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
These instructions are for Claude, but other AI assistants like ChatGPT that support MCP will have similar steps for adding a connector URL.
Step 1: Add the Connector
In Claude, navigate to Settings > Connectors
Locate the "Connectors" section
Click "Add custom connector" at the bottom of the section
Fill in the following details:
Name: Clarify
URL:
https://api.clarify.ai/mcp
Click "Add"
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.
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-lists: Browse saved lists in your workspace. Find existing lists by name or description to understand what queries your team has already created.
Writing data
create-record: Create new records in Clarify, including companies, people, deals, meetings, tasks, and messages. Supports setting relationships between records.update-record: Update existing records by ID. Modify fields or add relationships to companies, people, deals, meetings, tasks, and other entities.add-comment: Add comments to companies, people, deals, meetings, or tasks. Supports markdown formatting for rich text.create-list: Save a query as a list that appears in your Clarify sidebar.
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.