CRM & Sales · Integration
Clari
Add Clari to your product for your customers, and give your AI agents governed access to it.
Embed a Clari integration so your customers can bring their revenue forecasts and pipeline health into your product, and so your agents can read that context under per-tenant governance. Because every revenue team configures its own forecast categories and fields, mapping is configuration per customer rather than code.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers read forecast and pipeline data into your product, mapped to their own categories.
Read deal-level signals so risk is visible where sellers already work.
Surface forecast changes period over period inside your product.
Trigger your product when a forecast or deal risk indicator changes materially.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads current forecast and pipeline before answering a revenue question.
An agent identifies at-risk deals within governed permissions.
An agent reacts to a forecast change and notifies the right owner.
Example prompt
Show deals slipping out of this quarter and how much forecast they represent.
Set up Clari in 4 steps
- 01Open the Clari connector from your fastn dashboard.
- 02Have each customer authenticate their Clari account.
- 03Map the forecast categories and deal fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Clari integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Clari integration without building it. Your customers connect their own Clari account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Clari update is not your on-call problem.
- One integration serves your product and your agents. The same governed Clari connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
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Tools the same teams tend to run next to Clari, across other categories.
Clari integration FAQ
How do I add a Clari integration to my product?
Enable the Clari connector in your fastn dashboard, then let each customer authenticate their own Clari account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Clari client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Clari account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Clari account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Clari integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads current forecast and pipeline before answering a revenue question.
Who maintains the Clari integration?
fastn does. When Clari changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Clari integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Clari schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Clari, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Clari do not drift apart.
What can I build with the Clari integration?
A common starting point: read forecast and pipeline data into your product, mapped to their own categories. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Clari integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Clari does not change your per-connector cost. You can start free with 3 connected accounts.
Add Clari to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.