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Clay MCP for Ops

Clay MCP for Ops

Learn how RevOps teams and admins set up Clay MCP so reps can safely use Clay inside AI tools like Claude and ChatGPT. You'll learn about connecting to Audiences, building reusable functions, and putting credit and access controls in place so your team moves fast within guardrails.

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This course includes
  • Why MCP for operators, and what you'll build
  • Setting up Clay Audiences so rep queries return real data
  • Building custom functions reps can call from their AI tools
  • Governance: credit budgets, access, and function controls
  • Rolling out to your team and iterating on what to build next
About this course

Clay MCP brings Clay's data and workflows into the AI tools your reps already use. This course is for the operator: the RevOps leader or admin who builds and governs the system reps run on. It covers setting up audiences so rep queries return real data, building custom prospecting functions reps can call by name, configuring credit budgets and access controls, and rolling the whole thing out to your team.(If you're a rep who just wants to prospect and research accounts, start with Clay MCP for Reps.)

In this course
Why MCP for Operators
Why MCP for Operators
4
View lesson
How to Set Up Your Reps for MCP
How to Set Up Your Reps for MCP
3
View lesson
Set Up Clay Audiences for MCP
Set Up Clay Audiences for MCP
6
View lesson
Functions for MCP
Functions for MCP
8
View lesson
Governance, Credit Budgets, and Access
Governance, Credit Budgets, and Access
4
View lesson
Enable Reps and Iterate With Your Team
Enable Reps and Iterate With Your Team
4
View lesson

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