The Model Context Protocol (MCP) is an open standard that allows AI hosts like Claude Desktop to safely connect to external data sources. The Clari Forecast MCP allows Claude to query your live Clari forecast data directly through natural language — no need to open a forecast grid.

In this article, you will learn how to configure Clari Forecast MCP with the Claude Desktop application including:

• Before You Can Use Clari Forecast MCP for Claude
• Connect Clari Forecast MCP via Claude Directory
• Additional Information: Clari Forecast MCP + Claude
• Next Steps and Resources

Before You Can Use Clari Forecast MCP for Claude

Prior to connecting the Clari Forecast MCP for Claude, there are some important things you need to know:

• The Clari Forecast MCP must be included in your organization's Clari package. Contact your admin or Clari account team to confirm availability.
• A team admin must enable the Clari Forecast MCP in Clari Studio before users can connect to Claude. See Enable Clari Forecast MCP in Clari Studio.
• You must have at least one opted-in forecast tab in Clari for queries to return data.

Connect Clari Forecast MCP via Claude Directory

The Clari Forecast MCP is available via the Claude Connectors Directory.

To connect to Clari Forcast, add the MCP in Claude as a custom connector:

1. In Claude, select Customize, then go to Connectors.
2. Click the + icon and select Add custom connector.
3. Enter the Clari Forecast MCP Server URL: https://mcp.clari.com/sse
4. Click Connect, then authenticate with your user credentials.
5. Start a new chat and confirm the Clari Forecast tools appear in the connector list.

Additional Information: Clari Forecast MCP + Claude

FAQ

Q: Can I use this on the Claude mobile app or web browser?
Currently, MCP support is primarily focused on Claude Desktop. Mobile and standard web browser support are limited as they cannot easily access local configuration files.

Q: What forecast data can Claude access?
Claude can access the forecast data within your existing Clari permissions and hierarchy. This includes forecast tab values, scope hierarchy, time periods, historical snapshots, and related deal data. Claude cannot access data outside your assigned Clari role and permissions.

Q: Do I need my CRM connected to Clari for this to work?
No. Claude will interact with whatever forecast data is available in your Clari instance. CRM connectivity is not required, though it may expand the available data.

Troubleshooting

I'm getting an error in Claude. What should I do?

You can ask Claude what the error means and it should be able to help you troubleshoot. Follow these steps:

1. Report the error to your admin or Clari support.
2. Start a new chat session in Claude and ask: "Am I connected to Clari MCP?" or "What forecast tabs do I have access to in Clari? Use the Clari MCP to answer this question."
3. These prompts force Claude to test the connection. Subsequent prompts should work once the connection is confirmed.

Use Cases

Here are examples of how Claude works alongside your Clari Forecast MCP:

• Revenue Leaders: Check your team's pacing against quota, surface forecast hotspots before a review, or verify your org-wide commit number — all through a conversational question in Claude.
• Sales Managers: Pull a real-time snapshot of any manager's key forecast metrics before a 1:1, or see which managers haven't submitted their forecast yet.
• Revenue Operations: Check pipeline coverage across the org, spot missing or incomplete forecast data, or verify submission status before an executive review cycle closes.

For suggested prompts, try questions like:

• "What is my team's total closed-won revenue this quarter and how much do we still need to hit quota?"
• "What are the most important changes in my forecast this week? Give me the top 3–5 hotspots."
• "Which managers on my team haven't submitted their forecast yet?"

Next Steps and Resources

Next Steps:
Use Clari in your chats with Claude: Start a new chat with Claude by clicking the + New chat icon. Navigate to connectors and enable the Clari toggle as needed.

Resources:

• Claude Support: https://support.claude.com/en/
• MCP Authorization Standard from Anthropic: https://modelcontextprotocol.io/specification/2025-11-25/basic/authorization
• Anthropic Official Documentation: https://modelcontextprotocol.io/docs/getting-started/intro