Clari Production Checklist Skill

Clari Production Checklist

Overview

Clari provides revenue intelligence through forecast data, pipeline analytics, and deal inspection. A production integration typically exports forecast snapshots, syncs pipeline data to a warehouse, and powers revenue dashboards. Incorrect data pipelines mean unreliable forecasts, missed quota signals, or stale deal intelligence that undermines board-level reporting.

Authentication & Secrets

[ ] CLARI_API_KEY stored in secrets manager (not config files)
[ ] Token tested against production endpoint before go-live
[ ] Key rotation procedure documented (quarterly cycle)
[ ] Separate tokens for dev/staging/prod environments
[ ] Service account with least-privilege scopes (read-only for exports)

API Integration

[ ] Production base URL configured (https://api.clari.com/v1)
[ ] Rate limit handling with exponential backoff
[ ] All required typesToExport configured (forecast, quota, crm_closed)
[ ] Time period coverage verified (current quarter + 4 historical)
[ ] Deduplication logic handles re-exports and overlapping periods
[ ] Pagination implemented for large pipeline result sets
[ ] Export job polling with configurable timeout (default: 10 min)

Error Handling & Resilience

[ ] Circuit breaker configured for Clari API outages
[ ] Retry with backoff for 429/5xx responses
[ ] Empty export results handled (data quality alert, not silent pass)
[ ] Export job timeout detection with automatic re-queue
[ ] MERGE/UPSERT in warehouse prevents duplicate forecast records
[ ] Data retention policy enforced (rolling 8 quarters typical)

Monitoring & Alerting

[ ] API latency tracked per export job
[ ] Error rate alerts set (threshold: any export failure)
[ ] Forecast amount anomaly detection (>20% swing triggers review)
[ ] Pipeline health dashboard with job completion rates
[ ] Daily reconciliation: exported row counts vs expected

Validation Script

async function checkClariReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.clari.com/v1/forecast/types', {
      headers: { Authorization: `Bearer ${process.env.CLARI_API_KEY}` },
    });
    checks.push({ name: 'Clari API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Clari API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.CLARI_API_KEY, detail: process.env.CLARI_API_KEY ? 'Present' : 'MISSING' });
  // Export types available
  try {
    const res = await fetch('https://api.clari.com/v1/forecast/types', {
      headers: { Authorization: `Bearer ${process.env.CLARI_API_KEY}` },
    });
    const data = await res.json();
    const count = Array.isArray(data) ? data.length : 0;
    checks.push({ name: 'Export Types', pass: count > 0, detail: `${count} types available` });
  } catch (e: any) { checks.push({ name: 'Export Types', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkClariReadiness();

Error Handling

| Check | Risk if Skipped | Priority | |-------|----------------|----------| | API key rotation | Expired token halts all exports | P1 | | Empty export detection | Silent data gaps in forecasts | P1 | | Duplicate record prevention | Inflated pipeline numbers | P2 | | Export job timeout | Stuck jobs block scheduling queue | P2 | | Forecast anomaly alerts | Missed revenue signals | P3 |

Resources

Next Steps

See clari-security-basics for data access controls and PII handling.

Agent Skills: Clari Production Checklist

Install this agent skill to your local

Skill Files