clari-hello-world

name	clari-hello-world
description	Export your first Clari forecast and pipeline snapshot. Use when testing Clari API connectivity, pulling forecast data, or learning the export API structure. Trigger with phrases like "clari hello world", "clari first export", "clari test api", "clari forecast export".
allowed-tools	Read, Write, Edit, Bash(curl:*), Bash(python3:*)
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","revenue-intelligence","forecasting","clari"]
compatible-with	claude-code

Clari Hello World

Overview

First API calls against Clari: list available forecasts, export a forecast snapshot, and check export job status. The Clari Export API is the primary integration point for getting forecast, quota, and CRM data out of Clari.

Prerequisites

• Completed clari-install-auth setup
• CLARI_API_KEY environment variable set
• At least one forecast configured in Clari

Instructions

Step 1: List Available Forecasts

curl -s -H "apikey: ${CLARI_API_KEY}" \
  https://api.clari.com/v4/export/forecast/list \
  | jq '.forecasts[] | {forecastName, forecastId, timePeriods}'

Step 2: Export a Forecast

import requests
import json
import os
import time

api_key = os.environ["CLARI_API_KEY"]
headers = {"apikey": api_key, "Content-Type": "text/plain"}

# Replace with your forecast name from Step 1
forecast_name = "company_forecast"

payload = json.dumps({
    "timePeriod": "2026_Q1",
    "typesToExport": [
        "forecast",
        "quota",
        "forecast_updated",
        "adjustment",
        "crm_total",
        "crm_closed"
    ],
    "currency": "USD",
    "schedule": "NONE",
    "includeHistorical": False,
    "exportFormat": "JSON"
})

response = requests.post(
    f"https://api.clari.com/v4/export/forecast/{forecast_name}",
    headers=headers,
    data=payload,
)
response.raise_for_status()

job = response.json()
()
()