# Clari Prod Checklist

> Production readiness checklist for Clari API integrations. Use when launching a Clari data pipeline, validating export automation, or preparing for production forecast sync. Trigger with phrases like "clari production", "clari go-live", "clari checklist", "clari launch".

- Skill: `jeremylongshore/clari-prod-checklist` (Agent Skill)
- Install (CLI): `npx skillmds@latest add jeremylongshore/clari-prod-checklist`
- Raw SKILL.md: https://api.skillmd.com/api/skills/jeremylongshore/clari-prod-checklist/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: DevOps & Infra
- License: MIT
- Author: jeremylongshore (https://skillmd.com/u/jeremylongshore)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/jeremylongshore/clari-prod-checklist

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# Clari Production Checklist

## Checklist

### Authentication
- [ ] API token stored in secrets manager
- [ ] Token tested against production endpoint
- [ ] Token rotation procedure documented

### Data Pipeline
- [ ] Export pipeline tested with real forecast data
- [ ] All required `typesToExport` configured (forecast, quota, crm_closed, etc.)
- [ ] Time period coverage verified (current + historical)
- [ ] Deduplication logic handles re-exports
- [ ] Error handling for empty exports, job failures, timeouts

### Data Warehouse
- [ ] Target table schema created
- [ ] MERGE/UPSERT prevents duplicate records
- [ ] Data retention policy defined
- [ ] PII access restricted by role

### Scheduling
- [ ] Export scheduled (daily or weekly via cron/Airflow)
- [ ] Job completion monitoring with alerts
- [ ] Retry logic for transient failures

### Monitoring
- [ ] Alert on export failures
- [ ] Alert on empty results (data quality)
- [ ] Track forecast amounts for anomaly detection
- [ ] Dashboard for pipeline health

### Rollback
- [ ] Can re-run exports for any past period
- [ ] Data warehouse supports point-in-time recovery
- [ ] Pipeline can run manually for ad-hoc exports

## Resources

- [Clari API Reference](https://developer.clari.com/documentation/external_spec)

## Next Steps

For version upgrades, see `clari-upgrade-migration`.