A GTM data enrichment and prospecting platform combining a table-based workspace with a developer surface (API, CLI, MCP) for running searches, enrichment routines, and workflows programmatically.
Software capabilities Workflows & Automation Auto-run Runs a table's enrichments automatically when rows are added, edited, or their input values change, with a master switch per table and a toggle per column. Automated campaign replies Answers an incoming campaign reply automatically using a template, an AI-generated snippet, or a booking link. Buying email accounts Purchases alternative sending domains and up to five email accounts each with Clay credits, assigned to named sender personas. Campaign blocklist Blocks an email address from being added to any future campaign, managed per workspace as a global blocklist. Campaign events table Writes campaign sends, bounces, and categorized replies into a dedicated Clay table that other automations can run against, including actions to look up and forward a reply to the sending account's owning rep. Clay Sequencer Runs email campaigns of up to four messages, either from a Clay table or a segment-based campaign built directly from an Audiences segment (Launch, Growth, and Enterprise plans), with per-lead previews, scheduling presets (Optimized for deliverability, Send immediately, or a custom window), credit budgets, rate limits, and automatic stop on reply. Conditional runs Runs an enrichment only when an Only run if formula over the row's data evaluates to true. Custom signals Monitors a chosen web, social, or RSS source on a set schedule and writes each detected change into a table. Delayed runs Waits a set number of seconds, up to ten minutes, after an enrichment's run conditions are met before executing it. Formulas Transforms column values with JavaScript expressions that also expose Lodash, Moment.js, and spreadsheet functions, at no credit cost. Global campaign inbox Collects replies from every campaign in one inbox for reading and responding inside Clay. Guided enrichment workflows Guides users through building an enrichment workflow from an Audiences segment, with preconfigured trigger and write-back steps, field mapping, test data, and publish/run options (beta). Inbox warmup Exchanges automated mail between a connected sending account and a warmup pool to build its sending reputation, and disables itself when the provider throttles the account. Job change and signal tracking Monitors contacts and companies for job changes and other buying signals and triggers table updates when they occur. Lookup rows Pulls a single matching row or a counted set of matching rows from another Clay table, or the same table, into the current row by a shared key. New hire signal Tracks people hired at monitored companies in the last three months, filtered by title and experience, and adds each match to a table. News and fundraising signal Watches monitored companies for funding rounds and news on chosen topics and writes each event to a table. Pause lead in campaign Stops further emails to one lead in a launched campaign, triggered manually or from any Clay table on an incoming event. Promotion signal Detects when a monitored contact is promoted within their current company and adds the event to a table. Round-robin lead routing Assigns leads to team members in rotating order, either evenly or weighted per member. Scheduled columns Re-runs selected columns or a whole table on an hourly, daily, weekly, or monthly schedule. Send table data Pushes rows from one Clay table into another, either one row at a time or flattened into one row per item in a list cell. Sending account management Connects Google Workspace, Microsoft Outlook, SMTP, or a bulk CSV upload of sending accounts to campaigns with per-account daily send limits, sender variables, and access restrictions. Sequencer A/B testing Runs two subject/body copy variants of a campaign against a 50/50 split of enrolling leads, tracks reply-rate results per variant with data-maturity indicators, and promotes a winning variant to all future enrollments. Sequencer message variables References synced lead data and sending-account details inside a campaign message with fallbacks for empty values. Spintax variables Varies campaign copy per send by picking at random from a list of alternative phrasings. Web intent signal tracking Identifies the companies visiting a website from an installed tracking snippet and writes their pages visited, session time, and traffic source into a Clay table. Webhook automation Triggers a Clay table or Workflow run automatically from an incoming webhook event. Workflow snapshots Captures and restores earlier states of a Workflow so its structure or a run's inputs can be inspected or reverted. Workflows (Beta) Builds repeatable GTM workflows — enrichment, research, scoring, routing — available in beta from the UI, CLI, and plugin.
