Integratie / CRM
Clarify MCP integratie
Clarify MCP lets agents query and update CRM records, create tasks and lists, analyze pipelines, and work with companies, people, deals, meetings, and campaigns.
Over Clarify MCP
Clarify MCP is a CRM platform for managing companies, people, deals, meetings, tasks, lists, and campaigns. Use it to centralize CRM data and streamline sales and marketing workflows.
Alle integraties- Categorie
- CRM, Developer Tools & DevOps
- Verbinding
- OAuth
- Type
- Tool
- Acties
- 46
- Tags
- library
Voorbeeldprompts
Wat je Growf kunt vragen te doen met Clarify MCP
- “List all open deals in pipeline”
- “Create follow-up task for Acme Corp”
- “Summarize contacts added this week”
Beschikbare acties
46 acties die je agents kunnen uitvoeren in Clarify MCP
Add-comment
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.
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 campai…
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 neede…
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 a…
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 …
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; o…
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 …
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 (exist…
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 f…
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…
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 ne…
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
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