• PORTFOLIO
  • PROJECT
  • AUDIT
  • HUMAN

How to audit environmental portfolios with your AI

Connect Upstream Lens to your AI client to turn fragmented project data into a structured overview. Once connected, your agent handles the heavy lifting of data gathering.

Ask AI about this page

Short answer

How can I use AI to audit my environmental portfolios?

Your AI uses Upstream Lens to pull a complete list of all active portfolios and their individual projects. This gives you a clean, organized snapshot of your entire environmental footprint. You'll get a clear breakdown of your current holdings and project status.

The results.

Where your data lands.

The AI organizes your environmental data into these specific views.

PORTFOLIO

Full portfolio list

The AI identifies every active portfolio in your account. You get a high-level view of your total environmental holdings.

PROJECT

Project breakdown

Every project within those portfolios is identified. This lets you see exactly which initiatives are active.

AUDIT

Gap analysis

Your AI compares the lists to find missing data or inactive projects. This is where you spot inconsistencies in your reporting.

HUMAN

Manual review

The AI flags specific projects that need your attention. You decide which environmental impacts require a deeper dive or manual adjustment.

The workflow

What your AI does when the request arrives.

The AI moves through your Upstream Lens data to build your overview.

  1. Identify portfolios

    The agent scans your account to find every active environmental portfolio currently managed in Upstream Lens.

    list_portfolios

  2. Map projects

    Once the portfolios are found, the AI looks inside each one to find every individual project.

    list_projects

  3. Organize data

    The AI groups the project data under their respective portfolios to create a logical hierarchy.

    list_portfolioslist_projects

  4. Flag discrepancies

    The agent compares the project lists against your audit criteria to highlight outliers.

    list_projects

Try it

Copy these to start.

Use these prompts to trigger the audit process.

Starting points

These are starting points. Swap out the specific portfolio or project names to match your actual data.

Upstream Lens Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_KabIvWnL2u3zYtDi13sgjKCwgCJFWT5cviNmy5cg/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 — Upstream Lens capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "upstream-lens-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_KabIvWnL2u3zYtDi13sgjKCwgCJFWT5cviNmy5cg/mcp"
    }
  }
}
Copy into chat04

  • List all my active environmental portfolios in Upstream Lens.

  • Show me every project currently sitting inside the 'Carbon Offset 2024' portfolio.

  • Give me a high-level overview of all projects across all my portfolios.

  • Which projects in my 'Reforestation Initiative' portfolio are currently active?

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

Start here

Connect Upstream Lens once, then ask.

Click the link below to connect. Your credentials stay encrypted and secure, and you can immediately start asking questions in your preferred AI client.

Connect Upstream Lens to your AI

FAQ

How the audit works

  • 01

    Can my AI delete projects in Upstream Lens?

    No. The AI can only read and list your portfolios and projects. It cannot delete or modify any data.

  • 02

    Can the AI update project statuses?

    No. The AI is limited to listing existing data. You must manually update statuses within the Upstream Lens interface.

  • 03

    Does the AI see all my data?

    The AI only sees the data it retrieves through the specific tools provided, such as your portfolios and projects.

  • 04

    How does the AI know which projects belong to which portfolio?

    The AI uses the relationship between the project and portfolio data provided by the connector to map them correctly.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Upstream Lens? See everything the Upstream Lens Connector can do

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