Claude Clarify connectorWhat Claude can do in your Clarify account.
The Claude Clarify connector exposes 26 tools: 8 read your CRM, 10 write to it, and 8 have no description that matches their name. Here: what Claude pulls, what it can merge, import or delete, why the directory and Clarify's docs list different tools, and who can turn it off.
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What changes for a sales team on Clarify
Answering a pipeline question in a CRM usually means building a view, filtering, exporting. With the connector on, you ask Claude which deals deserve your attention this week. It searches your Clarify data itself, reads the records that matter and answers in the conversation, with your own permissions applied.
Know where to focus. query-data searches companies, people, deals, meetings and tasks together, and get-records opens the full detail of the ones that stand out, AI summaries included.
Fill the pipeline from the chat. find-leads searches Clarify's built-in prospect database by industry, location, headcount or job title, then import-leads brings the chosen ones into your workspace.
Clean up without clicking. merge-records folds duplicates into one record and keeps fields, relationships, list memberships and notes.
What the sheet does not tell you. Eight tools on it are not described under their exact name anywhere, and Clarify's own article lists a different, longer set, sending email among them. Claude cannot use a tool your connection does not show. Two writing tools delete things: custom fields and agents. And nothing runs on its own: no tool fires when a deal changes stage. Clarify also warns its interactive login must be renewed from time to time, which breaks anything scheduled. For background jobs, the Integrations hub gathers automation tools, which do a different job.
The vocabulary in one minute
Five words you will meet while connecting Clarify.
- Connector
- The link you set up once between Claude and an account you already own, so Claude can work on it while it answers you.
- Tool
- One named thing a connector lets Claude do. Claude chooses the ones it needs on its own; the directory sheet lists them by name.
- Authorization
- The service's own sign-in screen, where you hand Claude the access it will use afterwards. Granted once per person, revocable the same way.
- Approval
- The confirmation Claude waits for before it goes through with something that changes the account, shown in the chat when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service.
Connect Clarify to Claude in three steps
- 01
Find Clarify in Claude
In Claude's settings, open Customize, then Connectors, and look for Clarify. On a Team or Enterprise workspace, an Owner or Primary Owner has to add the connector first; after that, each member connects individually.
- 02
Start the connection
Click Connect on its row. Clarify opens its own sign-in page: use the email tied to your Clarify account and choose the organization to grant. If the link breaks later, use Disconnect and reconnect.
- 03
Read the authorization screen
Read the authorization screen before you allow access. It is Clarify's screen, not Claude's, and it decides what the access covers. You can take that access back later from the Clarify side as well.
The 26 tools of the Claude Clarify connector
Clarify gives Claude 26 tools: 8 that read your account, 10 that change something in it, and 8 no official source describes.
Three groups: what Claude reads, what it changes in your CRM, and what no official source describes under that name. Names stay exactly as Claude shows them.
- 8 read
- 10 write
- 8 not documented
What Claude reads (8)
8 toolsEight tools that look at your CRM, your lists and your agents without changing anything.
get-current-user
Returns your own Clarify profile with your timezone and current local time, so Claude can read dates and meetings from your point of view.
get-schema
Gives the structure of Clarify's entities, built-in and custom, which is useful before Claude queries the CRM or adds anything to it.
get-records
Opens specific records by their ID with full detail, relationships and the AI summaries Clarify keeps on them. It is the step after a search.
query-data
Searches and analyzes data across companies, people, deals, meetings, tasks and users in one go. Comments are readable through it as well.
find-leads
Looks through Clarify's built-in prospect database to find new leads by industry, location, headcount, job title, seniority or funding stage.
get-lists
Browses the saved lists, also called views, for an entity type, or fetches one list directly by its ID.
get-agents
Lists the Clarify agents in your workspace, or fetches a single one by ID. It is a look and nothing more: every agent stays exactly as your team left it.
get-agent-runs
Shows an agent's run history, or one run by ID, so you can see what it did and when.
