> ## Documentation Index
> Fetch the complete documentation index at: https://docs.withampersand.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clari Copilot

## What's supported

### Supported actions

This connector supports:

* [Read Actions](/read-actions), including full historic backfill. Please note that incremental read is supported only for `calls`, currently. For all other objects, a full read of the Clari Copilot instance will be done per scheduled read.
* [Write Actions](/write-actions).
* [Proxy Actions](/proxy-actions), using the base URL `https://rest-api.copilot.clari.com`.

> **Important Note on Incremental Reads for Calls**: The incremental read functionality for `calls` is based on the `last_modified_time` field. However, this timestamp only updates when the call's status changes, not when other fields (like name, email, etc.) are modified. This means that incremental reads may miss updates to non-status fields that occur between scheduled reads.

### Supported Objects

The Clari Copilot connector supports reading from the following objects:

* [accounts](https://api-doc.copilot.clari.com/#tag/account/paths/~1create-account/post) (write)
* [calls](https://api-doc.copilot.clari.com/#tag/call/paths/~1calls/get) (read, write)
* [contacts](https://api-doc.copilot.clari.com/#tag/contact/paths/~1create-contact/post) (write)
* [deals](https://api-doc.copilot.clari.com/#tag/deal/paths/~1create-deal/post) (write)
* [users](https://api-doc.copilot.clari.com/#tag/user) (read)
* [topics](https://api-doc.copilot.clari.com/#tag/topics/paths/~1v2~1topics/get) (read)
* [scorecard](https://api-doc.copilot.clari.com/#tag/scorecard) (read)
* [scorecard-template](https://api-doc.copilot.clari.com/#tag/scorecard) (read)

### Example integration

For an example manifest file of a Clari Copilot integration, visit our [samples repo on Github](https://github.com/amp-labs/samples/blob/main/clariCopilot/amp.yaml).

## Using the connector

This connector uses API Key auth along with an API Secret, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.)

To start integrating with Clari Copilot:

* Create a manifest file like the example above.
* Deploy it using the [amp CLI](/cli/overview).
* Embed the [InstallIntegration](/embeddable-ui-components#install-integration) UI component. The UI component will prompt the customer for their API Key and API Secret.
* Start making [Proxy Calls](/proxy-actions), and Ampersand will automatically attach both required authentication headers supplied by the customer. Please note that this connector's base URL is `https://rest-api.copilot.clari.com`.

### Creating API credentials

1. Log in to your Clari Copilot account.
2. Navigate to **Workspace Settings** > **Integrations** > **Clari Copilot API**.
   <img src="https://mintcdn.com/ampersand-24eb5c1a/i4a56x-Fmj6u7jdE/images/provider-guides/clariCopilot_apikey.png?fit=max&auto=format&n=i4a56x-Fmj6u7jdE&q=85&s=94feb3c4b6e965c010344baae7f6cc78" alt="Clari Copilot API Settings" width="2382" height="828" data-path="images/provider-guides/clariCopilot_apikey.png" />
3. You'll find both your API Key and API Secret in this section.

## API documentation

For more detailed information about Clari Copilot API, refer to the [Clari Copilot API documentation](https://api-doc.copilot.clari.com/).
