Integration

Referral Factory integration

Referral Factory is referral program software. Read campaigns and their goals; list, search, create, update and delete referrers (people who refer) and leads (people they refer); qualify a lead or mark a goal as reached for one lead or every lead of a campaign, which calculates rewards and fires the campaign webhooks; list and search due and issued rewards, issue or cancel a due reward and record a lead's total spend. Webhook endpoints are configured in the Referral Factory account (no API route), and the vendor's MCP server is not used. Authentication is the account's single API access token (Settings, Webhooks and API tab, Basic plan or higher) sent as a Bearer token; generating a new token deactivates the old one. Burst limit: 600 calls per minute.

Connect Referral Factory How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Referral Factory.Built from the 32 Referral Factory tools below, on the connection you add once.

What you can do with Referral Factory

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.

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

Reward, 11 operations

cancel_due_rewardCancel due rewardPOSTCancels a due reward, so the money or gift it represents is never issued to its recipient. Real change.
issue_due_rewardIssue due rewardPOSTIssues a due reward through its reward method (details.method: Tremendous, Stripe, PayPal, a webhook, manual...), so real money or a gift may reach the recipient and the reward leaves the due list. Check can_be_issued in list_due_rewards first.
list_campaign_due_rewardsList campaign due rewardsGETLists the due rewards (owed, not yet issued) of one campaign, with recipient, value, method and whether each can be issued.
list_campaign_issued_rewardsList campaign issued rewardsGETLists the issued rewards of one campaign, with recipient, value, method and issue date.
list_due_rewardsList due rewardsGETLists the due rewards (owed, not yet issued) of all campaigns, with recipient, value, method and whether each can be issued. Pass an id to issue_due_reward.
list_issued_rewardsList issued rewardsGETLists the issued rewards of all campaigns, with recipient, value, method and issue date.
search_campaign_due_rewardsSearch campaign due rewardsPOSTSearches the due rewards of one campaign with filters, for example the rewards due to one recipient (recipient_id). Read-only.
search_campaign_issued_rewardsSearch campaign issued rewardsPOSTSearches the issued rewards of one campaign with filters, for example the rewards issued to one recipient (recipient_id). Read-only.
search_due_rewardsSearch due rewardsPOSTSearches the due rewards of all campaigns with filters, for example the rewards due to one recipient (recipient_id). Read-only.
search_issued_rewardsSearch issued rewardsPOSTSearches the issued rewards of all campaigns with filters, for example the rewards issued to one recipient (recipient_id). Read-only.
update_due_reward_total_spendUpdate due reward total spendPUTSets the total spend recorded for one lead on a due reward (the total_spend of reward leads). Real change; commission rewards depend on spend.

Lead, 9 operations

bulk_set_lead_goalBulk set lead goalPUTMarks one goal as reached or not for every lead of a campaign, in the background; returns how many leads will change. Real change: each changed lead recalculates rewards and fires webhooks.
create_leadCreate leadPOSTCreates a lead (a referred person) in a campaign under an existing referrer; it shows in the lead list with source Api. Real change; notify decides whether the lead gets a welcome notification.
delete_leadDelete leadDELETEPermanently deletes a lead; the vendor warns deleted leads cannot be recovered.
get_leadGet leadGETGets one lead by id with all its data: code, campaign, referrer id, source, sign-up and qualification dates and extra form fields.
list_leadsList leadsGETLists leads (people referred) in pages of 25 by default; per_page goes up to 250. Read links.next and pass its page number as page for the next chunk.
search_leadsSearch leadsPOSTSearches leads with filters (for example by source), ordering, selected fields and the campaign or referrer relation. Read-only; read links.next and pass page for more.
set_lead_goalSet lead goalPUTMarks one goal as reached or not reached for one lead (found by id, code, or email plus campaign_id). Real change: rewards are recalculated and campaign webhooks fire.
set_lead_qualificationSet lead qualificationPUTQualifies or unqualifies one lead, found by id, by code, or by email plus campaign_id. Real change: qualification can make the referrer's rewards due.
update_leadUpdate leadPUTUpdates a lead's first name, email or extra form fields; leave a field out to keep its current value. Real change. To qualify a lead use set_lead_qualification or set_lead_goal.

Referrer, 6 operations

create_referrerCreate referrerPOSTCreates a referrer in a campaign (source Api) and returns their referral link. Real change; notify decides whether the welcome email is sent.
delete_referrerDelete referrerDELETEPermanently deletes a referrer.
get_referrerGet referrerGETGets one referrer by id with all their data: code, source, referral link, submission form and QR links, promo code and extra form fields.
list_referrersList referrersGETLists referrers in pages of 25 by default (per_page up to 250), with referral links, promo code and sharing links. Read links.next and pass page for more.
search_referrersSearch referrersPOSTSearches referrers with filters (for example by source or first name), ordering, selected fields and the campaign or referrer.analytics relation. Read-only.
update_referrerUpdate referrerPUTUpdates a referrer's first name, email or extra form fields; leave a field out to keep its current value. Real change.

Campaign, 3 operations

get_campaignGet campaignGETGets one campaign by its id or code, with its status, dates, join url and the extra form fields of referrers (person_referring) and leads (person_invited).
list_campaignsList campaignsGETLists every campaign of the account (id, code, name, status, join url, form fields). Use a campaign id or code with get_campaign, and its id as campaign_id elsewhere.
search_campaignsSearch campaignsPOSTSearches campaigns with filters, ordering, selected fields and the campaign.analytics relation (reach, users, referrals, qualified referrals). Read-only.

Goal, 3 operations

get_goalGet goalGETGets one goal by id; pass the negative campaign id (for example -36456) to get that campaign's built-in Qualification goal.
list_goalsList goalsGETLists the goals of all campaigns, 25 per page by default (per_page up to 250). Each campaign also has a built-in Qualification goal whose id is the negative campaign id.
search_goalsSearch goalsPOSTSearches goals with filters and ordering on id, campaign_id or name, for example the goals of one campaign. Read-only; per_page up to 250.

Use Referral Factory from Claude Code, Cursor or Codex

Connect Referral Factory in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Referral Factory 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 Referral Factory

Create your workspace
Sign up free. Nothing to install.
Connect Referral Factory once
Add your Referral Factory connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
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.