Clarify MCP

Retrieve 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 you need to: - Understand the current state of specific records before answering questions or taking actions - Read mee…

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Get 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 create-or-update-records tool. Pass the specific entities you need. Read defaults to the CRM database, and omitting en…

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Get 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 patterns ## Returns - Run ID, status, start/end times, duration - Record that triggered the run (if applicable) - To get…

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Get 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 substring search and enabled/disabled filtering). When called with `workflow_id`, returns the full configuration for t…

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Import 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 truth for identifiers. If the document context does not include a versionId, you may use the most recent versionId from…

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Import 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 directly; the tool fetches the content from the source system. ## How it works 1. Provide the Clarify meeting ID to attach the…

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Manage 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 reassigning its owner. ## When to use this tool - When the user asks to share a list, meeting, message, task, or record wit…

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Merge 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 records are deleted after merging.

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Execute 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 looking at the sequence of changes over time, not just the current state. Examples: - "What was the sequence of stage c…

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Execute 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 queries (e.g., "Show me 50 recent meetings") - Filtering by timestamps (e.g., deals created in Q4, meetings last week) - S…

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Read 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-docs: Field type guidelines, AI prompt writing instructions, available relationship data, and examples for creating or u…

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RSVP 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 notes - The RSVP sends as soon as this tool is called, with no confirmation step. Confirm with the user first. - Status val…

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Start 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 against the current workflow definition. 2. **Run on a record**: pass `record` ({ entity, id }): for workflows whose trigge…

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Send 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 example: "send John an email about the meeting" or "email the team about the deadline". If the user wants to review, ed…

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Submit 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 suggests improvements Keep feedback brief and focused on what's needed or what could be improved.

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Update 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 instead. Requires a `campaign_id` (get it from the `get-campaigns` tool). 📖 **For comprehensive campaign rules and examp…

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