Clay is the outbound prospecting + enrichment platform many growth and sales teams use to build targeted lead lists. Connecting Clay to clariBI surfaces every lead list, enrichment result, and prospecting workflow into your AI analyses.
Why connect Clay
Prospecting performance questions ("which enrichment runs gave us the highest email-verified rate?") usually require Clay table exports.
With Clay connected, you can ask "List my outbound campaigns sorted by reply rate", "Show me the latest enrichment run for the Series-A targets table", or "How many leads did we enrich last quarter?" and the AI engine pulls the answer.
How the connection works
clariBI talks to Clay through its hosted MCP server at https://mcp.clay.earth/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Clay
U->>C: Click Authorize with Clay
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Clay tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Clay cannot modify data on the vendor side.
The exact tool inventory depends on the Clay features your account has access to. After connecting, try a few natural-language questions to see what Clay data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Clay, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Clay
U->>C: Ask a question about outbound prospecting and enrichment data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Clay card.
- Click Authorize with Clay.
- Sign in to Clay in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
OAuth scoping is granted at authorize time on the Clay consent screen. clariBI requests openid + read scopes. No data can be modified through this connection. Disconnect from Clay settings or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Workspace not found" | Your Clay account has multiple workspaces. | Pick one workspace in Clay before authorizing. |