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Key features
MCP (Claude, ChatGPT, and more)
Automation
Let Claude, ChatGPT, and other AI assistants securely access and act on your Clarify CRM data through the MCP server.
Our MCP (Model Context Protocol) connector allows you to interact with your Clarify data directly through AI assistants like Claude and ChatGPT. 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"
- Connect Claude, ChatGPT, and Codex
- Query CRM data in natural language
- Authorize secure, scoped access
Connect the Clarify MCP server
Add Clarify to your AI assistant and ask questions about your CRM in natural language. Use this server URL, then follow the steps for your client.
MCP server URL
https://api.clarify.ai/mcpclaude.ai
- Go to Settings → Connectors and choose Browse connectors.
- Search for Clarify and Add to your team (workspace admin needed on Claude for Business).
- Click Connect and complete the OAuth login with your Clarify account.
- Select your organization, then start a new conversation.
Use cases
- Ask Claude to summarize an account's open opportunities from your Clarify data.
- Use ChatGPT to draft follow-ups based on recent CRM activity.
- Have Claude Code pull pipeline records while building an internal tool.