ad-syncsClay ad syncs — push an audience segment to ad platforms (LinkedIn, Meta, Google, Bing, Reddit, Vibe) as a custom audience. Use to create, edit, pause, or map the fields of an ad sync, or to check its status, match rate, or run history.
audiencesClay Audiences — the workspace's own people, companies, and deals (contacts, leads, accounts, customers). Use for any request about their records when no surface is named, including counts, fill rates, lookups ("how many people have a phone?"), saved segments, and field definitions. Also deal and pi
clay-docsUse when the user asks a Clay product question — how a feature works, whether Clay supports or integrates with something, what plans include, security/compliance, or what's new — and the answer isn't operational guidance another skill owns. Answer from Clay's live public documentation, fetched and c
clay-feedbackClay feedback — send a bug report or product feedback to the Clay team via the `clay feedback` CLI.
clayClay — start here. A table of contents for working with Clay and which skill to use for each thing — audiences (the workspace's own people/companies/deals), sequences (formerly campaigns; create, improve, and analyze outbound email sequences in Sequencer), ad syncs (push audience segments to ad plat
cli-setupClay CLI setup — install and authenticate the `clay` CLI for command-line access to Clay. Use when the user asks to install or sign into the CLI, or a task that needs the CLI finds `clay` missing from PATH, at the wrong version, or failing `clay whoami` / not signed in. Also use when the Cursor plug
cliClay CLI — the primary scripting surface (JSON output, typed errors). Use when running or discovering `clay` commands. For what Clay can do and which skill to use, read the `clay` skill when it is available; otherwise run `clay --help`. Use `clay --help` for command names, flags, JSON shape, and err
credits-quotas-plansUse when the user asks about credits, quotas, or plan limits, or verified usage requires a significant-spend warning or reveals a limit. Covers data-credit balance, action-execution balance, search result caps, period quotas, and upgrade paths before starting work that would only partially complete.
onboardClay first-run onboarding — banner, what Clay can do, and starter tasks served by the Clay API. Run this right after a sign-in that just happened — from `clay login` directly, or invoked by the CLI setup skill after its sign-in step. It checks server-side whether this user has been onboarded and sta
public-apiClay Public API — HTTP access for building services, apps, and integrations: GTM database search, structured table queries, and async routine and batch runs.
routinesClay routines — create a routine from an existing function/workflow, then run a saved routine that exists in this workspace. Use when the user asks to create/register a routine, or to run, execute, or trigger a function, workflow, or routine (by name or id), pass it inputs, or check the results/stat
schedulesClay agent schedules — recurring prompts the Clay agent runs on a cadence, each occurrence starting a fresh agent task. Use for recurring work that needs the agent''s reasoning on every run: a daily digest, a weekly report, checking or changing when a scheduled run happens next, pausing or deleting
searches-advancedUse for advanced Clay people/company searches involving geography, industry, growth, employer history, audiences, relationships, counts or fields beyond the searches starter, and for query validation or quota errors.
searchesUse to find net-new people/companies by employer, name or title, refine criteria and page results. Other filters route to searches-advanced.
sequences-eventsUse when the user asks what happened to a lead in a Clay sequence (formerly campaign) — replied, out of office, bounced, unsubscribed, stopped getting emails, needs resuming — or works in the Campaign events table, including how replies and out-of-office count in reply rate, reply categories, rep ro
sequences-interviewUse when a fresh Clay sequence (formerly campaign) has no meaningful subject or body copy and needs its first draft.
sequences-reviewingReview Clay sequence (formerly campaign) email copy as the intended recipient and identify only material, actionable objections.
sequences-writingDraft and revise the email copy of Clay sequences (formerly campaigns) using the supplied sequence strategy and context.
sequencesInspect, create, compare, analyze, and edit Clay sequences (formerly campaigns) in Sequencer through the clay CLI. Use when the user asks about Clay sequences, Sequencer, or Clay campaigns.
