Clari MCP connector
Updated
Clari is a revenue platform that uses AI to give sales and revenue teams real-time visibility into pipeline health, forecasts, and deal activity. The Clari MCP connector allows AI agents to retrieve opportunity details, monitor audit events, and manage export jobs for forecast and activity data. It also supports tracking API usage limits and checking the status and results of asynchronous exports across a tenant.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the Clari MCP connector to perform the following actions:
- Track real-time pipeline and forecast visibility across sales teams
- Retrieve opportunity details to monitor deal progress and revenue forecasts
- Export activity and forecast data for deeper revenue analysis
- Audit user actions and system events for compliance reporting
- Sync entity records incrementally to keep revenue data current
- Manage export jobs to extract large datasets on demand
- Customize entity schemas by adding picklist fields for reporting
- Monitor usage limits to avoid service disruptions
Example prompts
Use the following example prompts to invoke Clari MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me the details of opportunity number 4521 in Clari.Pull all open opportunities from Clari for this quarter.Export last month's forecast data from Clari.Check how many audit events happened in Clari this week.List all my export jobs in Clari.Export activity data for the sales team from Clari.What's the status of my latest export job in Clari?Add a new picklist field to the opportunity schema in Clari.How close am I to hitting my usage limits in Clari?Cancel the export job I started earlier in Clari.
Clari MCP connector tools
The Clari MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| clari_clarigetopportunity_invoke | Retrieve an opportunity by its ID |
| getAdminLimits | Get API usage limits |
| getAuditEvents | Get audit events (paginated) |
| listExportJobs | List export jobs |
| exportAuditEvents | Export audit events (async) |
| exportActivity | Export activity data |
| exportForecast | Export forecast data |
| getExportJob | Get export job status |
| cancelExportJob | Cancel an export job |
| getExportJobResults | Get export job results |
| getOpportunities | Get opportunities |
| ingestEntity | Ingest entity records (incremental) |
| getIngestJob | Get ingestion job status |
| getIngestSchema | Get entity schema fields |
| createIngestSchemaField | Add picklist field to entity schema |
