MCP settings

MCP (Model Context Protocol) is how Clay connects your workspace to AI tools like ChatGPT or Claude. Clay lets workspace admins set credit limits and monitor usage for team members who access Clay through ChatGPT or Claude.

Navigate to it from the Clay homepage by clicking MCP in the side nav.

Enabling a function for MCP

Functions are reusable enrichment workflows built in Clay that reps can invoke directly from ChatGPT or Claude with a single prompt. Admins build them once and enable them for MCP — reps never need to open Clay to use them.

1. Go to the Functions tab in your workspace and find the function you want (or click + New function to create a new one.)
2. Click the function to open it’s settings and toggle Enable for MCP.
   • Set a name and description for the MCP app — this is what reps see when browsing available functions, so make it actionable (e.g., "Company enrichment waterfall" or "Outbound email generator").

For more information about functions, check out our full doc.

Setting credit limits

Credit limits cap how many Clay credits a rep can spend through ChatGPT or Claude in a given month. Credit spend resets on the 1st of each month at midnight UTC.

There are two levels of control:

• Default credit limit — applies automatically to all new MCP users when they first connect ChatGPT or Claude. Click Set default limit to configure. Reps without an individual override inherit this limit.
• Per-user override — find the rep in the user table and click the pencil icon next to their Credit limit to set an individual amount. Their current usage tracks against this limit in real time (e.g., 0 / 1,000). Reps showing No limit have no cap applied.

Monitoring usage

The MCP users table gives a live view of every rep who has connected Clay to an external platform:

• Name — rep's name and email address
• Platforms — icons indicating which platforms the rep has connected (ChatGPT, Claude, or both)
• Credit limit — the rep's current limit, either the workspace default or a per-user override
• Credits used — live usage tracked against the rep's limit
• Salesforce ID (Enterprise Beta users only) — populated automatically when Sync user IDs from audiences is enabled; shows  otherwise

Use the search bar at the top of the table to find a specific rep by name or email.

MCP credit usage also appears in the main credit usage dashboard at Settings → Credit Usage, alongside all other workspace credit consumption.

Audiences controls

Note: This feature is in beta for Enterprise Plan.

If your workspace uses Clay Audiences, two additional workspace-level toggles appear on the MCP users page:

• Sync user IDs from audiences — continuously syncs audience data to match MCP users to the Salesforce accounts they own. Updates run incrementally every 15 minutes, with a full sync once a week.
• Allow querying all accounts — when enabled, reps can query any account in the synced audience, not just accounts they own in Salesforce.

FAQ

Can admins remove a rep's access to Clay in ChatGPT or Claude?

Yes, by removing them from your workspace. While admins cannot directly revoke a rep's MCP connection from the MCP users page, they can remove the rep from the workspace entirely. If a rep is not added to your workspace, they won't have access to the data and workflows in your Clay instance. Alternatively, to limit usage without removing access, set their credit limit to a low value.

When do credits reset?

Credit spend resets on the 1st of each month at midnight UTC.

What happens when a rep hits their credit limit?

Further actions through ChatGPT or Claude are hard-blocked until the monthly reset — the rep won't be able to run enrichments or invoke Functions. Admins can increase the per-user limit at any time from the MCP users table to restore access immediately.

Where else can I see MCP credit usage?

MCP usage appears in the main credit usage dashboard at Settings → Credit Usage, which tracks all credit consumption across your workspace broken down by table, integration, and time period.

What's the difference between the default credit limit and a per-user override?

The default limit is a workspace-wide setting that applies automatically to any new rep who connects ChatGPT or Claude. A per-user override replaces the default for a specific rep. Reps showing No limit have neither a default nor an override applied.