Clari Copilot documentation
Research date: 2026-09-07
Documentation coverage: not-retrieved.
Reference index, not a mirror of complete vendor documentation. Retrieved pages do not prove the MCP works.
What it does
Records and transcribes sales calls in real time and surfaces live coaching prompts, deal-risk flags, and auto-generated CRM updates during and after the call.
Access and connection
MCP support: official
Access requirements: paid. API access is self-service inside the product (Workspace Settings) once you are an active Copilot subscriber - no separate sales-gated enable step like the main Clari API. Whether a solo operator can become a Copilot customer at all without a sales call is unknown.
Authentication: Scalekit-hosted connector uses per-user delegated OAuth-style authorization in Scalekit's own token vault. The underlying Clari Copilot REST API (https://api-doc.copilot.clari.com/) uses a static API Key + API Password pair generated in Workspace Settings → Integrations.
Research checked: 2026-09-07
These details come from the catalog research. Check the vendor sources below for current setup instructions. They do not establish that a connection or tool call was tested.
Sources
- https://www.clari.com/products/copilot/
- https://api-doc.copilot.clari.com/
- https://community.clari.com/product-q-a-6/how-to-use-copilot-apis-2258
- https://www.scalekit.com/connectors/claricopilot
- https://community.clari.com/product-q-a-6/why-was-copilot-mcp-server-removed-from-the-july-release-notes-2980
- https://mcp.clari.com/mcp