See the full docs for the KEY ESG MCP here: https://api.keyesg.com/docs/mcp
What is the KEY ESG MCP connector?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect directly to external platforms and query live data. The KEY ESG MCP connector gives AI tools read access to your ESG data, so you can ask questions and get accurate, real-time answers without exporting anything.
Once connected, your AI assistant can pull metrics, targets, action plans, policies, and portfolio performance directly from KEY ESG, and use them to answer questions, draft reports, or complete questionnaires on your behalf.
The underlying tools are production-ready and fully secured, backed by the same data that powers the KEY ESG platform. We are making it available in beta because we want to continue testing it against real-world workflows and edge cases before we consider it fully complete. We will update this article as the connector evolves.
If you have any feedback, please share this with support@keyesg.com
What you can do
Prepare LP and investor reports
Ask your AI assistant to summarise your portfolio's ESG performance, emissions totals, diversity metrics, target progress, and get a structured answer you can use directly in a report, without pulling a single spreadsheet.
Complete ESG questionnaires
Procurement portals, RFPs, sustainability-linked finance applications, and framework submissions all ask for the same ESG metrics, policies, and commitments in different formats. Your AI assistant can answer them in real time using live KEY ESG data, with no manual data extraction.
You can also upload questionnaire files and ask your AI assistant to complete them using your KEY ESG data. Excel questionnaires work well for this workflow. PDF questionnaires are not currently supported, we are continuing to test this capability and will share further guidance as we go.
Run a portfolio ESG health check (fund managers)
Instantly surface data gaps and at-risk targets across your portfolio, which companies are missing Scope 2 data, which targets are off-track, without opening the platform.
Generate board and exec ESG briefings
Before a board meeting, ask your AI assistant for an on-demand ESG summary: key metrics, target progress, and current improvement initiatives, composed from live data in seconds.
Track carbon performance
Query Scope 1, 2, and 3 emissions and check progress against net zero or reduction targets, with status context showing whether you are on track, at risk, or have missed targets.
Audit your ESG policies
Identify which policies are overdue for review and access policy documents directly, including a download link to each document.
Before you begin
You will need:
A KEY ESG account
An AI tool that supports MCP, Claude (claude.ai) works out of the box. Other MCP-compatible AI tools should also work; check your AI tool's documentation for setup guidance (you need to have admin access on the tool to be able to connect it to KEY ESG)
The connector activated on your account, see Step 1 below
Setting up the connector
Step 1: Open the setup instructions
Log into your KEY ESG account
Navigate to Connectors in the left-hand menu
Select the AI tab
Click View setup instructions on the KEY ESG for Claude (MCP) card
The setup instructions page will walk you through connecting your KEY ESG account to your AI tool using Auth0 authentication.
What data the connector can access
Once connected, your AI assistant can query the following from your KEY ESG account:
ESG metrics: all metrics tracked for a given year, filterable by GHG scope (Scope 1, 2, 3) or ESG pillar (Environmental, Social, Governance)
Metric values: calculated values for specific metrics, at company or portfolio level, including coverage data showing which companies have or are missing data (portfolio-level tools available to fund managers only)
Portfolio summary: portfolio composition, active frameworks, reporting year, currency, and sector (fund managers only)
Funds: a list of funds with portfolio company counts per reporting year (fund managers only)
Targets: ESG targets with current progress, baseline values, target years, and status (on track, at risk, achieved, or missed)
Action plans: current improvement initiatives with owner, status, and due date, filterable by ESG pillar
Policies: ESG policies with type, review date, and a direct link to download the policy document
The connector is read-only, it cannot make changes to your KEY ESG account or data.
FAQs
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to external tools and data sources. It works like a structured interface that AI tools already know how to use, meaning any MCP-compatible AI assistant can query KEY ESG without any custom development.
Which AI tools does this work with?
Claude (claude.ai) is supported out of the box. Any AI tool that supports MCP as a data source should also work. Check your AI tool's documentation for MCP connection guidance. Check our documentation page to see which agents we currently support.
Is my data secure?
Yes. The connector uses Auth0 for authentication, so your KEY ESG credentials are never shared with the AI tool directly. Access is scoped to your organisation's data only, and the connector is read-only
