Run your CRM from a chat window — query pipeline, write records, launch campaigns
Remote MCP server for the Clarify CRM. Query deals, people and companies, run SQL over analytics, edit records and manage campaigns in natural language. That is what the clarify mcp server brings to an AI assistant: the same capability, reachable through the Model Context Protocol rather than a separate app or dashboard.
Remote MCP server for the Clarify CRM. Query deals, people and companies, run SQL over analytics, edit records and manage campaigns in natural language.
The server publishes 22 tools. What each one is for:
get-schema — Return the schema for built-in and custom Clarify entities — call this before querying or writingquery-data — Search and analyse records across companies, people, deals, meetings, tasks and usersquery-analytics — Run read-only SQL over historical workspace analytics for trends, win rates and point-in-time snapshotsget-records — Fetch full detail for specific record IDs, including relationships and AI summariesget-current-user — Return the authorising user's profile, timezone and current local timeget-lists — Browse saved lists or fetch a single list by IDfind-leads — Search Clarify's prospecting database by industry, location, job title and similar filtersimport-leads — Import leads found in a prospect search into the workspacecreate-or-update-records — Bulk create or update companies, people, deals, meetings, tasks, messages and custom objectsdelete-records — Delete one or more records by IDmerge-records — Merge duplicate records into a single primary recordadd-comment — Attach a markdown comment to a supported recordBecause this one is hosted, setup is mostly authentication — you point your client at the endpoint and approve access. Nothing runs on your machine, so there is no runtime to keep patched.
A Clarify workspace and an MCP client that supports remote servers over Streamable HTTP with OAuth. Nothing needs enabling on the Clarify side.
Plenty of planning and project tracking servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Clarify's toolset — get-schema, query-data, query-analytics and 19 more — is a fair guide to whether it matches your workflow. It is maintained by Clarify rather than a third party, which usually means auth handling and breaking changes are dealt with faster.
SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.
Ask for win rate by segment across the last four quarters and the analytics SQL tool answers from historical snapshots, rather than you exporting deals to a spreadsheet and rebuilding the maths by hand.
Have the assistant find likely duplicate companies, confirm them against related records, then merge into a chosen primary — a chore that is tedious in a UI and trivial to describe in a sentence.
Point at an existing list, create a draft campaign, and have the assistant write and sequence the email steps with sensible send windows. Nothing sends until you review it in Clarify.
Search Clarify's lead database by title, industry and geography, then import the qualified subset straight into the workspace as new people and companies.
| Tool | What it does |
|---|---|
| get-schema | Return the schema for built-in and custom Clarify entities — call this before querying or writing. |
| query-data | Search and analyse records across companies, people, deals, meetings, tasks and users. |
| query-analytics | Run read-only SQL over historical workspace analytics for trends, win rates and point-in-time snapshots. |
| get-records | Fetch full detail for specific record IDs, including relationships and AI summaries. |
| get-current-user | Return the authorising user's profile, timezone and current local time. |
| get-lists | Browse saved lists or fetch a single list by ID. |
| find-leads | Search Clarify's prospecting database by industry, location, job title and similar filters. |
| import-leads | Import leads found in a prospect search into the workspace. |
| create-or-update-records | Bulk create or update companies, people, deals, meetings, tasks, messages and custom objects. |
| delete-records | Delete one or more records by ID. |
| merge-records | Merge duplicate records into a single primary record. |
| add-comment | Attach a markdown comment to a supported record. |
| create-or-update-list | Create a new saved view or update an existing one. |
| get-campaigns | List email campaigns or fetch a single campaign with full detail. |
| get-campaign-recipients | List people enrolled in a campaign along with per-person engagement metrics. |
| create-campaign | Create a new email campaign in draft mode. |
| update-campaign | Update a campaign's name, target list, sender, email steps or send-time windows. |
| create-or-update-fields | Create or update custom fields on an entity. |
| create-or-update-custom-object | Create or update a custom object type in the workspace. |
| get-agents | List Clarify agents or fetch a single agent by ID. |
| get-agent-runs | Retrieve agent run history or a single run by ID. |
| read-context | Access Clarify product knowledge and documentation. |
claude mcp add clarify --transport http https://api.clarify.ai/mcpA Clarify workspace and an MCP client that supports remote servers over Streamable HTTP with OAuth. Nothing needs enabling on the Clarify side.
Your workspace, on speaking terms with AI — search, read and write Notion pages and databases.
Issue tracking at the speed of conversation — Linear's official hosted server with OAuth and zero install.
Search and read your Drive — Docs, Sheets and files become context your assistant can actually use.
Your assistant inside the workspace — read channels, search history, post messages and tame the noise.
Metabase ships its own MCP endpoint — search your BI content, build and run queries, and save questions and dashboards without leaving the chat.
Stop letting your assistant hallucinate n8n node parameters — this server hands it the real schemas, templates and validation.