Bring Revenue Forecasting
to AutoGen
Create your Vinkius account to connect Clari to AutoGen and start using all 8 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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
How it works
- Subscribe to this server
- Enter your Clari API Token (obtained from Settings or Clari Support)
- Start managing your revenue intelligence from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Leaders — monitor forecast accuracy and pipeline health using natural language
- Revenue Operations — audit changes to opportunities and monitor export job statuses without opening the dashboard
- Account Executives — quickly look up opportunity details and historical forecast values straight from their chat interface
- Finance Teams — verify revenue snapshots and fiscal time period configurations
Built-in capabilities (8)
Get detailed information for a specific opportunity
List platform events and audit trail records
List status of asynchronous bulk data export jobs
List manual forecast submissions and historical data
List active fiscal years, quarters, and months used in Clari
List all users and hierarchy in the account
List CRM accounts associated with revenue data
List CRM opportunities tracked in Clari
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clari tools. Connect 8 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
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Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clari tools to solve complex tasks
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Role-based architecture lets you assign Clari tool access to specific agents. a data analyst queries while a reviewer validates
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Human-in-the-loop support: agents can pause for human approval before executing sensitive Clari tool calls
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Code execution sandbox: AutoGen agents can write and run code that processes Clari tool responses in an isolated environment
Clari in AutoGen
Why run Clari with Vinkius?
The Clari connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 8 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Clari using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Clari and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Clari to AutoGen through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Clari for AutoGen
Every request between AutoGen and Clari is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does AutoGen connect to MCP servers?
Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Clari tools during their conversation turns.
Can different agents have different MCP tool access?
Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
McpWorkbench not found
Install: pip install "autogen-ext[mcp]"
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