Learn and master Clay with Clay university

This lesson covers what Clay MCP is, how the infrastructure works, and what your team can do with it. You'll understand the four core capabilities your reps get access to and how RevOps and reps work together in the same system.

🎯 The Problem This Solves

Reps spend up to 80% of their time on work that isn't talking to customers. They're already living in ChatGPT and Claude—switching to another tool adds friction. The deeper challenge: RevOps builds workflows in one place, reps execute in another. Data lives in Clay tables, but decisions happen in AI conversations. There's no infrastructure connecting the two.

🔧 What Clay MCP Is

Clay MCP embeds your enrichment and research capabilities directly inside the AI tools your reps are already using. No table building required—just conversation.

Currently available in ChatGPT and Claude, with Glean, Copilot, and Gemini coming soon.

🏗️ The Infrastructure Behind It

Clay MCP enables sales, marketing, and Ops to work together on the same infrastructure. Three pieces work together:

• Functions let RevOps centralize and control workflows—build once, use everywhere
• Audiences let Marketing and Ops define who should be targeted, with governance built in
• MCP (Model Context Protocol) lets reps act on that data directly inside their existing tools

‍

Clay is the infrastructure layer. RevOps builds workflows and defines rules. Reps execute them in Claude, ChatGPT, or wherever they work. Everyone operates from the same source of truth without changing how they work.

The Music Production Analogy

Your RevOps team is the producer in the studio building tracks, layering instruments, and perfecting the mix. MCP puts those tracks on every streaming platform. Your rep hits play from whatever app they're already in—Apple Music, Spotify, or any music app of their choice. They don't need to know how the track was made.

🧩 The Four Primitives Your Team Can Use

Once RevOps sets up the infrastructure, reps get four core capabilities:

1. Find people — search Clay's dataset by role, company, seniority, location, and more
2. Enrich a company — pull funding, headcount, tech stack, hiring signals, and leadership context
3. Enrich a person — get verified email, work history, social activity, and background
4. Run any workflow — call custom Functions your RevOps team has pre-built in Clay

‍

Functions package your best workflows—prospecting sequences, account scoring, meeting prep research—so reps can run them from a single conversation in their AI tool of choice.

If your Rep Ops team has created the workflow in Clay and enabled it, your reps can use it here.

Admins set governance controls: access permissions, credit limits, and usage visibility.

👥 Two Audiences for Clay MCP

This course serves two roles:

• RevOps, Sales Ops, or Marketing Ops: Learn how to build workflows, set governance controls, and roll this out to your team.
• Reps or AEs: Learn how to use these tools in your day-to-day—prospecting, research, meeting prep—powered by workflows your Ops team built.

The best implementations happen when both sides understand the system. Ops makes it repeatable and scalable. Reps know what's possible.

💳 Credits and Pricing

• 500 free credits when you first connect the MCP
• 20–100 credits per interaction depending on enrichment number and type
• After free credits: Search remains free, or upgrade for full enrichment access
• Admins can set per-rep credit limits (covered in detail later)

🚀 What's Next

You now know what Clay MCP is, how the infrastructure connects RevOps and reps, and the four core capabilities.

Next lesson covers rollout: connecting your team, setting permissions, configuring credit limits, and monitoring usage.