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How to Use the Clari MCP in Mastra AI

Build self-healing sales workflows that sync Clari forecasts and run automated pipeline audits via Mastra AI.

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Works with every AI agent you already use

…and any MCP-compatible client

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Mastra AI

Connect Clari MCP to Mastra AI

Create your Vinkius account to connect Clari to Mastra AI 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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Automate Clari Forecast Updates with Mastra AI

`list_clari_forecasts` extracts your team's manual submissions to trigger automated sales reviews in your Mastra AI pipelines. If a forecast fetch fails, the framework's built-in retry engine automatically backs off and retries. You define the workflow logic in TypeScript, letting Mastra handle the execution steps. The agent handles raw sales numbers and routes them to the correct managers without human intervention.

Run Guarded Clari Audits with this MCP Server

`list_clari_audit_logs` tracks platform events while Mastra's approval system holds critical changes for human review. This MCP Server tracks platform events and feeds them directly into your workflow engine. You configure `requireToolApproval` to pause the workflow when suspicious pipeline edits occur. Your team gets Slack alerts to approve or reject the automated adjustments before they write to your database.

Manage Heavy Revenue Data Exports

`list_clari_export_jobs` checks the status of your asynchronous bulk data exports via MCP. Mastra uses conditional branching to wait for the export to finish before initiating the next sync step. You avoid API rate limits by letting the agent poll the job status intelligently. Once complete, the workflow automatically moves the fresh revenue records to your warehouse.

Setup guide

Set up Clari MCP in Mastra AI

Prerequisites

  • Node.js 18+ and a TypeScript project
  • @mastra/mcp + @mastra/core packages
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install dependencies

    Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).

  2. 2

    Configure the MCPClient

    Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Discover and inject tools

    Call mcpClient.listTools() and spread the result into your agent's tools object. All Clari tools become native Mastra tools.

  4. 4

    Run with any model

    Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts
import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "clari-mcp-client",
  servers: {
    "clari-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Clari Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Clari tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Clari transactions"
);
console.log(result.text);

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Clari MCP in Mastra AI

Instantiate the client using the Vinkius URL and call `listTools` on the instance. You then spread those tools directly into your Mastra agent configuration block.
Yes, Mastra uses its built-in exponential backoff to automatically retry calls to `get_opportunity_revenue_details` if Clari throttles the request.
The server exposes `list_clari_forecasts`, allowing your Mastra agent to query historical data and branch workflows based on quota attainment.
No. Mastra auto-detects the transport layer, meaning it configures the connection to your hosted Vinkius endpoint without manual coding.
The Vinkius MCP Server sandbox ensures your manual forecast submissions and CRM user lists are never written to disk. All data transmission uses short-lived, encrypted memory spaces.

Start using the Clari MCP today

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