Tables & Workbooks Auto-dedupe Watches a chosen column and deletes newly arriving duplicate rows, keeping either the oldest or the newest row. Cell details panel Opens an enrichment cell's structured output for inspection, with keyword search and per-item actions on list values. Child columns Maps a nested field from an enrichment result into its own column in the table. Claybooks Walks through building a specific Clay use case as an interactive step-by-step guide. Column data types Types a table column as text, URL, checkbox, select, multi-select, number, date, currency, email, image, or workspace-member assignment. Column dedupe Deletes duplicate rows identified by exact, case-sensitive matches on a chosen column's values. Column group templates Saves a selected set of columns as a named template that can be applied to other tables in the workspace. Drag-fill pattern extension Continues a detected numeric, date, alphanumeric, or text pattern across selected cells from a drag-fill handle. Enrichment recipes Applies a saved pre-built combination of enrichment columns to a table in one step. Keyboard shortcuts Navigates, selects, searches, and copies table cells from the keyboard, including range selection and bulk copy-paste beyond the visible viewport. Merge columns Creates a column whose value combines several other columns through a formula. Resource tags Labels folders, tables, and workbooks with admin-defined workspace tags used to filter and search the homepage. Sandbox mode Builds and tests table configuration changes against a sampled copy of up to 50 rows, then publishes the reviewed changes to the live table. Share as template Publishes a table or workbook as a link or email share carrying its structure and one row of sample data. Table archive Holds deleted tables in a workspace archive from which they can be restored or removed permanently. Table graph view Displays a table's enrichment columns and their dependencies as an editable graph. Table templates Copies a ready-made table configuration from Clay's public template gallery into a workspace. Table versions Snapshots a table's column, view, filter, and run configuration automatically and on demand, and restores an earlier snapshot. Table views Creates filtered and sorted views of a table that scope which rows an enrichment or source runs against and carry their own column colours. Tables and workbooks Holds records as rows in spreadsheet-style tables, grouped into workbooks and folders, up to a 50,000-row limit per table. Undo and redo Reverts and reapplies table edits including cell changes, paste operations, column settings, and row deletions, but not enrichment runs or column deletions.
Credits & Billing Actions and Data Credits Meters workspace usage on two counters: one Action per enrichment or GTM execution, and Data Credits priced per third-party data or AI purchase. AI spend controls Caps what an AI run can consume through a per-run credit budget and a maximum output length set on the model configuration. Allowance packages Draws one prepaid unit per companies, people, and jobs enrichment from a granted allowance pool before charging data credits, and falls back to data credits when the pool empties. Automatic credit top-ups Automatically buys Data Credits when the workspace balance falls to a chosen threshold, with a per-top-up amount, optional daily spend limit, and $1,000/$5,000 rolling caps. Credit budgets Creates named data-credit budgets with limits, grants them to users and groups, and charges the spend of any workbook assigned to one against that budget. Credit spend limits Caps the credits a single workbook, table, signal table, or campaign can consume, with a workspace default limit applied to new workbooks. Credit usage dashboard Charts balance and spend over a selected period and breaks credit and action consumption down by workbook, integration, signal, MCP user, and API caller. Expensive run warnings Warns before starting a run that would cost both more than 500 credits and at least five percent of the workspace's monthly credit budget. MCP credit limits Caps how many credits each MCP user can spend per calendar month through a workspace default limit and optional per-user overrides. MCP usage monitoring Lists every connected MCP user with the platforms they use, their credit limit, live consumption, and matched Salesforce owner ID. One-time credit top-ups Buys additional data credits mid-billing-cycle at a premium over the plan rate. Plan management Switches a workspace between plan tiers and adjusts its action and data-credit allotments from billing settings, taking effect immediately, with prorated credit for unused credits and actions on a mid-cycle upgrade. Pre-run credit estimates Shows the estimated credit cost of a run before it starts, broken down by the dependent columns it will trigger and the rows it will affect. Referral program Grants credits to both parties when someone signs up through a member's referral link and activates a paying workspace. Variable AI pricing Charges data credits for advanced reasoning models against each run's measured model cost, withholding an estimate before the run and reconciling the difference after it.