signalsClay Signals — watches that detect real-world changes (job changes, new hires, promotions, funding news, job postings, topic intent) and write them as events onto a table or an audience. Use for any request about a workspace''s signals: which ones exist, what one watches or writes to, whether one is
tables-analyzeClay tables — analyze what a table does: reconstruct the column DAG, stage it, and narrate the workflow encoded in its columns. Use when the user asks "what does this table do?", "explain the {table} workflow", "walk me through this table", or "what''s set up here?".
tables-capacityClay tables — check the row-capacity ceiling when imports stall, before assuming a run/config/enrichment problem. Use when the user asks "why aren't new rows being added?", "why is the import stuck?", or "is this table full?".
tables-cliClay tables — inspect, query, and export data from an existing table via the `clay tables` CLI (list, columns, rows, query-live, structured query). To investigate a table or record, use the focused `/tables-*` skills (analyze, trace, error-sweep, value-trace, capacity).
tables-error-sweepClay tables — sweep a table for errored rows and report grouped by root cause (not a specific record). Use when the user asks "what's erroring in {table}?", "show failed rows", or "is {action} failing?".
tables-traceClay tables — locate a record by identifier and snapshot its state: which table(s) hold it and each cell''s status. Use when the user has an id and asks "trace {id}", "where is {id}?", "what enrichments ran for this lead?", or "is this record done?".
tables-value-traceClay tables — explain one cell by walking a column backward through its dependencies and run-gate to the origin or root cause. Use when the user asks "where did this value come from?", "why did {action} error?", "why didn't {action} run?", or "why is this value empty?".
updateKeep Clay up to date. Use when the user asks to update or upgrade Clay, the plugin, or the `clay` CLI; when `clay update` reports the CLI is pinned / managed by the plugin; or to check whether a newer version is available. The plugin and CLI update independently; migrate older plugin-managed install
workflows-alertsClay workflow alerts — use when the user wants to create, inspect, edit, enable, disable, or delete a workflow alert rule, or subscribe themselves to its email notifications.
workflows-audience-enrichmentClay workflows — build enrichment steps and map their results back to Audiences in an existing audience enrichment workflow. Use while editing an audience enrichment workflow or migrating an Audience-backed bulk enrichment table into a workflow.
workflows-claygentBuild and run Claygent agent nodes in Clay workflows. Use when the user asks for custom LLM research, reasoning, open-ended classification that needs research, drafting, or summarization over records; when no existing routine fits a Claygent task; or when creating or editing a workflow `agent` node.
workflows-discover-actionsClay workflows — discover available actions for workflow nodes (email lookup, company enrichment, phone finders, etc.) and inspect their input and output schemas. Use while building a workflow.
workflows-inbound-lead-routingGuide customers through building an inbound lead-routing workflow in Clay Workflows. Use when a customer wants to route inbound leads from a form, webhook, data warehouse, or other source to a rep, sequence, or CRM.
workflows-optimize-creditsClay workflows — reduce a workflow's credit and LLM cost via the CLI (`clay workflows` commands). Identifies expensive patterns and suggests cheaper alternatives.
workflows-sequence-enrollmentEnrol Audiences people into a Clay sequence (formerly campaign) from a workflow step, using the "Enroll in sequence" action (`enroll-lead-in-sequence`). Use when a workflow should start emailing the people it just processed.
workflows-simplifyClay workflows — simplify a workflow via the CLI (`clay workflows` commands): merge redundant nodes, cut unnecessary complexity, and replace LLM nodes with deterministic alternatives where possible.
workflows-snapshotsClay workflows — version history: view snapshots, see what changed, and restore or undo a previous state. Use when the user mentions snapshots or asks to undo an edit.
workflows-vs-tablesClay Workflows vs Tables — conceptual explainer for a customer asking what the difference is or which one to use. Read this when explaining the two products or recommending one for a use case. Users cannot build tables via the CLI/API; if a task needs a new table, surface that to the user & explain
workflowsClay workflows — plan, review, build, and edit automations with the Clay CLI. Use when planning or working on a Clay workflow, including putting one on a schedule or pausing its schedule.