EULER MCP
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Reference

Capabilities

See it on Claude

What you can do in EULER through Claude as a partner — read across your performance, commissions, invoices, deals, referrals, agreements, content, fund requests, onboarding progress, service projects, your incentive plan, and your team's users & roles; submit referrals, accept or decline referrals sent to you, request and advance funds, run service projects, message your customer on one, send feedback, and manage team roles. Read areas grouped by domain, the seven write surfaces, plus concepts, privacy details, and FAQs underneath.

Your partnership at a glance

Ask for a full summary of your partnership with any customer — performance metrics for the period, commissions earned deal by deal, open pipeline, and referrals pending approval. Claude calls the relevant tools and weaves the results into one structured answer, so you walk into any meeting already briefed.

Claude.ai response showing Acme Partners Hub Q2 2026 summary: 4 deals closed, $82K booking revenue, 57% win rate, $6,790 total commissions, 3 open deals worth $85,500, and 3 referrals pending approval.
Prompt Give me a full summary of my partnership with Acme Partners Hub: performance this quarter, total commissions earned, open deals in my pipeline, and any referrals pending approval.
Tools performance commissions partner_artifacts referrals

You can also ask

  • "Give me a Q2 summary of my partnership with TechCorp."
  • "How am I performing this quarter at Acme — deals, commissions, pipeline?"
  • "What referrals are still pending approval at my main customer?"
  • "Compare my Q1 vs Q2 numbers at Beta Solutions."

Submit a referral in plain language

Writes

Describe the deal and the AI does the rest — it fetches your customer's referral form, validates every required field and answer format, then submits only when the payload is clean. No rejected referrals from missing fields, no orphan rows from bad input. If something is wrong, you get a precise error before any row is created.

Claude.ai response confirming a referral was submitted for Blorex Systems to Acme Partners Hub — showing Approval ID, customer details, opportunity description, expected close date, and committed resources.
Prompt Submit this referral to Acme Partners Hub: Customer Company Name: Blorex Systems, Customer Company Website: https://www.blorexsystems.com, Country: Brazil, Industry: Software, Type: Private, Business Unit: Product Engineering, Exec Sponsor: Rafael Dorneles, VP of Engineering, Email: rafael.dorneles@blorexsystems.com, Opportunity: AI assistant for SaaS platform — code review & documentation generation, Service: Custom AI Application Development, Expected Close: 2026-10-15, POC: Yes, Competitive RFP: No, Committed Resources: 1 AI Engineer dedicated part-time for 2 months.
Tools referrals submit_referral

You can also ask

  • "Submit a referral to TechCorp for Nexora Inc. — $50k SaaS deal, closing Q3."
  • "File a deal registration for the opportunity from this email."
  • "Send all the referrals in this spreadsheet."_ (Claude iterates row-by-row)
  • "Submit a referral — here's the customer info: [paste data]."

Track your referrals

Check the status of any referral by name, filter your history by period or status, or get your whole history with a given customer — both the ones you submitted and the ones they sent you. You get the answer in one message — no navigating to the portal, no digging through tables.

Claude.ai response stating the referral for Blorex Systems sent to Acme Partners Hub is currently Pending, submitted on June 10, 2026.
Prompt What is the status of the referral Blorex Systems that I sent to Acme Partners Hub?
Tools referrals

You can also ask

  • "What's the status of the referral I sent for Blorex Systems?"
  • "Show me all my pending referrals at TechCorp."
  • "List the deal registrations I submitted last quarter."
  • "Which of my referrals were approved in Q1?"

Content your customer shared with you

Browse every file and link your customer has shared — PDFs, decks, Word docs, images, videos, and external links — with real download URLs returned directly. Or search semantically inside the content to find the right policy, playbook, or certification doc by meaning, not filename.

Claude.ai response listing 2 items shared by Acme Partners Hub: a Link Tree external link and a General Structure PDF with a direct Download PDF link.
Prompt Show me the contents Acme Partners Hub have shared with me.
Tools content_list content_search

You can also ask

  • "What content does TechCorp have available for me?"
  • "List the PDFs my customer shared."
  • "Do I have a deck about the Premier tier?"
  • "How do I qualify for Premier status?"
  • "Where's the documentation on submitting deal registrations?"

Full per-tool reference

Read access — areas the MCP can query

Thirteen partner-relevant areas, covering 17 tools, all scoped to your own partnership data at each customer you're a partner of. (If you're a partner of multiple customers, the AI asks which one before answering — zero cross-contamination.)

Performance & income

Your performance metrics

Per-customer performance over any date range — deal count, booking + billings revenue, win rate, average contract value, sales cycle, partner status.

Try"How am I performing at TechCorp this quarter?" "Compare my Q1 2026 vs Q4 2025 numbers at Acme."

