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How to Use the Clari MCP in VS Code Copilot

Give your whole dev team shared access to Clari data right inside VS Code Copilot.

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VS Code Copilot

Connect Clari MCP to VS Code Copilot

Create your Vinkius account to connect Clari to VS Code Copilot 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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Shared Pipeline Context for Your Team

This MCP server connects your team to tools like `list_revenue_opportunities` and `list_revenue_accounts` through a single `.vscode/mcp.json` file committed to your repository. When a developer needs to build a feature that touches sales data, they can ask Copilot to pull live information. No more passing around stale JSON files or hitting a dev environment that's out of sync. Everyone on the team builds against the same ground truth from Clari, directly inside their editor.

Audit Clari Activity with VS Code Copilot

The `list_clari_audit_logs` tool is for teams that take security and compliance seriously. Instead of passing out admin access to Clari, a developer can ask Copilot to check the audit trail for a specific event or user action. This is powerful for debugging and for security reviews. You ask the question in plain English, and Copilot gets the answer from Clari's API, right in your editor. It keeps access controlled and workflows contained.

Build and Monitor Data Pipelines

The `list_clari_export_jobs` tool helps your team manage data workflows directly from within VS Code. A developer can ask Copilot to check on a bulk export's status without context switching. You can also use `list_clari_time_periods` to ensure any custom reporting you build uses the correct fiscal calendar from Clari. It makes your internal tools more reliable because they're built with live, accurate data.

Setup guide

Set up Clari MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Clari MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Clari tools listed. Try asking: "List my recent Clari transactions" and Copilot will invoke them automatically.

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

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 VS Code Copilot

Create a `.vscode/mcp.json` file in your project's root folder and commit it to Git. This file contains the server configuration. Every developer who pulls the repo will automatically have the same Clari tools available in VS Code Copilot.
Yes. The `list_clari_audit_logs` tool is exposed to Copilot. You can ask it things like, "show me all login events in the Clari audit log from yesterday," and it will fetch that data for you.
It's built for Agent mode. Once you've configured the MCP server, switch Copilot Chat to its agent setting. Then you can instruct it to use the Clari tools like `list_revenue_opportunities` or `list_clari_users`.
This is an MCP server hosted and managed by Vinkius. It uses the official Clari API and the open MCP standard to connect to clients like VS Code Copilot, but it is a third-party integration.
Security is built in. Each request to this MCP server runs in a dedicated V8 Isolate sandbox on Vinkius. Your team's opportunity, forecast, and user hierarchy data is processed in-memory and is never written to disk or logged. The execution environment is ephemeral and vanishes after your request is handled.

Start using the Clari MCP today

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