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CRM integration

Clarify MCP integration for AI agents

Insiro connects AI agents to Clarify MCP so they can act in it under your rules. Clarify MCP is a CRM platform for managing companies, people, deals, meetings, tasks, lists, and campaigns. Use it to centralize CRM data and streamline sales and marketing workflows. Every Clarify MCP action runs through Insiro's governed gateway, using each person's own connection (OAuth).

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What can AI agents do with Clarify MCP?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Clarify MCP.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Clarify MCP logo Clarify MCPInsiroGmail

Example: Clarify MCP → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Clarify MCP

Can Insiro AI agents use Clarify MCP?

Yes. Insiro connects AI agents to Clarify MCP through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Clarify MCP access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Clarify MCP?

Clarify MCP connects with OAuth. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Clarify MCP read-only for agents?

Yes. In Insiro Governance, set Clarify MCP to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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