See example
Hey, can you pull my performance at TechCorp for Q2? April through June.
Called 2 tools list_accounts performance
Here's your Q2 at TechCorp (Apr 1 – Jun 30):
  • Deals closed: 14
  • Revenue: $412,000
  • Win rate: 38%
  • Avg contract value: $29,400
  • Avg sales cycle: 47 days
Solid quarter — revenue's up on a healthy ACV.
How does that stack up against Q1?
Called 1 tool performance action='partner', same partner_id, start_date=2026-01-01 end_date=2026-03-31
Q1 (Jan 1 – Mar 31) vs Q2:
  • Deals: 11 → 14
  • Revenue: $305,000 → $412,000 (+35%)
  • Win rate: 33% → 38%
  • ACV: $27,700 → $29,400
  • Cycle: 52 → 47 days
Growth across the board, and you're closing faster.

Your commissions

Commissions earned within a date range, with a deal-by-deal breakdown when there's activity. Date filtering is first-class.

Try"How much commission did I earn in March?" "Which deals contributed the most to my commission last quarter?"

See example
How much commission did I earn this quarter?
Called 2 tools list_accounts commissions
For Acme, Apr 1 – Jun 30 2026 you earned $18,420 in commissions across 6 deals.

Want the deal-by-deal breakdown?
Yeah, break it down by deal
Called 1 tool commissions action='partner', same Q2 window — group the rows by deal_id, reading every page while has_more
Acme commissions, Q2 2026:
  • Blorex Systems — $6,200
  • Nexora Inc — $4,800
  • Vertex Labs — $3,150
  • Orion Retail — $2,400
  • 2 smaller deals — $1,870
Total: $18,420
What about just June?
Called 1 tool commissions action='partner', Jun 1 – Jun 30 2026 window
For June 2026 (Jun 1 – Jun 30), Acme earned $5,550 across 2 deals:
  • Vertex Labs — $3,150
  • Orion Retail — $2,400

Your invoices & charges

Per-partnership invoices and charges, paginated. Pairs naturally with your commissions for a full revenue picture.

Try"Show me my invoices with TechCorp." "List the charges I've received — page 1."

See example
Can you pull my latest invoices from my partnership at TechCorp?
Called 2 tools list_accounts partner_artifacts
Here are the most recent invoices for your TechCorp partnership:
  • INV-2041 — $4,200.00 · Paid · Jun 30, 2026
  • INV-1998 — $3,750.00 · Paid · May 12, 2026
  • INV-1955 — $5,100.00 · Open, due Jul 15 · Apr 3, 2026
This is page 1 — there may be more. Want the next page, or the charges on your account?
Yes — show me the charges I've received. Page 1.
Called 1 tool partner_artifacts action='charges' for the same partner_id (page 1) — returns the partner's charges, paginated
Here's page 1 of the charges assigned to your TechCorp partnership:
  • Orion Retail deal — $2,600.00 · Approved
  • Nexora Inc deal — $1,750.00 · Approved
  • Vertex Labs deal — $750.00 · Approved
These are your partner-level charges (not filtered to a single invoice). There may be more pages — want page 2?
Which agreement do I have on file with them?
Called 1 tool partner_artifacts action='agreements' for the same partner_id — returns signed agreement rows
You have 1 signed agreement on file for your TechCorp partnership:
  • Referral Partner Agreement v2 — Status: Signed
This artifact lists the agreement record itself; the detailed commission terms inside it aren't exposed as structured data here. To review the full terms, open the agreement in your partner portal. Anything else on your billing?

Your incentive plan

Your active incentive plans at a customer — Inc 1.0 (tier package, commission tiers with rates, payout frequency) and Inc 2.0 (current tier + badge, program status, commission structure by product). Requires the partnership to have an active plan.

Try"What tier am I on at TechCorp and what are my rates?" "Show my Inc 2.0 program status."

See example
What does my commission structure look like on my Inc 1.0 plan at TechCorp? I'm with Acme.
Called 2 tools list_accounts partner_inc1_incentives
Your Acme Inc 1.0 plan — package Reseller Standard, paid quarterly, net 30 post-payment:
  • Bronze ($0–50k): 8% + $200 flat
  • Silver ($50k–150k): 12% + $500 flat
  • Gold ($150k+): 15% + $1,000 flat
All tiers settle net 30 days.
And my Inc 2.0 program — what tier am I at right now and how am I paid there?
Called 1 tool partner_inc2_incentives action='status' for Acme (reuse id); read tier_name/tier_badge, program_name/status, payout_frequency, commission_structure[], benefits[]
On Partner Growth 2.0 (status: active), you're Silver 🥈, paid monthly. Commission by product group:
  • Core Platform $0–100k: 10% + $150 demo payout
  • Add-ons (all products) $0–∞: 14%
Tier benefit: dedicated partner manager = Yes, net 45 days.
What do I need to hit to reach the next tier?
Called 1 tool partner_inc2_incentives action='progression' for Acme; read next_tier_name, then filter live_metrics[] by tier_name===next_tier_name
Next tier is Gold 🥇 (you're Silver). Live progress on the Gold rules:
  • Closed revenue (12mo): $118k / $150k — not yet met
  • Won deals (12mo): 9 / 8 — met
  • Certified users: 3 / 5 — not yet met
Revenue and certs are the two gaps to Gold.
Is there any temporary boost or campaign running on my Inc 2.0 right now?
Called 1 tool partner_inc2_incentives action='status', read active_campaign[] (name, type, date_start/end, boost_pct, override_tier_name)
Yes — one active campaign on Partner Growth 2.0:
  • Q3 Add-on Accelerator (boost)
  • Runs Jul 1 – Sep 30, 2026
  • +5% commission boost
No tier override is in effect, so your base Silver rates otherwise stand. It expires end of Q3.

