Frequently Asked Questions

Product Information

What is the Shield Model Context Protocol (MCP) Server?

The Shield Model Context Protocol (MCP) Server is a solution that enables governed, permissioned access to Shield Surveillance data and insights directly from within enabled AI tools and assistants. It allows authorized compliance teams to query live alert information, such as volumes, SLA, risk scores, ownership, and status, from their existing AI environments. Access is scoped to the user's Shield permissions, is currently read-only, and Shield remains the system of record. Note: Write actions and workflow integrations are planned for future releases, but are not available at general availability. [Source]

Which AI tools are supported by the Shield MCP Server?

At general availability, the Shield MCP Server is built on the open Model Context Protocol (MCP) and supports Claude as the first enabled AI tool. The architecture is designed to extend to additional AI environments in the future. Note: Support for other AI tools and workflow actions is planned but not yet available. [Source]

What types of data can be accessed through the Shield MCP Server?

Users can query all live alert information across captured channels and sources, consolidated into a single view. This includes alert volumes, SLA, risk scores, ownership, and status. Data can be returned in structured formats and visualized within supported AI environments. Note: At launch, access is read-only and limited to alert data; future updates will expand to search, case management, communications review, and workflow actions. [Source]

Features & Capabilities

How does Shield enable governed access to compliance data within AI tools?

Shield's MCP Server creates a permissioned pathway for governed access to Shield Surveillance data from within enabled AI tools. Every request is scoped to the user's existing Shield permissions, ensuring that access is controlled and compliant with security and governance requirements. Shield remains the system of record, and all access is currently read-only. Note: Write access and workflow actions are not available at launch. [Source]

What are some example queries users can make with Shield MCP Server?

Users can ask questions such as "What are our highest-risk alerts this week?" or "Can you show me a breakdown of our alert queue by status and reviewer workload?" The MCP Server returns data in structured formats and supports visualization within supported AI environments. Note: The range of queries is currently limited to live alert information; future updates will expand query capabilities. [Source]

Does Shield support integration with existing enterprise AI tools?

Yes, the Shield MCP Server is designed to extend Shield's bi-directional AI governance strategy by integrating with AI tools that enterprises already use. At launch, Claude is the first supported AI tool, with plans to expand to additional environments. This approach allows compliance teams to access Shield intelligence within their preferred AI workflows, rather than requiring a separate compliance assistant. Note: Integration is currently limited to supported AI tools; check with Shield for the latest compatibility. [Source]

Security & Compliance

What security and compliance certifications does Shield hold?

Shield is SOC 2 Type II and ISO 27001 certified, ensuring adherence to stringent security, availability, and confidentiality standards. The platform is also GDPR-aligned and compliant with DORA (Digital Operational Resilience Act). Shield undergoes yearly SOC 2 Type II audits and independent penetration testing. Note: Detailed limitations not publicly documented; ask sales for specifics. [Source]

How does Shield ensure data security and privacy?

Shield employs a zero trust architecture, end-to-end encryption, and segregated multi-tenant environments to ensure data security. Customer data remains in the customer's environment, with no transfer to third-party locations, ensuring full ownership and control. Note: Best fit for organizations prioritizing strict data residency and security; teams with different requirements may want to consider alternatives. [Source]

Use Cases & Benefits

Who can benefit from using Shield's MCP Server and AI integrations?

Shield's MCP Server is designed for compliance and governance teams in highly regulated industries, especially financial institutions. It enables these teams to access live surveillance intelligence from within their AI workflows, improving efficiency and reducing the need to switch between disconnected systems. Note: Organizations without strict compliance requirements may not realize the full value of these capabilities. [Source]

What business impact can customers expect from using Shield?

Customers can expect enhanced regulatory compliance, operational efficiency, improved risk mitigation, cost savings, faster investigations, and transparency. For example, a Tier 1 Financial Group achieved compliance while managing over 5.5 million daily communications, and a US Energy Trading Company achieved a 0.15% alert rate. Note: Impact may vary based on organization size and regulatory environment. [Source]

Technical Requirements & Implementation

How long does it take to implement Shield's platform?

