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CRM & sales

Clari MCP server: ask questions, get governed answers

Clari is a revenue operations platform that tracks pipeline, forecasts and deal activity pulled from CRM and other sales systems.

Try it on your own data in a pilot.

Clari AI analytics: what you can ask

Typical questions from sales and RevOps. Each answer shows the definition, source and query behind it.

  • What is the current forecast by region compared with quota?
  • Which 10 open deals have the largest amount in this quarter's commit?
  • Compare pipeline coverage this quarter with last quarter
  • List deals that slipped out of this quarter since the start
  • How has weekly forecast accuracy trended over the last 4 quarters?

How Nexatron connects to Clari

Whose permissions
Your administrator approves the access the Clari connection uses. Where Clari supports per-user sign-in, answers run under each person's own access, and Nexatron roles decide who in your company can ask.
Read and write
Questions are read-only: asking never changes Clari data.
Setup
Our team sets up the Clari connection with your administrator during the pilot. No data migration and no pipeline to build: data is queried where it lives.

Clari MCP connector for Claude, ChatGPT and Copilot

Nexatron's hosted MCP server is a governed Clari MCP connector: Claude, ChatGPT and Microsoft Copilot ask questions of your Clari data through it. Each person signs in as themselves, so the assistant sees only what they may see.

Connect Clari to Claude, ChatGPT or Copilot

  1. Connect Clari to your Nexatron workspace.
  2. In Claude, add Nexatron from Claude's connector directory. In ChatGPT or Copilot, add a custom MCP connector with the server URL https://api.nexatron.io/api/v1/mcp.
  3. Sign in with your own Nexatron identity (OAuth 2.1), then ask your Clari questions.
How the Nexatron MCP server works

Clari connector FAQ

Can I ask Clari questions without writing queries?
Yes. Ask in Teams, Slack, the Nexatron web app, or an AI assistant connected through Nexatron's MCP server.
Does Nexatron respect Clari permissions?
Yes. Where Clari supports per-user sign-in, answers run under each person's own access.
Can Nexatron change data in Clari?
No. Asking a question never changes Clari data.
What do I need to connect Clari?
An administrator who can approve the connection. Our team sets it up with them during the pilot.
Is there a Clari MCP server for Claude, ChatGPT or Copilot?
Yes: Nexatron's hosted MCP server, once Clari is connected to your workspace. It is Nexatron's server, not one published by Clari, and the assistant gets the same governed answer as the Nexatron app.

Try Nexatron on your own Clari data

A pilot starts with three questions your team already asks and the report you trust for each, so you can check the answers yourself.

Clari is a trademark of its owner. Nexatron is not affiliated with or endorsed by it; the name and mark identify the system Nexatron connects to.