Pipeline

Your deals & pipeline

Full list of deals linked to you at a given customer — name, stage, amount. Paginated; all-time by default (use Performance metrics for period-scoped totals).

Try"List my deals at TechCorp — page 1, 20 per page." "Find my deal named 'TechFlow renewal'."

See example
Pull up all my deals at TechCorp — I want to see where my pipeline stands.
Called 2 tools list_accounts partner_artifacts
Here's your pipeline at TechCorp (page 1 of 2, 14 deals):
  • Blorex Systems — Negotiation — $84,000
  • Nexora Inc — Proposal — $52,500
  • Vertex Labs — Closed Won — $120,000
  • Orion Retail — Discovery — $31,000
Open pipeline: $298k across 11 deals. Want page 2?
What's the latest on the Blorex Systems deal specifically?
Called 1 tool get_search_deals deal_name='Blorex', partner_id set (required for partner-role; scope 'both')
Blorex Systems
  • Stage: Negotiation
  • Amount: $84,000
  • Created: 2026-04-12  •  Close date: 2026-08-30
  • CRM ID: BLX-4471
It's your largest open deal. Want to see the charges or commissions tied to it?
Yeah — any charges booked against my deals yet?
Called 1 tool partner_artifacts action='charges', partner_id set; paginated (scope 'both' → partner-callable)
Charges assigned to you at TechCorp (3 total):
  • Vertex Labs — $12,000 — Paid — 2026-06-01
  • Vertex Labs — $6,000 — Pending — 2026-07-01
  • Nexora Inc — $2,625 — Pending — 2026-07-05
Nothing booked on Blorex yet — charges land once it closes. Want the invoice view?
And how much commission have I actually earned on these so far?
Called 1 tool commissions action='partner', partner_id set, start_date/end_date = last 90 days
Your commissions at TechCorp (last 90 days):
  • Vertex Labs — $2,700 earned (paid)
  • Vertex Labs — $1,200 (pending, on the $6k charge)
  • Nexora Inc — $525 (pending)
Total: $4,425, of which $2,700 is paid. Blorex earns commission once it closes. Want the payout dates?

Your referrals & deal registrations

Search across all your referrals with filters (status, type, date range), or list your whole history with a given customer — both the ones you submitted and the ones they sent you.

Try"What's the status of the referrals I submitted in Q1?" "Show me the deal registrations I sent last quarter."

See example
Show me all the referrals and deal regs I've submitted through Acme.
Called 2 tools list_accounts referrals
You have 7 submissions via Acme (referrals and deal regs combined):
  • Blorex Systems — approved
  • Nexora Inc — pending
  • Vertex Labs — approved
  • Orion Retail — rejected
…plus 3 more (2 approved, 1 pending). Want me to narrow to a status, or open one's submitted answers?
Just the pending ones from the last 60 days.
Called 1 tool referrals action='for_partner', partner_id=Acme; filter to Status='pending' and submitted_on within 60 days client-side
2 pending in the last 60 days:
  • Nexora Inc — submitted Jun 18, awaiting review
  • Halcyon Group — submitted May 29, awaiting review
Nexora is the oldest still in queue at ~21 days. Want the answers you submitted on either?
Yeah, pull up what I filled in on the Nexora referral.
Called 1 tool referrals action='get_answers', approval_id=Nexora (from the prior for_partner record)
Your submitted answers for Nexora Inc:
  • Contact: jordan.lee@example.com
  • Deal size: $50k–100k
  • Timeline: This quarter
  • Use case: Migrating off a legacy CRM
  • Competitor: None identified
That's every answer on file for this one. Want me to check another submission?
And do I have anything submitted through Beta Solutions too?
Called 2 tools list_accounts referrals
Via Beta Solutions you have 2 submissions:
  • Meridian Freight — approved
  • Cobalt Analytics — duplicate found (matched an existing record)
The Cobalt one flagged as a duplicate is worth a look — want its submitted answers?

