How to Use the Clari MCP in Claude

Q: Can I check my Clari forecast history in Claude Desktop?

Yes, that's what the listclariforecasts tool is for. You can ask Claude Desktop to show you all manual forecast submissions for the last quarter. It returns the data right in your chat.

Pull Clari revenue data and forecasts straight into your Claude Desktop chat.

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Connect Clari MCP to Claude Desktop

Create your Vinkius account to connect Clari to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Clari with Claude Desktop

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Check Your Pipeline in Chat

The `list_revenue_opportunities` and `list_clari_forecasts` tools put your pipeline right in the chat window. Ask Claude to pull the latest deals for this quarter, and it will hit the Clari API to give you a list. No more switching tabs just to check on a deal's status. Then, you can dig into a specific deal. Just ask Claude to run `get_opportunity_revenue_details` with an opportunity ID. You get the full breakdown without ever leaving your conversation. It's faster than opening another app.

Look Up Account and User Info

The `list_revenue_accounts` tool gives you a direct way to find CRM accounts tied to your revenue data. You can ask Claude, "who owns the Acme account?" and it can cross-reference information from `list_clari_users` to get you an answer. This isn't just a simple list. You're combining data from different tools in a single conversation. It's useful for prepping for a call or just figuring out who to talk to on your team about a specific account.

Monitor Jobs with this MCP Server

The `list_clari_export_jobs` tool lets you monitor the status of bulk data exports. Instead of hunting in the Clari admin panel, just ask Claude if that big export you started this morning is finished yet. It'll give you the status on the spot. You can also use `list_clari_audit_logs` to keep an eye on things. Ask Claude to show you the latest platform events. It's a quick way to check for unusual activity or confirm a change was made.

Setup guide

Set up Clari MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Clari MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Clari MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under clari-mcp.

json

{
  "mcpServers": {
    "clari-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about Clari MCP in Claude Desktop

Just ask for them. Once this MCP server is connected, you can tell Claude Desktop, "get me the details for opportunity ID 12345." It will use the `get_opportunity_revenue_details` tool to pull that info directly from Clari.

Yes, that's what the `list_clari_forecasts` tool is for. You can ask Claude Desktop to show you all manual forecast submissions for the last quarter. It returns the data right in your chat.

The desktop app runs the MCP server as a local process, which can be faster and access local files. The web version connects to a remote server URL, so there's nothing to install, but it requires the server to be on the public internet.

It uses your Clari API credentials, which you provide during setup. Vinkius handles the authentication flow, so you only have to do it once. Your agent then uses that connection to run the tools.

Absolutely. When using the Claude Desktop app with a local server, your data never leaves your machine. For the web connector, Vinkius processes each request in an ephemeral, zero-trust sandbox. Your opportunity and forecast data is only used for the duration of the request and is never stored.

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