Shield's platform can be implemented in as little as 3 weeks, even for large organizations like Tier 1 banks. This rapid deployment is enabled by out-of-the-box connectors, pre-built models, and a security-by-design architecture. Note: Implementation time may vary depending on integration complexity and organizational requirements. [Source]

What technical documentation and support resources are available for Shield?

Shield provides a detailed knowledge base through the Shield Support portal, including technical documentation, FAQs, and troubleshooting guides. Customers also receive tailored training sessions and a dedicated Customer Success Manager during onboarding. Note: Some advanced technical topics may require direct support from Shield's team. [Source]

Pricing & Plans

How is Shield's pricing determined?

Shield's pricing is tailored to each customer and is based on factors such as the volume of communication, number and type of connectors, and the variety of channels being monitored. Shield offers predictable pricing with no export or exit fees, operating on a customer-owned data model. Note: For a customized quote, contact Shield's team directly. [Source]

Resources & Documentation

Where can I find additional resources, guides, and documentation about Shield?

You can access a wide range of materials, including guides, reports, blog posts, webinars, and technical documentation, in Shield's Resources Hub at https://www.shieldfc.com/resources/. For technical documentation and support, visit the Shield Support portal at https://kb.shieldfc.com/hc/en-us. Note: Some resources may require registration or customer status for full access.

Go Back

Shield Becomes the First Communications Risk Management Platform To Bring Surveillance Intelligence Directly Into AI Tools with MCP

New Shield MCP Server marks a step change in how compliance teams will work, empowering governed access to live compliance data directly from inside the AI tools they already use. 

NEW YORK, September 16, 2026 – Shield today announced the general availability of their Shield Model Context Protocol (MCP) Server, creating a permissioned pathway for governed access to Shield Surveillance data and insights from within enabled AI tools and assistants. This launch extends Shield’s bi-directional AI governance strategy from existing capture and surveillance of AI interactions through to new access directly within the enterprise AI tools firms already use.

With AI adoption accelerating, latest industry research from KPMG finds that 73% of banking leaders now rank GenAI as a top investment priority, up from 61% in 2025, while 65% cite integration with existing systems and processes as the top challenge when deploying AI. For compliance and governance teams, that gap is immediate: 1LoD’s 2026 Surveillance Benchmarking Survey & Report shows AI is increasingly becoming part of how surveillance teams investigate and review risk. The challenge is connecting those AI tools to the trusted compliance platforms, data and controls teams already rely on. 

“AI is already a key interface through which enterprise work gets done, and compliance cannot remain a separate destination.”

Tamar Sharir Beiser, Chief Product Officer at Shield

Authorized teams can query Shield Surveillance intelligence directly from those AI interfaces, grounded in the same data and controls that underpin their existing Surveillance workflows, while Shield remains the system of record and existing permissions stay enforced, meeting the security and governance requirements of highly regulated financial institutions. The capability responds to growing industry demand by extending firms’ existing AI investments into compliance without requiring another proprietary assistant or separate compliance experience. 

Governed Compliance Intelligence, Wherever Teams Work 

At general availability, users can query all live alert information across captured channels and sources, consolidated into a single view, including volumes, SLA, risk scores, ownership and status, with questions such as “What are our highest-risk alerts this week?” or “Can you show me a breakdown of our alert queue by status and reviewer workload?” The experience goes beyond simple Q&A, allowing Shield data to be returned in structured formats and visualized within supported AI environments. Access is governed by design: Every request is scoped to the user’s existing Shield permissions, access is currently read-only, and Shield remains the system of record. 

“AI is already a key interface through which enterprise work gets done, and compliance cannot remain a separate destination,” said Tamar Sharir Beiser, Chief Product Officer at Shield. “The future is not another proprietary compliance assistant. It is a more open, governed model where firms can bring the trusted compliance platforms and intelligence they already rely on into the AI environments they choose. The Shield MCP Server is an important step toward that future, enabling compliance teams to work with live surveillance intelligence from within their AI workflow rather than moving between disconnected systems.” 

Built on the open Model Context Protocol (MCP) with Claude as the first supported AI tool, it is designed to extend to all enabled AI environments, and will be followed by connections beyond alerts to support search, case management and communications review, as well as workflow actions.

To learn more about the Shield MCP Server and how Shield is extending communications compliance intelligence into AI workflows, visit shieldfc.com or contact Shield to request a demo. 

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