Sales Intelligence · Beta
Clari
API integration
Ship Sales Intelligence features without building the integration. Full Clari API access via Proxy and 20+ MCP-ready tools for AI agents — extend models and mappings to fit your product.
Built for specific customer use cases. Issues are resolved quickly.
Talk to usUse Cases
Why integrate with Clari
Common scenarios for SaaS companies building Clari integrations for their customers.
Push Dialer Calls into Clari Copilot
Cloud telephony and VoIP providers can send completed call recordings directly into Clari for AI transcription and analysis, so joint customers see every external call inside their Clari pipeline without switching tools.
Power AI Assistants with Conversation Context
AI note-takers, follow-up generators, and knowledge base apps can pull Clari call transcripts, AI summaries, and competitor sentiment to ground their outputs in real deal conversations.
Automate Rep Coaching from Scorecard Data
Sales enablement and LMS platforms can sync Clari Copilot scorecards and topic tags to trigger targeted training modules when reps underperform on objection handling or discovery.
Archive Calls for Compliance
Compliance and archiving SaaS can iterate through Clari calls to pull audio, video, and transcript data into WORM-compliant vaults, meeting SEC and FINRA retention requirements for financial services customers.
Sync Pipeline Data for Custom Revenue Dashboards
Vertical CRMs and RevOps BI tools can bi-directionally sync Clari deals, accounts, and contacts to feed Clari's forecasting engine or extract pipeline data into custom reporting layers.
What You Can Build
Ship these features with Truto + Clari
Concrete product features your team can ship faster by leveraging Truto’s Clari integration instead of building from scratch.
External Audio Ingestion Pipeline
Push call metadata and audio URLs from your dialer or recording system into Clari using create_a_clari_call, triggering Clari's native transcription and AI analysis.
Transcript & AI Summary Sync
Continuously fetch call transcripts, AI summaries, and competitor mentions via list_all_clari_calls and get_single_clari_call_by_id to enrich your app with conversation intelligence.
Scorecard-Driven Coaching Workflows
Pull rep performance data from list_all_clari_scorecards and list_all_clari_scorecard_templates to automatically assign training, flag at-risk reps, or trigger manager review workflows.
Keyword & Topic Alerts
Monitor list_all_clari_topics and list_all_clari_keyword_topics to detect when specific competitors, pricing objections, or risk signals surface in calls and route them to the right stakeholder.
Two-Way Deal and Account Sync
Create, update in bulk, and read Clari accounts, contacts, and deals to keep pipeline amounts, close dates, and buyer records aligned between Clari and your platform.
User-Scoped Call Feeds
Combine list_all_clari_users with list_all_clari_calls to surface per-rep call activity, enabling manager dashboards and personalized coaching views inside your product.
SuperAI
Clari AI agent tools
Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.
create_a_clari_call
Create a call in Clari Copilot by submitting an audio recording for transcription and analysis. Returns: call_id, error. Required: source_id, type, call_time, audio_url. One call per request — iterate to upload calls in bulk (e.g. migrations from Zoom or Twilio).
list_all_clari_calls
List Clari Copilot calls filtered by user, attendee, topic, status, type, source, time range, or duration, with sort options. Returns: id, source_id, title, users, externalParticipants, joinedParticipants, status, type, time, icaluid, calendar_id, audio_url, video_url, and 19 more. Max 100 calls per page; use call-details for transcript.
get_single_clari_call_by_id
Get the full details of a single Clari Copilot call by id, including its transcript, summary, and live deal stage. Returns: id, source_id, title, users, externalParticipants, joinedParticipants, status, bot_not_join_reason, type, time, icaluid, metrics, deal_stage_live, transcript, summary, competitor_sentiments, and 16 more. Required: id.
list_all_clari_keyword_topics
List keyword topics in Clari Copilot. Returns the collection of keyword topics — basic tags such as 'Pricing' or 'Budget' — without the rich metadata returned by the Smart Topics endpoint.
list_all_clari_scorecard_templates
List all scorecard templates in Clari Copilot along with their details. Returns: id, customer_id, name, type, questions.
list_all_clari_scorecards
List Clari scorecards for calls, filterable by time range, rep, and scorer. Returns: id, type, rep, scorer, template_id, call_id, total_score, remark, questions_score. Max 100 per page.
