Clari Copilot connector for AI agents

CALL ANY TOOL

List calls, transcripts, and call intelligence from Clari Copilot using the signed-in user's API key. <a href="https://docs.scalekit.com/agentkit/connectors/clari_copilot/">View Docs</a>

clari_copilot_list

List calls

List Clari Copilot sales calls for the authorized user so the agent can scan recent conversations.

Parameters

Name

Type

Required

Description

from_date

string

Optional

Optional start date filter for the call list.

limit

integer

Optional

Max calls to return.

clari_copilot_users_me

Get current user

clari_copilot_call_get

Get call

clari_copilot_transcript_get

Get transcript

clari_copilot_analytics_get

Get call analytics

Build your Agent

Same API key vault and scoped tool list across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
const sk = new ScalekitClient(
  process.env.SCALEKIT_ENVIRONMENT_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET,
);
const page = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["clari_copilot"], toolNames: [
    "clari_copilot_list",
    "clari_copilot_transcript_get",
    "clari_copilot_analytics_get",
  ]}, pageSize: 100,
});

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";
const sk = new ScalekitClient(
  process.env.SCALEKIT_ENVIRONMENT_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET,
);
const page = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["clari_copilot"], toolNames: [
    "clari_copilot_list",
    "clari_copilot_transcript_get",
    "clari_copilot_analytics_get",
  ]}, pageSize: 100,
});
const openai = new OpenAI();

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";
const sk = new ScalekitClient(
  process.env.SCALEKIT_ENVIRONMENT_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET,
);
const page = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["clari_copilot"], toolNames: [
    "clari_copilot_list",
    "clari_copilot_transcript_get",
    "clari_copilot_analytics_get",
  ]}, pageSize: 100,
});
const anthropic = new Anthropic();

import { ScalekitClient } from "@scalekit-sdk/node";
const sk = new ScalekitClient(
  process.env.SCALEKIT_ENVIRONMENT_URL,
  process.env.SCALEKIT_CLIENT_ID,
  process.env.SCALEKIT_CLIENT_SECRET,
);
const page = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["clari_copilot"], toolNames: [
    "clari_copilot_list",
    "clari_copilot_transcript_get",
    "clari_copilot_analytics_get",
  ]}, pageSize: 100,
});

Try these prompts

Copy a prompt into your agent. Each one maps to Clari Copilot call intelligence for the signed-in user.

Coaching and next steps

Copy the prompt

Copied

Which discovery calls last week had no next step?

Copy the prompt

Copied

Summarize talk ratio and objections from my last three demo calls.

Copy the prompt

Copied

What coaching notes should I give the rep on the Acme call?

Transcripts and recall

Copy the prompt

Copied

Pull the transcript for yesterday's Globex pricing call.

Copy the prompt

Copied

What did the buyer say about budget on the Initech call?

Copy the prompt

Copied

List my Clari Copilot calls from the last 14 days.

Deal review

Copy the prompt

Copied

Which open deals have a recent call with no confirmed next meeting?

Copy the prompt

Copied

Compare competitor mentions across calls this month.

Copy the prompt

Copied

Who on the account spoke on the last Umratech call?

SEE HOW AUTH WORKS

Your users connect once. Their Clari Copilot API key stays vaulted, every call is checked, and every action is logged.

1

Authorize

Your user connects

Clari Copilot

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

2

Store

Their

Clari Copilot

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

3

Resolve

When your agent calls a

Clari Copilot

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

4

Audit

Every

Clari Copilot

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

Reuse the same per-user vault and audit chain on other call intelligence and CRM connectors.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

GTM and RevOps Teams

Deal intelligence agent

Pulls recent Gong calls, scores deal risk with an LLM, cross-references the record in Attio, and DMs each owner their at-risk deals in Slack. Every read is scoped to that rep's own access.

GTM and RevOps Teams

Sales call prep agent

Reads tomorrow's calls from Google Calendar, mines past Granola notes and Attio history for context, and delivers each rep a prep brief in Slack, scoped to the calls that rep actually owns.

GTM and RevOps Teams

Outbound prospecting agent

Searches Apollo for prospects matching your ICP, scores and ranks them, drafts personalized outreach in Gmail, and logs every send to Google Sheets. Mail goes out as the rep, not from a shared inbox.

Test other agents

Reuse the same per-user vault and audit chain on other call intelligence and CRM connectors.

GTM

CRM AI agent

Turn each Granola call transcript into a HubSpot record update, a drafted Gmail follow-up, and a Slack recap.

SALES

Deal intelligence agent

Score Gong call risk with an LLM, cross-reference the Attio record, and DM each owner their at-risk deals in Slack.

SALES

Sales call prep agent

Read tomorrow's calls from Google Calendar, mine Granola notes and Attio history, and deliver each rep a prep brief in Slack.

SALES

Outbound prospecting agent

Search Apollo for ICP matches, rank them, draft personalised Gmail outreach, and log every send to Google Sheets.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Clari Copilot key makes every transcript lookup look like a service account. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared key
audit → bot_acct

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Clari Copilot today. Others tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Clari Copilot as the user or a shared key?

Per-user resolution. Each tool call uses the signed-in user's Clari Copilot API key, so transcripts and analytics attribute to that user in the audit log.

Where is the Clari Copilot token stored?

In Scalekit's AES-256 vault, namespaced per tenant. You revoke access from one dashboard without rotating a shared secret across every agent.

Can I limit what the agent does in Clari Copilot?

Yes. Filter tool names in listScopedTools (for example clari_copilot_list only) and Scalekit checks that scope before the API call.

What happens when a user revokes access?

The next Clari Copilot tool call fails closed for that user. Other users and other connectors are unaffected. The revoke is logged.

Does the agent see every recording in the workspace?

Only the calls the authorized Clari Copilot API key can already read. Scalekit does not broaden that access; it vaults and scopes the existing key.

Clari Copilot

Tools your revenue agent reaches for on Clari Copilot, scoped per user.