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clarifyhq/clarify

v1.0.0MIT

Search and update CRM records, lists, campaigns, and meetings in Clarify.

Clarify

A portable Agent Plugin that connects AI agents to Clarify, the AI-native CRM, through Clarify's official remote Model Context Protocol server.

Search, create, and update CRM records (people, companies, deals, and custom objects), work with lists, campaigns, and email, manage calendar events and meeting transcripts, and run agents and workflows in the signed-in Clarify workspace.

Because it follows the Agent Plugins standard, it works in any compatible client — Cursor, Claude Code, Cline, Codex, and others.

Install

This is a standard Agent Plugin, so any compatible client can install it. The universal way is to add the Clarify MCP server to the client's MCP config:

{
  "mcpServers": {
    "clarify": {
      "type": "streamable-http",
      "url": "https://api.clarify.ai/mcp"
    }
  }
}

On first connect the client opens a Clarify sign-in (OAuth) — there is no API key or client id to configure.

Client-specific shortcuts:

  • Cursor — Settings → Plugins, search Clarify, Install (or /add-plugin clarify).
  • Claude Code — add the block above to your .mcp.json, or run claude mcp add --transport http clarify https://api.clarify.ai/mcp.
  • Cline, Codex, and other Agent Plugins clients — point the client at this repository, or add the server block above to the client's MCP config.

Before you connect

You need a Clarify account with access to a workspace. Tools run as the signed-in user and cannot exceed that user's permissions.

What agents can do

CategoryCapabilities
Records & objectsSearch, create, update, merge, and delete records; read and edit schema, fields, and custom objects
ListsInspect, create, update, and delete lists
Lead FinderFind leads and import them as records
Campaigns & emailCreate and manage campaigns, view recipients, draft and send email
Calendar & meetingsRead and manage calendar events, respond to invites, pull transcripts, and create meeting snippets
Agents & workflowsCreate, run, and inspect agents and workflows
ArtifactsCreate and manage artifacts such as reports and dashboards
AnalyticsQuery records and run analytics
AttachmentsUpload file attachments to records
Records collaborationAdd comments and manage record access

The hosted runtime is the source of truth for tool names and schemas. A workspace sees a filtered view of the catalog based on its enabled features.

Notes

  • Tool calls run as the Clarify user who authorizes the connection and cannot exceed that user's permissions.
  • Read operations are auto-approved. Write operations request confirmation before they change workspace data.
  • Clarify hosts the server itself; this plugin does not wrap a local stdio server.
  • Revoke access at any time from your Clarify account settings.

Docs

License

MIT