Claude DesktopIDE

Why use Clari MCP Server with Claude Desktop?

Bring Revenue Forecasting
to Claude Desktop

Name: Clari MCP Server
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Create your Vinkius account to connect Clari to Claude Desktop 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 Subscribers

Get Opportunity Revenue DetailsList Clari Audit LogsList Clari Export JobsList Clari ForecastsList Clari Time PeriodsList Clari UsersList Revenue AccountsList Revenue Opportunities

Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

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+ other MCP clients

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_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

See what your AI agent can do with Clari

Why Claude Desktop?

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.

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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

See it in action

Clari in Claude Desktop

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Enterprise Security

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.

View full Clari details →

Fully ManagedNo server setup

Plug & PlayNo coding needed

SecurePrivacy protected

PrivateYour data is safe

Cost ControlBudget limits

Control1-click disconnect

Auto-UpdatesMaintenance free

High SpeedOptimized for AI

Reliable99.9% uptime

Your credentials and connection tokens are fully encrypted

* 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

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents

Complete visibility into every agent action

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.

Explore Analytics

Why Vinkius

Clari and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect Clari to Claude Desktop 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.

4,000+MCP Integrations

<40msResponse time

100%Fully managed

	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

View step-by-step setup guide for Claude Desktop →

The Vinkius Advantage

How Vinkius secures
Clari for Claude Desktop

Every request between Claude Desktop 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.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

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 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.

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).