---
name: clari-install-auth
description: |
  Configure Clari API authentication with API key and set up export access.
  Use when connecting to the Clari API, generating API tokens,
  or configuring forecast data exports.
  Trigger with phrases like "install clari", "setup clari api",
  "clari auth", "clari api key", "configure clari".
allowed-tools: Read, Write, Edit, Bash(curl:*), Bash(pip:*), Grep
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags: [saas, revenue-intelligence, forecasting, clari]
compatible-with: claude-code
---

# 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

```bash
# 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

```bash
# .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

```python
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:

```bash
# 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

| Error | Cause | Solution |
|-------|-------|----------|
| `401 Unauthorized` | Invalid or expired token | Regenerate at User Settings > API Token |
| `403 Forbidden` | Insufficient permissions | Contact Clari admin for API access |
| `404 Not Found` | Wrong API version or endpoint | Use `/v4/` prefix |
| Connection refused | IP allowlist | Check with IT for API access from your network |

## Resources

- [Clari Developer Portal](https://developer.clari.com)
- [Clari API Reference](https://developer.clari.com/documentation/external_spec)
- [Clari Copilot API](https://api-doc.copilot.clari.com)
- [Clari Community - API Guide](https://community.clari.com/product-q-a-6/clari-api-all-you-need-to-know-556)

## Next Steps

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



---
Source attribution: Jeremy Longshore <jeremy@intentsolutions.io>
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Dave AI.

## Upstream license notice

MIT License

Copyright (c) 2026 SkillsHub Contributors

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Dave AI resource metadata

Creator / publisher: Jeremy Longshore <jeremy@intentsolutions.io>
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills
Attribution basis: Original repository namespace preserved by package mirror

Fields of work: Marketing, Sales
Roles: Growth Marketer, Revenue Operations, Sales Engineer
Specialties: API
Tools: Clari
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: 74a715ffd997e8e11f763f9cf70ef3005894bbae9c8cdda6db3c01d4ca6e444d
Metadata reviewed: 2026-10-27
This metadata supersedes earlier Dave AI catalog attribution. Original instruction and supporting files are preserved.