How to Use the Clari MCP in CrewAI

Q: How do I add the Clari MCP Server to a CrewAI agent?

You pass the Vinkius HTTP URL directly inside the agent's mcps parameter list. CrewAI automatically discovers and registers all eight sales tools.

Q: Can I restrict which Clari tools my CrewAI agents can access?

Yes, you can use the MCPServerHTTP class from CrewAI MCP with a toolfilter to expose only specific tools like listrevenueopportunities.

Q: Does CrewAI support asynchronous Clari export jobs?

Yes. You can set up a background agent that monitors listclariexportjobs and alerts the rest of the crew when the data is ready.

Deploy specialized agent teams that collaborate to audit Clari pipeline changes and analyze revenue opportunities in CrewAI.

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Connect Clari MCP to CrewAI

Create your Vinkius account to connect Clari to CrewAI 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 CrewAI

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Analyze Clari Opportunities with CrewAI Teams

`get_opportunity_revenue_details` provides the raw deal data that your specialized research and analysis agents dissect. One agent pulls the opportunity metrics, while a second agent evaluates the deal velocity. This division of labor ensures deeper inspection of high-value accounts. CrewAI coordinates the handoff between agents, keeping your entire sales pipeline under constant, autonomous observation.

Monitor Sales Security Using CrewAI and MCP

`list_clari_audit_logs` feeds your monitoring crew with a live stream of CRM platform events. A dedicated auditor agent scans these logs for unauthorized adjustments, while a moderator agent handles escalations. This setup replaces manual compliance checks with autonomous guardrails. Your agents collaborate in real-time to flag anomalies and protect your revenue integrity.

Map Revenue Targets Across Fiscal Quarters

`list_clari_time_periods` allows your crew to align active sales opportunities with your current fiscal calendar. The coordinator agent pulls the active quarters, enabling the analyst agent to map MCP metrics correctly. You get precise forecasting reports without manual date-matching. Your agents handle the alignment behind the scenes, outputting structured summaries of your pipeline health.

Setup guide

Set up Clari MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Clari tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Clari Analyst",
    goal="Access and analyze Clari data via MCP.",
    backstory="Expert analyst with direct Clari access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Clari transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Clari Analyst",
        goal="Access and analyze Clari data via MCP.",
        backstory="Expert analyst with direct Clari access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Clari transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

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 CrewAI

You pass the Vinkius HTTP URL directly inside the agent's `mcps` parameter list. CrewAI automatically discovers and registers all eight sales tools.

Yes, you can use the `MCPServerHTTP` class from CrewAI MCP with a `tool_filter` to expose only specific tools like `list_revenue_opportunities`.

Agents use CrewAI's shared memory to pass details retrieved from `get_opportunity_revenue_details` to other specialized team members.

Yes. You can set up a background agent that monitors `list_clari_export_jobs` and alerts the rest of the crew when the data is ready.

Your Clari audit logs and platform events are processed in memory within the Vinkius MCP Server sandbox. No sales data is cached or stored outside your active session.

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