools.

Agent recommendation: Calendly for general use. SavvyCal for personalized booking experiences.

Forms & Surveys

Form builders and survey platforms.

Agent recommendation: Typeform for engaging forms and surveys.

Messaging

In-app messaging, chat, and customer communication.

Agent recommendation: Intercom for in-app messaging and customer support.

Social Media

Social media scheduling, management, and analytics.

Agent recommendation: Buffer for scheduling and analytics across social platforms.

Video

Video hosting, creation, and AI generation.

Agent recommendation: HeyGen for AI avatar videos (MCP-enabled). Hyperframes for templated, data-driven video from code. Wistia for hosting and analytics.

Data Enrichment

Company and person data enrichment for sales and marketing.

Agent recommendation: Clearbit for enrichment. Apollo for prospecting and outbound. ZoomInfo for enterprise B2B data with intent signals. Clay for waterfall enrichment across multiple providers.

Email Verification

Pre-outreach email deliverability validation.

Agent recommendation: Truelist for any prospect list before outreach — Apollo/ZoomInfo/Hunter data accuracy is typically 60–80%, validation is non-negotiable to keep sender reputation healthy.

Developer Intent / GitHub

Discovery channel for dev-tool SaaS prospecting via GitHub stargazers, forkers, and watchers.

Agent recommendation: Use github-prospects.js CLI to pull stargazers/forks of 3–5 anchor repos (competitors, category leaders, complementary tools). Filter to users with company field set, then enrich missing emails via Apollo or Hunter, then validate via Truelist before outreach.

Site Scraping (single-target only)

Programmatic page extraction for individual public business sites — not for the platforms hosting prospects (Google Maps, LinkedIn, Yelp, Apollo, etc.).

Agent recommendation: Default to Firecrawl for static-ish pages and structured extraction. Use Browserbase when the site requires JS rendering, form interaction, cookie consent, or auth — and when you want session recordings for debugging. For both: discovery happens on platforms (manual browser); extraction happens on the prospect's own website URL. Don't point either tool at LinkedIn, Google Maps, Yelp, or similar.

Reviews

Review management and social proof platforms.

Agent recommendation: Trustpilot for consumer products. G2 for B2B software.

Push Notifications

Push notification delivery platforms.

Agent recommendation: OneSignal for web and mobile push notifications.

Webinar

Webinar and virtual event platforms.

Agent recommendation: Demio for marketing-focused webinars. Livestorm for full event engagement.

Sales Engagement

Sales engagement and outreach automation platforms.

Agent recommendation: Outreach for enterprise sales teams managing multi-touch sequences at scale.

Product Analytics

Product analytics, feature adoption tracking, and in-app guidance.

Agent recommendation: Pendo for tracking feature adoption and delivering targeted in-app guidance.

Competitive Intelligence

Traffic analytics, competitor benchmarking, and market research.

Agent recommendation: Similarweb for competitor traffic analysis and market benchmarking.

Audience Research

Audience intelligence and behavioral research tools.

Agent recommendation: SparkToro for discovering where your ICP spends time — what they read, watch, listen to, follow, and search for. Essential for customer research, content strategy, and media buying decisions.

Visitor Identification

Website visitor de-anonymization for B2B sales and marketing.

Agent recommendation: RB2B for identifying anonymous B2B website visitors and routing high-intent visitors to outreach tools. Pairs well with Clay for enrichment and Instantly/Lemlist for cold email.

Revenue Intelligence

Sales conversation analytics, call recording, and deal intelligence.

Agent recommendation: Gong for mining sales call transcripts for customer research, competitive intelligence, and coaching insights. Essential for revenue attribution and win/loss analysis.

AI Content

AI-powered content generation and optimization platforms.

Agent recommendation: AirOps for building AI content workflows that generate SEO-optimized content at scale.

AI Search

AI-powered web search APIs built for LLMs and agents. Return structured results with on-demand text, highlights, and summaries.

Agent recommendation: Exa for neural search over the open web — content research, competitor/similar-page discovery, link prospecting, news monitoring, and audience research. Pairs well with seo-audit, content-strategy, and competitor-profiling skills.

