SKILL.md
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_KEYstored 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
typesToExportconfigured (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)