What Claude changes (10)
10 toolsTen tools that create, update, merge or delete. No source describes a confirmation specific to them; the general rule below applies.
merge-records
Approval: see the ruleFolds duplicate records into a single primary record. Fields, relationships, list memberships and notes carry over.
add-comment
Approval: see the ruleAdds a comment to any supported record, with markdown formatting.
import-leads
Approval: see the ruleBrings leads from a Clarify prospect search into your workspace as real records.
create-campaign
Approval: see the ruleCreates a new email campaign, a sequence in Clarify's words, in draft mode. Nothing goes out at creation.
update-campaign
Approval: see the ruleUpdates an existing campaign: its name, target list, sender, email steps or send-time windows.
create-or-update-fields
Approval: see the ruleCreates or updates fields on companies, people, deals or custom objects: renaming, adding or removing select options, changing option colors, setting AI autofill.
delete-fields
Approval: see the ruleDeletes one or more custom fields from an entity.
create-or-update-agent
Approval: see the ruleSets up a Clarify agent from scratch, or updates one that already exists, straight from the conversation.
delete-agent
Approval: see the ruleDeletes an agent by its ID.
submit-feedback
Approval: see the ruleSends feedback or a feature request about the connector itself to the Clarify team.
Undocumented (8)
8 toolsThe directory publishes these eight names, but no official text describes a tool by these exact names. We will not guess from a name.
create-records
This name sits on the directory sheet, yet no official source documents a tool called exactly this. Clarify's article describes a merged tool under another name instead. Nothing more is published about it.
update-records
Another name the sheet lists and no official source documents as such. Better to flag the gap than to fill it with a guess based on how the name sounds.
create-list
Listed on the directory sheet, missing from Clarify's own tool list under this exact spelling. No official source documents it, so this page does not either. The gap is real, not an oversight of ours.
update-list
Clarify's article and Claude's pages are both silent on a tool with this name. Its role stays an open question until a source explains it; no official source documents it today.
get-campaign
A name on the sheet with no sentence behind it. Clarify documents a tool with a close plural name, and nothing documents this singular one, so we treat it as undocumented.
list-campaigns
One more name the directory prints without any official description. Rather than infer anything, this page reports the silence: no official source documents it. The directory shows the name; the explanation is simply missing.
create-custom-object
This exact name has no description from Clarify or Anthropic. Clarify's article covers custom objects through a combined tool with a different name, which is not this one as far as any source says.
update-custom-object
Last of the undocumented set: the sheet lists it, and no official source documents a tool with this name. Nothing more can be said honestly. If Clarify documents it later, this note will follow.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before any action it takes on an account on your behalf. The request shows up in the conversation right when it matters.
That covers the ten writing tools here, including the ones that delete fields or agents. On Team or Enterprise, owners decide whether members may let certain actions through without being asked each time, and they can cap what a connector may do for the whole organization, for instance leaving reading open and closing writing. Claude works with your rights and nothing more: Clarify says permissions are respected.
Which Claude plans it runs on
Of the 819 sheets in the official directory, none shows plan availability. The connector-by-connector answer is published nowhere.
The general rule is public: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization before each member can connect. For the current state, check the connector's sheet in the official directory. Worth knowing: only Clarify documents this connector; no Claude help article covers it.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing starts when a deal moves or a meeting ends.
The tool list is an observed floor, not a promise: an admin can open actions no public sheet shows. The partner badge is not a security audit either, and Anthropic writes it on every sheet: it does not choose the tools a publisher exposes and does not guarantee they behave as described. Connect only what comes from a publisher you trust. For another CRM-side connector, see the Claude activecampaign connector.
Which list of Clarify tools should you trust?
- Claude directory sheet ↗September 30, 2026Lists 26 tools, including separate create and update tools for records, lists and custom objects, plus get-campaign and list-campaigns.
- Clarify's own article ↗September 25, 2026Describes a longer set where those tools are merged into create-or-update tools or renamed, and adds others such as email sending, record deletion and calendar tools.
What this page followsNeither is marked outdated. The directory sheet is what Claude's catalogue shows today, so it sets the list on this page; Clarify's article seems to describe a newer or different version of its server. The tools your own connection displays are the ones that count: check them in Customize, then Connectors.
Need help connecting Clarify to Claude?
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