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.

Clari MCP Server for Claude Desktop 8 tools — connect in under 2 minutes

Name: Clari
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 8 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Clari and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "clari": {
      // Your Vinkius token. get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Clari MCP Server

Connect your Clari account to any AI agent and take full control of your revenue operations and forecasting through natural conversation. Streamline how you manage your sales pipeline and historical revenue data.

Claude Desktop is the definitive way to connect Clari to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 8 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

What you can do

Opportunity Oversight — List and retrieve details for all CRM opportunities tracked in Clari natively
Forecast Intelligence — Access manual forecast submissions and historical data to understand trends flawlessly
Pipeline Auditing — List and review platform events and audit trail records to track changes securely
Account Visibility — Access CRM accounts associated with revenue data and monitor their status flawlessly
User Logistics — List all users and organization hierarchies to understand team performance securely
Export Intelligence — Monitor the status of asynchronous bulk data export jobs directly within your workspace

The Clari MCP Server exposes 8 tools through the Vinkius. Connect it to Claude Desktop in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Clari to Claude Desktop via MCP

Follow these steps to integrate the Clari MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using Clari

Look for the 🔌 icon in the chat. your 8 tools are now available

Why Use Claude Desktop with the Clari MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with Clari through the Model Context Protocol.

Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

Clari + Claude Desktop Use Cases

Practical scenarios where Claude Desktop combined with the Clari MCP Server delivers measurable value.

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies. all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

Clari MCP Tools for Claude Desktop (8)

These 8 tools become available when you connect Clari to Claude Desktop via MCP:

get_opportunity_revenue_details

Get detailed information for a specific opportunity

list_clari_audit_logs

List platform events and audit trail records

list_clari_export_jobs

List status of asynchronous bulk data export jobs

list_clari_forecasts

List manual forecast submissions and historical data

list_clari_time_periods

List active fiscal years, quarters, and months used in Clari

list_clari_users

List all users and hierarchy in the account

list_revenue_accounts

List CRM accounts associated with revenue data

list_revenue_opportunities

List CRM opportunities tracked in Clari

Example Prompts for Clari in Claude Desktop

Ready-to-use prompts you can give your Claude Desktop agent to start working with Clari immediately.

"Show me all opportunities worth over $50,000."

"What is our current manual forecast value?"

"Who are the account owners for the 'Top 10' pipeline accounts?"

Troubleshooting Clari MCP Server with Claude Desktop

Common issues when connecting Clari to Claude Desktop through the Vinkius, and how to resolve them.

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

Clari + Claude Desktop FAQ

Common questions about integrating Clari MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.