Documents

Your agreements

Signed agreements per customer — name, status, signed date. Useful for renewals and audits.

Try"List all the agreements I have with TechCorp." "What's the status of my master agreement with TechCorp?"

See example
Show me the agreements I've signed with TechCorp
Called 2 tools list_accounts partner_artifacts
You have 3 agreements with TechCorp (as Acme):
  • Partner Reseller Agreement — Signed, 2026-01-14
  • Data Processing Addendum — Signed, 2026-01-14
  • 2026 Commission Schedule — Pending signature
Two are fully signed; the Commission Schedule still needs your countersignature.
What tracking links do I have set up?
Called 1 tool partner_artifacts action='tracking_links' for partner_id
You have 2 active tracking links:
  • Homepage – Q1 Campaign — .../go/a1B2c3
  • Free Trial – Webinar — .../go/X9y8Z7
Both route through TechCorp's site with your affiliate id attached.
And any invoices raised against my partnership?
Called 1 tool partner_artifacts action='invoices' for partner_id
2 invoices on file:
  • INV-2041 — $4,200 — Paid, 2026-03-31
  • INV-2088 — $1,850 — Outstanding, due 2026-04-30
INV-2088 covers Q1 referral commissions and is still open.

Content library & knowledge base

Two ways to reach the content your customer shares with you. BROWSE your library — list every file and link you can access (PDFs, decks, Word docs, images, uploaded videos, plus YouTube / Vimeo / Loom / Drive links), newest first or filtered by name, with the real download URLs returned. Or SEARCH inside it semantically — ask in your own words and get the right doc by meaning, not filename.

Try"What content do I have access to? List the PDFs my customer shared with me." "Do I have a deck about the Premier tier?" "Where's the documentation on submitting deal registrations?" "How do I qualify for Premier tier?"

See example
What content has TechCorp shared with me in the portal? I'm at Acme.
Called 2 tools list_accounts content_list
TechCorp has shared 9 items with Acme. The 5 newest:
  • Q3 Partner Deck (PDF, 4.2 MB)
  • Product One-Pager (PDF, 1.1 MB)
  • Pricing & Packaging (Word doc)
  • Demo Walkthrough (Loom link)
  • Brand Assets (image bundle)
Plus 4 more, including a Security & Compliance Overview, SOC 2 FAQ, and Admin Setup Guide. Want the full list?
Do I have anything specifically about security or compliance?
Called 1 tool content_list query='security' name-substring filter, reuse Acme partner_id
Filtering by name, 2 files match:
  • Security & Compliance Overview (PDF, 2.8 MB, downloadable)
  • SOC 2 FAQ (PDF, 640 KB)
That's a name match only. If you want what the docs actually say about a topic, I can search inside them semantically.
Yes — which docs explain how SSO and SAML setup works?
Called 1 tool content_search semantic search inside shared content, reuse Acme partner_id
Searching inside your shared content by meaning, top matches:
  • Security & Compliance Overview — "SAML 2.0 SSO via Okta/Azure AD, SCIM provisioning"
  • Product One-Pager — mentions "enterprise SSO included on Business tier"
  • Admin Setup Guide — step-by-step identity-provider config
The Admin Setup Guide is your best walkthrough. Want its link?
How do I actually download that Admin Setup Guide from the portal?
Called 1 tool euler_help EULER product how-to search (help center)
That's an EULER product question, so from the help center:
Downloading shared content: open Portal → Content Library, click the file card, then Download (available when the item is marked downloadable). External links (Loom/Drive) open in a new tab instead.
Source: support.eulerapp.com/content-library

Onboarding

Your onboarding & certification progress

Your own flow assignments at a customer — which onboarding or certification flows you're on and how far you've gotten. Team admins can also pull the same progress across their whole team, not just themselves.

Try"What onboarding flows am I assigned at TechCorp, and how far along am I?" "Show my team's certification progress at Acme."

Service projects — SI partners

Your service projects

Your System Integrator service projects, end to end: list them with their status, approval, and dates; open any one for its full detail; or pull up a project's scope form — every scoping question, what's already answered, and a running count of what's still outstanding, required and optional alike. Registrations you've started but not yet submitted appear in the list too, marked as drafts, so one you began last week is something you can ask for by name and pick back up. You can also browse the catalog of services you're cleared to add. SI is opt-in — if this comes back empty, your customer likely hasn't switched it on for you yet, rather than there being nothing to show.

Try"What service projects do I have, and where do they stand?" "Open my 'Acme rollout' project — dates and approval status?" "Show the scope form for that project and what's still missing." "Do I have any registrations still sitting as drafts?"

