1. Install the Clay plugin
The Clay plugin gives agents Clay’s skills and theclay CLI.
Quickstart
Install the plugin and sign in.
2. Choose a function
Use a Clay-managed function for common jobs like finding emails or enriching companies. Use a custom function when your team already has Clay logic it wants agents to call.Routines
Compare Clay-managed functions, custom functions, and Workflows.
3. Expose the function
For custom functions:- Open Functions.
- Select the function.
- Open Details.
- Enable API so the plugin CLI can run it.
- Enable MCP only if a separate MCP client (not the plugin) should call it.
4. Let the agent call it
After setup, the agent discovers and runs the function through the plugin’s routines skill. Keep the input schema tight and the output predictable. Good functions for agents:- Find a person’s work email.
- Enrich a company by domain.
- Score an inbound lead.
- Summarize account research.
- Route a lead to the right owner or motion.

