Bring Revenue Forecasting
to OpenAI Agents SDK
Create your Vinkius account to connect Clari to OpenAI Agents SDK 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 OpenAI Agents SDK?
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.
- —
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 in OpenAI Agents SDK
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 OpenAI Agents SDK 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 OpenAI Agents SDK
Every request between OpenAI Agents SDK 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 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.
Can I use multiple MCP servers in one agent?
Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.
Does the SDK support streaming responses?
Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.
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.
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