See example
What service projects do I have at Aether Dynamics?
Called 2 tools list_accounts si_service_projects
You have 3 service projects at Aether Dynamics:
  • Blorex Migration
  • Nexora Onboarding
  • Vertex Labs Rollout
The list only shows names — open any one and I'll pull its status, approval, dates, and services.
Yeah, open the Blorex Migration one
Called 1 tool si_service_projects action='get' with project_id
Blorex Migration
  • Lifecycle: in progress · Status: 4. Delivery Started
  • Approval: Approved 2026-06-18
  • Start: 2026-06-20 · Target end: 2026-09-30
  • Services: Data Migration, Integration Setup
What's in its scope form so far?
Called 1 tool si_service_projects action='scope_form' with project_id
Blorex Migration — scope form
  • Environment (Dropdown): Production
  • Records to migrate (Number): 250,000
  • Go-live date (Date): 2026-09-15
  • Data sources (Multi-select): CRM, ERP
Checkboxes: Discovery 100%, Build 40%. This is read-only here.
Which services could I add to a new project?
Called 1 tool si_service_projects action='list_services' for partner_id (customer company resolved server-side)
Services you can add at Aether Dynamics:
  • Data Migration
  • Integration Setup
  • Security Review
  • Admin Training
  • Managed Support
Each brings its own scope-form fields when added to a project.

Your team

Your team's users & roles

See your own organisation's people and the permission roles you've set up — your team members with their roles, your role definitions (admin flag, which portal sections each role sees), and the roles new members are auto-assigned by default.

Try"List my team and what roles each person has." "What permission roles do we have set up?"

See example
Who on my team at Acme actually has a login to the partner portal right now?
Called 2 tools list_accounts partner_users
At Acme, 3 people have an activated portal login:
  • Dana Ruiz <dana.ruiz@example.com> — Sales Lead
  • Omar Vance <omar.vance@example.com> — Partner Admin
  • Priya Shah <priya.shah@example.com> — Marketing
Note: this is only logged-in users. Your full roster (contacts who never signed in) is larger — I can pull that too.
What permission roles do we have set up, and how many people are in each?
Called 1 tool partner_users action='list_roles' for Acme
Acme has 4 roles (users assigned):
  • Partner Admin — Partnerships, admin, all sections · 2
  • Sales Lead — Sales · 9
  • Marketing — Marketing · 5
  • Finance Viewer — Finance · 1
Counts include all contacts holding each role, not just logged-in users — so totals run higher than the 3 above.
Create a 'Deal Registrant' role under Sales that can only see the deals and referrals sections.
Called 1 tool manage_partner_users action='create_role', category Sales
Done — created Deal Registrant for Acme:
  • Category: Sales
  • Admin permissions: No
  • Sections: deals, referrals only
0 members assigned yet. Want me to assign it to anyone, or make it a default for new members?
Yes, assign it to jordan.lee@example.com and add it on top of their current roles.
Called 1 tool manage_partner_users action='assign_roles', keep_old_roles=true
Assigned Deal Registrant to jordan.lee@example.com, added on top of their current roles (kept the old ones).
Heads up: this only lands if Jordan is already an Acme contact — an unrecognized email is silently skipped with no error, so I can't confirm the match from this call. Want me to pull your contact roster to verify it stuck?

Funds

Your fund requests (MDF/CIF)

See the Marketing Development Funds (MDF) and Co-op / Investment Funds (CIF) your customer makes available, review a fund's request-form questions before you apply, list the requests you've made (narrow by campaign or request name), and open any one in full detail — its amounts, every step in the approval flow, and the current step that tells you whether it's waiting on you or on the customer.

Try"What MDF funds does TechCorp have open right now?" "List my fund requests and which ones are waiting on me."

Access

Why you can't access something

Blocked somewhere in the portal? Ask why and get a real diagnosis instead of a dead end — the assistant checks what's gating you (a flow you still need to finish, an agreement waiting on your signature, or an invite that hasn't been activated yet) and tells you the concrete step to unblock it. It also tells you whether a partner manager is recorded for your account. Works for your own access automatically — no ids to look up.

Try"Why can't I see the Agreements tab?" "Nothing loads in my portal — what's blocking me?"

Write access — areas the MCP can create / edit

Seven partner-facing write surfaces, covering 7 tools. They all run through the same validation + rate-limit pipeline as reads, with extra pre-flight checks so you never end up with rejected referrals.

Submit

Submit a referral

Describe a referral in plain language. The AI fetches your customer's form schema, validates required fields + answer formats, and dispatches only when the payload is clean. Bad input is rejected before any row lands in the customer's CRM. This is how you register an opportunity — there is no separate deal upload on the partner side; the referral is the record. A spreadsheet works: the AI reads it and submits one referral per row, checking each before it goes.

Try"Submit a referral to TechCorp for Acme — $50k SaaS deal, expected close in Q3." "Submit all the referrals in this spreadsheet."

