clari-install-auth
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".
Best use case
clari-install-auth is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
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".
Teams using clari-install-auth should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/clari-install-auth/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How clari-install-auth Compares
| Feature / Agent | clari-install-auth | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
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".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# 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.Related Skills
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