46 available actions

What your AI agent can do in Clarify MCP

Clarify MCP lets agents query and update CRM records, create tasks and lists, analyze pipelines, and work with companies, people, deals, meetings, and campaigns. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Create-email-draftCreate an email draft in the user's connected Gmail or Outlook account for them to review, edit, and send themselves.
Create-or-update-calendar-eventCreate a new calendar event or update an existing one.

Browse all 46 actions by capability

Open a capability to see every supported action and its description.

Other actionsSpecialist and administrative actions.View 46 actionsHide actions

Add-commentAdd a comment to a supported entity.
Create-campaignCreate a new email campaign (sequence) in DRAFT mode.
Create-email-draftCreate an email draft in the user's connected Gmail or Outlook account for them to review, edit, and send themselves.
Create-or-update-agentCreate or update an agent, an autonomous AI assistant.
Create-or-update-artifactCreate a new artifact or write a new version to an existing artifact.
Create-or-update-calendar-eventCreate a new calendar event or update an existing one.
Create-or-update-custom-objectCreate a new custom object type or update an existing one in the workspace.
Create-or-update-fieldsCreate new fields or update existing field metadata (name, options, AI config) on any entity (company, person, deal, meeting, or custom object).
Create-or-update-listCreate or update a dynamic list: a saved view whose membership is defined by a SQL query.
Create-or-update-recordsCreate or update records in Clarify.
Create-or-update-workflowCreate a new workflow or update an existing one.
Delete-agentDelete an agent by its ID.
Delete-artifactDelete an artifact by its ID.
Delete-calendar-eventCancel a calendar event.
Delete-campaignDelete a campaign by its ID.
Delete-custom-objectDelete a custom object type by its entity identifier.
Delete-fieldsDelete one or more custom fields from an existing object (built-in entities like person, company, deal, or custom objects like c_my_object).
Delete-listDelete a list (saved view) by its ID.
Delete-recordsDelete one or more records by their IDs.
Delete-workflowDelete a workflow by its ID.
Find-leadsSearch Clarify's built-in prospect database of companies and people to find new leads matching criteria like industry, location, headcount, job title, seniority, and…
Get-agent-runsList an agent's runs, executions, invocations, and past run history, or fetch one run with its full transcript.
Get-agentsList agents visible to the current user, or fetch a single agent by ID.
Get-artifact-component-docGet the full prop contract for one or more Clarify design-system components available to artifacts — each component's summary, a usage snippet, and every prop with its…
Get-artifact-sourceRead the current source of an existing artifact — the JSX of its applied version, plus its name and description.
Get-calendar-eventsList the current user's calendar events in a time range.
Get-campaign-recipientsList the individual people enrolled in a campaign, with their per-person engagement — who opened, who clicked, who replied, and when.
Get-campaignsList campaigns in the workspace, or fetch a single campaign by ID with full details.
Get-current-userGet information about the current authenticated user, including their timezone.
Get-listsGet list metadata (saved views) for an entity type, or fetch a single list by ID.
Get-recordsRetrieve detailed information about specific records by their IDs.
Get-schemaGet the schema for Clarify entities.
Get-workflow-runsGet execution runs for a workflow.
Get-workflowsGet and search workflows in the workspace, or fetch a single workflow with its full configuration.
Import-leadsImport leads from a tam_company or tam_person search into Clarify.
Import-meeting-transcriptImport a meeting transcript from an external source (Granola, Notion, Circleback).
Manage-accessManage who can access a specific object — a list, meeting, message, or record (deal, company, person, or a custom object) — by granting, updating, revoking, or reading…
Merge-recordsMerge two or more records into a single primary record in Clarify.
Query-analyticsExecute read-only ClickHouse SQL against the analytics event log.
Query-dataExecute PostgreSQL queries to retrieve data from Clarify.
Read-contextRead Clarify product knowledge and documentation.
Respond-to-calendar-eventRSVP to a calendar event you've been invited to.
Run-workflowStart a workflow run.
Send-emailSend an email immediately through the user's connected email account.
Submit-feedbackSubmit concise feature requests or feedback about MCP tools.
Update-campaignUpdate an existing email campaign: rename it, change its target list, adjust the sender, edit its email steps, or configure send time windows.

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Clarify MCP account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Clarify MCP

How does the agent connect to Clarify MCP?

You sign in with your own Clarify MCP account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Clarify MCP at any time.

What can the agent actually do in Clarify MCP?

The page above lists the 46 actions currently available through the Clarify MCP connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Clarify MCP included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Clarify MCP is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Clarify MCP to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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