See example
I want to refer a lead to Acme — Blorex Systems, a mid-market prospect looking at their analytics suite. Contact is Dana Reyes, dana.reyes@example.com.
Called 2 tools list_accounts referrals
Pulled Acme's referral form. Got most of it from your note, but two required fields are missing:
  • Deal stage (dropdown: Discovery / Evaluation / Negotiation)
  • Estimated deal size (USD)
What should I put for each?
Evaluation stage, and roughly $60,000.
Called 1 tool submit_referral dispatch with validated answers array
Validated and submitted to Acme.
  • Prospect: Blorex Systems
  • Contact: Dana Reyes (dana.reyes@example.com)
  • Stage: Evaluation - Size: $60,000
Status: Pending review. You'll be notified when Acme approves it.
Good. What other referrals do I have open with Acme right now?
Called 1 tool referrals action='for_partner', Acme partner_id
You have 3 referrals with Acme:
  • Blorex Systems - Pending (today)
  • Nexora Inc - Approved (Jun 28)
  • Vertex Labs - Pending (Jun 30)
Want me to open the details on any of these?
Yeah, show me exactly what I submitted for Vertex Labs.
Called 1 tool referrals action='get_answers' by approval_id
Your Vertex Labs submission:
  • Contact: Sam Okafor (sam.okafor@example.com)
  • Deal stage: Discovery
  • Estimated size: $25,000
  • Notes: Referred from a webinar; evaluating reporting add-on.
Still pending Acme's review.

Accept or decline a referral sent to you

Referrals go both ways. When a customer sends one TO you, the decision is yours — and you can make it from chat instead of the portal. Accepting reveals the full details the customer filled in and opens the deal on your side; declining lets you leave a short note explaining why. You can only act on referrals addressed to you, and each one resolves only once.

Try"Accept the referral TechCorp sent me for Nexora Inc." "Decline the referral from Acme — we don't cover that region."

See example
Anything waiting on my decision?
Called 3 tools list_accounts referrals referrals
Yes — 2 referrals waiting on your decision:
  • Nexora Inc — sent by TechCorp, pending
  • Blorex Systems — sent by Acme, pending
Want to see what TechCorp filled in before you decide on Nexora Inc?
Yeah, what did they say about it?
Called 1 tool referrals action='get_answers' by approval_id
Nexora Inc — TechCorp's note:
  • Contact: r.alvarez@example.com
  • Deal size: $30k–$45k
  • Notes: "Warm intro from last month's webinar, ready to talk this week."
Accept it, or decline?
Accept it.
Called 1 tool resolve_referral action='approve', referral_id = Nexora Inc (outbound — accepting reveals the answers and opens the deal on your side)
Nexora Inc accepted. The deal is now open on your side with the details TechCorp sent. This referral is resolved and can't be re-opened.
Decline the other one from Acme — we don't cover that region.
Called 1 tool resolve_referral action='reject', referral_id = Blorex Systems, internal_note='Out of our coverage region' (outbound rejections use internal_note, not rejection_reason_id)
Declined — noted "Out of our coverage region" for Blorex Systems. It's resolved and won't come back to your queue.

Send feedback

Tell EULER engineering when something doesn't work or you wish a tool did X. Lands in the engineering Slack with your conversation context.

Try"This tool returned weird data — send feedback to EULER." "I wish I could filter deals by source — send that as a feature request."

See example
The commissions tool just gave me an error I can't get past — can you flag it to your team?
Called 1 tool submit_feedback type='error', affected_tool=commissions
Reported to EULER engineering.
Type: error
Summary: commissions returns unrecoverable 500 for a valid partner
Tool: commissions
I included the context: you're at Acme, the period you tried (Q2 2026), and that it still failed after a retry. It's now in the Slack channel our engineers monitor for these reports.
While you're at it — I really wish I could export my referrals to CSV. That's not a thing yet, right?
Called 1 tool submit_feedback type='feature_request', affected_tool=referrals (no CSV-export action exists on referrals); user_intent captured verbatim
Correct, there's no CSV export today. Logged it as a feature request.
Type: feature_request
Summary: Add CSV export for referrals list
Tool: referrals
Intent: "pull my referrals into a spreadsheet for my weekly report"
Sent to engineering.
One more: in my artifacts view, "charges" and "invoices" sound like the same thing — pass that along as a suggestion.
Called 1 tool submit_feedback type='recommendation', affected_tool=partner_artifacts
Passed along as a recommendation.
Type: recommendation
Summary: partner_artifacts action labels "charges" vs "invoices" read as interchangeable
Tool: partner_artifacts
Details: When pulling my artifacts, "charges" and "invoices" sound like the same thing — suggest clearer labels or a hint on how they differ.
Thanks Acme — all three are now with the EULER team.

