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Clari forecast export pipeline v1.0.0

Use this resource to export Clari forecasts to a data warehouse with reconciliation

New

  • 301 downloads
  • 149 likes
  • 180 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install revenue-forecast-pipeline

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent defines the snapshot key, reserves export capacity, runs the asynchronous export, then normalizes and reconciles the data before atomic publication. You get forecast tables where each value traces back to one job and request.

Mostly picked by

Updated November 2, 2026

Card for the “Clari forecast export pipeline” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: snapshot key, asynchronous export, normalization and publication
  • references/official-docs.md: official Clari API documentation

Good fit for

  • Your forecast tables must be rebuilt every week
  • Forecast totals and CRM totals do not match

Not for

    Tags

    • clari
    • forecasts
    • data warehouse
    • reconciliation

    About

    You say

    “Load our sales team's Clari forecasts into the warehouse and reconcile them with the CRM totals.”

    Card for the “Clari forecast export pipeline” skill

    Skill published by Jeremy Longshore <jeremy@intentsolutions.io> under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to export Clari forecasts to a data warehouse with reconciliation
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/official-docs.md1.9 KB
    • SKILL.md4.1 KB

    Origin and licence

    Listed unmodified

    Author
    Jeremy Longshore <jeremy@intentsolutions.io>
    Source
    github.com/jeremylongshore/tons-of-skills-marketplace/tree/ab85a061f7bcc039dac13ee193de7a4cd4388571/skills/.curated/clari-core-workflow-a
    Licence
    MIT

    Notice

    « clari-core-workflow-a » (Jeremy Longshore <jeremy@intentsolutions.io>, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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