• LOGS
  • REVENUE
  • HUMAN
  • REPORT

How to audit pipeline changes with your AI

Connect Clari to your AI client once. After that, you can ask your agent to investigate any sudden shifts in your deal data or track down specific user edits.

Ask AI about this page

Short answer

How can I track who changed my Clari opportunity values?

Your AI pulls the audit logs to see exactly which user made a change and when. It then cross-references those logs with specific revenue details to show you the impact of those edits. You get a clear trail of every value adjustment in your pipeline.

Where every change lands.

Audit outcomes

The AI organizes its findings into these specific areas.

LOGS

User edit history

The AI identifies the specific person and timestamp for any field change. You get a clean list of who touched which opportunity.

REVENUE

Value shift analysis

The AI compares old and new values to show how much revenue was added or removed. It highlights the exact dollar impact of recent edits.

HUMAN

Manager review

The AI flags suspicious or large value changes that need a human eyes. You decide if these edits require a follow-up conversation.

REPORT

Pipeline integrity check

The AI summarizes recent activity into a single view. You can see if your pipeline is being stabilized or manipulated.

The workflow

What your AI does when the audit request arrives.

The AI handles the heavy lifting of scanning logs and calculating differences.

  1. Fetch activity logs

    The AI scans Clari to find all recent changes made to your opportunities.

    list_clari_audit_logs

  2. Isolate revenue changes

    It pulls the specific financial details for the deals you are investigating.

    get_opportunity_revenue_details

  3. Identify the culprit

    The AI matches the timestamp of a value change to the specific user in the audit trail.

    list_clari_audit_logs

  4. Summarize the impact

    The AI calculates the net change in pipeline value based on the retrieved revenue data.

    get_opportunity_revenue_details

Try it

Copy these to start.

Paste these directly into your chat to begin an audit.

Starting points

These are basic prompts. Swap out the deal names or dates to match your actual Clari data.

Clari Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Clari capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clari-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp"
    }
  }
}
Copy into chat04

  • Who changed the amount on the Acme Corp opportunity last Tuesday?

  • Show me all revenue changes made by Sarah Jenkins this week.

  • List the audit logs for any deals where the close date was moved recently.

  • Did any opportunity values change by more than $10k in the last 24 hours?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Clari once, then ask.

You only need to link your account one time. Your credentials stay encrypted, and you can immediately start asking questions about your pipeline.

Connect Clari to your AI

FAQ

How this task behaves

  • 01

    Can the AI change values in Clari for me?

    No. The AI can only read audit logs and revenue details. It cannot edit, delete, or create any data in Clari.

  • 02

    Does the AI see all my Clari data?

    The AI only sees the data it needs to answer your specific question based on the tools provided.

  • 03

    Can I use this to see why a deal was lost?

    Yes, if the reason for the loss was recorded in a field that appears in the audit logs or revenue details.

  • 04

    Can the AI send an email to the person who changed a deal?

    No. This MCP does not have tools to send messages or emails. You will need to handle all communications yourself.

  • 05

    How far back can the AI look in the audit logs?

    The AI can look back as far as your Clari instance retains its audit log history.

  • More questions about Clari? The Connector page answers them. See everything the Clari Connector can do

Connect Clari to Claude, Cursor, ChatGPT & more