Partner Ecosystem

Partner data sharing, co-sell, and ecosystem management.

Agent recommendation: Crossbeam for identifying partner account overlaps and co-sell opportunities. Introw for full partner relationship management — partner pipeline, commissions, tasks, and automated business review prep.

Email Outreach

Cold email outreach and email finding tools for link building and sales prospecting.

Agent recommendation: Hunter for finding emails. Lemlist or Instantly for sending cold email campaigns. Snov for combined finding + outreach.

Data Aggregation

Marketing data pipeline tools that connect multiple platforms for unified reporting.

Agent recommendation: Supermetrics for pulling data from multiple marketing platforms into unified reports. Coupler.io for automated data flows to spreadsheets and BI tools.

Commerce & CMS

E-commerce platforms and content management systems.

Agent recommendation: Shopify for e-commerce. Webflow for marketing sites. WordPress for blogs. For headless CMS: Sanity for developer-flexible content, Contentful for enterprise multi-locale, Strapi for self-hosted/budget-conscious. See headless CMS guide (../skills/content-strategy/references/headless-cms.md) for selection criteria.

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CLI Tools

Zero-dependency, single-file Node.js CLIs for tools that don't ship their own. See clis/README.md for install instructions and usage.

All CLIs follow a consistent pattern:

• No dependencies — Node 18+ only, uses native fetch
• JSON output — pipe to jq, save to file, or use in scripts
• Env var auth — set {TOOL}_API_KEY and go
• Consistent commands — {tool} <resource> <action> [options]

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MCP-Enabled Tools

These tools have Model Context Protocol servers available, enabling direct agent interaction:

• ga4 - Google Analytics 4 data access
• stripe - Payment and subscription management
• mailchimp - Email campaign management
• google-ads - Ad campaign management
• resend - Transactional email sending
• zapier - Workflow automation + SDK for 8,000+ app integrations
• zoominfo - B2B contacts and intent data
• clay - Data enrichment and outbound automation
• supermetrics - Cross-platform marketing data
• coupler - Marketing data pipelines
• outreach - Sales engagement sequences
• crossbeam - Partner ecosystem data
• introw - Partner relationship management
• exa - AI-powered web search for LLMs and agents

To use MCP tools, ensure the appropriate MCP server is configured in your environment.

Composio Integration

Composio (integrations/composio.md) provides managed OAuth and pre-built connectors for 500+ tools via a single MCP server. It adds MCP access to tools that don't have native MCP servers, including HubSpot, Salesforce, Meta Ads, LinkedIn Ads, Google Sheets, Slack, Notion, and more.

• Setup: npx @composio/mcp@latest setup
• Quick start: See tools/composio/README.md (composio/README.md)
• Marketing tool mapping: See tools/composio/marketing-tools.md (composio/marketing-tools.md)

Use Composio when you need MCP access to OAuth-heavy tools. Prefer native MCP servers (GA4, Stripe, Mailchimp, etc.) when available — they have deeper coverage.

Cogny Integration

Cogny (integrations/cogny.md) is a hosted MCP gateway focused on marketing channels — one federated MCP URL with managed OAuth across every channel you've connected. Narrower than Composio (marketing-only) and useful when you want SEO, paid social, and privacy-friendly analytics behind a single MCP login.

• Setup: connect channels at cogny.com (https://cogny.com), then in Claude.ai go to Settings → Connectors → Add custom connector and paste https://app.cogny.com/mcp
• Channels: Search Console, Bing Webmaster, Semrush, LinkedIn Ads, Reddit Ads, TikTok Ads, Plausible, Fathom
• Pricing: Solo plan starts at $9/mo (7-day trial)

Use Cogny when you only need marketing channels and want to avoid running your own OAuth proxy. Prefer native APIs when you need deep, custom control of a single tool.

