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 OpenAI Agents SDK 8 tools — connect in under 2 minutes

Name: Clari
Availability: InStock
Author: Vinkius

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 8 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Clari through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

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.

python

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Clari Assistant",
            instructions=(
                "You help users interact with Clari. "
                "You have access to 8 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Clari"
        )
        print(result.final_output)

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 8 tools from Clari through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries Clari, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Clari MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 8 tools from Clari

Why Use OpenAI Agents SDK with the Clari MCP Server

OpenAI Agents SDK provides unique advantages when paired with Clari through the Model Context Protocol.

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Clari + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the Clari MCP Server delivers measurable value.

Automated workflows: build agents that query Clari, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents. one queries Clari, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Clari tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Clari to resolve tickets, look up records, and update statuses without human intervention

Clari MCP Tools for OpenAI Agents SDK (8)

These 8 tools become available when you connect Clari to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting Clari to OpenAI Agents SDK through the Vinkius, and how to resolve them.

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Clari + OpenAI Agents SDK FAQ

Common questions about integrating Clari MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.