Connect Salesloft to clariBI
Sign in to Salesloft and clariBI reads accounts, people, opportunities, conversations and team data through the Salesloft MCP server, with read-only scopes.
| Connection | MCP app. You sign in to Salesloft and approve read access. |
| Access | Read-only. clariBI keeps only the Salesloft tools that read. |
| Data | clariBI calls Salesloft when you ask a question and syncs list data where the server offers it. |
| Plans | Starter, Professional and Enterprise. Not on Free, Lite or the trial. |
About Salesloft
Salesloft is a sales engagement product, now part of Clari. Sales teams use it for outbound cadences, call recording and rep coaching.
clariBI connects to the hosted Salesloft MCP server (mcp.salesloft.com) and requests only read scopes: accounts:read, people:read, opportunities:read, conversations:read and team:read. Salesloft requires its Agentic add-on for MCP access.
Vendor site: salesloft.com
What clariBI can read
When you connect, clariBI asks the Salesloft MCP server which tools it offers and keeps the ones that read. Tools that create, change or delete anything are filtered out.
Clari forecasting data (forecast submissions, quotas) is not exposed by this server. For those, export from Clari and upload the file.
Salesloft is one of 86 apps in the clariBI MCP catalog. See the catalog
What you can chart
- Accounts and opportunities by owner and stage
- Conversation volume by rep
- People added per account over time
How to connect Salesloft
Check the add-on
Your Salesloft admin needs the Agentic add-on enabled, or the connection is refused.
Open the MCP apps
In clariBI, open Data Sources > Add Data Source > MCP Servers and pick Salesloft.
Sign in and ask
Approve the read scopes on the Salesloft screen, then ask about accounts, opportunities or conversations in plain English.
Questions you can ask
Asking in plain English uses AI credits. The AI decides which Salesloft tools to call, totals are computed from the rows they return, and the AI writes the explanation.
- "Which reps had the most recorded conversations last month?"
- "How many opportunities did each owner create this quarter?"
About the Salesloft connector
Is this the Clari connector?
It connects to the Salesloft MCP server, which covers Salesloft data. Clari forecasting data is not part of it.
Can clariBI change records in Salesloft?
No. Only read scopes are requested.
Which clariBI plans include Salesloft?
Salesloft needs a Starter, Professional or Enterprise plan. MCP apps are not part of the Free or Lite plans. The 14-day trial does not include it.
Try Salesloft in clariBI
Salesloft needs the Starter plan ($99 a month) or above. The 14-day trial does not include it, but you can use the trial to try the rest of clariBI first.