Data & Channel Integrations Ad targeting compliance controls Excludes contacts from an ad sync based on how their data was sourced and which country they are in, and reports the excluded count before the sync runs. Audience pushes to ads platforms Syncs first-party contact audiences to LinkedIn, Meta, Google, Bing, Vibe.co and Reddit Ads, with Bing connections requiring an organization-owned Microsoft Advertising developer token and an audience-management role. Bring your own API key Lets customers supply their own API keys for AI models or data providers so enrichment runs use their own credentials instead of Clay-negotiated ones. Connections page Lists every connected external account in one table with its status, owner, sharing, and the workbooks, tables, functions, signals, ads, and audiences it powers. CRM auto-sync and enrichment Automatically syncs records and enrichment results bidirectionally between Clay tables and a connected CRM. Email campaign integrations Connects Clay tables to third-party email sending platforms to launch outbound campaigns from enriched data. Email verification statuses Labels an enriched email address as valid, invalid, catch-all, unknown, or role-based. Enhanced matching Resolves up to three hashed personal email addresses per contact from their work email or professional profile so ad platforms can match more of an audience. Enrichments Adds a column that calls one of Clay's 150+ marketplace data and AI providers against each row, using either a Clay-supplied key or the customer's own account. Infer Email Constructs a candidate email from a person's name, company domain, and a chosen naming pattern as a free first step before any paid provider runs. Multi-provider waterfall enrichment Sources contact, company, and firmographic data by querying multiple third-party providers in a configured order until one returns a usable result. OAuth optional scopes Selects which optional OAuth permissions to grant when connecting or reconnecting a supported integration, keeping required scopes locked. Phone number enrichment Looks up a contact's phone number from third-party data providers as a table enrichment. Waterfall templates Saves a waterfall's provider sequence and settings under a name for reuse in other tables. Work Email waterfall Finds and validates a person's work email across email-finding providers in sequence, stopping at the first result that passes the configured validation strategy.
Audiences AI audience filters Turns a plain-language filter condition into a structured audience filter. Audience bulk enrichment Runs an enrichment across the records in one or more audience segments and writes the results permanently onto each shared record. Audience CRM write-back Writes enriched fields and segment membership back to Salesforce or HubSpot on a per-field scheduled export rule that defaults to never writing. Audience record detail view Steps through an audience one record at a time, showing which fields are filled and which source supplied each value. Audience segments Defines a dynamic segment of people or companies from CRM fields, Clay enrichment data, and signals using layered filter groups with independent AND/OR operators. Audience table bridge Moves records between a Clay table and an audience through the Upsert Audiences Record and Lookup Audiences Record enrichments. Audiences Maintains one persistent profile per person and company across connected CRM, warehouse, CSV, and Clay-sourced records as the workspace's shared data layer. Audiences Data Hub Lists every field, enrichment, signal, and agent across a workspace's audiences with fill rate, source, cost, and run status in one console. Continuous enrichment Enriches new records automatically as they enter an audience segment, typically within fifteen minutes. Enrichment quality gates Stops downstream actions for audience records that do not meet a configured enrichment result threshold. Import record matching Joins a newly imported source's records to existing audience records on a chosen alias field such as email, domain, or professional profile URL. Record archiving Moves records out of active audiences without deleting them, keeping them browsable and restorable.
Developer API & Extensibility API request generator Builds an HTTP API request configuration from a plain-language description of the call. Custom functions Packages an enrichment sequence built in a table into a reusable Function that runs as one column, can be nested inside other Functions, and updates everywhere it is called when republished. Function exposure to MCP Publishes a selected Function to MCP clients as a named callable tool, so only admin-approved workflows are reachable from an AI assistant. HTTP API integrations Calls arbitrary third-party HTTP APIs from a table column to bring in or send out custom data during enrichment. MCP connectors for AI assistants Exposes Clay's find, enrich, and Function tools inside Claude, ChatGPT, Glean, and Microsoft 365 Copilot through a hosted MCP endpoint authorized per user and workspace. MCP dynamic client registration Lets an external platform register itself as an OAuth client against Clay's MCP server through RFC 7591 dynamic client registration, with no Clay-side approval step. MCP interactive results widget Renders MCP results inside the AI host as a paginated table with clickable result links, where the user can filter, enrich contacts, draft email, and open the set in Clay. MCP server Runs a local MCP server that exposes Clay's tools to coding-agent hosts such as Claude Code, Codex, and Cursor. Public API Provides a REST API authenticated with a clay-api-key header for running searches, routines, and table queries from external systems. Routines Executes Clay functions and Workflows from the plugin, CLI, API, or MCP as the core programmable-execution primitive. Tables (Enterprise) Queries existing Clay tables with structured field selection, filters, ordering, and pagination through the API, for the tables an Enterprise admin has switched on with the table's Enable for API setting. Webhooks Notifies a registered URL with a signed payload when a routine run finishes so a system can react without polling.
