Finance & Accounting · Clarity AI MCP + Claude
Clarity AI MCP with Claude: Simulate SFDR 2.0 Fund Classifications Faster
The short answer
Claude connects to Clarity AI MCP through the Model Context Protocol, an open standard that lets Claude use outside software securely. Once connected, Claude can look up a fund by name, ISIN or CUSIP, simulate its SFDR 2.0 classification, query disclosure-backed sustainability data and explain the rationale behind each result in natural language.
What is Clarity AI MCP?
Clarity AI MCP is a toolkit for simulating SFDR 2.0 fund classifications from a fund name, ISIN or CUSIP. It gives access to Clarity AI disclosure data and modelling so teams do not need to build custom sustainability-data workflows. It is typically used by fund managers, asset owners, distributors, compliance teams and sustainability analysts who need to understand how their products may be classified under the European Union's sustainable finance disclosure rules.
How Claude connects to Clarity AI MCP through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software in a controlled way. Think of it as a universal adapter between Claude and a tool. Clarity AI publishes an MCP toolkit, so Claude can reach its fund and disclosure capabilities without a custom build.
Once connected, Claude can typically look up a fund, analyse it by ISIN, run an SFDR 2.0 classification simulation and query the disclosure-backed sustainability data behind the result. A user can ask a question such as which of a set of funds would most likely fall into a given category, and Claude carries out the lookups and summarises the findings.
Access is set up on your side. We confirm which capabilities Claude may use and which should stay off, and we keep the connection read-focused for analysis. Outputs are reviewed by your compliance or sustainability experts before any decision is made, so people remain in charge of every classification judgement.
What you can automate
Pre-launch classification screening
Before a new fund is launched, a product team can ask Claude to simulate how a proposed fund might be classified under SFDR 2.0. Claude gathers the disclosure data, sets out the reasoning and flags gaps. Compliance then decides which options are worth developing further.
Portfolio classification review
A product governance lead can submit a list of ISINs and ask for simulated classifications across the whole range in one pass. Claude produces a summary table with the rationale for each fund, so reviewers can focus on the funds that need closer attention.
Client and distributor queries
Distribution teams often receive questions about how a fund is categorised. Claude can pull the relevant classification rationale and sustainability data so an adviser can answer clearly, with the final wording checked by compliance before it reaches the client.
Regulatory change impact analysis
When rules or interpretations change, a compliance analyst can ask Claude to rerun simulations across the existing fund range. The results show which products may move category, giving leaders an early view to plan reclassification work.
Analyst research support
Sustainability analysts can use Claude to explore disclosure data on specific funds, compare how peers approach the same metrics and draft clear internal notes. The analyst checks the findings and owns the conclusions.
An end-to-end workflow: Fund range SFDR 2.0 readiness review
TriggerThe head of sustainable products requests a readiness review of the funds in a European range.
Claude receives the list of fund ISINs from the product register held in Microsoft 365 or the CRM.
Through Clarity AI MCP, Claude simulates an SFDR 2.0 classification for each fund and retrieves the disclosure-backed data behind it.
Claude compares the results with the current fund labels and notes where the simulated outcome differs.
Claude writes a summary with the rationale for each fund and records the findings as tickets in the ticketing system for follow-up.
Compliance reviews the flagged funds and approves or amends the next steps.
OutcomeThe product team gets a clear, evidence-based view of where the range stands, with a prioritised action list. Review time typically falls substantially compared with manual research, and every decision stays with named compliance owners.
How we set it up
Free automation audit
We meet your product, compliance and operations leads to identify the classification and disclosure tasks worth automating, and to confirm whether Clarity AI MCP fits your data needs.
Connect Claude to Clarity AI MCP
We connect Claude to the Clarity AI MCP toolkit using the supported no-authentication setup, configured for the least access your use case requires.
Design the end-to-end workflow
We map the workflow across Clarity AI, your product register, Microsoft 365, CRM or ticketing system, and agree exactly which steps need human approval.
Test and validate
We run the workflow against real past funds and compare Claude's simulated outputs with your compliance team's known results before anything goes live.
Launch, monitor and train
We go live with audit logs and monitoring in place, then train your team to ask good questions, interpret the rationale and escalate edge cases.
Who benefits
- Head of sustainable products
- Faster, evidence-based views of how the fund range may be classified, supporting launch and repositioning decisions.
- Compliance and regulatory teams
- Consistent simulations and clear rationale to support reviews, with every final judgement kept under human control.
- Distribution and client relationship teams
- Clear, sourced answers to classification questions, reducing back-and-forth with specialist teams.
- Sustainability analysts
- Less time spent gathering disclosure data, more time spent on interpretation and insight.
Security and control
- Human approval is required for any classification decision, client communication or regulatory filing.
- Claude's access is limited to the capabilities you choose, so it cannot change your own records without authorisation.
- Every query and output is logged so that reviewers can trace how a result was produced.
- Simulations are treated as indicative and checked against your own policies and qualified advice.
- Outputs are tested against known outcomes before launch and monitored afterwards for drift.
For teams in the US, UK, India and the Middle East
Organisations in the United States, the United Kingdom and the Middle East can use this set-up with the data protection rules that apply to them, including the UAE and Saudi Arabian data protection laws. In India, the Digital Personal Data Protection Act, 2023 applies to personal data handled in workflows. Because SFDR is an EU framework, we typically host the workflow in the region that best meets your requirements, such as the European Union, the United Kingdom or India, and we confirm this during the audit.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Clarity AI MCP server do?
The Clarity AI MCP server gives AI tools a structured way to reach Clarity AI capabilities. It lets an assistant such as Claude simulate SFDR 2.0 fund classifications from an ISIN, name or CUSIP, query sustainability disclosure data and review the rationale behind results. It removes the need to build custom data connections for each question.
Is connecting Claude to Clarity AI MCP secure?
The connection is designed to be controlled. Claude only uses the capabilities you allow, and we configure least-privilege access. Queries and outputs can be logged for audit, and people approve any consequential action. We also review the setup against your own information security policies before launch.
What can Claude actually do with the tool?
Once connected, Claude can typically look up funds, run SFDR 2.0 classification simulations, retrieve disclosure-backed sustainability data and explain the reasoning in plain English. It can compare several funds and summarise results. Final classification decisions and any external communication remain with your qualified staff.
How long does setup take?
Timing depends on how many systems are involved and how complex the workflow is. A focused single-tool connection can often be scoped and tested within a few weeks, while a multi-system workflow with approvals and training usually takes longer. The free automation audit gives you a realistic timeline.
Which plan or permissions do I need?
The tool supports a no-authentication setup, so access is generally simpler to configure. Your internal permissions still matter, because you decide which workflows Claude can use and who can see the results. We confirm the exact requirements with your team and the tool's current terms during the audit.