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How to get the most out of your MCP connection- for Fund Managers

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Written by Sophie Rathmell

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 fund and portfolio ESG data, so you can ask questions and get accurate, up-to-date answers without exporting anything.
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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 LP reports or complete questionnaires on your behalf.
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See our set up docs here: https://api.keyesg.com/docs/mcp/
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If you have any feedback, please share it with support@keyesg.com.
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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 drop straight into a quarterly or annual LP report, without pulling a single spreadsheet.
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Complete LP due diligence and ESG questionnaires

LP due diligence questionnaires, fundraising data rooms, 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 using live KEY ESG data, with no manual data extraction.
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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 and will share further guidance as we go.
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Run a portfolio ESG health check

Instantly surface data gaps and at-risk targets across your portfolio: which companies are missing Scope 2 data, which targets are off track, and where collection is behind, without opening the platform. This is a quick way to know who to chase before a reporting deadline.
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Brief your investment committee or board

Before an IC or board meeting, ask your AI assistant for an on-demand ESG summary at fund level or for a single portfolio company: key metrics, target progress and current improvement initiatives, composed from live data in seconds.
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Track carbon performance across the portfolio

Query Scope 1, 2 and 3 emissions for individual companies or across the portfolio, and check progress against net zero or reduction targets, with status context showing whether each target is on track, at risk or missed.
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Audit your ESG policies

Identify which policies are overdue for review and access policy documents directly, including a download link to each document.
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Example prompts to try

  • "Summarise our portfolio's ESG performance for 2025, including total Scope 1 and 2 emissions and progress against targets."

  • "Which portfolio companies are missing Scope 2 data for the latest reporting period?"

  • "List every target that is at risk or off track, grouped by portfolio company."

  • "Give me a one-page ESG briefing on [company name] for tomorrow's board meeting."

  • "Here is an LP questionnaire in Excel. Fill in every question you can answer from KEY ESG and flag the ones you can't."

  • "Which of our policies are overdue for review? Include the download links."

Tips for better answers

Be specific about scope. Name the fund, the portfolio company and the reporting period you mean. "Scope 1 emissions for Fund II in 2025" will get a sharper answer than "our emissions".
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Ask it to flag gaps, not fill them. Tell your assistant to say clearly when a figure is missing from KEY ESG rather than estimating it. This keeps LP-facing numbers traceable to your platform data.
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Ask where the numbers came from. Asking your assistant to list the metrics, companies and periods it used makes answers easier to check.
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Review before you send. Treat the output as a strong first draft. Check figures and wording before anything goes to LPs, auditors or regulators.
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Use Excel for questionnaires. If a questionnaire only comes as a PDF, paste the questions into the chat as text instead of uploading the file.

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