clari-upgrade-migration

name	clari-upgrade-migration
description	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".
allowed-tools	Read, Write, Edit, Bash(curl:*), Grep
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","revenue-intelligence","forecasting","clari"]
compatible-with	claude-code

Clari Upgrade & Migration

Overview

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

Instructions

Step 1: Check Current API Version

# 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

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", 
}