Clarify MCP for AI agents
Agents read Clarify MCP at once. Changes and sends are held for a person's approval by default.
About Clarify MCP
Clarify MCP lets agents query and update CRM records, create tasks and lists, analyze pipelines, and work with companies, people, deals, meetings, and campaigns.
What an agent can do in Clarify MCP
Every Clarify MCP action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Clarify MCP without asking first. 16 actions.
- Get-agent-runsList an agent's runs, executions, invocations, and past run history, or fetch one run with its full transcript. Use this tool for any question about what an agent has done, when it ran, or how often i
- Get-agentsList agents visible to the current user, or fetch a single agent by ID. ## When to use this tool - When the user asks to see their agents or list available agents - When you need to look up an agent's
- Get-artifact-component-docGet the full prop contract for one or more Clarify design-system components available to artifacts — each component's summary, a usage snippet, and every prop with its type and allowed values. ## When
- Get-artifact-sourceRead the current source of an existing artifact — the JSX of its applied version, plus its name and description. ## When to use this tool Use this before updating an artifact so you patch its real cur
- Get-calendar-eventsList the current user's calendar events in a time range. ## When to use this tool - To answer "what's on my calendar today/tomorrow/next week" - To find a specific upcoming meeting by title or topic -
- Get-campaign-recipientsList the individual people enrolled in a campaign, with their per-person engagement — who opened, who clicked, who replied, and when. ## When to use this tool - Answer "who clicked", "who opened", "wh
- Get-campaignsList campaigns in the workspace, or fetch a single campaign by ID with full details. ## When to use this tool - Without campaign_id: discover existing campaigns, search by name, get campaign IDs - Wit
- Get-current-userGet information about the current authenticated user, including their timezone. ## When to use this tool Use this to understand who "me", "my", and "I" refer to in user queries. ## Important notes Whe
- Get-listsGet list metadata (saved views) for an entity type, or fetch a single list by ID. Only dynamic lists (membership driven by a SQL query) are returned. Legacy static and default lists are filtered out.
- Get-recordsRetrieve detailed information about specific records by their IDs. This tool provides comprehensive context about records, including relationships, AI summaries, and other details. Use this tool when
- Get-schemaGet the schema for Clarify entities. ## When to use this tool Use the read format when working with SQL queries and the query-data tool. Use the write format when creating or updating records with the
- Get-workflow-runsGet execution runs for a workflow. Returns run history with status and timing. ## When to use - Check if a workflow is executing correctly - Review recent run history - Count failures or investigate p
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- Get-workflowsGet and search workflows in the workspace, or fetch a single workflow with its full configuration. When called without `workflow_id`, returns metadata for matching workflows (supports case-insensitive
- Query-analyticsExecute read-only ClickHouse SQL against the analytics event log. ## When to use this tool Use `query-analytics` for **historical / point-in-time** questions about CRM records: anything that requires
- Query-dataExecute PostgreSQL queries to retrieve data from Clarify. ## When to use this tool - Counting records (e.g., "How many deals are open?") - Aggregations (SUM, AVG, COUNT, MAX, MIN, GROUP BY) - List que
- Read-contextRead Clarify product knowledge and documentation. Use this whenever you need to understand a feature, apply best practices, or reference detailed technical documentation. Available contexts: - field-d
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 29 actions.
- Add-commentAdd a comment to a supported entity. ## Important notes After adding a comment, tell the user what was commented on in a friendly, conversational way.
