Claude Code

Connect your Extole programs to Claude Code and manage referrals from the terminal.

Claude Code is the command-line version of Anthropic's Claude. Once connected to Extole, you can run reports, inspect program configuration, and make changes to your programs in any Claude Code session.

Looking for Claude Desktop? If you prefer the desktop app, see the Claude Desktop guide instead.

Requirements

Every person who wants to use the Extole MCP must complete setup individually.

You'll need:

• Claude Code installed
• An active Extole user account

Setup

Choose your authentication method. See the MCP authentication guide if you're not sure which to use.

Option 1: Extole CLI (Quickest)

If you have the Extole CLI installed, one command configures Claude Code automatically:

extole serve setup

Start a new Claude Code session and you're ready. To remove the registration: extole serve remove.

Option 2: OAuth via CLI

Step 1: Add the Extole MCP server

claude mcp add --transport http extole https://mcp.extole.com

Step 2: Start a new Claude Code session

claude

Step 3: Authenticate with Extole

1. Run /mcp to open the MCP servers list.
2. Navigate to the Extole entry and select it.
3. Press Enter to select Authenticate.
4. Your browser will open to an Extole authorization page.
5. Review the permissions and click Authorize.

Extole will create an access token linked to your user account.

Step 4: Verify

The Extole server should show as connected in the /mcp list.

Option 3: API Key

Use this method for automated workflows, CI/CD pipelines, or shared environments.

Step 1: Get your API key

Generate one at the My.Extole Security Center.

Step 2: Edit your Claude Code MCP config

Add the following to .mcp.json (project-level) or ~/.claude/mcp.json (global):

{
  "mcpServers": {
    "Extole": {
      "type": "http",
      "url": "https://mcp.extole.com",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

To keep credentials out of version control, use an environment variable:

{
  "mcpServers": {
    "Extole": {
      "type": "http",
      "url": "https://mcp.extole.com",
      "headers": {
        "Authorization": "Bearer ${EXTOLE_API_KEY}"
      }
    }
  }
}

Then set EXTOLE_API_KEY in your shell environment.

Step 3: Start a new Claude Code session

claude

The Extole MCP server will load automatically.

Using the MCP

Once connected, interact with your Extole programs in any Claude Code session:

"Pull the conversion report for my refer-a-friend program for the past 30 days."

"What's the current advocate reward in the holiday campaign?"

"Update the friend coupon value in campaign X to 15% off."

By default, Claude Code will prompt you to approve each MCP tool call. To pre-approve all Extole tools, start Claude Code with:

claude --allowed-tools 'mcp__extole__*'

Or add mcp__extole__* to the allowedTools list in your Claude Code settings.

Write operations -- Actions that modify programs, rewards, or campaign components execute immediately under your Extole permissions and are recorded in the Extole change log. Review tool calls carefully before approving write operations.