Our MCP (Model Context Protocol) connector allows you to interact with your Clarify data directly through AI assistants like Claude. Once connected, you can retrieve, create, and update records, analyze your data, and automate tasks using natural language.
With the Clarify MCP connector, you can:
Retrieve, create, and update records in Clarify
Analyze your Clarify data with natural language queries
Create tasks and lists automatically
Generate insights from your sales pipeline
Here are some examples of what you can ask your AI assistant after connecting:
"What is my win rate over time?"
"What deals should I be working on this week?"
"For my next trip to New York, which customers should I set up meetings with?"
"Go through all my meetings today and create follow up tasks for each one of them"
Setup
Claude
The Clarify connector is live in Claude's public 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"
Note: If you're on a Claude Business plan, your workspace admin will need to complete this setup.
Step 2: Authenticate with Clarify
After adding the connector, you'll need to complete the OAuth authentication flow to link your Clarify account:
Once you've added the connector, Claude will display it in your connectors list
Click "Connect"
You'll be redirected to Clarify's OAuth page. Log in with the email address 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, and the connector should now be connected.
Step 3: Start asking questions
That's it! You can now start asking questions about your Clarify data directly in any Claude conversation. The connector will automatically activate when needed to answer your queries.
Try asking something like "What deals should I be working on this week?" to test your connection.
Claude Code
You can add the MCP server to Claude Code with the following terminal command:
claude mcp add --transport http clarify https://api.clarify.ai/mcp
After adding the MCP server to Claude Code, type /mcp, select the MCP server, and go through the authentication flow.
ChatGPT
MCP connectors are available on ChatGPT Plus, Pro, Business, Enterprise, and Edu (developer mode may need to be enabled in settings).
Open chatgpt.com and go to Settings → Apps → Advanced settings and turn on Developer Mode.
Click on Create app.
Fill in:
Name: Clarify
MCP Server URL: https://api.clarify.ai/mcp
Authentication: OAuth
Click Create, and sign in with your Clarify account during the OAuth flow.
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 in Clarify, timezone, and current time.get-schema: Get the schema for Clarify entities. Useful for understanding what fields are available when querying or creating records.query-data: Search and analyze your Clarify data. Supports companies, people, deals, meetings, tasks, and users. Can return raw results for analytics or rich context with AI summaries and meeting transcripts.get-records: Get full details for specific records by ID, including relationships and AI summariesget-lists: Browse saved lists in your workspace. Find existing lists by name or description to understand what queries your team has already created.find-leads: Searches Clarify's prospecting database for new leadslist-campaigns: List all campaigns in your workspaceget-campaign: Get full details for an existing campaign
Writing data
create-records/update-records: Create or update records in Clarify, including companies, people, deals, meetings, tasks, and messages.merge-records: Merge duplicate recordsadd-comment: Add comments to companies, people, deals, meetings, or tasks. Supports markdown formatting for rich text.create-list/update-list: Manage lists in Clarifyimport-leads: Imports leads from Clarify's prospecting databasecreate-campaign/update-campaign/delete-campaign: Manage email campaignscreate-custom-object/update-custom-object: Manage custom objectscreate-or-update-fields/delete-fields: Manage fields on an objectsubmit-feedback: Send feedback about the MCP connector back to the Clarify team
Feedback
We'd love to hear about your experience with the MCP connector! Please share your feedback with our team at [email protected] so we can continue improving this integration.