Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/clari-install-auth/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill clari-install-auth. Copyright stays with the author (MIT).

Clari Install & Auth

Overview

Set up Clari API access for exporting forecast data, pipeline snapshots, and revenue intelligence to your data warehouse. Clari uses API key authentication via the apikey header, with the primary API at api.clari.com/v4/.

Prerequisites

• Clari enterprise account with API access enabled
• Admin or RevOps role for API key generation
• Target data warehouse (Snowflake, BigQuery, or Redshift) for exports

Instructions

Step 1: Generate API Token

1. Log in to Clari at https://app.clari.com
2. Navigate to User Settings > API Token
3. Click Generate New API Token
4. Copy and store the token securely

# Store securely -- never commit
export CLARI_API_KEY="your-api-token-here"

# Verify the key works
curl -s -H "apikey: ${CLARI_API_KEY}" \
  https://api.clari.com/v4/export/forecast/list \
  | jq '.forecasts | length'

Step 2: Configure Environment

# .env -- NEVER commit this file
CLARI_API_KEY=your-api-token
CLARI_BASE_URL=https://api.clari.com/v4
CLARI_ORG_ID=your-org-id

# .gitignore
.env
.env.local

Step 3: Test API Connectivity

import requests
import os

api_key = os.environ["CLARI_API_KEY"]
headers = {"apikey": api_key, "Content-Type": "application/json"}

# List available forecasts
response = requests.get(
    "https://api.clari.com/v4/export/forecast/list",
    headers=headers,
)
response.raise_for_status()

forecasts = response.json()["forecasts"]
for fc in forecasts:
    print(f"  {fc['forecastName']} (ID: {fc['forecastId']})")

Step 4: Copilot API Setup (Optional)

Clari Copilot (conversation intelligence) has a separate API:

# Copilot uses OAuth2 -- different from the forecast API
# Register at https://api-doc.copilot.clari.com

export CLARI_COPILOT_CLIENT_ID="your-client-id"
export CLARI_COPILOT_CLIENT_SECRET="your-client-secret"

# Get access token
curl -X POST https://api.copilot.clari.com/oauth/token \
  -d "grant_type=client_credentials" \
  -d "client_id=${CLARI_COPILOT_CLIENT_ID}" \
  -d "client_secret=${CLARI_COPILOT_CLIENT_SECRET}"

Error Handling

Output

Record the environment, authorized account or service principal, secret-store reference, enabled API scope, verification timestamp, and first read-only result. Never put an API token, OAuth client secret, raw export, or temporary download URL into source control, shell history, or onboarding documentation.

Examples

Create a staging service token in the approved secret manager, invoke the forecast-list request with the runtime identity, and verify the expected forecast names without writing their contents to logs. If the request is 401 or 403, stop and have the account owner repair scope or rotation rather than reusing an individual employee token.

Resources

• Clari Developer Portal
• Clari API Reference
• Clari Copilot API
• Clari Community - API Guide

Next Steps

Proceed to clari-hello-world to export your first forecast.