Service projects — SI partners

Manage your service projects

Run your service projects from chat. Spin up a new one — name, dates, and the services it covers (your customer company is filled in automatically from your partnership) — then keep it moving: update its name, dates, or linked deal, fill in scope-form answers, mark checklist progress as work gets done, or remove a project you no longer need. A new registration starts as a draft: it stays out of your customer's list and nobody is notified until you submit it, so you can work through the scope form at your own pace — the AI walks you through every question, optional ones included. Questions that ask for a document (a signed SOW, say) go through a secure upload link you open in your browser, so nothing is pasted into the chat. When you submit, every required question is checked first, so a half-filled registration can't reach your customer by accident. You keep one open draft at a time — one per person, and a draft you started in the portal counts — so starting another tells you which draft is already open and asks whether to pick it back up or replace it; replacing it is permanent and takes the answers already on it, so it only happens if you say so. Registering several projects is a queue rather than a batch: with one draft open at a time they go through one after another, each submitted before the next begins.

Try"Create a service project 'TechCorp migration' — 8 weeks, onboarding + integration services." "I've got a half-finished registration somewhere — carry on with that one instead." "Walk me through the scope form for my Acme project and save my answers." "I've got the signed SOW as a PDF — attach it to that question." "Everything's filled in — submit the registration." "Mark the integration checklist 80% done and push the end date to end of Q3."

See example
Kick off a new SI service project for us at Acme — a cloud migration for Blorex Systems, running Aug 15 through Nov 30.
Called 3 tools list_accounts si_service_projects si_manage_service_project
Created Blorex Systems — Cloud Migration under Acme.
  • Service: Cloud Migration Assessment
  • Runs Aug 15 → Nov 30, 2026
  • No deal linked yet — status and approval get derived server-side once one is
Scope-form fields are being generated now — give it a few seconds, then I can help you fill them in.
Great. What does the scope form ask, and can you set the target platform to AWS and the estimated seats to 500?
Called 2 tools si_service_projects si_manage_service_project
Scope form has 6 fields. I filled two:
  • Target Platform (Dropdown) → AWS
  • Estimated Seats (Number) → 500
Both writes are scheduled. Still open: Migration Window, Data Sources, Compliance Scope, Primary Contact. Want me to knock those out next?
Mark the discovery workshop checklist item as 100% done.
Called 1 tool si_manage_service_project action='set_progress' 100%
Done — Discovery Workshop is now marked 100% complete. The Cloud Migration Assessment section is progressing nicely; the next open sub-item is Environment Audit at 0%.
Client pushed the kickoff — move the end date out to Dec 31 and rename it to "Blorex Cloud Migration — Phase 1".
Called 1 tool si_manage_service_project action='update' name + end_date
Updated the project:
  • Name → Blorex Cloud Migration — Phase 1
  • End date → Dec 31, 2026
Start date and services are unchanged. Everything else on the project stays as-is.

Message your customer on a service project

Post a message to a service project's activity chat, seen by you and your customer. No email is sent, and a message can't be edited or deleted once posted, so the AI confirms the wording with you first.

Try"Tell my customer the TechCorp migration is on track for Friday." "Post an update on the Acme rollout project."

Your team

Manage your team's roles

Set up your own organisation's portal access — create or edit permission roles (admin flag, which sections each role sees), assign or remove roles for your team members by email, and choose which roles new members get by default.

Try"Create a 'Sales' role with deals + referrals access." "Assign the Marketing role to tom@ourco.com."

See example
I'm the admin at Acme. Show me our current partner roles, then create a new "Deal Desk" role under Sales.
Called 3 tools list_accounts partner_users manage_partner_users
Acme's current roles:
  • Admin (Partnerships) — 3 assigned
  • Sales Rep (Sales) — 11 assigned
  • Marketing (Marketing) — 4 assigned
Created Deal Desk (Sales), no admin permissions, 0 members yet. Want me to assign it to anyone?
Yes, assign Deal Desk to priya@example.com and jordan@example.com, but keep their existing roles.
Called 2 tools partner_users manage_partner_users
Both are on Acme's team with the Sales Rep role, so I added Deal Desk on top and kept their existing roles:
  • priya@example.com — Sales Rep + Deal Desk
  • jordan@example.com — Sales Rep + Deal Desk
Deal Desk now shows 2 members assigned.
Actually Deal Desk should see the deals and referrals sections. Update it.
Called 1 tool manage_partner_users action='edit_role', role_id=Deal Desk, default_sections=['deals','referrals']
Updated Deal Desk — it can now see the deals and referrals portal sections. Title, category (Sales) and admin setting (off) are unchanged, and the 2 assigned members inherit the new access.
Great. Make Sales Rep and Deal Desk the default roles for new Acme members.
Called 1 tool manage_partner_users action='update_default_roles', role_ids=[Sales Rep, Deal Desk]
Done. New members joining Acme will now be auto-assigned Sales Rep and Deal Desk on their first login. This replaces any previous default. Existing members are unaffected — want me to confirm the current defaults?

