Integration

Genius Referrals integration

Genius Referrals runs referral (refer-a-friend) programs. Manage advocates and the people they refer, record referrals, give bonuses through campaign rules (or force one), check whether a bonus would be given, handle redemption requests that pay bonus balances out, and manage campaigns, tags, products, vouchers, share links and share widgets, plus daily, per-origin, revenue, top-advocate and 1099 tax reports. Advocate records are personal data (names, emails, metadata). Left out: advocate payment methods (bank and PayPal payout details), deleting every advocate of an account at once, and the API root. Voucher codes are not returned by the read tools. Writes answer with no body, so read the record back to see the result. Authentication is an API token, sent in the X-Auth-Token header.

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When this happens, do that in Genius Referrals.Built from the 90 Genius Referrals tools below, on the connection you add once.

What you can do with Genius Referrals

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Each badge shows the default agent permission of an endpoint (allowed: an agent calls it without asking; ask first: you are asked before an agent calls it, when the agent or chat asks permission for sensitive actions; never: no agent may call it), which every user can change endpoint by endpoint in their credential settings.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Bonus, 7 operations

  • check_bonusCheck bonusGETAgents: ask firstSimulates create_bonus without giving anything: says whether the referrer of advocate_token would get a bonus (result, message, bonus_amount, campaign) and the rule-by-rule trace. Idempotent.
  • create_bonusCreate bonusPOSTAgents: ask firstProcesses a purchase or event of a referred advocate (advocate_token) and rewards their referrer with a bonus (money owed to the advocate) if every campaign rule passes. No body: the outcome is in list_bonus_traces.
  • delete_bonusDelete bonusDELETEAgents: ask firstPermanently deletes a bonus from an account, for a bonus given in error or revoked. Cannot be undone.
  • force_bonusForce bonusPOSTAgents: ask firstGives a bonus of bonus_amount (money owed to the advocate) right away, ignoring every campaign restriction; meant for exceptional administrative cases. Answers with no body: find it with list_bonuses.
  • get_bonusGet bonusGETAgents: ask firstReads one bonus: amount, status, reference, the rewarded advocate and the referred one, tags, redemption state and the trace of the request that gave it. Returns personal data.
  • list_bonusesList bonusesGETAgents: ask firstLists the bonuses of an account: id, amount, status, reference, the rewarded advocate and the referred one, tags, redemption state and trace. Returns personal data. Filter with filter, sort, page and limit.
  • update_bonusUpdate bonusPATCHAgents: ask firstChanges a bonus's status (for example denied) with a reason, and its tags; leave a field out to keep it.

Advocate, 6 operations

  • create_advocateCreate advocatePOSTAgents: ask firstCreates an advocate (can_refer 1, who refers others) or a referred person (can_refer 0) in an account. Answers with no body: find the new token with list_advocates (filter email::<address>). Stores personal data.
  • delete_advocateDelete advocateDELETEAgents: ask firstPermanently deletes an advocate and their referral data from an account. Cannot be undone.
  • get_advocateGet advocateGETAgents: ask firstReads one advocate: name, email, referral code, balances (claimed, unclaimed, payout threshold), totals, status, metadata, campaign, currency and referrer. Returns personal data.
  • list_advocatesList advocatesGETAgents: ask firstLists the advocates of an account with their token, name, email, referral code, balances, totals, status and campaign. Returns personal data. Filter with filter (for example email::value), sort, page and limit (default 10).
  • replace_advocateReplace advocatePUTAgents: ask firstUpdates an advocate from a whole advocate object (the fields of create_advocate). The vendor does not say whether fields left out are cleared: read get_advocate first and send every field to keep, or use update_advocate.
  • update_advocateUpdate advocatePATCHAgents: ask firstChanges only the fields sent on an advocate (name, email, balances, payout threshold, referral code, status, campaign, fraud flags...); leave a field out to keep it. Changing balances changes what the advocate is owed.

Product, 6 operations

  • create_productCreate productPOSTAgents: ask firstCreates a product in an account, optionally with its variants and prices. Answers with no body: find it with list_products.
  • delete_productDelete productDELETEAgents: ask firstPermanently deletes a product from an account. Cannot be undone.
  • get_productGet productGETAgents: ask firstReads one product: title, HTML description, status, images and variants with prices; filter can restrict prices to one currency.
  • list_productsList productsGETAgents: ask firstLists the products of an account (rewards catalog): title, slug, HTML description, status, images and variants with prices. Filter with filter, sort, page and limit.
  • replace_productReplace productPUTAgents: ask firstReplaces a product completely: title, description_html, status and images, all required. Read get_product first and send every value to keep.
  • update_productUpdate productPATCHAgents: ask firstChanges only the fields sent on a product (title, description_html, status, images); leave a field out to keep it.

