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. Claude decides when to reach for a connector, so if it answers without checking Clarify, name Clarify in your question - for example "in Clarify, which deals moved this week".

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

Scheduled and unattended use

The setup steps above use an interactive login, which needs re-authorizing periodically. That will interrupt anything running on a schedule. For unattended use, authenticate with a Personal API key instead of the login flow:

Authorization: api-key YOUR_API_KEY
X-Clarify-Workspace: your-workspace-slug

Two things to know:

Only Personal API keys work here. A workspace key will list every tool as available and then fail on every call. Create a Personal key at Settings → Workspace → API Keys.
Any workspace member can create a Personal key. You do not need to be an admin, and it does not need switching on.

Full reference: developer.clarify.ai/docs/getting-started/ai-agents

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. It does not list everything you can read, so treat a field or entity that is missing from it as unknown rather than unavailable, and try the query.
query-data - Search and analyze data across companies, people, deals, meetings, tasks, and users. Comments are readable here too, from the comment table, filtering on entity and owner_id.
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. Engagement here is aggregate rates only - use get-campaign-recipients for the individual people.
get-campaign-recipients - List the people enrolled in a campaign with their per-person engagement - who opened, clicked, or replied, and when.
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.
get-calendar-events - List events on a connected calendar.

Writing data

create-or-update-records - Create or update records in bulk (companies, people, deals, meetings, tasks, 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.
manage-access - Manage who can see a specific list, meeting, or message - grant, update, revoke or read its access, or reassign a list to a new owner. It acts with your own access, so it can only grant what you could grant in the app, and only on objects you can already manage. See Sharing and permissions. Can also share every email on a record in one step.
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.
create-or-update-calendar-event - Create or update a calendar event.
delete-calendar-event - Cancel a calendar event.
respond-to-calendar-event - RSVP to a calendar invite.
send-email - Send an email through your connected email account.
create-email-draft - Create a draft in your connected Gmail or Outlook account.
import-meeting-transcript - Import a transcript for a meeting from an external source.

Troubleshooting

The assistant answers without using Clarify. Deciding when to call a connector is your AI client's behavior, not something Clarify controls, and a question does not always read as relevant to a connector on its own. Three things make it reliable: check that Clarify is enabled for that specific conversation and not only added to your account; name Clarify in your first message; and if you work in a project or a saved workspace, add a line to its instructions telling the assistant to use the Clarify connector for anything about deals, companies, people, or meetings. The last one is the only one that stops you repeating yourself, because it applies to every chat in that project.

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. Most tools are available in every workspace. A few belong to features that are turned on per workspace, and those only appear once the feature is on for you - if a tool you expect is missing from the list your assistant can see, contact support.

A write tool is listed but every call returns "Tool not found." If create-record, update-record or create-list return MCP error -32602: Tool ... not found while your read queries keep working, your AI client is working from an out-of-date list of tools. Those names were replaced by create-or-update-records and create-or-update-list. If you still see this, remove the Clarify app from your client and add it again. Reconnecting on its own does not refresh the list, because it comes from the app listing rather than from your connection. On Codex, use the terminal steps above instead of the hosted app - a direct connection always loads the current tool list.

I want to open a record in Clarify from my own app or script. Every record has a normal web address, in the form https://app.clarify.ai/workspaces/YOUR-WORKSPACE/objects/ENTITY/records/RECORD-ID, and you do not need to build it yourself - query-data returns it on every row, and get-records returns it for each record you ask for. There is no custom URL scheme for records: the desktop app registers clarify:// but uses it only for signing in, so a link like clarify://tasks/... is ignored. To make the web address open the desktop app instead of a browser tab, go to Settings → Account → Preferences → Desktop app and switch on Open links in desktop app. That setting is off by default, and it appears in the browser rather than inside the desktop app.

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.