Claude EULER connectorWhat Claude can do in your EULER account.

Returns the accounts you approved at consent: your own company plus every partner account you hold. EULER says to call it first, to resolve a partner by name or when you have more than one role.

Searches EULER's Partner Directory: public profiles, tiers, status, completeness of custom fields and saved filters. Customer role only.

Queries the partners of your company in the customer-admin view: look one up by name, list those awaiting approval. When you hold a partner account at that company yourself, EULER advises list_accounts instead.

Explains why access to the partner portal, or one section of it, is blocked: the gating flow and its progress, unsigned agreements, and invitation status. A healthy result means nothing is in the way.

Gathers what is linked to one partner: signed agreements, affiliate links, deals, charges and invoices. Every request needs the partner's roster ID.

Queries existing referrals and deal registrations, in both directions: inbound from partners and outbound to them, filtered by partner, dates, status and direction. A second mode returns one partner's referrals, paginated.

Returns your company's outbound referral form, its ID and questions, the one behind referrals going to a partner. It is company-wide and takes no partner ID.

Finds a deal by name, or lists, ranks and filters deals when no name is given, for requests like open deals, the top ten by value or those in a given stage.

Inspects specific charges: every charge tied to a deal, or one charge in full with amount, commission, partner, date and status. Customer role only.

Returns the full roster of people at a given partner, including those who never logged into the portal, unlike the user list which shows activated logins only.

Reads Flows, EULER's onboarding, training and certification programmes, with their steps, assignments and attachable resources.

Reads quizzes and their questions, which attach to a quiz step inside a Flow. Customer-admin only; it also covers attempt records across partners.

Queries invoices at company level: a filtered list by status, currency, dates and order, or totals by status such as paid, pending and processing.

Reports commission payouts and expense over a date range, with start and end dates required. The company view answers aggregate questions like total spent on partner commissions.

Shows how the company's incentive programs are doing, per tier, across EULER's two incentive systems, in a single list of tier counts.

Lists which partners are enrolled in which incentive, one row per active assignment, with partner, program, tier, enrolment date and commission.

Gets one partner's active plan under EULER's Inc 1.0 system: package name, payout frequency, net days and commission tiers with revenue ranges, percentages and flat payouts.

Under EULER's Inc 2.0 system, returns one partner's program: current tier, commission structure, benefits, any boost or override campaign, and live progress toward the next tier.

Ranks partners and reports their metrics over a date range, for leaderboards and best performers. Customer role only.

Counts and totals sourced deals (partner-originated), influenced deals (partner-touched) and deals that are both, for a date range, with per-partner breakdowns.

Searches by meaning inside the documents, decks and files a company has privately shared with one partner, not by file name.

Searches EULER's help and support material for any question about how EULER itself works, like how to add a user or where a feature lives in the portal.

Lists what a partner has in their portal: PDFs, documents, images, uploaded videos and external links such as YouTube or Loom, newest first.

Finds the company's content items, folders and categories across the whole library, not just what one partner sees, with the IDs that the library management tool relies on.

Read-only view of EULER's partner email program: audiences with contact counts, templates, individual emails with opens and clicks, and a recipient preview for a broadcast.

Reads a system-integrator partner's own service projects, flagging drafts the customer cannot see yet and showing dates, approval and status.

Reads the marketing development and co-op fund requests partners filed against your company's funds, plus the funds themselves, showing whether each waits on you or on them.

Reads the users and permission roles of a partner organisation. The list holds only people with an activated portal login, not the full team.

Gives an executive snapshot of the partner program in one call: partner counts by status, total and won deals, revenue and the top 100 partners by revenue. Customer side only, scoped to your company automatically.

From the partner side, lists the marketing development and co-op fund data visible to them: the funds on offer with budget, status and dates, the request forms, and their own requests.

Lists the company's support conversations behind one problem area, a category or a trending topic, optionally filtered by outcome and time window.

Opens one support conversation and returns its messages with the resolution outcome, plus who was behind it: user, partner and partner CRM record.