Clari Copilot

Live

API KEY

SALES INTELLIGENCE

AI

Every sales call, deal signal, and AI insight your team captures lives in Clari Copilot. Clari Copilot MCP gives your agent authenticated access to call data scoped to the user who authorized it.

  • Acts as the user: Access and write actions stay tied to the Clari Copilot account that authorized the agent.
  • Credentials stay vaulted: AES-256, resolved at request time, never in LLM context.
  • Scoped before every call: User permissions enforced. 90-day audit trail.
Clari Copilot
agent · Acme Q3
Run
Which calls this week were linked to deals over $100K?
S
claricopilot_deal_get
92ms
Sales intelligence agent
3 calls linked to deals over $100K. Acme ($250K): pricing review with the champion. Globex ($180K): security walkthrough. Initech ($130K): renewal timeline check-in.
Sources: 3 calls, 3 deals this week
claricopilotmcp
3 deals
18:29
Message Claude...

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

CALL ANY TOOL
Search calls and signals, review call scorecards, and pull AI insights from conversations.
claricopilot_account_create
Create account
Create a CRM account record in Clari Copilot so calls can be linked to it. Returns the stored account with its Copilot id and the fields you sent. Use claricopilot_account_create for a new account. Use claricopilot_account_update to change or upsert an existing one.
Parameters
Name
Type
Required
Description
crm_id
string
Required
ID of the account in your source CRM or system. You use it later to get, update, or delete the account. Example: 0015g00000XyZabAAB.
address
string
Optional
Full street address of the company. Example: 1 Market St, Suite 100.
city
string
Optional
City the company is registered in. Example: San Francisco.
country
string
Optional
Country the company is located in. Example: United States.
custom_fields
array
Optional
Extra CRM attributes to store on the account, as a list of key/value pairs where both the key and the value are strings. Example: [{"key": "segment", "value": "Enterprise"}].
description
string
Optional
Short description of the company. Example: Industrial supplies vendor.
name
string
Optional
Company name. Example: Acme Inc.
phones
array
Optional
Company phone numbers. Example: ["+14155550100"].
state
string
Optional
State or region the company is registered in. Example: CA.
website
string
Optional
Company website URL. Example: https://acme.com.
zip
string
Optional
Postal code of the registered address. Example: 94105.
claricopilot_account_delete
Delete account
claricopilot_account_get
Get account
claricopilot_account_update
Update account
claricopilot_call_create
Create call
claricopilot_call_details_get
Get call details
claricopilot_calls_list
List calls
claricopilot_contact_create
Create contact
claricopilot_contact_delete
Delete contact
claricopilot_contact_get
Get contact
claricopilot_contact_update
Update contact
claricopilot_deal_create
Create deal
claricopilot_deal_delete
Delete deal
claricopilot_deal_get
Get deal
claricopilot_deal_update
Update deal
claricopilot_keyword_topics_list
List keyword topics
claricopilot_scorecard_templates_list
List scorecard templates
claricopilot_scorecards_list
List scorecards
claricopilot_topics_list
List topics
claricopilot_users_list
List users
Build your Agent
Drop the toolkit in, point it at the user, and your sales intelligence agent can use Clari Copilot from the first run.
Python · LlamaIndex
import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["claricopilot"], toolNames: ["claricopilot_calls_list", "claricopilot_call_details_get", "claricopilot_call_details_get"] },
pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
name: t.tool.definition.name,
description: t.tool.definition.description,
schema: z.object({}).passthrough(),
func: async (args) => {
const { data } = await sk.tools.executeTool({
toolName: t.tool.definition.name,
identifier: "user_123",
params: args,
});
return JSON.stringify(data);
},
}));

const agent = createReactAgent({ llm, tools: lcTools });
import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["claricopilot"], toolNames: ["claricopilot_calls_list", "claricopilot_call_details_get", "claricopilot_call_details_get"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
type: "function",
function: {
name: t.tool.definition.name,
description: t.tool.definition.description,
parameters: t.tool.definition.input_schema,
},
}));

const resp = await openai.responses.create({
model: "gpt-4o", input: prompt, tools: llmTools,
});
import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
filter: { connectionNames: ["claricopilot"], toolNames: ["claricopilot_calls_list", "claricopilot_call_details_get", "claricopilot_call_details_get"] },
pageSize: 100,
});

