Extend your partner ops with Magentrix AI
Real partner teams automating their PRM workflows today.
"I've started using AI more intensively with the portal and have successfully automated tasks like uploading resources, adding descriptions, and registering deals. The MCP integration is straightforward and impressive — results have exceeded my expectations."
More partner team stories are on the way.
More partner team stories are on the way.
Magentrix supports AI at every level — from no-code agent automation to agentic engineering. Here is what is available today and what is coming next.
Magentrix includes a built-in AI agent powered by our internal MCP server. The agent can perform portal tasks on your behalf — reading data, updating records, and running workflows — directly inside the platform. No external tools or setup required.
Magentrix's MCP server supports OAuth authentication, so any MCP-compatible AI assistant can connect directly to your portal using your tenant URL. Marketplace listings (e.g. Claude, OpenAI) are under development.
Claude supports Agent Skills, which means you can write and upload a custom Skill that teaches Claude how to use Magentrix's REST API. This gives Claude full ability to execute portal tasks on your behalf — no official MCP connector needed.
Pre-built Skills are available in the Skills Marketplace — browse and install community-contributed Skills for common Magentrix workflows without writing any code.
Claude can write code and push it directly into the Magentrix platform using the CLI. Partner ops teams can describe a customization in plain language and Claude handles the implementation — drafting, testing, and deploying to the portal. Customizations that used to take days of back-and-forth with a developer can now ship the same day.
The Wizard Agent acts on behalf of your users — creating records, running reports, and answering questions — all within their existing permissions.
Create and update partner records and deal stages on your behalf, within your existing portal permissions.
Request any information from partner accounts, deals, registrations, and partner performance in plain language.
Surface deals whose exclusivity is nearing its end so the team can act before they slip away.
Pull up referred, accepted, and rejected deals in one place — no manual navigation required.
Retrieve any partner's tier status, benefits, and full program structure on request.
Partners can ask about their own current tier status and exactly which benefits they've unlocked.
Get the program structure and requirements to understand how to reach the next tier — answered in chat.
Partners can retrieve their personal referral and tracking links instantly without logging into the portal UI.
Open the deal-registration form and surface everything required to submit — guided by the Wizard in conversation.
Partners can look up their own deals and check exactly where each one stands in the pipeline.
Build reports and dashboards tailored to your needs — the Wizard constructs and configures them on request.
Design, create, or update Partner Tiering programs directly through conversation.
Enroll partners into your existing tiering programs without navigating the admin UI.
Update the portal's system-level translations by describing the changes you need.
Add or update fields in the system's schema — the Wizard handles the configuration on your behalf.
Create or edit automation workflows by describing the trigger and action logic in plain language.
Hook up additional MCP server connectors to expand what the Wizard can do inside your portal.
Enroll members of your team in specific courses in bulk — the Wizard handles all the enrollments at once.
Partners can self-enroll in relevant training by telling the Wizard which courses to assign to themselves.
See how your team is doing on assigned courses — the Wizard returns each member's status right in the conversation.
Ask "where am I in my onboarding?" and the Wizard tells you exactly what's done and what's next in your journey.
Ask about your own course assignments and progress — the Wizard answers in the chat without switching screens.
Pull your full team list with each member's training status to quickly see who still needs a nudge.
Ask about the Partner Tiering Program requirements and benefits — the Wizard explains where you stand on the path to the next tier.
Design and create course content or quizzes for partners or internal employees — described in chat, built by the Wizard.
Plan, design, and create onboarding or engagement journeys for your partners through conversation.
Ask the Wizard to recommend courses based on available content and the partner's current role or tier.
Leave a comment or reply on a support ticket on your behalf — the Wizard posts it under the signed-in user's account.
Look up any partner support ticket and get its current status, full history, and details explained in plain language.
Pull up existing comments on a ticket to get the full conversation context before responding.
Every AI action runs inside Magentrix's existing permission model. No new attack surface — the same controls your IT team already relies on.
Verifies identity on every request with time-bound, user-bound tokens.
Filters all AI tools and data by user permissions.
Centralizes AI control under licensed admin management.
Strips dangerous content and validates all inputs.
Scopes data access to authorized users and encodes transfers.
Logs operations and isolates failures.
More of what customers use alongside AI automation.
Built for mature partner programs that have outgrown standard PRMs. Developer IDE, CLI, and full extensibility included.
Learn more →Your portal reflects your CRM exactly — objects, fields, picklists, and validation rules — with no mapping to maintain.
Learn more →Connect Magentrix to anything via Zapier, Make.com, or direct API. The developer IDE and CLI are included on every plan.
Learn more →Whether you're already using Magentrix or evaluating PRM platforms, we're happy to show you the MCP integration live and answer questions about what's possible for your team's workflows.
Schedule a demo →