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Quick Start by Use Case

Setting up analytics tracking

1. Read ga4.md (integrations/ga4.md) for web analytics
2. Read segment.md (integrations/segment.md) if routing to multiple tools

Launching a referral program

1. Read rewardful.md (integrations/rewardful.md) or tolt.md (integrations/tolt.md) for Stripe-based programs
2. Read dub-co.md (integrations/dub-co.md) for link tracking

Setting up email automation

1. Read customer-io.md (integrations/customer-io.md) for behavior-based automation
2. Read resend.md (integrations/resend.md) for transactional email

Running email outreach for backlinks

1. Read hunter.md (integrations/hunter.md) for finding emails
2. Read lemlist.md (integrations/lemlist.md) or instantly.md (integrations/instantly.md) for sending campaigns

Running paid ads

1. Read google-ads.md (integrations/google-ads.md) for search campaigns
2. Read meta-ads.md (integrations/meta-ads.md) for social campaigns

---

Supporting file: tools/integrations/crossbeam.md

Crossbeam

Partner ecosystem platform (now part of Reveal) for sharing account data with partners to identify co-sell opportunities, overlapping customers, and partner-sourced pipeline.

Capabilities

Authentication

• Type: API Key
• Header: Authorization: Bearer {api_key}
• Get key: Settings > API at https://app.crossbeam.com

Common Agent Operations

List Partners

GET https://api.crossbeam.com/v1/partners
Authorization: Bearer {api_key}

Get Partner Details

GET https://api.crossbeam.com/v1/partners/{id}
Authorization: Bearer {api_key}

List Populations

GET https://api.crossbeam.com/v1/populations
Authorization: Bearer {api_key}

List Overlaps

GET https://api.crossbeam.com/v1/overlaps?partner_id={partner_id}&population_id={population_id}
Authorization: Bearer {api_key}

Get Overlap Details

GET https://api.crossbeam.com/v1/overlaps/{id}
Authorization: Bearer {api_key}

Search Accounts

GET https://api.crossbeam.com/v1/accounts/search?domain={domain}
Authorization: Bearer {api_key}

List Reports

GET https://api.crossbeam.com/v1/reports
Authorization: Bearer {api_key}

List Collaboration Threads

GET https://api.crossbeam.com/v1/threads
Authorization: Bearer {api_key}

Key Metrics

Partner Data

• id - Partner ID
• name - Partner company name
• status - Partnership status (active, pending, etc.)
• created_at - When the partnership was established
• populations_shared - Number of shared populations

Population Data

• id - Population ID
• name - Population name (e.g., "Customers", "Open Opportunities")
• record_count - Number of records in population
• partner_visibility - What partners can see

Overlap Data

• id - Overlap ID
• partner_id - Partner involved
• population_id - Population matched
• account_name - Overlapping account name
• overlap_type - Type of overlap (customer, prospect, etc.)
• match_confidence - Match confidence score

Report Data

• id - Report ID
• name - Report name
• type - Report type
• created_at - Creation date
• results - Report results data

Parameters

Overlaps List

• partner_id - Filter by specific partner
• population_id - Filter by specific population

Accounts Search

• domain - Company domain to search for

When to Use

• Identifying co-sell opportunities with channel partners
• Finding overlapping customers and prospects across partner ecosystems
• Building partner-sourced pipeline by matching accounts
• Tracking partner influence on deals
• Creating account mapping reports for partner meetings
• Prioritizing which partners to engage based on overlap data

Rate Limits

• Rate limits vary by plan
• Standard: 100 requests/minute
• Pagination supported on list endpoints

Relevant Skills

• revops
• sales-enablement
• referrals
• competitors

---

Supporting file: tools/integrations/introw.md

Introw PRM

Partner Relationship Management platform for managing channel partners, tracking partner-sourced deals, commissions, tasks, and engagement — with built-in business review generation.

Capabilities

Authentication

• Type: OAuth2 (via MCP connector)
• Setup: Connect via Claude MCP connector — no API key management needed
• Scope: All data is scoped to the authenticated organisation

Common Agent Operations

All operations are performed via MCP tools. The following are the primary tool calls available.

Search Partners

search_partners
  dateRange: { field: "CREATED_AT" | "LAST_ACTIVITY_AT", from: "YYYY-MM-DD", to: "YYYY-MM-DD" }

Returns: partner name/ID, contact info, tier, lifecycle stage, categories, country, last activity date.

