Clarity AI
Chat connectors integration
Yes. Enabling Clarity AI lets the Obsidian AI chat look up ESG and sustainability research for everyone in the firm.
What the Clarity AI integration does
Clarity AI brings sustainability and ESG research into the Obsidian AI chat. Ask how a holding scores, compare funds on sustainability metrics, or pull research before a review. A firm admin enables it once. Tools are then available to every adviser in the firm. No OAuth and no API key.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“What is the ESG rating of this client's largest holding?”
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“Compare these two funds on carbon intensity.”
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“Summarise Clarity AI's sustainability view of the Smith portfolio.”
How it works
A firm admin enables Clarity AI from Playbook → Apps. Obsidian then federates Clarity AI tools into the AI chat for everyone in the firm. Disconnect at any time from the same page.
How to connect
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Go to Playbook → Apps in Obsidian as a firm admin.
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Find Clarity AI and click Enable.
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Clarity AI tools then appear in the AI chat for everyone in the firm.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Clarity AI.
Frequently asked questions
FAQ
Yes. Connecting Clarity AI lets the Obsidian AI chat use Clarity AI's tools from your adviser workflow.
You can ask the AI chat for ESG scores, sustainability research, and fund comparisons.
Yes. All integrations are included with Obsidian's AI Practice Management module.
A firm admin goes to Playbook → Apps in Obsidian and clicks Enable next to Clarity AI. Once enabled, Clarity AI tools appear in the AI chat for everyone in the firm.
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