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
MCP connectors are available on ChatGPT Plus, Pro, Business, Enterprise, and Edu. Developer mode may need to be enabled first.
Go to Settings → Apps → Advanced settings and turn on Developer Mode.
Click Create app.
Fill in:
Name: Clarify
MCP Server URL:
https://api.clarify.ai/mcpAuthentication: OAuth
Click Create and complete the OAuth flow to sign in with your Clarify account.
In a new chat, enable the Clarify connector from the tools menu and start asking questions.
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.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.
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-or-update-campaign— Create a new email campaign or update an existing one.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.
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.
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.