Clarify MCP lets agents query and update CRM records, create tasks and lists, analyze pipelines, and work with companies, people, deals, meetings, and campaigns.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
DCR_OAUTH
DCR_OAUTH
clarify_mcp_DCR_OAuth
Provider setup
Developer setup
Client idclient_id · stringOptional
Client secretclient_secret · stringOptional
Redirect URIoauth_redirect_uri · stringOptional
Scopesscopes · stringOptional
User connection
No fields declared in this snapshot.
Capability index
Actions and trigger definitions
Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Add a comment to a supported entity. ## Important notes After adding a comment, tell the user what was commented on in a friendly, conversational way.
Untrusted display-only summary
Create-campaign
CLARIFY_MCP_CREATE_CAMPAIGN
Create a new email campaign (sequence) in DRAFT mode. To edit an existing campaign, use the update-campaign tool instead. 📖 **For comprehensive campaign rules and examples**: Use `read-context` with context: "campaign-docs" ## When to use this tool - When the user asks to create a new email campaign or sequence - Whe…
Untrusted display-only summary
Create-email-draft
CLARIFY_MCP_CREATE_EMAIL_DRAFT
Create an email draft in the user's connected Gmail or Outlook account for them to review, edit, and send themselves. Nothing is sent; use send-email when the user wants the message to go out now. The tool result repeats the draft's recipients, subject, and body, along with the Nylas draft ID needed to revise it. The…
Untrusted display-only summary
Create-or-update-agent
CLARIFY_MCP_CREATE_OR_UPDATE_AGENT
Create or update an agent, an autonomous AI assistant. ## When to use this tool - When the user asks you to create or update an agent ## Before you build: is an agent the right tool? Run these checks before planning. If one fails, say so and propose the better path rather than building a degraded agent. **1. Can the p…
Untrusted display-only summary
Create-or-update-artifact
CLARIFY_MCP_CREATE_OR_UPDATE_ARTIFACT
Create a new artifact or write a new version to an existing artifact. An artifact is a named document with versioned content (e.g. a report, a plan, a draft) that the user can view and revisit over time. ## When to use this tool Pick the surface that fits the ask: - Answer inline in the chat reply for a single fact, n…
Untrusted display-only summary
Create-or-update-calendar-event
CLARIFY_MCP_CREATE_OR_UPDATE_CALENDAR_EVENT
Create a new calendar event or update an existing one. ## When to use this tool - To create a new event: omit `event_id` and provide `title` and `when`. - To update an existing event: provide `event_id` along with the fields to change. ## Important notes - Only the fields you provide are updated; omitted fields remain…
Untrusted display-only summary
Create-or-update-custom-object
CLARIFY_MCP_CREATE_OR_UPDATE_CUSTOM_OBJECT
Create a new custom object type or update an existing one in the workspace. ## When to use this tool - When the user asks to create a new custom object type - When the user asks to update the name, plural label, description, or avatar (icon and background color) of an existing custom object ## How it works - Without e…
Untrusted display-only summary
Create-or-update-fields
CLARIFY_MCP_CREATE_OR_UPDATE_FIELDS
Create new fields or update existing field metadata (name, options, AI config) on any entity (company, person, deal, meeting, or custom object). Does not support changing an existing field's type or nullable/required status. Also known as custom fields. Rename fields, add enum/select options (existing options are pres…
Untrusted display-only summary
Create-or-update-list
CLARIFY_MCP_CREATE_OR_UPDATE_LIST
Create or update a dynamic list: a saved view whose membership is defined by a SQL query. Dynamic lists are the only list type Clarify supports today. ## When to use this tool - To create a new list: omit list_id and provide title + sql - To update an existing list: provide list_id along with the fields to change - Wh…
Untrusted display-only summary
Create-or-update-records
CLARIFY_MCP_CREATE_OR_UPDATE_RECORDS
Create or update records in Clarify. Supports bulk operations of up to 25 records per call. - **Without id**: Create a new record - **With id**: Update an existing record by ID This tool also links and unlinks relationships between records, not just attributes -- see the Relationships section below for trigger words a…
Untrusted display-only summary
Create-or-update-workflow
CLARIFY_MCP_CREATE_OR_UPDATE_WORKFLOW
Create a new workflow or update an existing one. - **Without workflow_id**: Create a new workflow with a trigger - **With workflow_id**: Add, update, or delete blocks within a workflow, or update its description ## Before creating a new workflow (no workflow_id) Do not call this tool to create a new workflow yet. For…
Untrusted display-only summary
Delete-agent
CLARIFY_MCP_DELETE_AGENT
Delete an agent by its ID. ## When to use this tool - When the user asks to delete or remove an agent they created ## Important notes - This action is permanent and cannot be undone - Only the creator of an agent can delete it
Untrusted display-only summary
Delete-artifact
CLARIFY_MCP_DELETE_ARTIFACT
Delete an artifact by its ID. An artifact is a named, versioned report or document that the user can view and revisit. ## When to use this tool Use this when the user asks to delete or remove an artifact (a report or document) they no longer want. You need the artifact's ID — look it up first if you only have its name…
Untrusted display-only summary
Delete-calendar-event
CLARIFY_MCP_DELETE_CALENDAR_EVENT
Cancel a calendar event. ## When to use this tool Use to cancel an event the user owns or has edit access to. For events the user is only invited to, use respond-to-calendar-event instead. ## Important notes - For recurring events, this cancels the whole series. - `notify_participants` defaults to `true` so attendees…
Untrusted display-only summary
Delete-campaign
CLARIFY_MCP_DELETE_CAMPAIGN
