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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.

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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
  • MCP access enabled for your Extole organization (contact your administrator if unsure)

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Setup

Step 1: Add the Extole MCP server In your terminal, run: /mcp Step 2: Start a new Claude Code session /mcp Step 3: Authenticate with Extole
  1. Run /mcp to open the MCP servers list.
  2. Navigate to the Extole MCP server 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 connection The Extole server should now show as connected in the /mcp list. You can test it by asking about your programs in the chat.

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Using the MCP

Once connected, you can interact with your Extole programs in any Claude Code session. Enter a prompt such as:
“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.”
Claude Code will call the appropriate Extole tools and return results inline.
Tool approvalBy default, Claude Code will prompt you to approve each MCP tool call. To pre-approve all Extole tools, start Claude Code with:mcp__extole__*Or add mcp__extole__* to the allowedTools list in your Claude Code settings.
Write operationsActions 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.