Clarify MCP Server

Provider-hosted MCP server for Clarify, the autonomous AI CRM. Query, create, update, and analyze contacts, companies, deals, lists, and campaigns.

CRM by Clarify OAuth2 active

Connect (Remote Server) Docs

Overview

Clarify is an AI-native CRM built for founder-led startups. Its MCP connector lets AI assistants like Claude, Claude Code, and ChatGPT securely interact with workspace data through a hosted remote endpoint at https://api.clarify.ai/mcp. Authentication runs through OAuth 2.0, so no API keys or local credentials are required.

The server exposes two broad sets of tools. Read tools cover the current user, schema inspection, free-form data queries, record fetch by ID, saved lists, campaigns, and a find-leads tool that searches Clarify's prospect database of companies and people. Write tools cover bulk create/update on records, deletes, merges, comments, list and campaign management, lead import, and full custom object and field management. Schema introspection via get-schema lets the model understand both built-in and custom entities before issuing reads or writes.

Because the server is hosted by Clarify, setup is just adding the connector URL inside Claude, Claude Code, or ChatGPT and completing an OAuth login. There is no GitHub repo to clone or local process to run.

Tools

Tool	Description
`get-current-user`	Retrieve the current user profile, timezone, and local time.
`get-schema`	Get the schema for Clarify entities, including built-in and custom objects and fields.
`query-data`	Search and analyze data across companies, people, deals, meetings, tasks, and users.
`get-records`	Fetch full details for specific records by ID, including relationships and AI summaries.
`get-lists`	Browse saved lists (views) or fetch a single list by ID.
`get-campaigns`	List campaigns or fetch a single campaign with full details.
`find-leads`	Search Clarify's built-in prospect database of 28M+ companies and 175M+ people.
`create-or-update-records`	Create or update records (companies, people, deals, etc.) in bulk.
`delete-records`	Delete one or more records by ID.
`merge-records`	Merge duplicate records into a single primary record.
`add-comment`	Add a markdown-supported comment to a record.
`create-or-update-list`	Create or update saved views (lists).
`delete-list`	Delete a list by ID.
`import-leads`	Import leads from prospect searches into the workspace.
`create-or-update-campaign`	Create or update email campaigns.
`delete-campaign`	Delete a campaign by ID.
`create-or-update-custom-object`	Create or update custom object types.
`delete-custom-object`	Delete a custom object type.
`create-or-update-fields`	Create or update fields on entities.
`delete-fields`	Delete custom fields from entities.
`submit-feedback`	Send feedback or feature requests to the Clarify team.

Setup Guide

Prerequisites

Active Clarify account (sign up at https://auth1.clarify.ai/sign-up)
A supported MCP client: Claude (with Connectors), Claude Code, or ChatGPT (Plus, Pro, Business, Enterprise, or Edu)
Workspace admin approval if you are on a Claude Business plan

Claude (Desktop / Web)

Open Settings, then Connectors.
Browse and search for "Clarify".
Click "Add to your team" (workspace admin required on Business plans).
Click Connect and complete the OAuth login with your Clarify account.
Select your organization and grant access.

Claude Code

Add the remote server over HTTP transport:

claude mcp add --transport http clarify https://api.clarify.ai/mcp

Then in a conversation run /mcp and complete the OAuth flow.

ChatGPT

In Settings, open Apps, then Advanced settings, and enable Developer Mode.
Create a new app with:
- Name: Clarify
- MCP Server URL: https://api.clarify.ai/mcp
- Authentication: OAuth
Complete OAuth and enable the app in chat tools.

Generic MCP client config

For any MCP client that supports remote HTTP servers with OAuth:

{
  "mcpServers": {
    "clarify": {
      "url": "https://api.clarify.ai/mcp",
      "transport": "http"
    }
  }
}

Official setup docs: https://docs.clarify.ai/en/articles/13367278-clarify-mcp

Use Cases

Daily deal review: ask Claude what deals to focus on based on stage, amount, and recent activity pulled via query-data and get-records.
Post-meeting workflows: after the day's meetings, create follow-up tasks and add comments on the related deals using create-or-update-records and add-comment.
Travel prep: ask which customers to meet during an upcoming trip to a specific city, combining query-data with company location filters.
Outbound prospecting: search the 28M+ company / 175M+ people database with find-leads, then import-leads into a targeted list and launch a campaign via create-or-update-campaign.
CRM hygiene: detect duplicates with query-data, then clean up with merge-records and delete-records, and extend the schema using create-or-update-custom-object and create-or-update-fields.

Example Prompts

"What deals should I focus on this week?"
"Go through today's meetings and create follow-up tasks for each one."
"For my next trip to New York, which customers should I meet?"
"What's my win rate over the last 90 days?"
"Find Series A SaaS companies in NYC with 50 to 200 employees and import the top 25 into a new list called NYC Outbound."

Pros

Official, provider-hosted server with no local install or API key management; OAuth handles auth.
Broad tool surface covering reads, writes, merges, lists, campaigns, custom objects, and custom fields.
Built-in access to Clarify's prospect database via find-leads and import-leads, which most CRM MCP servers do not offer.
Works across Claude, Claude Code, and ChatGPT with consistent capabilities.

Limitations

Useful only to existing Clarify customers; not a generic CRM bridge.
ChatGPT support requires enabling Developer Mode and creating a custom app; Claude Business plans need workspace admin approval.
Popup blockers can break the OAuth redirect during initial connection, per Clarify's own docs.

Alternatives

HubSpot MCP server (provider-hosted) for HubSpot CRM workspaces.
Attio MCP server for the Attio AI CRM.
Salesforce-focused community MCP servers such as LokiMCPUniverse/salesforce-mcp-server for Salesforce orgs.