Clari Deploy Integration

---
name: clari-deploy-integration
description: 'Deploy Clari export pipelines to production with Airflow, Cloud Functions,
  or Lambda.

  Use when scheduling automated exports, deploying to cloud platforms,

  or setting up serverless Clari sync.

  Trigger with phrases like "deploy clari", "clari airflow",

  "clari lambda", "clari cloud function", "clari scheduled export".

  '
allowed-tools: Read, Write, Edit, Bash(gcloud:*), Bash(aws:*)
version: 1.6.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- revenue-intelligence
- forecasting
- clari
compatibility: Designed for Claude Code
---
# Clari Deploy Integration

## Overview

Deploy Clari export pipelines to production environments: Airflow DAGs, AWS Lambda, or Google Cloud Functions for scheduled, serverless execution.

## Prerequisites

- Environment-specific cloud project/account and least-privilege runtime role
- Secret-manager reference for the Clari token, never a literal deployment value
- A reviewed export schedule, retry policy, and dead-letter/incident route
- Separate non-production validation and production approval gates

## Instructions

### Airflow DAG

```python
# dags/clari_export_dag.py
from airflow import DAG
from airflow.operators.python import PythonOperator
from airflow.models import Variable
from datetime import datetime, timedelta

def export_clari_forecast(**context):
    from clari_client import ClariClient, ClariConfig

    client = ClariClient(ClariConfig(
        api_key=Variable.get("clari_api_key"),
    ))

    period = context["params"].get("period", "2026_Q1")
    data = client.export_and_download("company_forecast", period)

    entries = data.get("entries", [])
    context["ti"].xcom_push(key="entry_count", value=len(entries))
    # Load to warehouse here

dag = DAG(
    "clari_daily_export",
    schedule_interval="0 6 * * *",
    start_date=datetime(2026, 1, 1),
    catchup=False,
    default_args={"retries": 2, "retry_delay": timedelta(minutes=5)},
)

export_task = PythonOperator(
    task_id="export_forecast",
    python_callable=export_clari_forecast,
    dag=dag,
)
```

### AWS Lambda

```python
# lambda_handler.py
import json
import boto3
from clari_client import ClariClient, ClariConfig

def handler(event, context):
    ssm = boto3.client("ssm")
    api_key = ssm.get_parameter(
        Name="/clari/api-key", WithDecryption=True
    )["Parameter"]["Value"]

    client = ClariClient(ClariConfig(api_key=api_key))
    data = client.export_and_download(
        event.get("forecast_name", "company_forecast"),
        event.get("period", "2026_Q1"),
    )

    return {
        "statusCode": 200,
        "body": json.dumps({"entries": len(data.get("entries", []))}),
    }
```

### Google Cloud Function

```python
# main.py
import functions_framework
from google.cloud import secretmanager
from clari_client import ClariClient, ClariConfig

@functions_framework.http
def clari_export(request):
    sm = secretmanager.SecretManagerServiceClient()
    secret = sm.access_secret_version(name="projects/my-proj/secrets/clari-api-key/versions/latest")
    api_key = secret.payload.data.decode()

    client = ClariClient(ClariConfig(api_key=api_key))
    data = client.export_and_download("company_forecast", "2026_Q1")

    return {"entries": len(data.get("entries", []))}
```

## Error Handling

| Issue | Cause | Solution |
|-------|-------|----------|
| Lambda timeout | Export takes > 15min | Use Step Functions for long jobs |
| Secret not found | Wrong parameter path | Verify SSM/Secret Manager path |
| Airflow task fails | Rate limited | Add retries with backoff |

## Output

Produce a deployment receipt with runtime version, environment, secret
reference, scheduled scope, release identifier, health check, and rollback
decision. Return only aggregate job status to callers; preserve forecast data,
tokens, and provider download URLs inside the authorized processing boundary.

## Examples

Deploy a staging worker using a dedicated service role, run a read-only export,
and verify that the emitted record count and job status match the approved
manifest. Promote through an environment gate only after health and retry tests
pass; on timeout or missing secret, roll back the release and investigate
without widening permissions.

## Resources

- [Airflow Documentation](https://airflow.apache.org/docs/)
- [AWS Lambda](https://docs.aws.amazon.com/lambda/)

## Next Steps

For webhook setup, see `clari-webhooks-events`.