• REVENUE
  • ACCOUNTS
  • OWNERSHIP
  • HUMAN

How to lookup opportunity details with your AI

Connect Clari to your AI client once. After that, you can pull revenue data and account info just by asking.

Ask AI about this page

Short answer

How can I get Clari opportunity and account data in chat?

Your AI uses Clari tools to pull revenue figures and list your accounts. You get the ownership and financial data you need without leaving your chat window. Here is how the data moves from Clari to your agent.

Data outcomes

What you get from your requests

The specific information your agent pulls from Clari.

REVENUE

Opportunity financials

The AI pulls specific revenue figures for a given opportunity. You get the exact numbers needed for forecasting.

ACCOUNTS

Account lists

Your agent identifies revenue-generating accounts. This helps you see which accounts are currently active in your pipeline.

OWNERSHIP

Account owners

The AI identifies who owns specific accounts. You can quickly see which rep is responsible for a particular piece of business.

HUMAN

Manual updates

The AI only reads data. If you need to change an owner or update a deal stage, you still have to do that in Clari.

The workflow

What your AI does when the request arrives.

The AI translates your questions into specific data requests.

  1. Identify accounts

    When you ask about your book of business, the AI finds the relevant accounts in your Clari instance.

    list_revenue_accounts

  2. Fetch deal specifics

    The AI looks up the exact revenue and financial details for a specific opportunity you mention.

    get_opportunity_revenue_details

  3. Verify ownership

    The AI checks the account data to tell you which person is assigned to a specific account.

    list_revenue_accounts

  4. Present findings

    The AI takes the raw data from Clari and writes a plain text response for you to read.

    get_opportunity_revenue_detailslist_revenue_accounts

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are opening lines. Swap out the account names or opportunity IDs with 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

  • List all my revenue accounts.

  • What is the revenue detail for the Acme Corp opportunity?

  • Who is the owner for the Globex account?

  • Show me the revenue details for the Delta project deal.

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

Start here

Connect Clari once, then ask.

Click the link to connect. Your login stays encrypted on our side, and you can find the full technical details on the Connector page.

Connect Clari to your AI

FAQ

How this task behaves

  • 01

    Can the AI change opportunity stages in Clari?

    No. The AI can only read revenue and account data. It cannot modify any records in Clari.

  • 02

    Can I delete accounts using my AI client?

    No. This connection is read-only for the tools provided.

  • 03

    Does the AI see all my Clari data?

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

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Do I need to provide my Clari password to the AI?

    No. You connect via Vinkius, and your credentials are kept secure and encrypted.

  • More questions about Clari? See everything the Clari Connector can do

Connect Clari to Claude, Cursor, ChatGPT & more