How to connect Clarify to Grok Bot

Connect Grok Bot to Clarify MCP. List all open deals in pipeline, create follow-up task for acme corp, and more using natural language, with authentication handled for you.

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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.

46 Tools

Introduction

Grok is xAI's assistant, and its bot builder lets you create a personal agent that holds context, runs skills, and connects to the apps you already use through plugins.

This guide explains how to connect Clarify to a Grok bot using Composio Connect, which handles OAuth, token refresh, and reliability so you do not have to. You add Composio as a plugin, authenticate once, then ask your bot to work with Clarify in plain language.

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Why use Composio?

Composio exposes 1,700+ apps to your Grok bot through a single connection, so you get:

  • Connect to 1,700+ apps with on-demand tool loading, so you do not fill your context window with unnecessary tool definitions.
  • Use programmatic tool calling through a remote workbench, letting the model write its own code to handle complex tool chaining. This reduces back-and-forth for frequent tool calls.
  • Handle large tool responses outside the model context to keep conversations lean.

Connecting Clarify to Grok Bot

Once Grok Bot is set up, you connect Clarify entirely from its interface, and the whole flow takes under a minute.

Set up Grok Bot

Get access. Grok Bot is included with Cursor Ultra, Cursor Premium Teams, and SuperGrok Heavy. Get the desktop app for macOS or Windows from x.ai/bot and sign in. An iPhone companion app is also available, and your bots sync across devices.

Create a bot. Pick a suggested role or define your own, then give it a short name, one primary job, and a short description of how it should work. Focused bots work best, because a clear role gives the bot more useful context over time.

Connect Clarify

1. Add the Composio plugin

Click the button. The Composio listing on x.ai opens and launches Grok Bot for you. If the app does not open on its own, click Add to Grok Bot.

Add to Grok Bot

Composio for Grok Bot listing on x.ai with the Add to Grok Bot button

Grok Bot opens the Composio plugin, showing its connector and skills. Click Add.

Composio plugin sheet in Grok Bot with the Add button

2. Authenticate

Go to the Installed section and click the Composio entry. You'll see its connector and skills listed.

Installed Composio plugin showing the Authenticate button

Click Authenticate. You'll be taken to the Composio consent screen. Review the access it requests and click Authorize. Composio handles the OAuth handshake for you, so you never touch API keys or tokens.

Composio authorization screen with Authorize and Deny

3. Connect your Clarify account

Back in the chat, ask your bot to connect to Clarify or give it any Clarify task.

For example, ask it to:

  • "List all open deals in pipeline"
  • "Create follow-up task for Acme Corp"
  • "Summarize contacts added this week"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in your Grok bot, and your Clarify account is ready to use.

What is Grok Bot?

Grok is xAI's assistant, available as a chat interface and a bot builder for creating personal agents that run skills and connect to external apps.

With Composio Connect, your Grok bot can securely access apps like Clarify through MCP without you sharing account credentials directly with the agent.

What is the Clarify MCP server, and what's possible with it?

The Clarify MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Clarify account. It provides structured and secure access to your CRM records, leads, campaigns, calendars, workflows, and analytics, so your agent can query and update records, find and import leads, manage campaigns, schedule calendar events, and analyze sales data on your behalf.

  • CRM record management: Have your agent retrieve, create, update, merge, or delete company, person, deal, meeting, and custom records.
  • Lead discovery and import: Direct your agent to find companies and people by criteria such as industry, location, headcount, job title, and seniority, then import matching leads into Clarify.
  • Campaign and email preparation: Let the agent create draft campaigns, review campaign engagement, manage recipients, and prepare email drafts in your connected Gmail or Outlook account.
  • Calendar and meeting management: Instruct your agent to review calendar events, create or update meetings, cancel events, and import meeting transcripts from supported sources.
  • Pipeline and workflow analysis: Have your agent query CRM and analytics data, inspect workflows and their run history, and create or update workflows based on your sales process.

Way Forward

Now that Clarify is connected, extend your setup by connecting the other apps you already use every day, so your Grok bot can run true cross-app workflows end to end.

  • Connect Calendar to turn threads into scheduled meetings automatically.
  • Connect Slack or Teams to post summaries, approvals, and alerts where your team works.
  • Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs.
  • Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps.

Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single connection, your bot can coordinate multiple tools safely and reliably in one conversation.

TOOLS

Supported Tools

Every Clarify MCP action and event your agent gets out of the box.

Add-comment

Add a comment to a supported entity.

Create-campaign

Create a new email campaign (sequence) in DRAFT mode.

Create-email-draft

Create an email draft in the user's connected Gmail or Outlook account for them to review, edit, and send themselves.

Create-or-update-agent

Create or update an agent, an autonomous AI assistant.

Create-or-update-artifact

Create a new artifact or write a new version to an existing artifact.

Create-or-update-calendar-event

Create a new calendar event or update an existing one.

Create-or-update-custom-object

Create a new custom object type or update an existing one in the workspace.

Create-or-update-fields

Create new fields or update existing field metadata (name, options, AI config) on any entity (company, person, deal, meeting, or custom object).

Create-or-update-list

Create or update a dynamic list: a saved view whose membership is defined by a SQL query.

Create-or-update-records

Create or update records in Clarify.

Create-or-update-workflow

Create a new workflow or update an existing one.

Delete-agent

Delete an agent by its ID.

Delete-artifact

Delete an artifact by its ID.

Delete-calendar-event

Cancel a calendar event.

Delete-campaign

Delete a campaign by its ID.

Delete-custom-object

Delete a custom object type by its entity identifier.

Delete-fields

Delete one or more custom fields from an existing object (built-in entities like person, company, deal, or custom objects like c_my_object).

Delete-list

Delete a list (saved view) by its ID.

Delete-records

Delete one or more records by their IDs.

Delete-workflow

Delete a workflow by its ID.

Find-leads

Search Clarify's built-in prospect database of companies and people to find new leads matching criteria like industry, location, headcount, job title, seniority, and funding stage, and save (publish) a search the user wants to keep.

Get-agent-runs

List an agent's runs, executions, invocations, and past run history, or fetch one run with its full transcript.

Get-agents

List agents visible to the current user, or fetch a single agent by ID.

Get-artifact-component-doc

Get the full prop contract for one or more Clarify design-system components available to artifacts — each component's summary, a usage snippet, and every prop with its type and allowed values.

Get-artifact-source

Read the current source of an existing artifact — the JSX of its applied version, plus its name and description.

Get-calendar-events

List the current user's calendar events in a time range.

Get-campaign-recipients

List the individual people enrolled in a campaign, with their per-person engagement — who opened, who clicked, who replied, and when.

Get-campaigns

List campaigns in the workspace, or fetch a single campaign by ID with full details.

Get-current-user

Get information about the current authenticated user, including their timezone.

Get-lists

Get list metadata (saved views) for an entity type, or fetch a single list by ID.

Get-records

Retrieve detailed information about specific records by their IDs.

Get-schema

Get the schema for Clarify entities.

Get-workflow-runs

Get execution runs for a workflow.

Get-workflows

Get and search workflows in the workspace, or fetch a single workflow with its full configuration.

Import-leads

Import leads from a tam_company or tam_person search into Clarify.

Import-meeting-transcript

Import a meeting transcript from an external source (Granola, Notion, Circleback).

Manage-access

Manage who can access a specific object — a list, meeting, message, task, or record (deal, company, person, or a custom object) — by granting, updating, revoking, or reading its access grants, or reassigning its owner.

Merge-records

Merge two or more records into a single primary record in Clarify.

Query-analytics

Execute read-only ClickHouse SQL against the analytics event log.

Query-data

Execute PostgreSQL queries to retrieve data from Clarify.

Read-context

Read Clarify product knowledge and documentation.

Respond-to-calendar-event

RSVP to a calendar event you've been invited to.

Run-workflow

Start a workflow run.

Send-email

Send an email immediately through the user's connected email account.

Submit-feedback

Submit concise feature requests or feedback about MCP tools.

Update-campaign

Update an existing email campaign: rename it, change its target list, adjust the sender, edit its email steps, or configure send time windows.

FAQ

Frequently asked questions

With a standalone Clarify MCP server, the agents and LLMs can only access a fixed set of Clarify tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Clarify and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Grok Bot fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Clarify tools.

Yes, absolutely. You can configure which Clarify scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Clarify data and credentials are handled as safely as possible.

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