A powerful revenue operations skill that enables AI agents to manage opportunities, accounts, and activities within Clari.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install clari
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install clari using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Clari Integration for AI Agents?
The Clari skill for AI agents is designed to bridge the gap between revenue operations and automated workflows. By leveraging Openclaw Skills, this integration provides a secure and standardized way for agents to interact with Clari's revenue leakage and forecasting data. It allows sales and marketing teams to maintain high visibility across their revenue process without manual data entry.
This skill is powered by the Membrane framework, which abstract away the complexities of OAuth and credential management. Whether you are updating sales opportunities or querying user activity, this skill ensures that your AI coding agent has real-time access to the Clari API through a simplified CLI interface.
Clari Integration for AI Agents Use Cases
- Automating revenue forecasting updates by syncing opportunity data via Openclaw Skills.
- Querying account and user activity to generate weekly sales performance reports.
- Streamlining lead management by updating record statuses directly from an AI-driven terminal.
- Building custom revenue dashboards by fetching real-time Clari data through automated proxy requests.
How Clari Integration for AI Agents Works
- The AI agent initializes the skill by installing and logging into the Membrane CLI.
- A connection to the Clari domain is established, and Membrane handles the secure authentication handshake.
- The agent searches for specific actions (like updating an opportunity) using natural language intent discovery.
- Actions are executed with JSON parameters, or direct proxy requests are sent to the Clari API for custom requirements.
- Membrane transparently manages token refreshes and data normalization, returning clean output to the agent.
Clari Integration for AI Agents Setup
First, install the necessary CLI tool to manage your Openclaw Skills:
npm install -g @membranehq/cli@latest
Next, authenticate your agent (replace <agentType> with openclaw):
membrane login --tenant --clientName=openclaw
Create a secure connection to your Clari instance:
membrane connection ensure "https://clari.com" --json
Clari Integration for AI Agents Data Schema & Taxonomy
The skill organizes revenue data into several core entities accessible via the API:
| Entity | Description |
|---|---|
| Opportunity | Primary sales deal records including activity and user associations. |
| Account | High-level organizational records linked to specific users. |
| User | Individual team member records and permissions. |
| Activity | Logs of interactions related to opportunities and accounts. |
All responses are returned as structured JSON, containing id, name, inputSchema, and outputSchema for every discovered action.
Clari Integration for AI Agents Advanced Features
- Natural Language Action Discovery: Use the
--intentflag to find the right Clari API endpoint without reading documentation. - Automatic Credential Management: Never handle raw API keys; Membrane manages the full OAuth lifecycle.
- Direct Proxy Access: Send custom HTTP requests (GET, POST, PATCH) to any Clari endpoint with automated header injection.
- Long-polling Connection Recovery: Built-in waiting mechanisms for headless environments when user action is required.
SKILL.md
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