Clay Production Checklist

Overview

Complete checklist for deploying Clay integrations to production.

Prerequisites

• Staging environment tested and verified
• Production API keys available
• Deployment pipeline configured
• Monitoring and alerting ready

Instructions

Step 1: Pre-Deployment Configuration

• Production API keys in secure vault
• Environment variables set in deployment platform
• API key scopes are minimal (least privilege)
• Webhook endpoints configured with HTTPS
• Webhook secrets stored securely

Step 2: Code Quality Verification

• All tests passing (npm test)
• No hardcoded credentials
• Error handling covers all Clay error types
• Rate limiting/backoff implemented
• Logging is production-appropriate

Step 3: Infrastructure Setup

• Health check endpoint includes Clay connectivity
• Monitoring/alerting configured
• Circuit breaker pattern implemented
• Graceful degradation configured

Step 4: Documentation Requirements

• Incident runbook created
• Key rotation procedure documented
• Rollback procedure documented
• On-call escalation path defined

Step 5: Deploy with Gradual Rollout

# Pre-flight checks
curl -f https://staging.example.com/health
curl -s https://status.clay.com

# Gradual rollout - start with canary (10%)
kubectl apply -f k8s/production.yaml
kubectl set image deployment/clay-integration app=image:new --record
kubectl rollout pause deployment/clay-integration

# Monitor canary traffic for 10 minutes
sleep 600
# Check error rates and latency before continuing

# If healthy, continue rollout to 50%
kubectl rollout resume deployment/clay-integration
kubectl rollout pause deployment/clay-integration
sleep 300

# Complete rollout to 100%
kubectl rollout resume deployment/clay-integration
kubectl rollout status deployment/clay-integration

Output

• Deployed Clay integration
• Health checks passing
• Monitoring active
• Rollback procedure documented

Error Handling

Examples

Health Check Implementation

async function healthCheck(): Promise<{ status: string; clay: any }> {
  const start = Date.now();
  try {
    await clayClient.ping();
    return { status: 'healthy', clay: { connected: true, latencyMs: Date.now() - start } };
  } catch (error) {
    return { status: 'degraded', clay: { connected: false, latencyMs: Date.now() - start } };
  }
}

Immediate Rollback

kubectl rollout undo deployment/clay-integration
kubectl rollout status deployment/clay-integration

Resources

• Clay Status
• Clay Support

Next Steps

For version upgrades, see clay-upgrade-migration.