Clari MCP connector
Clari is a revenue platform that uses AI to provide real-time visibility into pipeline, forecast accuracy, and sales execution. The Clari MCP connector allows AI agents to retrieve opportunity details, export audit events and activity data, and monitor API usage limits. It also supports managing export jobs, accessing forecast data, and tracking changes through paginated audit event histories.
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:
- Monitor pipeline health and forecast accuracy in real time across sales teams
- Identify at-risk deals and forecast gaps before quarter end
- Track sales execution metrics and activity data for performance visibility
- Export audit events and activity logs for compliance and analysis
- Sync opportunity records bidirectionally between Clari and other business systems
- Ingest custom entity data to enrich revenue insights and forecasting models
- Validate schema changes and manage picklist fields across revenue entities
Example prompts
Use the following example prompts to invoke Clari MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open opportunities in Clari with their current forecast status.Export audit events from last month so I can review who accessed our pipeline data.What is our current API usage in Clari and how close are we to the limit?Create an export job for all forecast data from Q4 and check when it completes.Pull the activity data for my sales team and identify who logged the most calls this week.Ingest our custom entity records into Clari to update account health scores.List all running export jobs and cancel any that are over 2 hours old.Get the results from my audit event export job once it finishes processing.What schema fields are available for our custom entities in Clari?Add a new picklist field to track deal stage health across our revenue org.
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 | Retrieves detailed information about a specific sales opportunity. |
| getAdminLimits | Returns the current usage limits and consumption for your account. |
| getAuditEvents | Retrieves a paginated list of audit events from your account. |
| listExportJobs | Lists all export jobs with their current status and details. |
| exportAuditEvents | Initiates an asynchronous export of audit event records. |
| exportActivity | Initiates an asynchronous export of activity data records. |
| exportForecast | Initiates an asynchronous export of forecast data records. |
| getExportJob | Retrieves the current status and details of a specific export job. |
| cancelExportJob | Cancels an in-progress or pending export job. |
| getExportJobResults | Retrieves the results and output from a completed export job. |
| getOpportunities | Retrieves a list of sales opportunities matching specified criteria. |
| ingestEntity | Uploads or updates entity records incrementally into your system. |
| getIngestJob | Retrieves the current status and details of a specific ingestion job. |
| getIngestSchema | Returns the available fields and structure for a specific entity type. |
| createIngestSchemaField | Adds a new picklist field to an entity's schema definition. |
