clari-upgrade-migration

Handle Clari API version changes and export schema migrations. Use when Clari updates their API, export format changes, or migrating from v3 to v4 API. Trigger with phrases like "upgrade clari", "clari api migration", "clari schema change", "clari v4 migration".

1,868 stars

Best use case

clari-upgrade-migration is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Handle Clari API version changes and export schema migrations. Use when Clari updates their API, export format changes, or migrating from v3 to v4 API. Trigger with phrases like "upgrade clari", "clari api migration", "clari schema change", "clari v4 migration".

Teams using clari-upgrade-migration 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

$curl -o ~/.claude/skills/clari-upgrade-migration/SKILL.md --create-dirs "https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/main/plugins/saas-packs/clari-pack/skills/clari-upgrade-migration/SKILL.md"

Manual Installation

  1. Download SKILL.md from GitHub
  2. Place it in .claude/skills/clari-upgrade-migration/SKILL.md inside your project
  3. Restart your AI agent — it will auto-discover the skill

How clari-upgrade-migration Compares

Feature / Agentclari-upgrade-migrationStandard Approach
Platform SupportNot specifiedLimited / Varies
Context Awareness High Baseline
Installation ComplexityUnknownN/A

Frequently Asked Questions

What does this skill do?

Handle Clari API version changes and export schema migrations. Use when Clari updates their API, export format changes, or migrating from v3 to v4 API. Trigger with phrases like "upgrade clari", "clari api migration", "clari schema change", "clari v4 migration".

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.

Related Guides

SKILL.md Source

# Clari Upgrade & Migration

## Overview

Handle Clari API changes: version migrations, export schema updates, and Copilot API adoption.

## Instructions

### Step 1: Check Current API Version

```bash
# v4 is the current version
curl -s -H "apikey: ${CLARI_API_KEY}" \
  https://api.clari.com/v4/export/forecast/list | jq .

# If using v3 (deprecated), migrate to v4
```

### Step 2: Schema Change Detection

```python
def detect_schema_changes(
    current_export: dict, expected_fields: set[str]
) -> dict:
    if not current_export.get("entries"):
        return {"status": "empty", "changes": []}

    actual_fields = set(current_export["entries"][0].keys())
    new_fields = actual_fields - expected_fields
    removed_fields = expected_fields - actual_fields

    return {
        "status": "changed" if new_fields or removed_fields else "compatible",
        "new_fields": list(new_fields),
        "removed_fields": list(removed_fields),
    }

# Track expected schema
EXPECTED_FIELDS = {
    "ownerName", "ownerEmail", "forecastAmount", "quotaAmount",
    "crmTotal", "crmClosed", "adjustmentAmount", "timePeriod"
}
```

### Step 3: Database Schema Migration

```sql
-- Add new columns when Clari adds export fields
ALTER TABLE clari_forecasts ADD COLUMN IF NOT EXISTS new_field_name VARCHAR;

-- Backfill historical data
UPDATE clari_forecasts SET new_field_name = 'default' WHERE new_field_name IS NULL;
```

### Rollback

Keep the previous client version alongside the new one until migration is verified:
```python
# Pin client to specific behavior
client_v4 = ClariClient(ClariConfig(api_key=api_key, base_url="https://api.clari.com/v4"))
```

## Resources

- [Clari Developer Portal](https://developer.clari.com)
- [Clari Community](https://community.clari.com)

## Next Steps

For CI integration, see `clari-ci-integration`.

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