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CRM & sales

Clarify MCP

Give your phone agent live access to Clarify CRM records, tasks and pipeline data.

Connect Clarify MCP and your agent can work with your CRM while it talks to a caller. It can look up companies, people and deals, check where a deal stands, create tasks and lists, and log what was agreed on the call. Your team sees the update in Clarify as soon as the call ends. Connect your account once from the AgentCalls dashboard and choose which actions your agent is allowed to take.

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What your agent can do with Clarify MCP

  • Look up a company, contact or deal by name while the caller is on the line
  • Check pipeline stage and recent activity before quoting or following up
  • Create tasks and add contacts to lists after a call
  • Log meetings and call notes against the right record
  • Pull campaign or pipeline summaries for a quick status answer

Clarify MCP exposes 46 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound question about an open deal

  1. Caller

    Hi, this is Dana Morales from Brightline Dental. I'm calling about our proposal from last week.

  2. Agent

    Hi Dana, let me pull up your account. I can see the proposal is in the negotiation stage, and it was sent on Tuesday.

  3. Caller

    Great. Can you make a note that we want to start in March instead of February?

  4. Agent

    Done. I've added the March start date to the deal and created a follow-up task for Priya on your team to confirm the new schedule by Friday.

Quick lookup from a sales rep

  1. Caller

    This is Tom Reyes. What's the status of the Halcyon Logistics account?

  2. Agent

    Halcyon Logistics has an open deal worth 18,500 dollars, currently in the demo stage. Their last meeting was logged two days ago.

  3. Caller

    Perfect, add a meeting next Wednesday at 2 pm with their operations lead.

  4. Agent

    I've added a meeting for next Wednesday at 2 pm and linked it to the Halcyon Logistics record.

Outbound follow-up after a missed call

  1. Agent

    Hello, this is calling from the Northside Accounting team. Am I speaking with Marcus?

  2. Caller

    Yes, this is Marcus.

  3. Agent

    Thanks Marcus. You asked us about our bookkeeping package last month. I've added your details to our follow-up list and can send the pricing sheet by email now.

  4. Caller

    Yes please, send it over.

How to connect Clarify MCP

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Clarify MCP

    From Integrations in the dashboard, choose Clarify MCP and enter the connection details from your Clarify MCP account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Clarify MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or only after?

Both. Your agent can look up records and answer questions while the caller is on the line, and it can create or update tasks, meetings and notes during or straight after the call.

What do I need to connect Clarify MCP?

You need an active Clarify account. Sign in to the AgentCalls dashboard, open Tools, choose Clarify MCP and connect it using the credentials from your Clarify settings. You can limit which actions the agent may use.

Which plan includes this integration?

Tool integrations, including Clarify MCP, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Clarify MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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