Clarity AI

Fetch the ESG Risk summary (overall, Environmental, Social, Governance scores) for a company. Works for any company covered by Clarity AI — the company does not need to be held in a portfolio, and no portfolio needs to be specified or resolved before calling this tool.

fetch_esg_score_by_company

Get a concise list of breaching organizations in a portfolio for a mandate, sorted by breach count and weight, with a short explanation for each failing metric. Use this specifically when the user wants to enumerate breaching companies, count breaches, or identify worst offenders. For pass/fail compliance checks or metric score questions, use run_portfolio_compliance_report instead. All organizations listed are breaching; all metrics listed under each organization are failing (status: FAIL). Portfolio and mandate names can be provided directly and the tool will resolve them. The list of breaching companies is limited to a sample. If a company name is specified, the result includes whether that company is breaching (organizationBreaching field), plus the breach sample for context. When no portfolio is specified, call get_all_portfolios first to enumerate portfolios, then call this tool for each one.

get_mandate_breach_summary

List all mandates available in Clarity AI, including their names, descriptions, metrics and thresholds. Each mandate's metrics (with names and descriptions) are included — use them to understand what behavior the mandate enforces, not just the mandate's name. If a mandate name is not specified, use this to enumerate options. Also use this when the user's mandate reference is vague or unrecognized — retrieve the full list, then explicitly state which mandate you matched to the user's reference (or that none was found) before proceeding. If no match is found, list the available mandate names and ask the user which one they mean. Always search all mandate metrics (not just names) when the user references a thematic area (e.g. "weapons", "carbon") — multiple mandates may cover the same theme.

get_all_mandates

Retrieve all portfolios (id, name, last access date, AUM, total portfolio value with currency and amount), sorted by name. If a portfolio name is specified by the user, no need to be called when running analysis, tools will find a portfolio using its name. If a portfolio name is not specified, you can use this. This tool only returns the user's own portfolios. There is no access to external funds, peer groups, industry benchmarks, or third-party portfolio data.

get_all_portfolios

The primary tool for any compliance check — use this when the user asks whether a portfolio passes or fails a mandate, asks for a compliance score, or asks about threshold values. Returns the portfolio-level pass/fail result, metric compliance scores (e.g. ESG_RISK:OVERALL at 65.5% vs threshold 75%), and a sample of breaching companies. Portfolio and mandate names can be provided directly and the tool will resolve them. The list of breaching companies is limited to a sample. If a company name is specified, only that company is returned in the breaches.

run_portfolio_compliance_report