# Clari MCP for AI Agents MCP

> Clari gives your AI agent direct access to your revenue intelligence. Instead of jumping between dashboards, you can ask natural language questions about pipeline health, historical forecasting trends, and account status. It lets you audit changes, list users, and track opportunities without ever leaving your chat window.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** revenue-forecasting, pipeline-management, revenue-operations, sales-analytics, opportunity-tracking, forecast-accuracy

## Description

Managing revenue forecasting usually means opening the dashboard, clicking through tabs, cross-referencing multiple reports, and manually calculating variances. This MCP changes that. Connecting Clari to your AI client gives your agent full control over your sales pipeline data and historical financial records via natural conversation.

You can ask for a list of opportunities above a certain value or check the status of bulk data exports instantly. If you need to understand why a forecast changed, your agent pulls up the manual submissions and audit trail records so you know exactly what happened. This integration makes Clari’s complex datasets conversational, allowing sales leaders, revenue ops, and finance teams to get answers immediately without needing specialized dashboard permissions or deep system knowledge. All this power is managed through Vinkius, making it easy for any MCP-compatible client to access your entire revenue data set.

## Tools

### list_clari_users
Lists all users and the organizational hierarchy within your Clari account.

### get_opportunity_revenue_details
Retrieves detailed information for a specific opportunity using its unique ID or name.

### list_revenue_accounts
Lists all CRM accounts that have associated revenue data in Clari.

### list_clari_audit_logs
Provides a list of platform events and audit trail records, showing changes to your data.

### list_clari_export_jobs
Lists the status of any asynchronous bulk data export jobs that are currently running or completed.

### list_clari_forecasts
Retrieves manual forecast submissions and historical performance data for trend analysis.

### list_revenue_opportunities
Lists all CRM opportunities currently tracked within your Clari system.

### list_clari_time_periods
Retrieves a list of active fiscal years, quarters, and months used for reporting in Clari.

## Prompt Examples

**Prompt:** 
```
What are all the open deals over $100k right now?
```

**Response:** 
```
**High-Value Opportunities Found:**

*   **Global Logistics Q3**: Estimated value of $250,000. Owner: Jane Doe.
*   **Acme Enterprise Expansion**: Value is $145,000. Status: Negotiation.

These deals are key to hitting the quarterly target. Do you want me to check their associated account ownership details?
```

**Prompt:** 
```
Show me the historical forecast for Q2 and how it compares.
```

**Response:** 
```
**Forecast Comparison Report:**

*   **Q2 Manual Forecast**: $8.1M (Total submissions).
*   **Current Quarter Target**: $9.5M.
*   **Variance**: You need an additional $1.4M to meet the target, which is a significant jump from last quarter's run rate. This data was sourced using `list_clari_forecasts`.
```

**Prompt:** 
```
Who owns the accounts in the Top 5 pipeline deals?
```

**Response:** 
```
**Top Pipeline Account Ownership:**

| Account Name | Owner | Deal Count |
| :--- | :--- | :--- |
| Acme Corp | Sarah Miller | 2 |
| Beta Solutions | John Doe | 1 |
| Global Logistics | Mike Scott | 3 |

The account ownership data was retrieved directly from the CRM records.
```

## Capabilities

### Reviewing Opportunity Details
Retrieve specific details and metrics for any defined CRM opportunity.

### Analyzing Forecast History
Get lists of manual forecast submissions and historical revenue data to spot trends and variances.

### Tracking System Changes
List platform events and audit trail records, allowing you to securely track who changed what, and when.

### Assessing Account Ownership
Access a list of CRM accounts associated with revenue data and monitor their current status.

### Checking User Hierarchy
List all users in the organization, helping you understand team performance structures.

### Monitoring Data Exports
Check the current status of asynchronous bulk data export jobs directly within your workflow.

## Use Cases

### Finding the Source of Pipeline Discrepancies
A sales manager notices that one deal's value seems off. Instead of emailing Revenue Ops, they ask their agent to run `get_opportunity_revenue_details` for that specific opportunity and instantly find the correct historical values needed to reconcile the discrepancy.

### Verifying Quarterly Forecast Changes
A finance team member needs to verify if the current quarter's forecast is accurate. They ask their agent to use `list_clari_forecasts` and immediately compare the latest manual submissions against last month’s accepted numbers.

### Auditing a Critical Data Change
An ops analyst suspects unauthorized changes were made to a key account's record. They use `list_clari_audit_logs` through their agent, retrieving an instant chronological list of events and who accessed the data.

### Onboarding New Team Members
A manager needs to quickly understand team structure. They ask their agent to run `list_clari_users` and get a comprehensive breakdown of all user roles, account ownerships, and reporting lines.

## Benefits

- Instant Audit Trail: Reviewing platform events and using the `list_clari_audit_logs` tool lets you track every change to your data, which is critical for compliance.
- Deep Opportunity Insights: With access to `get_opportunity_revenue_details`, you pull specific opportunity metrics on demand without needing a report generator.
- Forecast Visibility: Use the `list_clari_forecasts` tool to compare current manual submissions against historical data, making trend spotting immediate.
- System Oversight: Quickly check bulk data status by calling `list_clari_export_jobs`, eliminating wasted time waiting for asynchronous reports.
- User Structure Clarity: The ability to run `list_clari_users` helps managers understand team account ownership and performance structures at a glance.

## How It Works

The bottom line is that you talk to your agent, and it pulls live data from Clari without you ever having to manually open a dashboard or run a report.

1. Subscribe to this MCP and enter your Clari API Token, which you get from your Clari settings.
2. Connect your preferred AI client (like Claude or Cursor) to the Vinkius catalog using the credentials.
3. Start asking questions in natural language. Your agent handles the complex calls to fetch opportunities, review forecasts, or audit logs.

## Frequently Asked Questions

**How can I use the Clari MCP to check my current revenue forecast?**
You ask your agent for a report on manual forecasts. It pulls up the latest submissions and gives you an aggregate number, helping you compare that figure against historical performance trends immediately.

**Does the Clari MCP help me track who changed my deal records?**
Yes. You can ask your agent to review the audit logs. It provides a complete history of platform events, telling you exactly which user made a change and when it happened.

**Can I use Clari MCP in my code or terminal?**
Yes. By connecting through your AI client, you can run data retrieval commands from places like the command line or within scripts, letting you programmatically access opportunities and user lists.

**What if I need to list all users in the organization?**
You simply ask your agent to list the users. It retrieves the entire organizational hierarchy from Clari, giving you a clean breakdown of roles and account access quickly.

**Does this MCP help me monitor large data exports?**
Absolutely. Instead of guessing if an export job is finished, your agent checks the status for you using `list_clari_export_jobs`, letting you know exactly when that bulk report will be ready.