Clari Install & Auth Skill

Clari Install & Auth

Overview

Set up Clari API access for exporting forecast data, pipeline snapshots, and revenue intelligence to your data warehouse. Clari uses API key authentication via the apikey header, with the primary API at api.clari.com/v4/.

Prerequisites

Clari enterprise account with API access enabled
Admin or RevOps role for API key generation
Target data warehouse (Snowflake, BigQuery, or Redshift) for exports

Instructions

Step 1: Generate API Token

Log in to Clari at https://app.clari.com
Navigate to User Settings > API Token
Click Generate New API Token
Copy and store the token securely

# Store securely -- never commit
export CLARI_API_KEY="your-api-token-here"

# Verify the key works
curl -s -H "apikey: ${CLARI_API_KEY}" \
  https://api.clari.com/v4/export/forecast/list \
  | jq '.forecasts | length'

Step 2: Configure Environment

# .env -- NEVER commit this file
CLARI_API_KEY=your-api-token
CLARI_BASE_URL=https://api.clari.com/v4
CLARI_ORG_ID=your-org-id

# .gitignore
.env
.env.local

Step 3: Test API Connectivity

import requests
import os

api_key = os.environ["CLARI_API_KEY"]
headers = {"apikey": api_key, "Content-Type": "application/json"}

# List available forecasts
response = requests.get(
    "https://api.clari.com/v4/export/forecast/list",
    headers=headers,
)
response.raise_for_status()

forecasts = response.json()["forecasts"]
for fc in forecasts:
    print(f"  {fc['forecastName']} (ID: {fc['forecastId']})")

Step 4: Copilot API Setup (Optional)

Clari Copilot (conversation intelligence) has a separate API:

# Copilot uses OAuth2 -- different from the forecast API
# Register at https://api-doc.copilot.clari.com

export CLARI_COPILOT_CLIENT_ID="your-client-id"
export CLARI_COPILOT_CLIENT_SECRET="your-client-secret"

# Get access token
curl -X POST https://api.copilot.clari.com/oauth/token \
  -d "grant_type=client_credentials" \
  -d "client_id=${CLARI_COPILOT_CLIENT_ID}" \
  -d "client_secret=${CLARI_COPILOT_CLIENT_SECRET}"

Error Handling

| Error | Cause | Solution | |-------|-------|----------| | 401 Unauthorized | Invalid or expired token | Regenerate at User Settings > API Token | | 403 Forbidden | Insufficient permissions | Contact Clari admin for API access | | 404 Not Found | Wrong API version or endpoint | Use /v4/ prefix | | Connection refused | IP allowlist | Check with IT for API access from your network |

Resources

Next Steps

Proceed to clari-hello-world to export your first forecast.

Agent Skills: Clari Install & Auth

Install this agent skill to your local

Skill Files