MCP For Claude Marketplace
Clari

Clari MCP Connector for Claude

F

Manage revenue intelligence and forecasting via Clari — track opportunities, monitor forecasts, and audit pipeline changes directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Clari account to any AI agent and take full control of your revenue operations and forecasting through natural conversation. Streamline how you manage your sales pipeline and historical revenue data.

What you can do

  • Opportunity Oversight — List and retrieve details for all CRM opportunities tracked in Clari natively
  • Forecast Intelligence — Access manual forecast submissions and historical data to understand trends flawlessly
  • Pipeline Auditing — List and review platform events and audit trail records to track changes securely
  • Account Visibility — Access CRM accounts associated with revenue data and monitor their status flawlessly
  • User Logistics — List all users and organization hierarchies to understand team performance securely
  • Export Intelligence — Monitor the status of asynchronous bulk data export jobs directly within your workspace

How it works

  1. Subscribe to this server
  2. Enter your Clari API Token (obtained from Settings or Clari Support)
  3. Start managing your revenue intelligence from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Leaders — monitor forecast accuracy and pipeline health using natural language
  • Revenue Operations — audit changes to opportunities and monitor export job statuses without opening the dashboard
  • Account Executives — quickly look up opportunity details and historical forecast values straight from their chat interface
  • Finance Teams — verify revenue snapshots and fiscal time period configurations
revenue-forecastingpipeline-managementrevenue-operationssales-analyticsopportunity-trackingforecast-accuracy

8 tools expose this connector's capabilities to your AI agent.

list_clari_users

List all users and hierarchy in the account

get_opportunity_revenue_details

Get detailed information for a specific opportunity

list_revenue_accounts

List CRM accounts associated with revenue data

list_clari_audit_logs

List platform events and audit trail records

list_clari_export_jobs

List status of asynchronous bulk data export jobs

list_clari_forecasts

List manual forecast submissions and historical data

list_revenue_opportunities

List CRM opportunities tracked in Clari

list_clari_time_periods

List active fiscal years, quarters, and months used in Clari

See how to talk to your AI agent using Clari.

Show me all opportunities worth over $50,000.

Retrieving your high-value opportunities... I found 3 deals: 'Acme Enterprise Expansion' ($120k), 'Global Logistics Q3' ($75k), and 'TechCorp Pilot' ($55k). Would you like the full details for the Acme deal?

What is our current manual forecast value?

Checking latest forecast submissions... For the current quarter, the manual aggregate forecast is $2.4M across all regions. This is a 10% increase compared to last week's snapshot.

Who are the account owners for the 'Top 10' pipeline accounts?

Retrieving account ownership data... The Top 10 accounts are managed by: Sarah Miller (4 accounts), Mike Scott (3 accounts), and John Doe (3 accounts).

Yes! Use the `list_clari_forecasts` tool. The agent will return the latest forecast submissions and historical values, allowing you to see the projected revenue for the current fiscal period.

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