Clay MCP

getNotes

Use ONLY when the user explicitly mentions "note" or "notes" to retrieve notes between two dates (e.g. "what notes from last week?"). Returns notes by creation date only - does NOT search note content or filter by other criteria. NEVER use this tool for finding contacts or any other purpose besides retrieving notes. This tool is strictly prohibited from being used unless "note" or "notes" are explicitly mentioned in the query.

getEvents

Use this tool ONLY to fetch meetings/events in a date range (e.g. "what meetings next week?", "show calendar for tomorrow"). DO NOT use for counting meetings, analyzing patterns, or finding frequent participants.

getGroups

Get all groups or lists for the user.

createNote

Create a note for a contact. Only use this when the user explicitly asks to create, add, or save a note.

getContact

Get details for a contact by id, including emails, social links, phone numbers, and notes.

createGroup

Create a group or list for the user. If a group with the same name already exists, it will not create a duplicate unless explicitly requested to ignore the check.

updateGroup

Update a group or list. Use this to update the group title and/or modify its members. When adding or removing contacts, provide ALL contact IDs to add/remove in a single call - do not make multiple calls for individual contacts.

createContact

Create a new contact record in Clay. This endpoint should only be used when you need to create a completely new contact, not for adding contacts to groups.

searchContacts

Search for contacts and return matching people. Use for questions about specific contacts or "who" questions (e.g. "Who did I meet most?" or "who works as an engineer?"). Returns actual contact records for queries needing specific people.

aggregateContacts

Get numerical statistics and counts ONLY. Returns numbers and percentages, never specific contacts. For counting questions like "how many work at Google?" or "what % are engineers?". Use search endpoint instead for any "who" questions or to get actual contact details.

searchInteractions

Search for interactions and return matching interactions. Use for questions about specific interactions, "who" questions (e.g. "Who did I meet most?"), finding best friends based on relevance score, or finding recently added/created contacts. Returns actual contact records for queries needing specific interactions.