Who it is for
Portfolio managers and compliance staff responsible for keeping holdings inside a stated sustainability mandate.
Portfolio screening against investment mandates
Overview
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.
Portfolio managers and compliance staff responsible for keeping holdings inside a stated sustainability mandate.
Mandate configuration stays in the web product, leaving the conversation to handle screening, evidence, and breach summaries.
Availability
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
Claude listing
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.
A direct call to the endpoint returned 6 tools, 2 more than the 4 the listing publishes. Probed 2026-08-07.
search_securitiessfdr20_assess_fund_namesfdr20_check_by_isinsfdr20_check_by_querysfdr20_checkinterpret_sfdr20_resultClarity 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.
https://clarity-sfdr20-mcp.pro.clarity.ai/mcp 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
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
Screen portfolios against Clarity AI mandates for breaches
Claude
Nearby
Fund administration records from AngelList, queryable by prompt
Claude
Screen portfolios against Clarity AI mandates for breaches
Claude
Fund accounting for small nonprofit bookkeeping
ChatGPT
Longevity fund projections, eligibility checks and comparisons
Claude
Analyst ratings, portfolios and market calendars from TipRanks
Claude
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.
Node8 builds MCP servers end to end: deciding which tools are worth exposing, the authentication and permission model, the review submissions, and the onboarding that gets them used. One server serves ChatGPT, Claude, and Microsoft Copilot.