Claude Clarity AI connectorWhat Claude can do in your Clarity AI account.
The Claude Clarity AI connector exposes 4 tools: 4 read, 0 write, 0 undescribed. They look up investment funds and return a simulated SFDR 2.0 category assessment, built on Clarity AI's disclosure data and its modelling of the European Commission's November 2025 proposal.
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What changes when Claude can run an SFDR 2.0 check
The EU's revised sustainable finance disclosure rules are still a proposal, and teams want to know where their funds might land. With this connector, you name a fund or paste an identifier, and Claude returns Clarity AI's simulated category assessment with the contribution and exclusion evidence explained in plain English, ready to discuss with a compliance team.
Assess one fund by name. An ESG analyst types a fund's name; sfdr20_check_by_query resolves it and runs the simulation in a single pass, so the analyst gets the likely category without hunting for identifiers.
Screen a fund range. A portfolio manager searches a fund house with search_securities, then picks the funds that deserve a check, by ISIN or by name.
Turn raw flags into a memo. A compliance officer already holds the contribution and exclusion flags; interpret_sfdr20_result turns them into wording that can go into an internal report or a client note.
What it will not do: the result is a simulation, not a regulatory ruling, and it may shift as Brussels refines the text. Two of the four tools are legacy aliases on Clarity AI's own server. Nothing is saved to a Clarity AI account, and nothing runs by itself when a fund's data moves: Claude only checks while it answers you. The Integrations hub lists the platforms we document.
Five words before you connect
The vocabulary Claude uses around this connector, in one minute.
- Connector
- The link you set up once between Claude and a service, so Claude can call it while it answers you.
- Tool
- One named thing a connector lets Claude do. Claude picks the ones it needs by itself; the directory sheet lists them by name.
- Authorization
- The sign-in screen of a service, where you grant Claude the access it uses afterwards. Given once per person, and revocable.
- Approval
- The confirmation Claude waits for before it changes something in an account, shown in the conversation when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant such as Claude talk to an outside service.
Connect Clarity AI to Claude in three steps
- 01
Find Clarity AI in your settings
Open Claude's settings, go to Customize, then Connectors, and search for Clarity AI in the list. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable it for the organization before members can use it.
- 02
Start the connection
Click Connect on its row. If the link stops working later, choose Disconnect and connect again: in most cases that is enough to restore it. Nothing else is needed on Claude's side.
- 03
Check what is being granted
If a service shows an authorization screen, read it before you accept: it belongs to the service, not to Claude, and it sets the scope of the access. You can withdraw that access later from the same place.
The 4 tools, grouped by what they do
Clarity AI gives Claude 4 tools: 4 that read your account, 0 that change something in it.
One group only: all four look up funds or interpret results. Clarity AI's server describes each one, and the names stay exactly as Claude shows them.
- 4 read
What Claude reads (4)
4 toolsFour tools that query Clarity AI's fund data without touching anything.
search_securities
Looks up funds by keyword, ISIN or CUSIP through Clarity AI's SFDR demo service. It is the starting point when you do not yet hold the exact identifier of a fund.
sfdr20_check
Runs the simulated SFDR 2.0 assessment for a fund whose ISIN is already known. Clarity AI lists it as a legacy alias of a newer check by ISIN, kept for backward compatibility.
sfdr20_check_by_query
Takes a fund name or a free-text request, resolves the fund and returns the interpreted assessment in one go. The publisher marks it as a legacy alias of its preferred name-based check.
interpret_sfdr20_result
Converts raw contribution and exclusion flags for each article category into category-level assessment evidence written in plain language, which Clarity AI presents as its interpretation step.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before each action it takes on an account for you. All four tools here are marked read-only by Clarity AI's server.
On Team and Enterprise workspaces, owners decide whether members may let some actions through without being asked each time. They can also restrict what a connector may do for the whole organization, for example keeping reading and closing writing, and no member overrides that from their own account. Claude never works beyond the rights of the person who connected it, and since this server asks for no sign-in, there is no private account behind it at all.
Which plans include it
None of the 819 sheets in the official directory shows availability by plan. Connector by connector, that answer is published nowhere: it is a real gap in the catalogue.
What is published is the general rule: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner turns the connector on for the organization before members use it. For the current state of this one, check its sheet in the official directory, the only place showing it.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing fires when a fund's data or the draft regulation changes.
The tool list is an observed floor, not a promise: an administrator can open actions that no public sheet shows. The verification badge is not a security audit, and Anthropic states on every sheet that it does not control which tools a publisher exposes. Only Clarity AI documents this connector; no Claude help article covers it. For a connector from a very different field, see the Claude affinity connector.
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