Product variant, 6 operations

  • create_product_variantCreate product variantPOSTAgents: ask firstCreates a variant (size, color or other option) of a product with its price. Answers with no body: find it with list_product_variants.
  • delete_product_variantDelete product variantDELETEAgents: ask firstPermanently deletes a product variant. Cannot be undone.
  • get_product_variantGet product variantGETAgents: ask firstReads one product variant: title, inventory quantity, barcode, SKU, features, price and its product; filter can restrict prices to one currency.
  • list_product_variantsList product variantsGETAgents: ask firstLists the variants of a product: id, title, inventory quantity, barcode, SKU, features and price. Filter with filter, sort, page and limit.
  • replace_product_variantReplace product variantPUTAgents: ask firstReplaces a product variant completely. Read it with get_product_variant first and send every value to keep.
  • update_product_variantUpdate product variantPATCHAgents: ask firstChanges only the fields sent on a product variant (title, inventory_quantity, barcode, sku, features, price); leave a field out to keep it.

Tag, 6 operations

  • create_tagCreate tagPOSTAgents: ask firstCreates a tag in an account. Answers with no body: find its slug with list_tags.
  • delete_tagDelete tagDELETEAgents: ask firstPermanently deletes a tag from an account. Cannot be undone.
  • get_tagGet tagGETAgents: ask firstReads one tag: name, slug, description, color and dates.
  • list_tagsList tagsGETAgents: ask firstLists the tags of an account (name, slug, description, color), used to label bonuses. Filter with filter, sort, page and limit.
  • replace_tagReplace tagPUTAgents: ask firstReplaces a tag completely (name and color required). Read it with get_tag first and send every value to keep.
  • update_tagUpdate tagPATCHAgents: ask firstChanges only the fields sent on a tag (name, description, color); leave a field out to keep it.

Redemption request, 5 operations

  • create_redemption_requestCreate redemption requestPOSTAgents: ask firstFiles a request to redeem part of an advocate's bonus balance (amount, currency, action such as credit or paypal, status). Answers with no body: find it with list_redemption_requests.
  • get_redemption_requestGet redemption requestGETAgents: ask firstReads one redemption request: amount, currency, action, status, notes, status history and the advocate. Returns personal data.
  • list_redemption_requestsList redemption requestsGETAgents: ask firstLists advocates' requests to redeem their bonuses: id, amount, currency, action (for example credit or paypal), status, notes, status history and the advocate. Returns personal data. Filter with filter, sort, page and limit.
  • redeem_redemption_requestRedeem redemption requestPATCHAgents: ask firstProcesses a redemption request: performs the redemption and marks it redeemed, which settles bonus balance owed to the advocate. Takes only an optional modified_by.
  • update_redemption_requestUpdate redemption requestPATCHAgents: ask firstChanges only the fields sent on a redemption request, typically its status (request_status_slug) or amount; leave a field out to keep it.

Referral, 5 operations

  • create_referralCreate referralPOSTAgents: ask firstRecords that the advocate in the path referred another advocate (referred_advocate_token, created with can_refer 0). Answers with no body: find it with list_referrals.
  • delete_referralDelete referralDELETEAgents: ask firstPermanently deletes a referral from an advocate's referral list. Cannot be undone.
  • get_referralGet referralGETAgents: ask firstReads one referral: referred advocate, referrer, origin, campaign, referring URL, status and dates. Returns personal data.
  • list_referralsList referralsGETAgents: ask firstLists the referrals of an advocate: id, referred advocate, origin, campaign, referring URL, status and dates. Returns personal data. Filter with filter, sort, page and limit (default 10).
  • replace_referralReplace referralPUTAgents: ask firstReplaces a referral completely: send referred_advocate_token, referral_origin_slug, campaign_slug and http_referer again. get_referral returns the first two and url, not the campaign or status.

Voucher, 5 operations

  • create_voucherCreate voucherPOSTAgents: ask firstAdds a voucher (a gift code advocates can receive when they redeem bonuses) to an account. Answers with no body: find it with list_vouchers.
  • delete_voucherDelete voucherDELETEAgents: ask firstPermanently deletes a voucher from an account. Cannot be undone.
  • get_voucherGet voucherGETAgents: ask firstReads one voucher: value, currency, status, status history and the redemption request it went to. The voucher code is not returned.
  • list_vouchersList vouchersGETAgents: ask firstLists the vouchers of an account: id, value, currency, status and the redemption request a voucher went to. Voucher codes are not returned. Filter with filter, sort, page and limit.
  • update_voucherUpdate voucherPATCHAgents: ask firstSets a voucher's status (status is the only field this tool changes).