Funds

Request funds & advance a request

Apply for an MDF / CIF fund in plain language — the AI pulls the fund's request form, checks your answers against it, and submits only when the payload is clean. Then respond to whatever step is waiting on you: fill a mid-flow form, mark your step complete, or upload the proof files a step needs. If the customer pauses to ask you for something — a missing invoice, an explanation of a line item — you answer it the same way and the request goes straight back to them to decide. Files go through a secure upload link the AI hands you — open it, upload in your browser, and add or remove files until you're happy before finishing. Asking for several at once works, and the AI walks the list one request at a time: each one is its own form for you to answer, and each attachment step opens its own upload link — so ten requests with receipts are ten trips to the browser. That is the point where volume stops being comfortable.

Try"Apply to TechCorp's Q3 MDF fund for a webinar — $1,000, co-funded." "I have five webinar requests to file — take them one at a time from this list." "Upload the receipts to my fund request's current step and mark it done." "Send the signed venue contract the customer asked for on my webinar request."

Key concepts

Sourced vs Influenced deals

  • Sourced — a deal that wouldn't exist without you. You generated the lead.
  • Influenced — a deal that existed independently but you contributed to closing.

Partners get attributed (and often paid) differently for each. This is a customer-side report today — ask your customer contact for the breakdown.

Commission timing

Commissions move through states: earned (deal triggers commission) → pending (within the customer's pay period) → paid (transferred). Ask: "Show me commissions earned but not yet paid."

Multi-customer partners

If you're a partner of more than one customer, the AI asks which one before each query. Or you can be explicit: "At TechCorp, show me my pipeline." vs "At Acme, show me my pipeline." — no cross-contamination, ever.

Connect

MCP URL: https://mcp.eulerapp.com/mcp

Easiest path: open https://claude.ai/directory/connectors/euler and click Add. For Claude Desktop or as a custom connector, paste the URL above into Settings → Connectors → "Add custom connector".

Step 1 — Add the connector. Paste the URL into Claude (or open the Directory link above and click Add).

Step 2 — Authorize. Click "Connect" — you'll be sent to the EULER consent screen, log in if you aren't already.

Step 3 — Pick your accounts. You'll see every partnership you have access to. Tick the ones you want the AI to act on. (You can change this later by disconnecting and reconnecting.) Done.

Smoke test: ask Claude "list my EULER accounts" — it should respond with the customer(s) you authorized.

Privacy & scope

  • Your data only. The AI never sees data of partners you're not — your view is the same as your PAM portal view, no broader.
  • Customer-side data is invisible to you. You can see your own deals, commissions, referrals. You cannot see other partners' performance, the customer's company-wide commission spend, or the customer's internal flows. The MCP enforces this at every call — a partner-scope token cannot promote itself to customer-scope.
  • Consent is per-account. If you're a partner of TechCorp AND Acme, you tick which one(s) the AI may act on at consent time.
  • OAuth 2.1 with PKCE. Industry-standard authentication. EULER doesn't share your password with Claude; only an opaque access token, scoped to the accounts you approved.
  • You can disconnect any time. Disconnect from inside Claude OR from the "Disconnect MCP" button in your EULER portal. Disconnecting revokes the token immediately.
  • No data leaves your customer's tenant. Calls go Claude → EULER worker → customer's EULER instance → your data. Claude sees only the response you're authorized to see.

Audited and trusted. EULER undergoes regular security reviews and publishes its Trust Center at https://trust.eulerapp.com. The MCP connector inherits the same security posture as your main EULER account.

Frequently asked questions

Q: Does this cost me anything?

No. EULER MCP is included with your partnership at no additional cost. Your Claude subscription has its own pricing — but the EULER side is free.

Q: I'm a partner of 5 different customers. Does Claude mix data across them?

No. The MCP isolates per-customer. When you ask "show me my deals", Claude asks which customer you mean (unless you already specified), then queries that one in isolation. Zero cross-contamination, ever.

Q: Can I use this on mobile?

Yes — works wherever Claude works. Claude.ai on mobile web, Claude Desktop on iPad. Same URL, same OAuth flow.

Q: What if a tool returns weird data or errors?

Tell the AI "send feedback to EULER about this" — it dispatches a structured feedback message to the EULER engineering team with your conversation context. Or email help@eulerapp.com.

Q: What if I authorize a partner account at consent, then later want to add another?

Disconnect and reconnect. The consent screen will show every partnership you have access to — re-tick the ones you want (including the new ones).

Q: I want to submit a feature request — what's missing?

Two paths: inside the chat say "submit feedback: I wish I could do X", or email help@eulerapp.com. Both land with the engineering team.

Support

Operated by EULER Software Inc. · https://eulerapp.com