DataForB2B is a B2B data layer covering more than 800 million verified profiles and 75 million companies, with hiring signals, open-to-work status, and email and phone enrichment. Connecting DataForB2B to clariBI lets the planner pull people, company, and signal data and compare it against the accounts and pipeline you already track.
Why connect DataForB2B
External people and company data usually arrives as a one-off export, goes stale within weeks, and never lines up with the CRM records it was meant to describe.
With DataForB2B connected, you can ask "Find decision-makers at fintech companies with 200 to 1000 employees in our regions", "Which of our target accounts are hiring for engineering right now?", or "Enrich these domains with employee count, funding stage, and a verified contact" and the AI engine reads it live.
How the connection works
clariBI talks to DataForB2B through its hosted MCP server at https://mcp.dataforb2b.ai/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 DataForB2B
U->>C: Click Authorize with DataForB2B
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 DataForB2B 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 DataForB2B cannot modify data on the vendor side.
The exact tool inventory depends on the DataForB2B features your account has access to. After connecting, try a few natural-language questions to see what DataForB2B data clariBI can pull.
Data flow during analysis
When you ask a question that maps to DataForB2B, 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 DataForB2B
U->>C: Ask a question about B2B people, company, and signal 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 DataForB2B card.
- Click Authorize with DataForB2B.
- Sign in to DataForB2B 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
clariBI connects through DataForB2B's OAuth flow and inherits the connected user's account access and credit balance. The catalog exposes read tools only (searching and reading profiles, companies, signals, and enrichment results); clariBI never edits a saved search or list. Disconnect anytime from Settings → Integrations in clariBI.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Search returns no profiles" | The filter set is too narrow for the covered population, or the account is out of search credits. | Relax one or two of the 60+ people filters and confirm your DataForB2B credit balance. |
| "Enrichment came back without an email" | No verified email matched that profile at the requested confidence level. | The record still carries title, company, and tenure data; treat verified email as best-effort and try phone enrichment instead. |