Search CRM Objects (Deals, Tickets, Leads, Companies, Contacts)

search_crm_objects
  objectType: "DEAL" | "TICKET" | "LEAD" | "COMPANY" | "CONTACT"
  stage: "OPEN" | "WON" | "LOST"
  view: "ALL" | "DUE" | "OVERDUE" | "INACTIVE"
  rollingDateFilter: { field: "CLOSED_AT", value: "THIS_QUARTER" }
  sortBy: { property: "AMOUNT", direction: "DESC" }
  limit: 10

Synonym mapping: Opportunity/Forecast → DEAL, Account → COMPANY, Case → TICKET.

Search Tasks

search_tasks
  status: "TODO" | "IN_PROGRESS" | "PENDING" | "COMPLETED" | "DONE"
  partnerId: "{partner_id}"

Search Commissions

search_commissions
  partnerId: "{partner_id}"

Returns: commission amounts, currency, payment status, associated partner and deals.

Generate Business Review (QBR/MBR/WBR)

generate_business_review
  duration: "QUARTERLY" | "MONTHLY" | "WEEKLY"
  partnerId: "{partner_id}"

Returns: pipeline & forecast analysis, form submissions overview, mutual action plan, goal tracking, timed agenda and next steps.

Search Partner Engagement

search_partner_engagement
  partnerId: "{partner_id}"
  type: "ROOM_VISIT" | "OBJECT_SHARE" | "COMMENT" | "FORM_SUBMIT" | "TASK_CREATED" | ...
  dateRange: { from: "YYYY-MM-DD", to: "YYYY-MM-DD" }

Returns: comments, deal updates, asset views, task events, portal visits, form submissions, announcements, quotes.

Add Comment to Deal/Object

add_comment
  comment: "Comment text"
  objectId: "{crm_object_id}"
  objectType: "DEAL" | "TICKET" | "LEAD" | "COMPANY" | "CONTACT"

Create or Update Tasks

add_task
  name: "Task title"
  dueDate: "2025-02-20"
  assignedTo: "PARTNER" | "ORGANISATION"
  partnerId: "{partner_id}"

update_task
  taskId: 123
  status: "TODO" | "IN_PROGRESS" | "DONE"

Update CRM Object Properties

update_crm_object
  objectId: "{crm_object_id}"
  objectType: "DEAL"
  propertiesToUpdate: { "amount": 50000, "stage": "Negotiation" }

Share Lead or Register Deal

Two-step flow:

1. Discovery: provide objectType and callToAction to get form fields
2. Submit: provide formId and userProvidedData to submit

share_lead_or_register_deal
  objectType: "Deal"
  callToAction: "Register Deal"
  partnerId: "{partner_id}"

Key Metrics

Partner Data

• id - Partner ID
• name - Partner company name
• championEmail - Primary contact email
• tier - Current tier level
• lifecycleStage - Partner lifecycle stage
• categories - Partner categories
• country - Partner country
• lastActivityAt - Last activity date

CRM Object Data

• objectId - External CRM ID
• objectType - DEAL, TICKET, LEAD, COMPANY, CONTACT
• stage - OPEN, WON, LOST
• amount - Deal amount
• closeDate - Expected close date

Commission Data

• amount - Commission amount
• currency - Payment currency
• paymentStatus - Current payment status
• partnerId - Associated partner
• dealId - Associated deal

Engagement Data

• type - Activity type (ROOM_VISIT, COMMENT, FORM_SUBMIT, etc.)
• partnerId - Partner involved
• crmObjectId - Related CRM object
• createdAt - Activity timestamp

When to Use

• Managing channel partner relationships and tracking partner activity
• Reviewing partner-sourced pipeline (deals, leads, opportunities)
• Preparing QBR/MBR/WBR meetings with automated business review generation
• Tracking partner commissions and payouts
• Managing mutual action plans via tasks assigned to partners or internal teams
• Processing deal registrations and lead sharing from partners
• Monitoring partner portal engagement and content asset views

Rate Limits

• Rate limits managed by the MCP connector
• All data scoped to authenticated organisation

Relevant Skills

• revops
• sales-enablement
• referrals
• competitors

---

Supporting file: tools/integrations/partnerstack.md

PartnerStack

Partner and affiliate program management platform for SaaS companies with deal tracking, rewards, and multi-tier partnerships.

