VS Code CopilotIDE

Why use Clari MCP Server with VS Code Copilot?

Bring Revenue Forecasting
to VS Code Copilot

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

Create your Vinkius account to connect Clari to VS Code Copilot 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

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ 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 VS Code Copilot?

GitHub Copilot Agent mode brings Clari data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 8 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access
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Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

See it in action

Clari in VS Code Copilot

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 VS Code Copilot 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 VS Code Copilot →

The Vinkius Advantage

How Vinkius secures
Clari for VS Code Copilot

Every request between VS Code Copilot 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.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.