Delete a campaign by its ID. ## When to use this tool - When the user asks to delete or remove a campaign ## Important notes - This action is permanent and cannot be undone - The campaign must be disabled (draft) before it can be deleted - Only the campaign owner or an admin can delete a campaign
Untrusted display-only summary
Delete-custom-object
CLARIFY_MCP_DELETE_CUSTOM_OBJECT
Delete a custom object type by its entity identifier. ## When to use this tool - When the user asks to delete or remove a custom object type ## Important notes - This action is permanent and cannot be undone - All records of this type will be deleted - Only custom objects (entity starting with "c_") can be deleted
Untrusted display-only summary
Delete-fields
CLARIFY_MCP_DELETE_FIELDS
Delete one or more custom fields from an existing object (built-in entities like person, company, deal, or custom objects like c_my_object). ## When to use this tool - When a user wants to remove custom fields they no longer need - When cleaning up unused or obsolete fields from any object ## Important - This is a des…
Untrusted display-only summary
Delete-list
CLARIFY_MCP_DELETE_LIST
Delete a list (saved view) by its ID. ## When to use this tool - When the user asks to delete or remove a list they created ## Important notes - This action is permanent and cannot be undone - Default lists cannot be deleted - The last remaining list for an entity cannot be deleted - Only the list owner can delete a s…
Untrusted display-only summary
Delete-records
CLARIFY_MCP_DELETE_RECORDS
Delete one or more records by their IDs. Supports bulk deletion of up to 25 records per call. ## When to use this tool - When the user asks to delete or remove specific records ## Important notes - This action is permanent and cannot be undone - All relationships involving the deleted records are also removed - Use on…
Untrusted display-only summary
Delete-workflow
CLARIFY_MCP_DELETE_WORKFLOW
Delete a workflow by its ID. ## When to use this tool - When the user asks to delete or remove a workflow ## Important notes - This action is permanent and cannot be undone - The workflow will stop executing after deletion - Only the workflow owner or an admin can delete a workflow
Untrusted display-only summary
Find-leads
CLARIFY_MCP_FIND_LEADS
Search Clarify's built-in prospect database of companies and people to find new leads matching criteria like industry, location, headcount, job title, seniority, and funding stage, and save (publish) a search the user wants to keep. Use this for prospecting and lead discovery on any page where leads, prospects, or out…
Untrusted display-only summary
Get-agent-runs
CLARIFY_MCP_GET_AGENT_RUNS
List an agent's runs, executions, invocations, and past run history, or fetch one run with its full transcript. Use this tool for any question about what an agent has done, when it ran, or how often it has fired. ## When to use this tool - "List runs for this agent" / "show me the agent's runs" - "Agent history" / "pa…
Untrusted display-only summary
Get-agents
CLARIFY_MCP_GET_AGENTS
List agents visible to the current user, or fetch a single agent by ID. ## When to use this tool - When the user asks to see their agents or list available agents - When you need to look up an agent's instructions or configuration - When the user asks about a specific agent by name or ID ## How it works - Without agen…
Untrusted display-only summary
Get-artifact-component-doc
CLARIFY_MCP_GET_ARTIFACT_COMPONENT_DOC
Get the full prop contract for one or more Clarify design-system components available to artifacts — each component's summary, a usage snippet, and every prop with its type and allowed values. ## When to use this tool The create-or-update-artifact tool lists the available `@clarify/ui/*` components with a one-line sum…
Untrusted display-only summary
Get-artifact-source
CLARIFY_MCP_GET_ARTIFACT_SOURCE
Read the current source of an existing artifact — the JSX of its applied version, plus its name and description. ## When to use this tool Use this before updating an artifact so you patch its real current source rather than rewriting it from memory. It is the read half of the artifact edit loop: read the source here,…
Untrusted display-only summary
Get-calendar-events
CLARIFY_MCP_GET_CALENDAR_EVENTS
List the current user's calendar events in a time range. ## When to use this tool - To answer "what's on my calendar today/tomorrow/next week" - To find a specific upcoming meeting by title or topic - To gather context (attendees, conferencing link) before drafting an email or creating a follow-up event ## How it work…
Untrusted display-only summary
Get-campaign-recipients
CLARIFY_MCP_GET_CAMPAIGN_RECIPIENTS
List the individual people enrolled in a campaign, with their per-person engagement — who opened, who clicked, who replied, and when. ## When to use this tool - Answer "who clicked", "who opened", "who replied", "who hasn't responded" - Build a follow-up or retarget audience from the people who engaged with a campaign…
Untrusted display-only summary
Get-campaigns
CLARIFY_MCP_GET_CAMPAIGNS
List campaigns in the workspace, or fetch a single campaign by ID with full details. ## When to use this tool - Without campaign_id: discover existing campaigns, search by name, get campaign IDs - With campaign_id: read a campaign's full email content, inspect subjects/bodies/timing, check performance metrics, get det…
Untrusted display-only summary
Get-current-user
CLARIFY_MCP_GET_CURRENT_USER
Get information about the current authenticated user, including their timezone. ## When to use this tool Use this to understand who "me", "my", and "I" refer to in user queries. ## Important notes When interpreting relative dates (e.g., "last 2 weeks", "yesterday"): - Calculate dates in the user's timezone returned by…
Untrusted display-only summary
Get-lists
CLARIFY_MCP_GET_LISTS
Get list metadata (saved views) for an entity type, or fetch a single list by ID. Only dynamic lists (membership driven by a SQL query) are returned. Legacy static and default lists are filtered out. ## When to use this tool - Without list_id: discover existing lists, search by name or description, or filter by creato…
Untrusted display-only summary
Provenance
Versioned facts, explicit trust.
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.