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Clay MCP for Reps
Learn how to use Clay directly inside of AI chat tools like ChatGPT, Claude, and more to find contacts, research accounts, prep for meetings, and run full prospecting workflows without switching tools.
- What Clay MCP is and how it works
- Prospecting and research in ChatGPT and Claude
- Account planning and meeting prep
- Setting up access and credit controls
- Building custom workflows for your team
- Troubleshooting common issues
Clay MCP for Reps brings Clay's enrichment and research capabilities into the AI tools your team already uses. This course covers everything from basic contact lookups and account research for reps, to setting up credit controls and building reusable enrichment workflows for admins — and will expand as Clay rolls out to more surfaces. Clay MCP is designed for reps to act on small batches of records. For large scale operations, use Clay Tables.
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