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Clari MCP Server

Name: Clari
Availability: InStock
Author: Vinkius

Built by Vinkius GDPR ToolsFree for Subscribers

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

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What is the Clari MCP Server?

The Clari MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Clari via 8 tools. Manage revenue intelligence and forecasting via Clari — track opportunities, monitor forecasts, and audit pipeline changes directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (8)

get_opportunity_revenue_detailslist_clari_audit_logslist_clari_export_jobslist_clari_forecastslist_clari_time_periodslist_clari_userslist_revenue_accountslist_revenue_opportunities

Tools for your AI Agents to operate Clari

Ask your AI agent "Show me all opportunities worth over $50,000." and get the answer without opening a single dashboard. With 8 tools connected to real Clari data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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Clari MCP Server capabilities

8 tools

get_opportunity_revenue_details

Get detailed information for a specific opportunity

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_clari_time_periods

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

list_clari_users

List all users and hierarchy in the account

list_revenue_accounts

List CRM accounts associated with revenue data

list_revenue_opportunities

List CRM opportunities tracked in Clari

What the Clari MCP Server unlocks

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

Frequently asked questions about the Clari MCP Server

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.

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