Capabilities

Authentication

• Type: Basic Auth (Vendor API)
• Header: Authorization: Basic {base64(public_key:secret_key)}
• Get credentials: Vendor dashboard > Settings > Integrations > PartnerStack API Keys
• Note: Separate Test and Production API keys. Test transactions can only be added to customers created with Test keys.

Common Agent Operations

List partnerships

GET https://api.partnerstack.com/api/v2/partnerships?limit=25

Authorization: Basic {base64(public_key:secret_key)}

Create a partnership

POST https://api.partnerstack.com/api/v2/partnerships

{
  "email": "partner@example.com",
  "group_key": "affiliates",
  "first_name": "Jane",
  "last_name": "Smith"
}

List customers

GET https://api.partnerstack.com/api/v2/customers?limit=25

Create a customer (attribute to partner)

POST https://api.partnerstack.com/api/v2/customers

{
  "email": "customer@example.com",
  "partner_key": "prtnr_abc123",
  "name": "John Doe"
}

Record a transaction

POST https://api.partnerstack.com/api/v2/transactions

{
  "customer_key": "cust_abc123",
  "amount": 9900,
  "currency": "USD",
  "product_key": "pro_plan"
}

List deals

GET https://api.partnerstack.com/api/v2/deals?limit=25

Create a deal

POST https://api.partnerstack.com/api/v2/deals

{
  "partner_key": "prtnr_abc123",
  "name": "Enterprise Opportunity",
  "amount": 50000,
  "stage": "qualified"
}

Record an action (event-based rewards)

POST https://api.partnerstack.com/api/v2/actions

{
  "customer_key": "cust_abc123",
  "key": "signup_completed",
  "value": 1
}

Create a reward

POST https://api.partnerstack.com/api/v2/rewards

{
  "partner_key": "prtnr_abc123",
  "amount": 5000,
  "description": "Bonus for Q1 performance"
}

List leads

GET https://api.partnerstack.com/api/v2/leads?limit=25

Create a lead

POST https://api.partnerstack.com/api/v2/leads

{
  "partner_key": "prtnr_abc123",
  "email": "lead@company.com",
  "name": "Potential Customer",
  "company": "Acme Corp"
}

List partner groups

GET https://api.partnerstack.com/api/v2/groups

Manage webhooks

POST https://api.partnerstack.com/api/v2/webhooks

{
  "target": "https://example.com/webhooks/partnerstack",
  "events": ["deal.created", "transaction.created", "customer.created"]
}

API Pattern

PartnerStack uses cursor-based pagination. List responses include has_more and item keys for starting_after / ending_before parameters.

All responses follow the format:

{
  "data": { ... },
  "message": "...",
  "status": "2xx"
}

Key Metrics

Partnership Metrics

• partner_key - Unique partner identifier
• group - Partner tier/group
• status - active, pending, archived
• created_at - Partnership start date

Transaction Metrics

• amount - Transaction value in cents
• currency - Currency code
• product_key - Associated product
• customer_key - Associated customer

Deal Metrics

• amount - Deal value
• stage - Deal pipeline stage
• status - open, won, lost

Reward Metrics

• amount - Reward amount in cents
• status - pending, approved, paid

Parameters

Pagination Parameters

• limit - Items per page (1-250, default: 10)
• starting_after - Cursor for next page (item key)
• ending_before - Cursor for previous page (item key)
• order_by - Sort field, prefix with - for descending

Common Filters

• include_archived - Include archived records
• has_sub_id - Filter by sub ID presence

When to Use

• Managing SaaS affiliate and referral programs
• Tracking partner-driven revenue and attributions
• Automating partner onboarding and rewards
• Deal registration and pipeline tracking
• Multi-tier partnership programs (affiliates, resellers, agencies)
• Event-based reward triggers (signups, upgrades, etc.)

Rate Limits

• Not explicitly documented
• Use reasonable request rates; implement exponential backoff on 429 responses

Relevant Skills

• referrals
• affiliate-marketing
• partner-enablement
• saas-metrics
• launch-sequence