AI Copilot & Generation AI model catalog Offers a choice of Clay-hosted models and third-party models from OpenAI, Anthropic, Google, and others to run an AI column against. AI prompt generator Writes a Use AI enrichment prompt from a plain-language description of the desired outcome and links its inputs to table columns. AI snippets Generates a per-lead fragment of copy inside a drafted message from that lead's table data. Business context Stores a workspace's company description, ICP, and buyer personas, researched from its domain, for AI features to write from. Conditional snippets Inserts different message content per recipient based on if/else conditions over that lead's field values. Debug with AI Diagnoses a failed run from its error logs against Clay's documentation and suggests a fix. Formula generator Writes a Clay formula from a plain-language description of the transformation, referencing the columns named in the request. Message drafting Composes a personalized subject line and body per row in a table and maps them to a chosen sequencer's custom fields for export. Sculptor Builds and edits Clay tables, AI columns, and formulas from a natural-language chat, routing edits to existing tables through sandbox mode first. Sculptor analyst mode Answers natural-language analytical questions across a whole table and exports the findings to Notion or a PDF. Use AI action Runs a prompted AI model against each row of a table for web research, content generation, or image generation, using columns the user selects as context.
Prospecting Search Advanced search Searches Clay's people, company, and job data in one query using cross-entity criteria and nested Boolean logic, built in plain language, a filter editor, or Clay's search-query language, and saved as a table or an always-on Audience. Graduated from beta; the older JSON structured-filters search mode is deprecated in favor of it. AI company filters Filters company search on Clay-derived attributes such as sub-industry, revenue stream, business type, and NAICS industry classification code before any rows are returned. Find Companies source Builds a table of companies from Clay's own dataset using filters such as industry, size, location and keywords. Find ICP from domain Prefills company search filters by reading the workspace's own website. Find jobs Finds job postings matching a set of filters from Clay's jobs dataset and imports them as table rows. Find people at these companies Finds contacts at each company row of an existing table as an in-table enrichment, with per-row filters and an option to trade profile detail for up to 500 results per row. Find People source Builds a table of people from Clay's own dataset using criteria such as job title, company, location and experience. Saved searches Saves a company, people, or jobs search's filter criteria under a name for reuse by its author or the whole workspace, alongside an automatic list of recent searches. Search exclusion lists Excludes up to three lists of companies or people from a search, sourced from Clay tables, CSV files, or pasted URL lists. Searches Finds companies and people in Clay's proprietary GTM database using structured filters and paginated results, subject to per-request, per-search, and per-period result caps that scale by plan; search API responses report a period_quota object (limit, remaining, used, resets_at) so callers can track per-period usage directly. Technographic search filters Filters company search by the vendors, products, and product categories a company has installed, charged per company returned.
Claygent Agents Account Research Agents Runs a scheduled agent across every account in an Audience segment that maintains agent-managed fields with persistent per-account memory and written reasoning; the same agent can also run as a node inside a Workflow, resolving its account from the trigger and returning outputs the workflow branches on. Claygent Builder Creates, tests, and deploys a reusable Claygent from one editor, and propagates an edit to every table the agent runs in. Claygent document context Attaches tone guides, messaging documents, PDFs, or CSVs to a Claygent as context for its output. Claygent enrichment Runs an AI agent inside a Clay table that researches and synthesizes information across multiple sources to fill in a field. Claygent find-contacts tool Gives a Claygent access to Clay's people and jobs data so it can locate contacts during a run. Claygent model selection Swaps the model behind a Claygent between frontier, open-weight, and Clay-hosted models and compares test outputs side by side without changing the prompt. Claygent version history Records every change to a Claygent and restores an earlier version of its prompt and configuration.
