Clari Connector for AI agents.
8 live capabilities
Manage revenue forecasting and pipeline audits through natural conversation.
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Why people use Clari
Clari for Revenue Forecasting and Pipeline Audits
This Connector changes that by bringing your Clari data directly into your chat. You can ask your agent to pull the audit logs or list your opportunities in one go. You get the answers you need in plain text, which means you spend less time clicking and more time making decisions.
What Vinkius changes
You get a conversational interface for your entire Clari revenue operations.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Audit a sudden forecast drop
A RevOps manager notices a dip and asks the agent to use list_clari_audit_logs to see who changed the numbers.
- Real-world use case 02
Quick deal research
An Account Executive asks for the details of a specific high-value deal using get_opportunity_revenue_details before a meeting.
- Real-world use case 03
Pipeline health check
A Sales Leader asks the agent to list all opportunities over $50k using list_revenue_opportunities to prioritize follow-ups.
Complete set · 8capabilities
The complete Clari capability set.
These are the exact actions your AI can choose when you ask it to work with Clari.
01—04
4 capabilities in this set.
Part of 8 available through Clari.
- 01 Capability
Get opportunity revenue details
Get specific data for a single opportunity. This helps you see the exact financial breakdown of a deal quickly.
- 02 Capability
List revenue accounts
See all CRM accounts tied to your revenue. This gives you a clear view of which accounts are driving your numbers.
- 03 Capability
List clari audit logs
Pull platform events and audit trail records. Use this to see exactly who changed what and when.
- 04 Capability
List clari users
See all users and the team hierarchy. This helps you understand who owns what across the organization.
05—08
4 capabilities in this set.
Part of 8 available through Clari.
- 05 Capability
List clari export jobs
Check the status of bulk data export jobs. This lets you know if your data is ready without checking the dashboard.
- 06 Capability
List clari forecasts
See manual forecast submissions and historical data. Use this to track how your revenue projections have evolved.
- 07 Capability
List revenue opportunities
List all CRM opportunities in Clari. This provides a bird's eye view of your entire sales pipeline.
- 08 Capability
List clari time periods
See active fiscal years, quarters, and months. This helps you align your data requests with the correct timeframes.
Set up in minutes
One URL. Then ask Clari to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Clari from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Clari, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Clari for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Clari URL.
- Step 03
Save and start
Save the connection and enable Clari in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"clari": {
"url": "https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Clari
Open Agent mode in chat and ask: "Using Clari, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"clari": {
"url": "https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Clari
Ask Copilot: "Using Clari, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"clari": {
"url": "https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Clari
Open Cascade and ask: "Using Clari, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"clari": {
"url": "https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Clari
Ask Cline: "Using Clari, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add clari --transport http "https://edge.vinkius.com/vk_preview_UL3EoBiYUnXbgKRjEtBqOjaWBPSQbvdzcjIQgGPe/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Clari
Ask Claude: "Using Clari, show me...". 8 tools are ready
Where the request belongs
Work Clari can move forward.
This is for the RevOps pro who's tired of digging through complex dashboards to find a single audit log, or the Sales Leader who needs a quick pulse on forecast accuracy without waiting for a manual report.
Revenue Operations Manager
Audits pipeline changes and monitors export jobs without switching windows.
Sales Leader
Checks forecast accuracy and pipeline health using natural language prompts.
Account Executive
Pulls up opportunity details and historical values while on a call.
Finance Analyst
Verifies revenue snapshots and fiscal configurations quickly.
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Bring your own AI
Change the model, client or framework. Keep Clari connected.
-
Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
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Jan -
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Open WebUI -
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Cherry Studio -
LibreChat -
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Vercel AI SDK
Before you connect
Questions about Clari.
The practical details behind the request, access and result.
Can the Clari MCP show me my current sales pipeline?
Yes, it can list all CRM opportunities tracked in Clari so you can see your pipeline status instantly.
How do I use Clari MCP to check forecast accuracy?
You can ask your agent to pull manual forecast submissions and historical data to see how your projections are trending.
Can I use Clari MCP to see who changed my revenue data?
Yes, the Connector can pull platform events and audit trail records so you can see exactly what changes were made.
Does Clari MCP help with revenue operations?
It helps RevOps teams by monitoring export job statuses and listing organization hierarchies without needing to open the dashboard.
Can I see the fiscal periods in Clari using this Connector?
Yes, you can list the active fiscal years, quarters, and months to make sure your data requests match your company's calendar.
Is the Clari MCP good for checking account ownership?
It can list all CRM accounts associated with your revenue data to help you identify who owns which accounts.
Can I see my team's forecast for this quarter?
Yes! Use the list_clari_forecasts capability. 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 capability. 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.
One connection away
Give your agent a direct line to Clari.
Connect Clari once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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