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Ask about SFDR 2.0 fund classifications on a call, using Clarity AI data.

Clarity AI MCP lets your agent check how a fund is likely to be classified under SFDR 2.0. Callers can give a fund name, ISIN or CUSIP, and your agent can look up the fund and simulate its classification from Clarity AI's disclosure data and modeling. It is useful for advisers, asset managers and compliance teams who get frequent questions about fund categories. The connection is public, so there is no sign-in to set up. Connect it in the AgentCalls dashboard and your agent can answer these questions while the caller is still on the line.

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What your agent can do with Clarity AI MCP

  • Look up a fund by name, ISIN or CUSIP during the call
  • Simulate the likely SFDR 2.0 classification for a fund
  • Give callers a clear answer on the classification and the basis for it
  • Note the questions a caller asked so your team can follow up in writing
  • Hand off to a person when a question needs a compliance review

Clarity AI MCP exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound classification question

  1. Caller

    Hi, I'm looking at a fund with ISIN LU0348786215. Can you tell me how it would classify under SFDR 2.0?

  2. Agent

    Of course. Let me look that up with Clarity AI MCP. One moment, please.

  3. Agent

    Based on the simulation, the fund is most likely to fall under the Article 8 type category. I can send you a short summary of the inputs used so you can review them.

  4. Caller

    Yes, please send that to my email. Thank you.

Quick lookup by fund name

  1. Caller

    Is the Northbridge Global Equity Fund sustainable under the new rules?

  2. Agent

    I can check that for you. Do you have the ISIN or CUSIP? That gives me the most accurate match.

  3. Caller

    It's CUSIP 46625H100.

  4. Agent

    Thanks. The simulated classification puts it in a different category than the one you mentioned. Would you like me to book a call with our compliance lead on Thursday at 10 a.m. to go through it?

Follow-up call to a client

  1. Agent

    Hello, this is the agent calling for Harbor Wealth on behalf of Sarah Ahmed. I'm following up on the fund classification question you asked last week.

  2. Caller

    Oh yes, I was waiting to hear back on that one.

  3. Agent

    I've run the simulation again with the latest disclosure data. The classification is unchanged. I can send you the updated report by email today.

How to connect Clarity AI MCP

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Enable Clarity AI MCP

    From Integrations in the dashboard, enable Clarity AI MCP. No sign-in is needed.

  3. 3

    Choose the actions

    In the agent editor, enable the Clarity AI MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Your agent can look up a fund and run the classification simulation while the caller is on the line. It can also make follow-up calls and send summaries after the call ends.

What do I need to connect Clarity AI MCP?

No sign-in is needed because the service is public. Turn it on in the AgentCalls dashboard under your tools, and your agent can start using it.

Which plan includes this integration?

Integrations are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Clarity AI MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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