Clari Integration Production Readiness

Overview

Convert production readiness into a fail-closed evidence bundle. A green decision requires proof of provider access, contract compatibility, data correctness, quota behavior, observability, security, recovery, and operator ownership.

Prerequisites

• Versioned release candidate and endpoint inventory
• Completed non-production happy-path and failure-path tests
• Change owner, business owner, security owner, and rollback authority

Instructions

Step 1: Verify identity and contracts

Confirm surface-specific credentials, effective scope, base URL, API version, schema fingerprint, and entitlement.

Step 2: Verify data correctness

Reconcile counts, identifiers, time periods, totals, pagination, and empty-result behavior against an approved source.

Step 3: Verify resilience

Exercise timeout, 429, provider 5xx, aborted job, partial load, schema drift, and restart from checkpoint.

Step 4: Verify security and privacy

Prove secret redaction, least privilege, encryption, retention, deletion, mutation gates, and sensitive-content minimization.

Step 5: Verify operations

Confirm dashboards, alerts, service-status dependency, runbook, support bundle, capacity headroom, and on-call ownership.

Step 6: Approve or reject

Record exact artifact hashes and approvers. Launch only when rollback is rehearsed and no required evidence is missing.

Authentication

Production secrets must be injected from the approved manager into the matching client and never copied into release artifacts. Verify rotation and emergency revocation before launch.

Tool Discipline

Use Read and Grep to inspect configuration, provider contracts, fixtures, logs, schemas, and existing tests before proposing a change. Use Write or Edit only for the approved plan, implementation, test, or redacted receipt; do not issue, rotate, revoke, create, update, cancel, delete, export, ingest, or publish provider data without explicit operator approval.

Output

• Signed readiness matrix with evidence links and hashes
• Go/no-go decision with explicit exceptions, owners, and expiry
• Rollback trigger, procedure, and rehearsed result

Return the exact surface, environment, resource or job identifiers, contract fingerprint, evidence, unresolved risks, and final decision without exposing credentials or sensitive customer data.

Examples

A forecast pipeline passes reconciliation and restart tests but lacks a verified token revocation drill. The launch remains no-go until rotation and dependent-job recovery are demonstrated.

Error Handling

Failure	Response
Required evidence is missing	Return no-go and name the owner and exact proof required.
Provider limit has no headroom	Reduce workload or obtain approved capacity before launch.
Rollback is untested	Rehearse it in non-production and retain the receipt before approval.

Resources

• First-party source notes
• Clari Revenue API reference
• Clari Copilot API reference
• Clari service status