Generect builds B2B lead lists: companies and the decision-makers inside them that match a set of criteria. Connecting Generect to clariBI lets the planner pull fresh prospect data and compare it against the accounts already in your pipeline.
Why connect Generect
Prospect lists are exported once and worked until they go cold, with no link back to what converted.
With Generect connected, you can ask "Find decision-makers at SaaS companies with 50 to 200 employees in our target regions", "How many net-new accounts match our ICP this month?", or "Which sourced leads already exist in our CRM?" and the AI engine reads it live.
How the connection works
clariBI talks to Generect through its hosted MCP server at https://mcp.generect.com/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 Generect
U->>C: Click Authorize with Generect
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 Generect 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 Generect cannot modify data on the vendor side.
The exact tool inventory depends on the Generect features your account has access to. After connecting, try a few natural-language questions to see what Generect data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Generect, 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 Generect
U->>C: Ask a question about B2B lead and prospect 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 Generect card.
- Click Authorize with Generect.
- Sign in to Generect 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 Generect's OAuth flow and inherits the connected user's account access and credit balance. The catalog exposes read tools only (searching and reading company and contact records); clariBI never edits a list or campaign. Disconnect anytime from Settings → Integrations in clariBI.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Search returns no leads" | The filter set is too narrow, or the account is out of search credits. | Loosen one or two filters and confirm your Generect credit balance. |
| "Contacts missing email" | Email discovery had no verified match for that person. | These contacts still carry company and role data; treat email as best-effort. |