Integrations · Analytics & data

Clarity AI MCP in the conversation.

Simulate SFDR 2.0 fund classifications from name, ISIN, or CUSIP using Clarity AI's disclosure data and modeling. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.

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Clarity AI MCP

Analytics & data

01 · COPILOT

Ask for it in plain language. It does the Clarity AI MCP part.

Copilot rides inside the inbox. With Clarity AI MCP connected it works there from the same panel as the conversation — no second tab, no copying an order number across.

Sfdr20 check
Search securities
Sfdr20 check by isin
Sfdr20 check by query
Interpret sfdr20 result
Sfdr20 assess fund name

What a specific connection exposes is decided by Clarity AI MCP, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Read Clarity AI MCP from inside a workflow.

Clarity AI MCP is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Clarity AI MCP and hand the answer to the steps that follow — a message, a CRM update, an escalation.

If Clarity AI MCP does publish events to your workspace, they appear in the trigger picker the moment the connection is made.

03 · THE AI AGENT STEP

One step that decides which Clarity AI MCP tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what Clarity AI MCP said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the Clarity AI MCP tools you left enabled and nothing else.

Setup

Connect Clarity AI MCP in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find Clarity AI MCP in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Clarity AI MCP from its card.
3
Authorize with your own Clarity AI MCP account
You sign in on Clarity AI MCP's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

Clarity AI MCP questions.

How do I connect Clarity AI MCP to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for Clarity AI MCP. Connecting it opens Clarity AI MCP's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in Clarity AI MCP?

Work of this kind: sfdr20 check; search securities; sfdr20 check by isin; sfdr20 check by query; interpret sfdr20 result; sfdr20 assess fund name. The exact list depends on what your Clarity AI MCP account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which Clarity AI MCP tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Clarity AI MCP connection is a matter of leaving the writes off.

Can a workflow use Clarity AI MCP without a trigger from it?

Yes. Clarity AI MCP is read from inside a workflow rather than starting one: a workflow triggered by a conversation, a schedule or another app's event uses an AI Agent step to work in Clarity AI MCP and hand its answer to the steps that follow.

Who in my team can connect Clarity AI MCP?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Clarity AI MCP account that authorized it, so a analytics & data connection is only ever as broad as the account behind it.

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