概要
Clarify is an AI-native CRM, and its MCP server gives Notion AI access to your CRM records and data. Ask Notion AI which deals you should work on this week, check your win rate over time, or create follow-up tasks for each of today's meetings without leaving Notion.
使い方
With Notion Agent
- Select Get connection on this page.
- Sign in with your Clarify account and approve access.
- Ask Notion AI to use Clarify by name.
Try asking:
- "Which deals should I work on this week in Clarify?"
- "Show my win rate over time in Clarify"
- "Create follow-up tasks in Clarify for each of my meetings today"
With Custom Agents
- Open your agent's Settings → Tools & Access and select Add connection.
- Choose Clarify, sign in, and pick the tools the agent can use.
- Select Connect. Each agent has its own connection.
MCP connections are available on Business and Enterprise plans, on web and desktop.