Governance & Permissions Allowed MCP clients Restricts which external AI platforms may connect to the workspace's MCP server, re-checked whenever a token is issued or refreshed. Connection access controls Limits which users and groups can configure columns, waterfalls, signals, and Claygents with a given connection, enforced at configuration time rather than run time. Connection approval requests Requires a workspace admin to approve a member's request before that member can add a new connection to an external provider. RBAC permissions management Assigns each workspace member one of four permission types — Admin, Editor, Viewer, or Sales Rep — that determine what they can read, edit, and administer. Trusted domain access Lets anyone signing up with an allowed company email domain join the workspace on their own at an admin-chosen default role. User groups Grants workspace connections and resources to many members at once through named groups whose membership changes take effect immediately. Workbook access permissions Restricts edit access on a workbook to workspace admins and named collaborators.
Sources & Data Import Clay for Chrome extension Extracts structured data from a webpage into a Clay table, a CSV, or the clipboard using autodetected lists or a saved list or single-page recipe. Clip to Clay extension Saves a full webpage into a chosen Clay table from a browser extension and lists previously saved clips. CSV export Downloads a table's data as a CSV file without consuming actions or credits. CSV import Loads a CSV file into a new or existing table with column mapping and a choice of running or skipping enrichments on the imported rows. Salesforce SOQL source Imports up to 50,000 Salesforce records into a table from a custom SOQL SELECT query, with optional fields designating record uniqueness. Scheduled sources Re-runs a table's source on an hourly, daily, weekly, or monthly schedule, optionally updating rows that already exist. Table sources Populates a table from a configured source — a list builder, CRM, data warehouse, webhook, or file — and allows that source to be edited or removed later.
Monitoring & Alerts Alert notifications Delivers a table's alerts to an email address or a connected Slack channel immediately, as a daily digest, or as a weekly digest. Campaign analytics Reports send, open, click, and reply metrics for a single campaign and across every campaign in the workspace, with replies auto-categorized by sentiment and category (interested, meeting request, not interested, do not contact, and more), correctable per reply. Run progress Reports per-column and per-table run state with the share of rows that succeeded, are running, or failed, including rows outside the current view. Table alerts Raises an alert on a table when a column's failure rate, the table's row count, or its period without new data crosses a configured threshold. Table change log Records who changed a table's settings, columns, and enrichments and when, with a generated summary of each change and plan-based retention.
Scale & Batch Processing Auto-delete passthrough tables Deletes rows from a webhook-sourced table once their actions finish or a filter matches, so the table can process past its row limit, and warns before a webhook-source table nears its limit. Batch runs Runs a function or Workflow routine across many records at once by uploading a JSONL input file and polling for results. Bulk enrichment Enriches millions of rows from a CSV or CRM source without storing them in Clay, sending results straight to an external destination and deleting the processed rows.
Security Account deletion Deletes a user account and its API keys after email verification, notifying the admins of every workspace affected. Single sign-on Authenticates workspace users through an enterprise identity provider via single sign-on. Workspace deletion Deletes a workspace after email verification and removes all of its data 30 days later.
Agent & CLI Tooling Clay CLI Provides a JSON-first command-line tool for authenticating (including a device-code flow for headless/SSH sessions), running routines, and inspecting Clay data from a terminal or script, including reading and acting on Audiences records, fields, segments, activities, and signal triggers. Clay plugin Installs Clay's skills and CLI into coding agents so users can run searches, enrichment functions, workflows, audiences, and sequence editing from Claude Code, Codex, Cursor, and terminals.
Data Warehouse Sync Data warehouse syncs Exports Clay table data on an ongoing basis into a connected customer data warehouse.
Managed Enrichment Functions Clay-managed functions Adds a ready-made Function from Clay's catalog that Clay builds and keeps current, covering company and person research jobs such as tech stack, hierarchy, funding events, and ICP fit.
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