Connect Clarify to your AI assistant and interact with your CRM data using natural language - query records, create tasks, analyze your pipeline, and more.
ℹ️ Looking to connect external tools into Rep (not the other way around)? See Rep Connectors to let Rep use tools like Linear, Notion, Outreach, Stripe, and more from within your Clarify conversations.
Once connected, ask questions like:
"What deals should I focus on this week?"
"Go through today's meetings and create follow-up tasks for each one."
"For my next trip to New York, which customers should I meet?"
"What's my win rate over the last 90 days?"
Set up the Clarify MCP
Claude
The Clarify connector is listed in Claude's connector directory.
Step 1: Add the connector
Open Claude and go to Settings → Connectors.
Click Browse connectors and search for Clarify.
Click Add to your team.
ℹ️ On a Claude Business plan, your workspace admin must complete this step.
Step 2: Authenticate with Clarify
Once the connector is added, it will appear in your connectors list. Click Connect.
You'll be redirected to Clarify's OAuth page. Log in with the email associated with your Clarify account.
Select the organization you want to grant access to and click Allow access.
You'll be redirected back to Claude. The connector will show as connected.
Step 3: Start asking questions
Start a new conversation and ask anything about your Clarify data. The connector activates automatically when needed.
Claude Code
Add the MCP server via terminal:
claude mcp add --transport http clarify https://api.clarify.ai/mcp
Then type /mcp in any Claude Code conversation, select the Clarify server, and complete the OAuth login.
ChatGPT
Clarify is an official ChatGPT app, available on ChatGPT Plus, Pro, Business, and Enterprise.
In ChatGPT, open Settings → Apps & Connectors (or the apps menu in a chat).
Find the Clarify app and click Connect.
Complete the OAuth login with your Clarify account.
Start a new chat, enable Clarify from the apps menu, and ask about your CRM.
Codex
Add the MCP server via terminal:
codex mcp add clarify --url https://api.clarify.ai/mcp
Then open ~/.codex/config.toml and add the following http_headers to the Clarify MCP entry so that it looks like:
[mcp_servers.clarify]
url = "https://api.clarify.ai/mcp"
http_headers = { "user-agent" = "codex-cli" }
Finally, complete the OAuth logic with the following command:
codex mcp login clarify
Available tools
Reading data
get-current-user- Get your user profile, timezone, and current local time.get-schema- Get the schema for Clarify entities (built-in and custom). Useful before querying or creating records.query-data- Search and analyze data across companies, people, deals, meetings, tasks, and users.query-analytics- Query historical analytics and metrics - trends over time, win rates, and point-in-time snapshots - using read-only SQL against your workspace's analytics data.get-records- Get full details for specific records by ID, including relationships and AI summaries.get-lists- Browse saved lists (views) for an entity type, or fetch a single list by ID.get-campaigns- List campaigns in your workspace, or fetch a single campaign by ID with full details.find-leads- Search Clarify's built-in prospect database of 28M+ companies and 175M+ people to find new leads by industry, location, headcount, job title, seniority, funding stage, and more.read-context- Read Clarify product knowledge and documentation.get-agents- List agents in your workspace, or fetch a single agent by ID.get-agent-runs- Get an agent's run history, or fetch a single run by ID.
Writing data
create-or-update-records- Create or update records in bulk (companies, people, deals, meetings, tasks, messages, and custom objects).delete-records- Delete one or more records by ID.merge-records- Merge duplicate records into a single primary record. Fields, relationships, list memberships, and notes are preserved.add-comment- Add a comment to any supported record. Supports markdown.create-or-update-list- Create a new list (saved view) or update an existing one.delete-list- Delete a list by ID.import-leads- Import leads from a Clarify prospect search into your workspace.create-campaign- Create a new email campaign (sequence) in draft mode.update-campaign- Update an existing email campaign - rename it, change its target list, sender, email steps, or send-time windows.delete-campaign- Delete a campaign by ID.create-or-update-custom-object- Create a new custom object type or update an existing one.delete-custom-object- Delete a custom object type.create-or-update-fields- Create or update fields on any entity (company, person, deal, or custom object). Rename fields, add or remove enum/select options, change option colors, and configure AI autofill.delete-fields- Delete one or more custom fields from an entity.submit-feedback- Send feedback or feature requests about the MCP connector to the Clarify team.create-or-update-agent- Create a new agent or update an existing one.delete-agent- Delete an agent by ID.
Troubleshooting
The OAuth login page didn't open after clicking Connect. A popup blocker is likely preventing the redirect. Disable your popup blocker for the AI assistant's domain, or try a different browser, then click Connect again.
The connector shows as added but isn't connecting. Adding and connecting are separate steps. Go back to Settings → Connectors, find Clarify in your list, and click Connect to start the OAuth flow.
The Clarify connector isn't visible in Claude. On Claude Business plans, connectors must be added by a workspace admin before individual members can see or use them. Ask your admin to add the Clarify connector via Settings → Connectors.
A tool call returns "no approval received." This comes from your AI client's tool-approval step, not from Clarify. Many clients ask you to approve each tool before it can run, and calls made by an unattended agent can be auto-declined. Approve the tool when prompted, or set it to "always allow" / auto-approve in your client's tool settings. Every tool listed above is available to all workspaces - there is nothing to enable on Clarify's side.
Feedback
Send feedback about the MCP connector directly through your AI assistant using the submit-feedback tool - just ask it to submit feedback with your comments.