Clari Copilot MCP | API key connector

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

CALL ANY TOOL

Search calls and signals, surface deal risks, and pull AI insights from conversations.

clari_calls_list

List calls

List Clari Copilot calls with date, rep, and deal filters.

Parameters

Name

Type

Required

Description

user_email

string

Optional

Rep filter

from_date

string

Optional

ISO 8601 start

to_date

string

Optional

ISO 8601 end

clari_call_get

Get call

clari_call_transcript

Get transcript

clari_deals_signals

Get deal signals

clari_insights_search

Search insights

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.

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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: ["clari_calls_list", "clari_call_get", "clari_call_transcript"] },
  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 });

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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: ["clari_calls_list", "clari_call_get", "clari_call_transcript"] },
  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: ["clari_calls_list", "clari_call_get", "clari_call_transcript"] },
  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 }],
});

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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

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Find calls with [account] this month.

Copy the prompt

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List deals with risk signals this week.

Copy the prompt

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Get the transcript for [call name].

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Which deals have no next step committed?

Insights & summaries

Copy the prompt

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Summarize calls with [account].

Copy the prompt

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Surface action items from [call].

Copy the prompt

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Compare risk signals across pipeline.

Copy the prompt

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Get top insights from yesterday's calls.

Coaching & reporting

Copy the prompt

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Which reps had the most flagged calls?

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List deals where champion changed.

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Show calls with negative sentiment.

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Rank deals by momentum score.

SEE HOW AUTH WORKS

Users authorize Clari Copilot once. Their credentials stay vaulted, every call is checked, and every action is logged.

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

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

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

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.

SALES

Deal intelligence agent

Combine Gong, Attio, and Slack signals to surface deal risks and next-best actions. Updated after every call.

SALES

Sales call prep agent

Pull Granola notes and Attio contact history to draft a pre-call brief before every sales meeting. Zero rep input.

Granola

Attio

View agent

Why Scalekit

Secure your agent's access. Connectors ship in minutes

Other connector libraries treat auth as a demo afterthought. Scalekit starts with user identity, scope enforcement, and audit.

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

On this page

Tool and actions Framework Compatibility Starter Prompt Auth Lifecycle Try Other Agents Why Scalekit

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?

Can I limit what the agent is allowed to do in Clari Copilot?

What happens when a user revokes Clari Copilot access?

Can the agent surface deal risk signals across the org?

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

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/plugin marketplace add scalekit-inc/claude-code-authstack
/plugin install agentkit@scalekit-auth-stack

Cursor Code REPL

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# ~/.cursor/mcp.json
{
""mcpServers"": {
""claricopilot"": {
""url"": ""https://mcp.scalekit.com/claricopilot"",
""headers"": { ""Authorization"": ""Bearer $SCALEKIT_TOKEN"" }
}
}
}

Codex Code REPL

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# ~/.codex/config.toml
[mcp_servers.claricopilot]
url = ""https://mcp.scalekit.com/claricopilot""
auth_env = ""SCALEKIT_TOKEN""

Copilot Code REPL

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# .vscode/mcp.json
{
""servers"": {
""claricopilot"": {
""url"": ""https://mcp.scalekit.com/claricopilot"",
""type"": ""http""
}
}
}