generated: '2026-08-13'
method: generated
source: openapi/clari-*-api-openapi.yml, openapi/clari-copilot-api-openapi.yml, conventions/clari-conventions.yml, errors/clari-problem-types.yml, data-model/clari-data-model.yml
name: Clari agent skills
description: >-
  Packaged Agent Skills for the marquee Clari flows, grounded in the operationIds and
  paths that appear in Clari's own published OpenAPIs. Clari publishes no skills,
  AGENTS.md or agent instructions of its own — a search of developer.clari.com,
  api-doc.copilot.clari.com and the clari GitHub org found none — so these are
  generated by API Evangelist from the provider's specs and documentation. No
  operation, parameter or error code below was invented.
provider_published_skills: false
skills:
- name: clari-export-forecast
  file: skills/clari-export-forecast.md
  api: Clari Revenue API
  operations: [externalFcwExport, jobStatus, externalExportDownload, updateJob]
  covers: The asynchronous three-step forecast export, the human-in-the-loop forecastId lookup, and the 400-means-quota trap.
- name: clari-ingest-partner-data
  file: skills/clari-ingest-partner-data.md
  api: Clari Revenue API
  operations: [ingestIncremental, ingestBulk, ingestJobStatus, ingestAddPicklist, ingestGetPicklist]
  covers: Partner data ingestion, the partnerkey header, schema registration before records, 428 preconditions, and all-or-nothing batch validation.
- name: clari-copilot-call-intelligence
  file: skills/clari-copilot-call-intelligence.md
  api: Clari Copilot REST API
  operations: ['GET /calls', 'GET /call-details', 'GET /users', 'GET /topics', 'GET /v2/topics', 'GET /scorecard', 'GET /scorecard-template', 'POST /create-call']
  covers: Reading calls, transcripts, summaries, competitor sentiment and coaching scorecards, plus the dual-header auth and page-based pagination.
- name: clari-copilot-crm-sync
  file: skills/clari-copilot-crm-sync.md
  api: Clari Copilot REST API
  operations: ['POST /create-account', 'GET /get-account', 'PUT /update-account', 'DELETE /delete-account', 'POST /create-contact', 'GET /get-contact', 'PUT /update-contact', 'DELETE /delete-contact', 'POST /create-deal', 'GET /get-deal', 'PUT /update-deal', 'DELETE /delete-deal']
  covers: CRM CRUD keyed on the customer's own crm_id, the write order, deal slippage history, and read-before-write as the substitute for missing idempotency.
cross_cutting_rules:
- Clari supports no Idempotency-Key header on any of its 35 published operations. Every skill states the safe retry pattern for its own flow.
- Clari returns no Retry-After, X-RateLimit-* or RateLimit-* headers. Backoff is blind; GET /admin/limits is the only programmatic budget signal.
- Export quota exhaustion is reported as HTTP 400, not 429.
- The two APIs use two different auth schemes and two different error envelopes. Never carry a client abstraction across them.
not_covered:
- MCP. The Clari MCP Server at https://mcp.clari.com/mcp is real and OAuth-gated, so its tool names and input schemas are not publicly readable and no skill can be grounded in them. See mcp/clari-mcp.yml.