Widget, 5 operations

  • create_widgetCreate widgetPOSTAgents: ask firstAdds a share widget (one referral origin such as facebook-share) to a widgets package; its texts are shown to people the advocates share with. Answers with no body: find it with list_widgets.
  • get_widgetGet widgetGETAgents: ask firstReads one share widget: referral origin, active flag and content (titles, summary, images, card texts); filter can restrict to one locale.
  • list_widgetsList widgetsGETAgents: ask firstLists the share widgets of a widgets package: id, referral origin, active flag and content (titles, summary, images, card texts); filter can restrict to one locale.
  • replace_widgetReplace widgetPUTAgents: ask firstReplaces a share widget's configuration completely. Read it with get_widget first and send every value to keep.
  • update_widgetUpdate widgetPATCHAgents: ask firstTurns a share widget on or off (active is the only field this tool changes).

Widgets package, 5 operations

  • create_widgets_packageCreate widgets packagePOSTAgents: ask firstCreates a widgets package (a set of share widgets) for one of the account campaigns. Answers with no body: find its slug with list_widgets_packages.
  • delete_widgets_packageDelete widgets packageDELETEAgents: ask firstPermanently deletes a widgets package. Cannot be undone.
  • get_widgets_packageGet widgets packageGETAgents: ask firstReads one widgets package: name, description, campaign, locale and landing URL.
  • list_widgets_packagesList widgets packagesGETAgents: ask firstLists the widgets packages of an account: the sets of share widgets tied to a campaign (name, slug, description, campaign, locale, landing URL). Filter with filter, sort, page and limit.
  • replace_widgets_packageReplace widgets packagePUTAgents: ask firstReplaces a widgets package completely (name, description, campaign_slug, locale and landing_url, all required). Read it with get_widgets_package first and send every value to keep.

Account, 2 operations

  • get_accountGet accountGETAgents: ask firstReads one client account by its slug: name, url, active and live flags, currencies, domains, creation and update dates.
  • list_accountsList accountsGETAgents: ask firstLists the client accounts (referral programs) the API token can reach: name, slug, url, active and live flags, currencies, domains. The slug is the account_slug every account tool takes. Pages with page and limit (default 10).

Bonus redemption method, 2 operations

  • get_bonus_redemption_methodGet bonus redemption methodGETAgents: ask firstReads one bonus redemption method by slug: name and description.
  • list_bonus_redemption_methodsList bonus redemption methodsGETAgents: ask firstLists the ways advocates can redeem bonuses (name, slug, description), for example auto-into-credit.

Bonus report, 2 operations

  • get_bonuses_daily_reportGet bonuses daily reportGETAgents: ask firstReturns bonuses given per day: one row per day (date) with a count per referral origin (facebook_share, twitter_post, direct_email, personal_url, other...). Narrow with account_slug, campaign_slug, advocate_token, from and to.
  • get_bonuses_per_origin_reportGet bonuses per origin reportGETAgents: ask firstReturns an advocate's bonus amounts grouped by referral origin (name, slug, amount).

Bonus tag, 2 operations

  • add_bonus_tagAdd bonus tagPOSTAgents: ask firstAdds an existing tag (from list_tags) to a bonus. Answers with no body.
  • remove_bonus_tagRemove bonus tagDELETEAgents: ask firstRemoves a tag from a bonus; the tag itself is kept.

Bonus trace, 2 operations

  • get_bonus_traceGet bonus traceGETAgents: ask firstReads one bonus request trace: result, message, reference, amount, advocate tokens, the rule-by-rule trace and the bonuses given.
  • list_bonus_tracesList bonus tracesGETAgents: ask firstLists the traces of bonus requests (create_bonus calls): result, message, reference, amount, the advocates involved, the rule checks and any bonus given. Filter with filter, sort, page and limit.

Campaign, 2 operations

  • get_campaignGet campaignGETAgents: ask firstReads one referral campaign: name, description, dates, active flag, total referrals and its rule configuration (schemaless_config).
  • list_campaignsList campaignsGETAgents: ask firstLists the referral campaigns of an account: name, slug, description, start and end dates, active flag and total referrals. Filter with filter, sort, page and limit.

Currency, 2 operations

  • get_currencyGet currencyGETAgents: ask firstReads one supported currency by its three-letter code: name, symbol suffix and unicode.
  • list_currenciesList currenciesGETAgents: ask firstLists the currencies the platform supports: code, name, symbol suffix and unicode.

