AI Connectors · Finance

Clarity AI: Simulate fund classifications under proposed SFDR 2.0

Portfolio screening against investment mandates

Listed in ChatGPT and Claude · 4 published tools · Verified partner

Overview

What Clarity AI does

Clarity AI screens portfolios and individual companies against investment mandates and reports where holdings fall short. Mandates themselves are built in the Clarity AI web application; the chat app reads them and runs compliance reports.

Breaches can be examined company by company, with supporting evidence across extra-financial metrics. Summaries roll those breaches up across several portfolios when the question is broader than a single holding.

The same metric set also points forward. Companies in the investment universe can be searched by stated criteria, which turns screening into selection. Example prompts include comparing the ESG scores of two companies held in the same portfolio.

Who it is for

Portfolio managers and compliance staff responsible for keeping holdings inside a stated sustainability mandate.

What stands out

Mandate configuration stays in the web product, leaving the conversation to handle screening, evidence, and breach summaries.

Availability

Where Clarity AI is listed

Clarity AI is listed in both the Claude connectors directory and the ChatGPT apps directory. The two listings do not state the same publisher domain, so they are matched here by product name, with Clarity AI publishing the Claude listing and Clarity AI the ChatGPT one.

Only 392 of the 3,150 products in this directory are listed in both marketplaces. One MCP server can serve both surfaces; what differs is each platform's listing and review process.

ChatGPT listing

In the ChatGPT apps directory

Developer
Clarity AI
Filed under
Finance
Listed since
June 2026
Authentication
Authenticates when installed
Policies published
Privacy policy · Terms of service
Official listing
Open in ChatGPT
Snapshot
August 2026

Example prompts from the listing

  • Is my investment portfolio compliant with my mandate?
  • What's the ESG score for Nexora Inc.?
  • Compare the ESG scores of Nexora Inc. and Lumina Dynamics in my portfolio

Claude listing

In the Claude connectors directory

Clarity AI publishes 4 tools to Claude, a deliberately narrow surface; only 17.2% of the 1,253 Claude-listed connectors expose fewer.

The median Claude-listed connector filed under Finance publishes 12, so this one sits 8 tools below its bucket's median, 140th of 159.

It falls in the 4-6 tools band, which holds 16.2% of the Claude directory.

Measured against the live endpoint

A direct call to the endpoint returned 6 tools, 2 more than the 4 the listing publishes. Probed 2026-08-07.

Tools the server actually returns

  • search_securities
  • sfdr20_assess_fund_name
  • sfdr20_check_by_isin
  • sfdr20_check_by_query
  • sfdr20_check
  • interpret_sfdr20_result

Clarity AI publishes a remote MCP endpoint. Claude connects to it over HTTP; there is nothing to install locally.

Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.

Publisher
Clarity AI
Verification
Verified partner (37.8% of the Claude directory)
Filed under
Financial Services
Endpoint
https://clarity-sfdr20-mcp.pro.clarity.ai/mcp
Published tools
4 · 4-6 tools band
Depth rank in Finance
140 of 159
Snapshot
August 2026

Clarity AI carries partner verification in the Claude directory, which 474 of 1,253 listings do (37.8%). That is a review step past self-publishing, not an Anthropic-built server.

In the publisher's words

How Clarity AI describes it

Assess how investment funds may be classified under the European Commission's proposed SFDR 2.0 framework — directly from Claude. Search funds by name, ISIN, or CUSIP and get simulated Article classifications based on Clarity AI's regulatory disclosure data and proprietary modelling of the November 2025 proposal. Ideal for ESG analysts, portfolio managers, and compliance teams preparing for the regulatory transition before final rules are published. This is a live tool that will evolve as we learn more from ongoing EU discussions and guidance.

Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.

Same company

More from Clarity AI

Nearby

Other Finance connectors

AngelList

Fund administration records from AngelList, queryable by prompt

Claude

NP Ledger

Fund accounting for small nonprofit bookkeeping

ChatGPT

Savvly

Longevity fund projections, eligibility checks and comparisons

Claude

Trata

Investment research library built on hedge fund debate

Claude · ChatGPT

This is an independent catalogue entry compiled by Node8 from Clarity AI's public marketplace listings as they stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Clarity AI, and inclusion here is not an endorsement.

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