SFDR Check 2.0 • MCP Server
Description
Assess SFDR 2.0 category-level evidence for investment funds under the European Commission's proposed framework framework from any MCP-compatible client. Search funds by name, ISIN, or CUSIP and get simulated Article category assessment evidence 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.
MCP Endpoint
This service exposes an MCP endpoint at https://clarity-sfdr20-mcp.pro.clarity.ai/mcp.
curl -s https://clarity-sfdr20-mcp.pro.clarity.ai/mcp -H 'content-type: application/json' -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'
Features
- Fund Search: Look up funds by name, ISIN, or CUSIP to retrieve their identity and metadata
- SFDR 2.0 Simulation: Get simulated Article category assessment evidence based on Clarity AI's regulatory disclosure data, estimated figures, and proprietary modelling of the November 2025 proposal
- Flag Interpretation: Translate raw SFDR 2.0 contribution and exclusion flags into plain-language assessments suitable for analyst workflows, compliance reports, or client communications
- End-to-end lookup: Resolve a fund from a free-text query and get a fully interpreted SFDR 2.0 assessment in a single step
Setup
- Use any MCP-compatible client or agent host
- Configure
https://clarity-sfdr20-mcp.pro.clarity.ai/mcpas the MCP server endpoint - Start querying funds by name, ISIN, or CUSIP
Claude Setup
- Visit the Anthropic MCP Directory
- Connect this server endpoint:
https://clarity-sfdr20-mcp.pro.clarity.ai/mcp - In Claude, search for "Clarity AI"
Authentication
This server does not require authentication.
Available Tools
- Search Securities (
search_securities) — Search funds by keyword, ISIN, or CUSIP to retrieve identity and metadata - SFDR 2.0 Check by ISIN (
sfdr20_check) — Get simulated SFDR 2.0 Article contribution and exclusion flags for a specific fund ISIN - SFDR 2.0 Check by Fund Name (
sfdr20_check_by_query) — Resolve a fund from a free-text query, run the SFDR 2.0 check, and return a fully interpreted assessment in one step - Interpret SFDR 2.0 Result (
interpret_sfdr20_result) — Translate raw SFDR 2.0 contribution and exclusion flags into a plain-language category assessment
Examples
Example 1 — Forward-looking fund assessment
“Show the SFDR 2.0 category assessment evidence for Nordea 1 Global Climate and Environment Fund.”
- Server searches for the fund by name and retrieves its ISIN
- Runs SFDR 2.0 simulation based on Clarity AI's disclosure data and modelling
- Returns the fund's simulated category assessment with contribution and exclusion evidence explained in plain English
Example 2 — Portfolio transition planning
“Search for Pictet funds and show me their simulated SFDR 2.0 category assessments.”
- Server searches for matching funds by keyword
- Retrieves SFDR 2.0 flags for each result
- Returns a summary of simulated category assessments to help assess portfolio-level exposure to the regulatory change
Example 3 — Compliance reporting preparation
“For ISIN LU0996182563, check the SFDR 2.0 flags and explain what the category assessment evidence means for our compliance team.”
- Server looks up the fund by ISIN
- Retrieves raw SFDR 2.0 contribution and exclusion flags
- Returns a plain-language interpretation suitable for inclusion in compliance reports or client communications
Troubleshooting
- Tools not appearing in Claude: Confirm the MCP endpoint URL is set to
https://clarity-sfdr20-mcp.pro.clarity.ai/mcp(not the root URL). Re-save the connector and reload Claude. - No results for a fund search: Try a shorter or more distinctive keyword, or use the fund's ISIN or CUSIP directly.
- Invalid ISIN error: ISINs must be exactly 12 characters - 2 uppercase letters followed by 9 alphanumeric characters and 1 digit (e.g.
LU0996182563). - Rate limit errors: The server enforces per-IP rate limits. Wait a moment and retry, or reduce request frequency.
- Unexpected assessment results: SFDR 2.0 assessments are simulated based on Clarity AI's modelling of the November 2025 proposal and are subject to change as the regulatory framework evolves.