const llmTools = tools.map((t) => ({
name: t.tool.definition.name,
description: t.tool.definition.description,
input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
model: "claude-sonnet-4-6", max_tokens: 1024,
tools: llmTools,
messages: [{ role: "user", content: prompt }],
});
import { Agent } from "@google/adk/agents";
import {
MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
connectionParams: new StreamableHTTPConnectionParams({
url: "https://mcp.scalekit.com/claricopilot",
headers: { Authorization: `Bearer ${userScopedToken}` },
}),
});

const agent = new Agent({
name: "agent", model: "gemini-2.0-flash",
tools: await toolset.getTools(),
});
Try these prompts
Paste any prompt into your agent to start using Clari Copilot.
Search & recall
Copy the prompt
Copied
Find calls with [account] this month.
Copy the prompt
Copied
List calls tagged with [topic] this week.
Copy the prompt
Copied
Get the transcript for [call name].
Copy the prompt
Copied
Which deals have no next step committed?
Insights & summaries
Copy the prompt
Copied
Summarize calls with [account].
Copy the prompt
Copied
Surface action items from [call].
Copy the prompt
Copied
Compare scorecards across reps this month.
Copy the prompt
Copied
Get top insights from yesterday's calls.
Coaching & reporting
Copy the prompt
Copied
Which reps had the most flagged calls?
Copy the prompt
Copied
List calls linked to [deal name].
Copy the prompt
Copied
Show calls with negative sentiment.
Copy the prompt
Copied
List scorecards for [rep] this month.
SEE HOW AUTH WORKS
Users authorize Clari Copilot once. Their credentials stay 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
Same per-user auth pattern across other sales intelligence agents and MCP connectors. Working code, live demos, fork what fits.
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
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
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
Competitive intelligence briefing agent
Scans Gong calls for competitor mentions, matches each one to its Notion battlecard, and DMs every affected rep a single Slack digest per cycle. Every call runs as the PMM who owns the briefing, never a shared bot.
Test other agents
Same per-user auth pattern across other sales intelligence agents and MCP connectors. Working code, live demos, fork what fits.
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.
GTM
CRM AI agent
Turn each Granola call transcript into a HubSpot record update, a drafted Gmail follow-up, and a Slack recap.
GTM
Competitive intelligence briefing agent
Scan Gong calls for competitor mentions, match each one to its Notion battlecard, and DM every affected rep a single Slack digest.
Why Scalekit
Secure your agent's access. Connectors ship in minutes
01.
Deal risk signals lose rep attribution
A shared Clari Copilot API key looks fine in a demo. In production, every deal insight and risk signal retrieved looks like it came from a service account. Pipeline attribution breaks. Scalekit resolves the actual user's credential so every Clari action is attributed to the right person.
// shared token
audit → bot_service_account
user_filter → broken

// scalekit
audit → user_abc
scope → enforced ✓
02.
Authentication is not authorization
03.
Multi-tenancy is architectural
04.
Clari Copilot today. Gong, Chorus, Attention 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 as a shared key?
As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.

Where is the Clari Copilot api key stored?
In Scalekit's managed AES-256 token vault, namespaced per tenant. To rotate it, the user reconnects with a new API key. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.

Can I limit what the agent is allowed to do in Clari Copilot?
Yes. Pass a tool name filter to listScopedTools so the sales intelligence agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches Clari Copilot.

What happens when a user revokes Clari Copilot access?
The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Can the agent read deals across the org?
Only deals the authorizing user can see in Clari Copilot. Manager visibility, team scope, and pipeline access controls all apply. Out-of-scope deals are not returned.

Start in your coding agent
Up and running in one command
Install the Scalekit skill in your editor of choice. Connector, auth, tools, prompt, all wired up
Claude Code REPL
/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack
Cursor Code REPL
# ~/.cursor/mcp.json
{
""mcpServers"": {
""claricopilot"": {
""url"": ""https://mcp.scalekit.com/claricopilot"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}
Codex Code REPL
# ~/.codex/config.toml
[mcp_servers.claricopilot]
url = ""https://mcp.scalekit.com/claricopilot""
auth_env = ""SCALEKIT_TOKEN""
Copilot Code REPL
# .vscode/mcp.json
{
""servers"": {
""claricopilot"": {
""url"": ""https://mcp.scalekit.com/claricopilot"",
""type"": ""http""
}
}
}