Redemption request action, 2 operations

  • get_redemption_request_actionGet redemption request actionGETAgents: ask firstReads one redemption request action by slug: name and description.
  • list_redemption_request_actionsList redemption request actionsGETAgents: ask firstLists the actions a redemption request can take (name, slug, description), for example credit; a slug is a request_action_slug.

Redemption request status, 2 operations

  • get_redemption_request_statusGet redemption request statusGETAgents: ask firstReads one redemption request status by slug: name and description.
  • list_redemption_request_statusesList redemption request statusesGETAgents: ask firstLists the statuses a redemption request can have (name, slug, description), for example requested; a slug is a request_status_slug.

Referral origin, 2 operations

  • get_referral_originGet referral originGETAgents: ask firstReads one referral origin by slug: name and description.
  • list_referral_originsList referral originsGETAgents: ask firstLists the channels a referral can come from (name, slug, description), for example facebook-share; a slug is a referral_origin_slug.

Referral report, 2 operations

  • get_referrals_daily_reportGet referrals daily reportGETAgents: ask firstReturns referrals per day: one row per day (date) with a count per referral origin (facebook_share, twitter_post, direct_email, personal_url, other...). Narrow with account_slug, campaign_slug, advocate_token, from and to.
  • get_referrals_per_origin_reportGet referrals per origin reportGETAgents: ask firstReturns an advocate's referral counts grouped by referral origin (name, slug, amount).

Widget translation, 2 operations

  • create_widget_translationCreate widget translationPOSTAgents: ask firstAdds a widget's texts in another locale (title, summary, site name, images...). Answers with no body.
  • update_widget_translationUpdate widget translationPATCHAgents: ask firstChanges a widget's texts in one locale (title, summary, card_title, card_description); leave a field out to keep it.

1099 tax report, 1 operation

  • get_1099_tax_reportGet 1099 tax reportGETAgents: ask firstReturns 1099 tax report rows for an account: per advocate and payment method, name, email, token and amount paid, for US tax filing on referral bonuses. Returns personal data (names, emails).

Advocate report, 1 operation

  • get_top_advocates_reportGet top advocates reportGETAgents: ask firstReturns the top advocates by referral activity (10 per page by default): name, email, referral code, referrals, bonuses, clicks and shares. Returns personal data. Narrow with account_slug, campaign_slug, from and to.

Authentication, 1 operation

  • test_authenticationTest authenticationGETAgents: ask firstChecks that the API token works: answers code 200 and a greeting naming the token owner's email, or fails with 401.

Click report, 1 operation

  • get_clicks_daily_reportGet clicks daily reportGETAgents: ask firstReturns referral link clicks per day: one row per day (date) with a count per referral origin (facebook_share, twitter_post, direct_email, personal_url, other...). Narrow with account_slug, campaign_slug, advocate_token, from and to.

Payment method, 1 operation

  • list_payment_methodsList payment methodsGETAgents: ask firstLists the payout methods the platform supports for advocates (name, slug, description), for example paypal or bank-transfer.

Revenue report, 1 operation

  • get_revenue_reportGet revenue reportGETAgents: ask firstReturns revenue attributed to referrals: one row per date and campaign (revenue, campaign name and slug). Narrow with client_account_slug, campaign_slug, from and to; pages with page and limit.

Share link, 1 operation

  • list_advocate_share_linksList advocate share linksGETAgents: ask firstReturns an advocate's personal share links, keyed by campaign slug, then widgets package slug, then referral origin (facebook-share, twitter-post, direct-email, personal...), each a tracking URL.

Share report, 1 operation

  • get_shares_daily_reportGet shares daily reportGETAgents: ask firstReturns social shares by advocates per day: one row per day (date) with a count per referral origin (facebook_share, twitter_post, direct_email, personal_url, other...). Narrow with account_slug, campaign_slug, advocate_token, from and to.

Variant price, 1 operation

  • update_variant_priceUpdate variant pricePATCHAgents: ask firstSets a product variant's price in one currency (amount).

Voucher denomination, 1 operation

  • list_voucher_denominationsList voucher denominationsGETAgents: ask firstReturns the voucher values available in one currency for an account.

Use Genius Referrals from Claude Code, Cursor or Codex

Connect Genius Referrals in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Genius Referrals operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Genius Referrals

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Genius Referrals once

    Add your Genius Referrals connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Genius Referrals integration FAQ

What can you do with the Genius Referrals integration?

LiveContext exposes 90 operations on Genius Referrals, covering bonus, advocate, product and product variant.

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