Clari MCP. Forecast revenue and audit the entire pipeline from chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Clari MCP Server. Get a unified view of your revenue operations and forecasting data. Connect your AI agent to Clari to list opportunities, audit pipeline changes, and check forecast accuracy directly from your chat interface.
You can check `list_revenue_opportunities` for deal details, run `list_clari_forecasts` to see historical revenue, or use `list_clari_audit_logs` to track platform changes.
What your AI agents can do
Get opportunity revenue details
Gets detailed information for a specific CRM opportunity.
List clari audit logs
Lists platform events and audit trail records.
List clari export jobs
Lists the status of asynchronous bulk data export jobs.
Retrieves full data for a single CRM opportunity using get_opportunity_revenue_details.
Lists all platform events and audit trail records using list_clari_audit_logs.
Monitors the status of asynchronous bulk data export jobs with list_clari_export_jobs.
Accesses manual forecast submissions and historical data via list_clari_forecasts.
Retrieves active fiscal years, quarters, and months for reporting using list_clari_time_periods.
Lists all users and the organization's hierarchy using list_clari_users.
Gathers CRM accounts that have associated revenue data using list_revenue_accounts.
Retrieves a list of all CRM opportunities tracked in Clari using list_revenue_opportunities.
Ask AI about this MCP
Supported MCP Clients
Gemini Waiting for input…
019d7570get opportunity revenue details
Gets detailed information for a specific CRM opportunity.
019d7570list clari audit logs
Lists platform events and audit trail records.
019d7570list clari export jobs
Lists the status of asynchronous bulk data export jobs.
019d7570list clari forecasts
Lists manual forecast submissions and historical data.
019d7570list clari time periods
Lists active fiscal years, quarters, and months used in Clari.
019d7570list clari users
Lists all users and the organization's hierarchy in the account.
019d7570list revenue accounts
Lists CRM accounts associated with revenue data.
019d7570list revenue opportunities
Lists all CRM opportunities tracked in Clari.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
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- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clari, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Clari MCP Server lets your AI client talk directly to your revenue data. You can get a unified view of your sales pipeline and forecasting without leaving your chat window. It's like having a dedicated analyst right there with you. list_revenue_opportunities lets you pull a list of every CRM opportunity Clari tracks.
If you need the full scoop on one deal, you use get_opportunity_revenue_details to get all the data for a specific opportunity. You can check out the history of the whole operation by running list_clari_forecasts, which pulls manual forecast submissions and historical data. Need to know what's going on with the platform? list_clari_audit_logs shows you all the platform events and audit trail records.
You can see which accounts are tied to revenue data using list_revenue_accounts. If you're tracking users, list_clari_users shows you every user and the whole organizational hierarchy. For reporting, you can pull the active fiscal years, quarters, and months with list_clari_time_periods. You can also check on bulk data exports; list_clari_export_jobs monitors the status of those asynchronous jobs.
You'll never be stuck clicking around dashboards again. You can get a complete picture of your revenue accounts using list_revenue_accounts, and if you need to know who's working where, list_clari_users shows the whole team structure. Need to check out the history of the whole system? list_clari_audit_logs gives you all the platform events and audit trail records.
You can list all the CRM opportunities with list_revenue_opportunities and then drill down into a specific one using get_opportunity_revenue_details. When you're doing your forecast review, list_clari_forecasts gives you access to manual submissions and historical data. Finally, you can monitor the status of big data dumps with list_clari_export_jobs. It's all right there, waiting for your AI client to call the right tool.
How Clari MCP Works
- 1 Subscribe to the Clari server and get your API Token from Clari Support.
- 2 Input the token into your preferred AI client (Claude, Cursor, etc.).
- 3 Use natural language prompts to trigger tools like
list_revenue_opportunitiesorlist_clari_forecasts.
The bottom line is that your AI agent talks directly to Clari, letting you run complex revenue queries without opening the web dashboard.
Who Is Clari MCP For?
Sales leaders who need to monitor forecast accuracy and pipeline health in real time. Revenue Operations staff who have to audit opportunity changes or check export job statuses without opening the dashboard. Account Executives who need quick lookups of opportunity details and historical forecast values from their chat interface.
Checks forecast accuracy and pipeline health using natural language prompts instead of digging through reports.
Audits changes to opportunities or checks the status of bulk data exports without opening the Clari dashboard.
Quickly looks up specific opportunity details or historical forecast values straight from their chat interface.
What Changes When You Connect
- Access specific deal details instantly. Use
get_opportunity_revenue_detailsto pull up any opportunity's full data set without navigating the CRM. - Audit pipeline changes on demand. Run
list_clari_audit_logsto review who changed what, and when, providing a clear record of platform activity. - Stay on top of data exports. Use
list_clari_export_jobsto monitor the status of large data pulls, so you don't have to check a separate dashboard tab. - Understand revenue history. Call
list_clari_forecaststo access manual forecast submissions and historical data for trend analysis. - Know who does what. Run
list_clari_usersto list the entire organization's user hierarchy and team performance structure. - See all deals at a glance. Use
list_revenue_opportunitiesto list all tracked CRM opportunities, letting your agent filter them based on criteria.
