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
• referral-program
• competitor-alternatives