Interpret sfdr20 result
Normalize raw SFDR20 flags into category-level assessment evidence.
ActionTry it
Integrate Clarity AI MCP
with your AI CRM
Simulate SFDR 2.0 fund classifications from name, ISIN, or CUSIP using Clarity AI's disclosure data and modeling.
Explore Triggers and Actions
Search securities
Search securities by keyword, ISIN, or CUSIP through the upstream Clarity SFDR demo API.
ActionTry it
Sfdr20 assess fund name
Preferred for fund names, partial names, and natural-language requests. Resolve a fund from free-text (for example S&P 500 or Nordea 1 Global Climate and Environment), then run the SFDR20 check and return an interpreted assessment. Example: use this for 'Show the SFDR 2.0 category assessment evidence for Nordea 1 Global Climate and Environment Fund'.
ActionTry it
Sfdr20 check
Deprecated alias for sfdr20_check_by_isin. Keep for backward compatibility only. Do not use for fund names or natural-language requests.
ActionTry it
Sfdr20 check by isin
Use only when the user already provided an explicit ISIN. Do not use for fund names, partial names, or natural-language fund requests; use sfdr20_assess_fund_name instead.
ActionTry it
Sfdr20 check by query
Deprecated alias for sfdr20_assess_fund_name. Keep for backward compatibility only. Prefer sfdr20_assess_fund_name for fund names and natural-language requests.
ActionTry it
How the Clarity AI MCP integration works
The Clarity AI MCP integration connects your Dench AI CRM directly to Clarity AI MCP, so agents can read and act on your Clarity AI MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
6 actions are available for agents to invoke on your behalf. Every call runs through Clarity AI MCP's own authorization, scoped to the account you connect.
Set up Clarity AI MCP in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Clarity AI MCP and click Connect — you'll authorize access through Clarity AI MCP's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Clarity AI MCP in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Clarity AI MCP integration work with Dench?
The Dench Clarity AI MCP integration connects your AI CRM to Clarity AI MCP, so AI agents can work with your Clarity AI MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Clarity AI MCP via Dench?
The Clarity AI MCP integration currently exposes 6 actions, including Interpret sfdr20 result, Search securities, Sfdr20 assess fund name, Sfdr20 check, Sfdr20 check by isin, and Sfdr20 check by query. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Clarity AI MCP to Dench?
No. You connect Clarity AI MCP from your Dench workspace using Clarity AI MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Clarity AI MCP integration secure?
Connections are authorized through Clarity AI MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Clarity AI MCP connection from your workspace settings at any time.