# Clari MCP for AI Agents AI Agent Connect > Clari MCP. Manage revenue intelligence and forecasting directly through your AI agent. Track opportunities, monitor forecasts, and audit pipeline changes without leaving your chat interface. Connect your Clari account to get real-time visibility into your sales pipeline and historical revenue data. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/ai-agent-connect - **Tags:** revenue-forecasting, pipeline-management, revenue-operations, sales-analytics, opportunity-tracking, forecast-accuracy ## Description This Connector lets you pull your Clari revenue data into a natural conversation with your AI agent. Instead of jumping between tabs to find out why a forecast shifted or who owns a specific account, you can just ask your agent to do the heavy lifting. You'll be able to look up CRM opportunities, check manual forecast submissions, and see who's actually moving the needle in your organization. It handles the tedious stuff like auditing platform events or checking the status of bulk data exports so you can focus on the actual strategy. Because Vinkius makes it so simple to connect these tools, you can get this revenue intelligence running in minutes. It's about moving from 'where is that data?' to 'what does this data mean for our next quarter?' by making your revenue operations searchable and actionable through plain English. You can quickly check who owns which accounts or see the full hierarchy of your team without manual navigation. This setup turns your revenue data into a searchable knowledge base, letting you get answers on your pipeline health or fiscal periods in seconds. It's particularly useful for identifying trends in historical data or verifying that your bulk data exports are actually finishing on time. ## Tools ### get_opportunity_revenue_details Get specific data for a single opportunity. This helps you see the exact financial breakdown of a deal quickly. ### list_revenue_accounts See all CRM accounts tied to your revenue. This gives you a clear view of which accounts are driving your numbers. ### list_clari_audit_logs Pull platform events and audit trail records. Use this to see exactly who changed what and when. ### list_clari_users See all users and the team hierarchy. This helps you understand who owns what across the organization. ### list_clari_export_jobs Check the status of bulk data export jobs. This lets you know if your data is ready without checking the dashboard. ### list_clari_forecasts See manual forecast submissions and historical data. Use this to track how your revenue projections have evolved. ### list_revenue_opportunities List all CRM opportunities in Clari. This provides a bird's eye view of your entire sales pipeline. ### list_clari_time_periods See active fiscal years, quarters, and months. This helps you align your data requests with the correct timeframes. ## Prompt Examples **Prompt:** ``` Show me all opportunities worth over $50,000. ``` **Response:** ``` 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? ``` **Prompt:** ``` What is our current manual forecast value? ``` **Response:** ``` 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. ``` **Prompt:** ``` Who are the account owners for the 'Top 10' pipeline accounts? ``` **Response:** ``` Retrieving account ownership data... The Top 10 accounts are managed by: Sarah Miller (4 accounts), Mike Scott (3 accounts), and John Doe (3 accounts). ``` ## Capabilities ### Retrieve specific opportunity revenue details Get the exact financial breakdown for a single deal instantly. ### List all CRM accounts linked to revenue data See a complete list of accounts driving your revenue numbers. ### Pull platform events and audit trail records See exactly who changed what and when in your revenue data. ### See all users and the organization hierarchy Understand your team structure and account ownership across the org. ### Check the status of asynchronous bulk data exports Monitor your bulk data exports without having to open the dashboard. ### Access manual forecast submissions and history Track how your revenue projections have evolved over time. ### List all CRM opportunities tracked in Clari Get a bird's eye view of your entire sales pipeline in one request. ### View active fiscal years, quarters, and months Align your data requests with the correct company timeframes. ## Use Cases ### Audit a sudden forecast drop A RevOps manager notices a dip and asks the agent to use list_clari_audit_logs to see who changed the numbers. ### Quick deal research An Account Executive asks for the details of a specific high-value deal using get_opportunity_revenue_details before a meeting. ### Pipeline health check A Sales Leader asks the agent to list all opportunities over $50k using list_revenue_opportunities to prioritize follow-ups. ### Finance period verification A Finance Analyst asks for the current active fiscal months using list_clari_time_periods to confirm a report's range. ## Benefits - Stop digging through dashboards by using list_revenue_opportunities to get an instant overview of your pipeline. - Audit changes faster with list_clari_audit_logs to see exactly who changed your revenue data and when. - Verify forecast accuracy in seconds using list_clari_forecasts to see manual submissions and historical trends. - Get a clear view of your team structure with list_clari_users to see who owns which accounts across the org. - Stay updated on data tasks by checking list_clari_export_jobs to see if your bulk exports are finished. - Align your data requests perfectly with list_clari_time_periods to ensure you're looking at the correct fiscal quarter. ## How It Works The bottom line is you get a conversational interface for your entire Clari revenue operations. 1. Subscribe to the Clari MCP on Vinkius. 2. Add your Clari API Token from your account settings. 3. Ask your AI agent for revenue updates or pipeline audits. ## Frequently Asked Questions **Can the Clari MCP show me my current sales pipeline?** Yes, it can list all CRM opportunities tracked in Clari so you can see your pipeline status instantly. **How do I use Clari MCP to check forecast accuracy?** You can ask your agent to pull manual forecast submissions and historical data to see how your projections are trending. **Can I use Clari MCP to see who changed my revenue data?** Yes, the Connector can pull platform events and audit trail records so you can see exactly what changes were made. **Does Clari MCP help with revenue operations?** It helps RevOps teams by monitoring export job statuses and listing organization hierarchies without needing to open the dashboard. **Can I see the fiscal periods in Clari using this Connector?** Yes, you can list the active fiscal years, quarters, and months to make sure your data requests match your company's calendar. **Is the Clari MCP good for checking account ownership?** It can list all CRM accounts associated with your revenue data to help you identify who owns which accounts. **Can I see my team's forecast for this quarter?** 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. **How do I check for recent changes in a specific opportunity?** Use the `list_clari_audit_logs` tool. Your agent will fetch the platform's audit trail, which includes updates to opportunity stages, amounts, and other key revenue metrics. **Where do I find my Clari API Token?** Clari API tokens are typically provided through your Clari Settings page. If you don't see the API section, you may need to contact your Clari account manager or support team to enable Export API access.