Clari + Salesloft links Clari Forecast to Salesloft tasks and launches MCP server

Clari + Salesloft announced two capabilities on April 14, 2026. The first connects Clari's forecasting and pipeline insights to Salesloft's execution layer: managers and reps can create Salesloft tasks and send AI-written follow-up emails from Clari Forecast and Clari Inspect, and turn AI-generated action items from Clari Copilot call recordings into tasks and emails. The second is a Model Context Protocol server that lets AI tools such as Claude, ChatGPT, Microsoft Copilot, Gemini and Salesforce Agentforce work with live Salesloft data on pipeline movement, deal activity and customer interactions. CEO Steve Cox said the release aims to close the gap between insight and action.

The details

• Example MCP uses include building an implementation plan when a deal closes, starting Cadences and assigning customer success owners.
• Other examples combine call sentiment with support ticket volume, or engagement data with product usage and payment history, to flag customer risk.
• Customer quotes come from GWI sales enablement manager Andy Dorling and Lucid's Spencer Hercus.
• Chief Product Officer Kylie Fuentes is quoted on extending revenue context into agentic workflows.
• Details are listed on the Spring 2026 product update page under the Predictive Revenue System.

Context

This was the first cross-product release in our coverage after Clari and Salesloft completed their merger in December 2025. It followed the April 2 appointment of Rick Hasselman as CFO and preceded the May appointments of a CRO and CTO. In July the company expanded the MCP server across execution, conversation and forecast data, and in September it unified its brand under Salesloft while keeping the Clari Forecast name.

Not disclosed

• Pricing or plan requirements for the MCP server
• General availability dates
• Whether the MCP server supports write actions at launch