- Create-email-draftCreate an email draft in the user's connected Gmail or Outlook account for them to review, edit, and send themselves. Nothing is sent; use send-email when the user wants the message to go out now. The
- Create-or-update-agentCreate or update an agent, an autonomous AI assistant. ## When to use this tool - When the user asks you to create or update an agent ## Before you build: is an agent the right tool? Run these checks
- Create-or-update-artifactCreate a new artifact or write a new version to an existing artifact. An artifact is a named document with versioned content (e.g. a report, a plan, a draft) that the user can view and revisit over ti
- Create-or-update-calendar-eventCreate a new calendar event or update an existing one. ## When to use this tool - To create a new event: omit `event_id` and provide `title` and `when`. - To update an existing event: provide `event_i
- Create-or-update-custom-objectCreate a new custom object type or update an existing one in the workspace. ## When to use this tool - When the user asks to create a new custom object type - When the user asks to update the name, pl
- Create-or-update-fieldsCreate new fields or update existing field metadata (name, options, AI config) on any entity (company, person, deal, meeting, or custom object). Does not support changing an existing field's type or n
- Create-or-update-listCreate or update a dynamic list: a saved view whose membership is defined by a SQL query. Dynamic lists are the only list type Clarify supports today. ## When to use this tool - To create a new list:
- Create-or-update-recordsCreate or update records in Clarify. Supports bulk operations of up to 25 records per call. - **Without id**: Create a new record - **With id**: Update an existing record by ID This tool also links an
- Create-or-update-workflowCreate a new workflow or update an existing one. - **Without workflow_id**: Create a new workflow with a trigger - **With workflow_id**: Add, update, or delete blocks within a workflow, or update its
- Delete-agentDelete an agent by its ID. ## When to use this tool - When the user asks to delete or remove an agent they created ## Important notes - This action is permanent and cannot be undone - Only the creator
- Delete-artifactDelete an artifact by its ID. An artifact is a named, versioned report or document that the user can view and revisit. ## When to use this tool Use this when the user asks to delete or remove an artif
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- Delete-calendar-eventCancel a calendar event. ## When to use this tool Use to cancel an event the user owns or has edit access to. For events the user is only invited to, use respond-to-calendar-event instead. ## Importan
- Delete-campaignDelete a campaign by its ID. ## When to use this tool - When the user asks to delete or remove a campaign ## Important notes - This action is permanent and cannot be undone - The campaign must be disa
- Delete-custom-objectDelete a custom object type by its entity identifier. ## When to use this tool - When the user asks to delete or remove a custom object type ## Important notes - This action is permanent and cannot be
- Delete-fieldsDelete one or more custom fields from an existing object (built-in entities like person, company, deal, or custom objects like c_my_object). ## When to use this tool - When a user wants to remove cust
- Delete-listDelete a list (saved view) by its ID. ## When to use this tool - When the user asks to delete or remove a list they created ## Important notes - This action is permanent and cannot be undone - Default
- Delete-recordsDelete one or more records by their IDs. Supports bulk deletion of up to 25 records per call. ## When to use this tool - When the user asks to delete or remove specific records ## Important notes - Th
- Delete-workflowDelete a workflow by its ID. ## When to use this tool - When the user asks to delete or remove a workflow ## Important notes - This action is permanent and cannot be undone - The workflow will stop ex
- Find-leadsSearch Clarify's built-in prospect database of companies and people to find new leads matching criteria like industry, location, headcount, job title, seniority, and funding stage, and save (publish)
- Import-leadsImport leads from a tam_company or tam_person search into Clarify. ## Important Rules - Parameters like versionId and searchId should preferably come from the document context, which is the source of
- Import-meeting-transcriptImport a meeting transcript from an external source (Granola, Notion, Circleback). ## When to use this tool Use after finding a meeting in an external source. Pass the source and transcript ID directl
- Manage-accessManage who can access a specific object — a list, meeting, message, task, or record (deal, company, person, or a custom object) — by granting, updating, revoking, or reading its access grants, or reas
- Merge-recordsMerge two or more records into a single primary record in Clarify. All data from the source records (fields, relationships, list memberships, notes) will be merged into the primary record. Source reco
- Respond-to-calendar-eventRSVP to a calendar event you've been invited to. ## When to use this tool Use to accept, decline, or tentatively accept a meeting invite. The user must be a participant on the event. ## Important note
- Run-workflowStart a workflow run. Three modes are supported, picked by which input is set: 1. **Replay**: pass `workflow_run_id`: copies the trigger state of a completed run and re-executes the action blocks agai
- Send-emailSend an email immediately through the user's connected email account. ## When to use this tool Use this tool when the user wants to send an email right now, without reviewing or editing it first. For
- Submit-feedbackSubmit concise feature requests or feedback about MCP tools. Use when: - Missing functionality prevents completing a user's request - User requests a new feature or reports a limitation - User suggest
- Update-campaignUpdate an existing email campaign: rename it, change its target list, adjust the sender, edit its email steps, or configure send time windows. To create a new campaign, use the create-campaign tool in
Changes wait in Needs you
Changes and sends in Clarify MCP are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Clarify MCP questions
Can an agent change data in Clarify MCP on its own?
Not by default. Changes and sends in Clarify MCP are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Clarify MCP?
This connector lists 16 read actions. Reads run at once, without waiting for approval.
How does Clarify MCP connect?
It connects with dcr oauth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.