• DATA
  • DOCS
  • REPORTS
  • HUMAN

How to retrieve sustainability compliance reports with your AI

Connect Cloverly to your AI client once. From there, you can pull transaction data and certificates using simple chat commands.

Ask AI about this page

Short answer

How can I get my sustainability compliance reports?

Ask your AI to pull your purchase history or specific digital certificates from Cloverly. It will fetch the records you need for your reporting. You'll see the data and certificate links right in your chat.

The results.

What you get from your AI.

The AI handles the data retrieval so you can focus on the actual reporting.

DATA

Purchase history

The AI pulls your transaction records. You get a clear list of everything you've bought through Cloverly.

DOCS

Digital certificates

The AI finds the specific certificates for your purchases. This provides the proof required for regulatory filings.

REPORTS

Compliance data

The AI gathers the necessary purchase and certificate info. You'll have the specific details needed to build your reports.

HUMAN

Manual verification

You must review the certificates and data for accuracy. The AI provides the information, but you handle the final compliance sign-off.

The workflow

What your AI does when you ask for reports.

The AI acts as a direct link between your chat and your Cloverly account.

  1. Scan history

    The AI looks through your Cloverly account to find all relevant transactions.

    list_purchases

  2. Identify records

    The AI finds the specific purchase you're looking for based on your request.

    get_purchase

  3. Retrieve certificates

    The AI pulls the digital certificates tied to those specific purchases.

    get_purchase

  4. Deliver data

    The AI presents the purchase details and certificate links in your chat window.

    list_purchases

Try it

Copy these to start.

Use these prompts to trigger the Cloverly tools.

Starting points

These are opening lines. Swap out the specific dates or purchase IDs to get the exact data you need.

Cloverly Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mfDximLhxe4USRwsGYir2iO2hQVeta0HU33TtmHz/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Cloverly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cloverly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mfDximLhxe4USRwsGYir2iO2hQVeta0HU33TtmHz/mcp"
    }
  }
}
Copy into chat04

  • List all my Cloverly purchases from last quarter.

  • Get the details and certificate for purchase ID 98765.

  • Find the digital certificates for my most recent three purchases.

  • Show me my full purchase history from January.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Cloverly once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can start asking questions immediately.

Connect Cloverly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my purchase history?

    No. The AI can only read your purchase data and certificates.

  • 02

    Can I download certificates directly in the chat?

    The AI provides the links to the certificates, but you have to click them to download the files.

  • 03

    Does the AI have access to my Cloverly password?

    No. Your credentials stay encrypted and are never shared with the AI.

  • 04

    Can the AI create new carbon offset purchases?

    No. The tools are limited to retrieving existing purchase and certificate information.

  • 05

    Can I filter my history by a specific date range?

    Yes. You can ask the AI to find purchases within specific timeframes.

  • More questions about Cloverly? The Connector page answers them. See everything the Cloverly Connector can do

Connect Cloverly to Claude, Cursor, ChatGPT & more