clari-prod-checklist

name	clari-prod-checklist
description	Production readiness checklist for Clari API integrations. Use when launching a Clari data pipeline, validating export automation, or preparing for production forecast sync. Trigger with phrases like "clari production", "clari go-live", "clari checklist", "clari launch".
allowed-tools	Read, Bash(curl:*), Grep
version	1.6.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","revenue-intelligence","forecasting","clari"]
compatibility	Designed for Claude Code

Clari Production Checklist

Overview

Clari provides revenue intelligence through forecast data, pipeline analytics, and deal inspection. A production integration typically exports forecast snapshots, syncs pipeline data to a warehouse, and powers revenue dashboards. Incorrect data pipelines mean unreliable forecasts, missed quota signals, or stale deal intelligence that undermines board-level reporting.

Authentication & Secrets

• CLARI_API_KEY stored in secrets manager (not config files)
• Token tested against production endpoint before go-live
• Key rotation procedure documented (quarterly cycle)
• Separate tokens for dev/staging/prod environments
• Service account with least-privilege scopes (read-only for exports)

API Integration

• Production base URL configured (https://api.clari.com/v1)
• Rate limit handling with exponential backoff
• All required typesToExport configured (forecast, quota, crm_closed)
• Time period coverage verified (current quarter + 4 historical)
• Deduplication logic handles re-exports and overlapping periods
• Pagination implemented for large pipeline result sets
• Export job polling with configurable timeout (default: 10 min)

Error Handling & Resilience

• Circuit breaker configured for Clari API outages
• Retry with backoff for 429/5xx responses
• Empty export results handled (data quality alert, not silent pass)
• Export job timeout detection with automatic re-queue
• MERGE/UPSERT in warehouse prevents duplicate forecast records