Routines overview

Routines are the umbrella for programmable Clay logic: enrichment, research, scoring, routing, cleanup, and other repeatable GTM work.

Routine type	Use it when	Status
Clay-managed functions	You want Clay-provided enrichment or research for common jobs	Available
Custom functions	You already have Clay logic you want to call from agents, the CLI, MCP, or the API	Available
Workflows (Alpha)	You want to create, edit, run, inspect, or batch-run Clay logic from the plugin or CLI	Alpha

Workflows are in Alpha. They overlap with functions in what they can execute, but differ in how you build and manage them.

How routines are called

Routines can be called from the Clay plugin, CLI, MCP, or direct API integrations.

Surface	What it is good for
Clay plugin	Agent workflows in Claude Code, Codex, and Cursor
CLI	JSON-first runs, batch runs, workflow testing, and debugging
MCP	Agent access to Clay objects and routines
API	Backend services, internal tools, queue workers, custom UIs, and product workflows

See the basic search-plus-function flow.