list_all_clari_topics
List all unique keyword topics in Clari Copilot. Returns each topic with topic_id, topic_name, type, team_ids, custom_topic, and keyword_topic.
list_all_clari_users
List the current users in Clari Copilot. Returns each user's id, email, name, role, is_recording, and manager_id.
create_a_clari_account
Create a new account in Clari Copilot CRM. Returns the created account including id, crm_id, name, phones, address, and custom_fields.
list_all_clari_accounts
Get an account in Clari Copilot CRM by id. Returns: id, crm_id, name, phones, description, website, address, city, state, country, zip, custom_fields. Required: id.
clari_accounts_bulk_delete
Delete an account in Clari Copilot CRM by id. Returns the deleted account including id, crm_id, name, and address.
clari_accounts_bulk_update
Update an account in Clari Copilot CRM. Returns the updated account including id, crm_id, name, phones, address, and custom_fields.
create_a_clari_contact
Create a contact in Clari's CRM with CRM ids, name, job title, phones, emails, stage, and custom fields. Returns the created contact including id, crm_id, first_name, last_name, emails, and custom_fields.
list_all_clari_contacts
Get a contact from Clari's CRM by id. Returns: id, crm_id, account_crm_id, first_name, last_name, job_title, phones, stage, reason, emails, is_lead, custom_fields. Required: id.
clari_contacts_bulk_delete
Delete a contact from Clari's CRM. Returns the deleted contact including id, crm_id, first_name, last_name, and emails.
clari_contacts_bulk_update
Update a contact in Clari's CRM, including name, job title, emails, phones, stage, and custom fields. Returns the updated contact including id, crm_id, first_name, and last_name.
create_a_clari_deal
Create a deal in Clari. Returns the created deal including id, crm_id, deal_name, amount, stage, close_date, and probability.
list_all_clari_deals
Get a Clari deal by id. Returns the deal including id, crm_id, deal_name, amount, stage, close_date, and probability. Required: id.
clari_deals_bulk_delete
Delete a Clari deal. Returns the deleted deal including id, crm_id, deal_name, amount, stage, and close_date.
clari_deals_bulk_update
Update a Clari deal. Returns the updated deal including id, crm_id, deal_name, amount, stage, and close_date.
Why Truto
Why use Truto’s MCP server for Clari
Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 950+ integrations.
Auto-generated, always up to date
Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.
Fine-grained access control
Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.
Multi-tenant by design
Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.
Works with every MCP client
Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.
Built-in auth, rate limits, and error handling
Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.
Expiring and auditable servers
Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.
How It Works
From zero to integrated
Go live with Clari in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Clari account
Use Truto’s frontend SDK to connect your customer’s Clari account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Clari
Truto’s Proxy API is a 1-to-1 mapping of the Clari API. You call us, we call Clari, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Clari’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Clari on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
How does authentication to Clari work through Truto?
Truto handles Clari's API key based authentication on behalf of your end users. You trigger the connection flow from your app and Truto securely stores and rotates credentials, so you never touch the raw keys.
Can we ingest calls recorded outside of Clari?
Yes. Using create_a_clari_call, you can submit an external source_id, call_time, and audio_url. Clari then ingests the recording and runs its native transcription and AI analysis, which is ideal for VoIP, Zoom, or Twilio migrations.
What conversation intelligence data can we extract?
You can pull full transcripts, AI-generated summaries, topic tags, keyword moments, scorecards, and user metadata via the list and get endpoints for calls, topics, keyword topics, scorecards, and scorecard templates.
Does Truto support bulk operations for CRM objects?
Yes. Truto exposes Clari's bulk update and bulk delete endpoints for accounts, contacts, and deals, so you can efficiently sync large volumes of pipeline data without hitting per-record rate limits.
How fresh is the data from Clari?
Clari's API returns data in near real-time as it becomes available in the platform. For pull-based workflows like transcripts and scorecards, you can poll list endpoints on your preferred cadence; Truto handles pagination and incremental fetching under the hood.
Can we handle custom fields on Clari deals, accounts, and contacts?
Yes. Truto passes through Clari's custom field payloads on create and bulk update operations, so your integration can map your users' custom pipeline attributes without schema restrictions.
From the Blog
Clari integration guides
Deep dives, architecture guides, and practical tutorials for building Clari integrations.
Clari
Get Clari integrated into your app
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