Clarity AI MCP Server

Introduction

This MCP server, provided by Clarity AI, exposes tools for SFDR 2.0 (Sustainable Finance Disclosure Regulation) fund classification and assessment. Clarity AI is an AI-native platform for extra-financial intelligence, serving financial institutions, companies, governments, and consumers with high-quality, traceable sustainability and regulatory data across millions of companies, funds, and sovereigns.

The server centers on securities discovery and SFDR 2.0 evaluation. It allows users to search securities by keyword, ISIN, or CUSIP, and to run SFDR 2.0 category checks—either from a free-text fund name or an explicit ISIN—returning interpreted, evidence-based assessments.

The toolset also includes a lower-level interpretation utility that normalizes raw SFDR 2.0 flags (Article 7, 8, 9, and mixed exclusion/contribution signals) into structured, category-level assessment evidence. Note that several tools are provided as deprecated backward-compatibility aliases, with the fund-name and ISIN-based tools being the preferred entry points.

Use Cases

1. Search for a security or fund by name, ISIN, or CUSIP Quickly locate a specific instrument to confirm identifiers before deeper analysis.

• Sample prompt: Search for the security with ISIN IE00B4L5Y983 and show me its details.

2. Assess SFDR 2.0 classification from a fund name (natural language) The preferred workflow for resolving free-text fund names and running an interpreted SFDR 2.0 category assessment.

• Sample prompt: Show the SFDR 2.0 category assessment evidence for the Nordea 1 Global Climate and Environment Fund.

3. Run an SFDR 2.0 check using an explicit ISIN When you already have a precise ISIN, get a direct SFDR 2.0 assessment for that instrument.

• Sample prompt: Run an SFDR 2.0 check on ISIN LU0348926287 using my email jane.doe@assetmanager.com.

4. Compare SFDR 2.0 classifications across multiple funds Combine fund-name assessments to benchmark several products for a due-diligence or product-shelf review.

• Sample prompt: Compare the SFDR 2.0 categories for the iShares MSCI World SRI ETF and the Amundi MSCI Europe ESG Leaders Fund.

5. Interpret raw SFDR 2.0 flags into category-level evidence Normalize a set of Article 7/8/9 and mixed exclusion/contribution flags into a clear, human-readable assessment.

• Sample prompt: Interpret these SFDR 2.0 flags: Article 8 contribution = 1, Article 8 exclusion = 1, all others = 0. What category does this indicate?

6. Discover and then assess a fund in one workflow Search for a partially remembered fund, then run the SFDR 2.0 assessment on the resolved match.

• Sample prompt: Find the S&P 500 tracker fund and then give me its SFDR 2.0 category assessment with supporting evidence.

7. Regulatory compliance and reporting support Generate defensible, traceable SFDR 2.0 evidence to support client disclosures and regulatory filings.

• Sample prompt: I need SFDR 2.0 classification evidence for the BlackRock Sustainable Energy Fund to include in our regulatory disclosure report.