Updated 29 September 2026 · by Amy Wilkinson
Tool guide
Clay and Claude, and who does what.
Clay is very good at getting data into rows. Claude is very good at reading, judging and writing. Most acquisition builds that disappoint are asking one of them to do the other's job.
The data workbench
- Tables where each row is a company or a person, and each enrichment is a column
- A data marketplace that Clay says covers more than 200 providers
- Waterfalls, which try providers in a set order so you do not pay twice for the same field
- Signals such as job changes and promotions
- Claygent, its AI agent with web research, built in Claygent Builder
- CRM sync, webhooks and ad audiences on the Growth plan
The reader and writer
- Research that needs judgment across a company's own site, news and your notes
- Fit decisions against definitions you wrote down
- Drafts in your voice, with every claim tied to a source
- Follow-up plans that read what came back last time
- Routines on a schedule through Claude Code or the Agent SDK
- Reading and writing to your CRM and inbox through MCP
The split we build
Each step, the tool that suits it.
This is how the acquisition system usually divides the work. The order matters as much as the tools: the cheap judgments go first, so the expensive ones only run where they count.
| Step | Tool | Why |
|---|---|---|
| Signals | Clay signals, plus your own sources | Funding, hires and launches, each with a date and a source |
| First cut | Jev | A written yes or no question over thousands of rows, for cents |
| Enrichment | Clay waterfalls | Only on the rows that survived the first cut, so credits go further |
| Contacts | Hunter or Apollo | Verified emails for the decision makers at shortlisted companies |
| Research and fit | Claude | Reads the company's own site and your notes, then judges fit on written definitions |
| Route | LinkedIn and your CRM history | Mutual connections and past threads, so the first touch is as warm as it can be |
| Draft | Claude | One angle per company, in your voice |
| Approve and send | A named person, in your CRM or inbox | Nothing leaves without a yes, and every send has a receipt |
Spend
Keeping Clay spend predictable.
Clay bills on two meters. Actions cover the orchestration, such as enriching, running a table, calling an AI model or exporting, and start at under a cent each. Data Credits pay for data bought from Clay's marketplace partners and start at five cents. Bring your own provider keys and you use Actions only.
Actions reset every billing cycle. Data Credits roll over up to twice the monthly amount on Launch and Growth, and top-ups cost 30 percent more, so it pays to size the plan properly. Clay says an enrichment that finds nothing is not charged.
What keeps the bill sane in our builds:
- Filter before you enrich. The first cut costs cents; enriching a list you were going to throw away does not.
- Use your own keys where you already pay a provider.
- Keep judgment and drafting that need your memory outside the table, in Claude.
- Keep one record of truth, usually the CRM, and sync to it, so two lists never drift apart.
Clay's pricing, checked on 29 September 2026. The plan cards and the FAQ on the same page showed different monthly figures, which look like annual and monthly billing, so check the live page before you budget.
Claygent or Claude?
Often both.
Claygent lives in the table and is well suited to per-row research you want to sit next to the data. Claude is the better fit where the job needs your memory: your offer, your past replies, the companies you rejected and why, and your voice. Or where the output is a draft a person will approve.
The failures we see most often are the same few:
- Enriching everything, then filtering
- An AI column deciding fit with no written definition of fit
- Sequences sending without a person in the loop
- No memory of rejections, so the same wrong company comes back next week
In our own run of the acquisition system, one in ten companies contacted booked a call in the first week. The case study has the full numbers.
Questions
Questions about Clay and Claude.
Do I need Clay to do GTM engineering?
Can Claude replace Clay?
How much does Clay cost?
Where does Jev fit?
Will you build in our existing Clay workspace?
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