Real-World Use Cases
Investigating a missing deal value
A sales rep notices an opportunity's revenue number is off. Instead of contacting the ops team, they ask their agent: 'What are the details for Opportunity XYZ?' The agent runs get_opportunity_revenue_details, immediately providing the correct historical data and saving the rep time.
Checking account ownership
The RevOps team needs to know who manages the top 10 accounts. They prompt their agent: 'Who are the owners for the top accounts?' The agent runs list_revenue_accounts and list_clari_users to compile a list showing ownership and team roles.
Validating pipeline integrity
A Finance team needs to verify the revenue snapshot for Q3. They ask their agent to list the time periods using list_clari_time_periods and then pull the historical data with list_clari_forecasts to verify the figures.
Tracking unauthorized changes
A manager suspects a key deal's details were altered. They prompt their agent: 'Show me the audit trail for this account.' The agent runs list_clari_audit_logs, providing a detailed, time-stamped record of every change.
The Tradeoffs
Manually navigating the dashboard
Opening the Clari dashboard, clicking 'Opportunities,' filtering by criteria, then switching tabs to 'Forecasts' and running manual reports. This takes 15+ clicks and a lot of context switching.
→
Just ask your agent. For example, 'Show me all opportunities worth over $50k' (which runs list_revenue_opportunities) and then follow up with 'What was the forecast last month?' (which runs list_clari_forecasts). It keeps you in the chat window.
Assuming data consistency
Pulling a list of accounts from one report, and then manually cross-referencing those accounts in a different tab to ensure the right owners are listed. This is error-prone.
→
Run list_revenue_accounts to get the list of accounts, then use list_clari_users to find the current owner associated with that account list.
Ignoring export job status
Running a massive bulk data export and then forgetting to check the status, assuming it finished. This leads to stalled reports and missed deadlines.
→
Use list_clari_export_jobs to check the status directly. Your agent reports back if the job is pending, failed, or ready to download.
When It Fits, When It Doesn't
Use this server if your job requires synthesizing information across multiple Clari domains—like linking opportunity status to user ownership or auditing changes. If your goal is simply to look at one data set (e.g., 'I just want to see the list of users'), you could use a standalone API connector. However, because you need to correlate data (e.g., 'Which user owned this opportunity last quarter?'), this MCP Server is necessary. Don't use it if you only need basic data retrieval that doesn't require multiple data points; use a simple read-only API instead. This server's strength is the cross-domain conversation.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clari. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Checking revenue data usually means jumping between 4-5 tabs.
Today, checking a deal's status means opening the dashboard, finding the Opportunity tab, filtering by status, and then opening the Forecast tab to see the revenue picture. You copy a key account name, then switch to the Account tab just to verify ownership. It's a cycle of clicks and tab switching.
With the Clari MCP Server, you just talk to your agent. You ask, 'What are the details for Acme Corp's Q3 opportunity?' and the agent runs the necessary tools (`list_revenue_opportunities` and `get_opportunity_revenue_details`) and gives you the full answer right in the chat.
Clari MCP Server: Get full forecast and audit history.
Instead of running a report and having to manually track down the date range, you ask the agent to list the fiscal periods using `list_clari_time_periods`. Then, you request historical data using `list_clari_forecasts` to get the full context without leaving the chat.
Common Questions About Clari MCP
How do I use `list_revenue_opportunities` with the Clari MCP Server? +
You prompt your agent to list opportunities, specifying filters like value or stage. The agent runs list_revenue_opportunities and returns a filtered list of CRM opportunities.
Can I use `list_clari_audit_logs` to find out who changed a record? +
Yes. You ask the agent to list audit logs, and it uses list_clari_audit_logs to give you a chronological record of platform events and who made the changes.
What data does `list_clari_forecasts` provide? +
list_clari_forecasts provides manual forecast submissions and historical data, allowing you to understand past trends and current projections.
Do I need to run `list_revenue_accounts` before checking opportunities? +
No. You can ask the agent to list opportunities directly using list_revenue_opportunities. The agent handles the dependencies between accounts and opportunities automatically.
How do I check export status with `list_clari_export_jobs`? +
You prompt the agent to check the status of your bulk data exports. The agent runs list_clari_export_jobs and tells you if the job is pending, failed, or complete.
What do I need to use `list_clari_users` to see the organizational structure? +
You must provide a valid Clari API Token. This token grants your agent read access to the user and organization hierarchy. The tool returns a list of users, including their assigned roles and who reports to whom.
If I use `get_opportunity_revenue_details`, what information can I request? +
The tool returns comprehensive data points for a single opportunity. You can get the opportunity's current value, associated account details, expected close date, and the last recorded forecast change.
How do I check the status of bulk data exports using `list_clari_export_jobs`? +
You pass the job ID or a date range to the tool. It returns the current status (e.g., 'Running', 'Completed', 'Failed') and provides a direct link to the exported file if the job finished successfully.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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