Revolutionary Partner Intelligence

Transform your Channlworks data into conversational intelligence. Ask complex questions across partners, contacts and opportunities that were impossible before through AI-powered MCP integration.

AI-Powered Partner Intelligence

Cross-Data Intelligence

Ask questions spanning partner hierarchies, contacts and opportunities: "Which distributors have resellers that generate quality leads but struggle with conversions?"

Partner Performance Analysis

AI analyzes performance across partner types and hierarchies: "Show me ISV partners whose integration contacts drive the most opportunities"

Conversational Pipeline Management

Create, update and manage your entire sales pipeline through natural language: "Update the Microsoft lead status to qualified and add note about budget approval"

Dynamic Data Management

ChannlNotes enable companies to create custom data fields and track company-specific metrics for strategic account mapping

Channlworks MCP User Guide

Connect AI assistants to your partner ecosystem platform using Model Context Protocol.

What is MCP?

Model Context Protocol (MCP) is a standardized way to connect AI assistants to external data sources and tools. Think of it as a bridge that lets your AI assistant access and work with your Channlworks data directly in conversations.

Quick Setup

Get started

For Claude Web Users (Easiest Setup)

Claude Web supports custom connectors using remote MCP!

Requirements: Claude Pro, Max, Team, or Enterprise plan

Setup Steps:

1
Navigate to Claude Web (claude.ai) and sign in
2
Find the 'Connectors' section in settings
3
Click 'Add custom connector' at the bottom
4
Enter: https://mcp.channlworks.com/v1/mcp
5
Complete OAuth authentication
6
Enable the tools you want to use

For ChatGPT Users

ChatGPT now supports MCP (Model Context Protocol) connectors through Developer Mode.

Requirements: ChatGPT Plus or Team subscription

Setup Steps:

1
Open ChatGPT and sign in
2
Go to Settings → Connectors → Advanced Settings
3
Enable Developer Mode and accept the warning
4
Click 'Create' and add a custom connector
5
Enter: https://mcp.channlworks.com/v1/mcp
6
Select OAuth and complete authentication
7
Enable the Channlworks connector in your chat
8
Start a new chat → '+' → More → Toggle Developer Mode → Turn on Channlworks MCP

For Other MCP Clients:

{
  "mcpServers": {
    "channlworks": {
      "url": "https://mcp.channlworks.com/v1/mcp"
    }
  }
}

What You Can Do

AI-powered partner intelligence at your fingertips

Core Capabilities

• Create and manage leads
• Track opportunities
• Analyze partner relationships
• Access contact data

AI Features

• Lead scoring & conversion prediction
• Automated follow-up emails
• Executive insights & reports
• Pipeline outcome prediction

Example Commands

Try these natural language queries

"Create a lead for TechCorp worth $50k from our website referral"

"Show me all high-value opportunities likely to close this quarter"

"Which partners generate our best leads?"

"Find all leads created by John Smith in the last 30 days"

"What's the average deal size by lead source?"

Security Guidelines

• Only connect to official Channlworks URLs: mcp.channlworks.com
• Review permissions carefully during OAuth authentication
• Monitor tool usage and revoke access if needed
• Only enable automated actions for trusted tools

Pro Tips

Start with Validation

Always validate lead data first - your AI will guide you through completion.

Use Natural Language

No technical knowledge needed - just describe what you want in plain English.

Get Insights

Ask for analysis: "What's our conversion rate?" or "Which sources perform best?"