> ## Documentation Index > Fetch the complete documentation index at: https://heybtw.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # get_partner_insights > Partner influence metrics — sourcing breakdown, seniority profile, funnel rates, and pipeline impact per partner. This page documents the **Python MCP surface** (`mcp.heybtw.com`). It reflects `mcp-server/tools/partner_insights.py` as of this page's publication — see [Schema stability](/docs/integrations/mcp-tools#schema-stability). ## Purpose `get_partner_insights` returns one entry per partner with a full sourcing and funnel breakdown: how many signups/MQLs/opportunities/meetings they've driven, per-event detail, a seniority profile of the contacts they've brought, and (when HubSpot is connected) pipeline revenue impact. ## When to use this * "Which partners have a relationship with a target account we could leverage for a warm intro?" — pair with `get_account_relationship` for a specific account, or scan all partners here first. * "Which partner should we lean on more — who's actually converting, not just attending?" * Building a partner performance leaderboard or QBR deck. ## Parameters | Name | Type | Required | Default | Description | Example | | ------------------ | ------- | -------- | ------- | ------------------------------------------------------------------------- | ------------- | | `partner_name` | string | No | `null` | Filter to partners whose name contains this substring (case-insensitive). | `"Northwind"` | | `partner_domain` | string | No | `null` | Filter to partners whose domain contains this substring. | `"northwind"` | | `include_archived` | boolean | No | `false` | Include archived/inactive partner relationships. | `true` | ## Default behavior Called with no parameters, returns **every** partner in the workspace (archived ones excluded by default), sorted by `warmth_score` descending — no result cap, no pagination. Every partner entry is included even if they have zero sourced signups (`total_sourced: 0`); filter client-side on `sourcing_breakdown.total_sourced > 0` if you only want active partners. ## Sample request ```json theme={null} { "tool": "get_partner_insights", "arguments": {} } ``` ## Sample response ```json theme={null} { "tool": "get_partner_insights", "query_time_ms": 73.9, "result_count": 1, "data": [ { "partner_name": "Northwind Ventures", "partner_domain": "northwindventures.example", "event_count": 3, "event_names": ["Robotics Summit SF 2026", "Automation Roundtable Q1", "Founders Dinner NYC"], "warmth_score": 0.8, "status": "active", "sourcing_breakdown": { "total_sourced": 46, "by_event": [ { "event_name": "Robotics Summit SF 2026", "channel_id": "chn_88af1", "sourced": 22, "mql": 6, "opportunity": 2 }, { "event_name": "Automation Roundtable Q1", "channel_id": "chn_71c02", "sourced": 14, "mql": 3, "opportunity": 1 }, { "event_name": "Founders Dinner NYC", "channel_id": "chn_5b901", "sourced": 10, "mql": 2, "opportunity": 0 } ] }, "funnel_metrics": { "total_signups": 46, "mql_count": 11, "opportunity_count": 3, "meeting_count": 5, "mql_rate": 0.2391, "opportunity_rate": 0.0652, "meeting_rate": 0.1087 }, "seniority_profile": { "executive": 2, "director_plus": 9, "manager": 14, "individual_contributor": 18, "unknown": 3 }, "contacts": [ { "email": "priya.nair@lighthouserobotics.example", "name": "Priya Nair", "title": "VP of Product", "company": "Lighthouse Robotics", "seniority": "director_plus", "funnel_status": "opportunity" } ], "contacts_total": 46, "contacts_shown": 46, "pipeline_impact": { "crm_enriched": true, "sourced_revenue": 128400.0, "won_revenue": 42000.0, "company_count": 19 } } ], "metadata": { "data_sources_queried": ["Partner", "Channel", "EventSignUp", "EventAttributionOpportunity"], "date_range_applied": null, "filters_applied": { "partner_name": null, "partner_domain": null, "include_archived": false, "crm_enriched": true }, "coverage_note": null } } ``` ## Response field reference ### Envelope | Field | Type | Description | | --------------- | ------- | ----------------------------------------------------------------------------------------------------------------- | | `tool` | string | Always `"get_partner_insights"`. | | `query_time_ms` | number | Server-side execution time in ms. | | `result_count` | integer | Number of partners in `data`. | | `data` | array | One object per partner, sorted by `warmth_score` descending. | | `metadata` | object | `coverage_note` is `"Connect HubSpot CRM to unlock pipeline attribution"` when CRM is not connected, else `null`. | ### `data[i]` | Field | Type | Description | | ----------------------------------- | ---------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `partner_name` | string | Partner display name. | | `partner_domain` | string \| null | Partner domain, when set. | | `event_count` | integer | Distinct events this partner has been associated with. | | `event_names` | array of strings | Names of those events. | | `warmth_score` | number (0–1) | Composite score: `min(event_count * 0.15, 0.45)` + `0.20` if any MQL + `0.20` if any opportunity + `0.15` if any meeting, capped at `1.0`. | | `status` | string \| null | Partner relationship status (e.g. `"active"`), from the `Partner` record. | | `sourcing_breakdown.total_sourced` | integer | Total signups attributed to this partner across all events. | | `sourcing_breakdown.by_event` | array of objects | Per-event `{ event_name, channel_id, sourced, mql, opportunity }`. | | `funnel_metrics` | object | `{ total_signups, mql_count, opportunity_count, meeting_count, mql_rate, opportunity_rate, meeting_rate }`. Rates are `0.0` when `total_signups` is `0`. | | `seniority_profile` | object | Count of deduplicated contacts per tier: `executive`, `director_plus`, `manager`, `individual_contributor`, `unknown`. Sums to `contacts_total`. | | `contacts` | array of objects | Up to 50 deduplicated contacts: `{ email, name, title, company, seniority, funnel_status }`. | | `contacts_total` / `contacts_shown` | integer | Same convention as [`get_account_relationship`](/docs/mcp-tools/get-account-relationship#response-field-reference) — `contacts_shown` is capped at 50. | | `pipeline_impact` | object | `{ crm_enriched: false }` only, when CRM is not connected. When connected: `{ crm_enriched: true, sourced_revenue, won_revenue, company_count }` — dollar amounts summed across every opportunity this partner sourced, `company_count` is distinct companies. | ## Errors Same generic-sanitized-error behavior as every tool on this surface — see [`get_workspace_overview` — Errors](/docs/mcp-tools/get-workspace-overview#errors). This tool has no parameter-validation failure modes of its own; every parameter is optional and any string value is a valid (possibly zero-match) filter. ## Pagination and limits No caller-facing `limit` parameter and no cursor pagination — every matching partner is returned in one call. Internally, the underlying rows are capped at 500 before aggregation (a fixed server-side safety limit, not adjustable); a workspace would need over 500 partner-event-partnership rows to hit it, well beyond any workspace observed today. `contacts` per partner is separately capped at 50 (see `contacts_shown`/`contacts_total` above). ## Related tools * [`get_account_relationship`](/docs/mcp-tools/get-account-relationship) — the account-centric view of the same warm-intro data. * [`get_workspace_overview`](/docs/mcp-tools/get-workspace-overview) — `program_metrics.partner_program` is a workspace-wide rollup of this tool's data. * [`get_event_summary`](/docs/mcp-tools/get-event-summary) — per-event partner performance (`partner_performance`), scoped to one event instead of across all events.