Creates dataReferralsMCP tool

`referrals_create`

Create a new referral to track an agent-to-agent referral.

Create a new referral to track an agent-to-agent referral. WORKFLOW: 1) Optionally use leads_list or contacts_list to find the referred person 2) Create the referral with referred person info and receiving agent details. Returns the created referral with ID and display_id. If referral_fee_percentage is not specified, it defaults to your brokerage's configured rate, or 25%.

Parameters#

Parameter	Type	Required	Description
`referred_name`	string	No	Name of the referred person
`referred_email`	string	No	Email of the referred person
`referred_phone`	string	No	Phone number of the referred person
`referred_lead_id`	string	No	UUID of an existing lead being referred. Use `leads_list` to find. · Format: UUID
`referred_contact_id`	string	No	UUID of an existing contact being referred. Use `contacts_list` to find. · Format: UUID
`receiving_agent_name`	string	No	Name of the agent receiving the referral
`receiving_agent_email`	string	No	Email of the receiving agent
`receiving_agent_id`	string	No	UUID of the receiving agent if they are on the platform · Format: UUID
`referring_agent_name`	string	No	Name of the referring agent (auto-filled from current user if omitted)
`referring_agent_email`	string	No	Email of the referring agent
`referral_type`	enum	No	Type of referral (default: buyer) · One of: `buyer`, `seller`, `both`
`referral_fee_percentage`	number	No	Referral fee percentage (default: your brokerage's configured rate, or 25%) · Max: 100 · Min: 0
`referral_source`	string	No	How the referral originated (e.g. "sphere of influence", "past client", "open house")
`notes`	string	No	Additional notes about the referral

Example prompts#

"Refer the Garcias to Dana Cole in Phoenix with a 25 percent fee."
"Create a buyer referral sending Mark Tibbets to agent Joy Lin at Coastal Realty."

Safety#

Creates data. Creates a new record in your CRM and may trigger notifications or webhooks. Running it twice creates a duplicate, so Claude runs it once per request.