Klarefi

Official20 toolsLive

by jmqcooper-ai

Complete regulated intake work and retrieve cited case files without deciding the case.

Klarefi MCP (com.klarefi/mcp)

The Klarefi MCP server (com.klarefi/mcp) completes regulated intake work and retrieves cited case files without deciding the case. It can guide applicants, read cited case files, manage workflow drafts, and run approved connector actions. The server is described as a hosted Streamable HTTP endpoint.

🛠️ Key Features

Complete regulated intake work before case review
Retrieve cited case files
Guide applicants
Read cited case files
Manage workflow drafts
Run approved connector actions
Does not decide a case

🚀 Use Cases

Applicant intake guidance prior to review
Accessing cited case files during intake/workflow drafting
Drafting and managing intake workflow content
Executing only approved connector actions

⚡ Developer Benefits

Hosted Streamable HTTP endpoint: https://www.klarefi.com/mcp
Connect via MCP client using server.json URL
Customer tools require Authorization: Bearer KLAREFI_API_KEY
Published as 20 tools

⚠️ Limitations

Explicitly does not decide a case
Connector actions are limited to those that are approved

Topics

ai-agentscomplianceintakemcp

Captured live from the server via tools/list.

create_connector_from_openapi

Import a public OpenAPI JSON URL as a Klarefi verification connector. JSON specs only (convert YAML first). The connector goes live immediately — review its functions before routing live traffic.

Parameters4

connector_key	string	required
openapi_url	string	required
label	string	optional
base_url	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "connector_key": {
      "type": "string"
    },
    "openapi_url": {
      "type": "string"
    },
    "label": {
      "type": "string"
    },
    "base_url": {
      "type": "string"
    }
  },
  "required": [
    "connector_key",
    "openapi_url"
  ]
}

create_connector

Create or update a Klarefi verification connector manifest. The connector is active as soon as this returns — there is no draft/review step, so review its functions before routing live traffic.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "required": [
    "connector_key",
    "label",
    "connector_type",
    "transport",
    "functions"
  ],
  "additionalProperties": true
}

delete_connector

Delete a configured Klarefi connector by key.

Parameters1

connector_key

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "connector_key": {
      "type": "string"
    }
  },
  "required": [
    "connector_key"
  ]
}

create_intake_session

Create a hosted Klarefi intake session.

Parameters8

case_type_id	string	required
external_case_id	string	optional
external_applicant_id	string	optional
external_customer_id	string	optional
return_url	string	optional
ttl_hours	number	optional
locale	string	optional
prefill	object	optional	Prefill payload passed through to the session; schema owned by the prefill feature

Raw schema

{
  "type": "object",
  "properties": {
    "case_type_id": {
      "type": "string"
    },
    "external_case_id": {
      "type": "string"
    },
    "external_applicant_id": {
      "type": "string"
    },
    "external_customer_id": {
      "type": "string"
    },
    "return_url": {
      "type": "string"
    },
    "ttl_hours": {
      "type": "number"
    },
    "locale": {
      "type": "string"
    },
    "prefill": {
      "type": "object",
      "additionalProperties": true,
      "description": "Prefill payload passed through to the session; schema owned by the prefill feature"
    }
  },
  "required": [
    "case_type_id"
  ]
}

get_case

Retrieve a Klarefi case and resolved facts.

Parameters1

case_id

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "case_id": {
      "type": "string"
    }
  },
  "required": [
    "case_id"
  ]
}

list_operator_queue

List the bounded Klarefi operator queue for this API key's environment. Requires cases:review.

Parameters1

limit

number

optional

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "minimum": 1,
      "maximum": 200
    }
  }
}

get_case_workspace

Inspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case.

Parameters1

case_id

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "case_id": {
      "type": "string"
    }
  },
  "required": [
    "case_id"
  ]
}

get_case_package

Get the cited case_package.v1 artifact and a signed read-only case-file URL.

Parameters1

case_id

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "case_id": {
      "type": "string"
    }
  },
  "required": [
    "case_id"
  ]
}

submit_case_review

Submit an auditable intake-review command. Allowed commands review or correct facts, request clarification, update evidence, or escalate. This tool cannot complete or reopen a case.

Parameters6

case_id	string	required
command_type	string	required
payload	object	required
rationale	string	optional
idempotency_key	string	optional
trace_id	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "case_id": {
      "type": "string"
    },
    "command_type": {
      "type": "string",
      "enum": [
        "approve_fact",
        "correct_fact",
        "request_applicant_info",
        "add_custom_evidence",
        "update_fact_evidence",
        "escalate"
      ]
    },
    "payload": {
      "type": "object",
      "additionalProperties": true
    },
    "rationale": {
      "type": "string"
    },
    "idempotency_key": {
      "type": "string"
    },
    "trace_id": {
      "type": "string"
    }
  },
  "required": [
    "case_id",
    "command_type",
    "payload"
  ]
}

get_review_command

Poll the status and result of an intake-review command.

Parameters2

case_id	string	required
command_id	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "case_id": {
      "type": "string"
    },
    "command_id": {
      "type": "string"
    }
  },
  "required": [
    "case_id",
    "command_id"
  ]
}

list_workflows

List versioned Form · Fact · Verify workflow declarations.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {}
}

save_workflow_draft

Validate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow.

Parameters1

workflow

object

required

Raw schema

{
  "type": "object",
  "properties": {
    "workflow": {
      "type": "object",
      "additionalProperties": true
    }
  },
  "required": [
    "workflow"
  ]
}

open_intake

Read an applicant intake from a signed URL or from session_id plus access_token. No Klarefi API key is required. On the hosted MCP endpoint, include the same intake credential in each later intake tool call.

Parameters4

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    }
  }
}

get_intake_state

Get the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint.

Parameters4

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    }
  }
}

answer_question

Answer the active applicant question with free text, optionally targeting a task_id.

Parameters6

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
text	string	required
task_id	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    },
    "text": {
      "type": "string"
    },
    "task_id": {
      "type": "string"
    }
  },
  "required": [
    "text"
  ]
}

answer_fields

Answer structured requested facts by fact_id. Values must be strings; yes_no fields take "yes" or "no", and date fields use YYYY-MM-DD.

Parameters6

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
fields	object	required	String values keyed by fact_id.
task_id	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    },
    "fields": {
      "type": "object",
      "additionalProperties": {
        "type": "string"
      },
      "description": "String values keyed by fact_id."
    },
    "task_id": {
      "type": "string"
    }
  },
  "required": [
    "fields"
  ]
}

upload_document

Upload a requested applicant document. Use content_base64 on the hosted MCP endpoint. Local stdio clients can use file_path. Inline content is limited to 5MB decoded; local files can be up to 25MB.

Parameters9

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
file_path	string	optional
content_base64	string	optional
filename	string	optional	Required with content_base64. Defaults to the basename of file_path.
mime_type	string	optional
task_id	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    },
    "file_path": {
      "type": "string"
    },
    "content_base64": {
      "type": "string"
    },
    "filename": {
      "type": "string",
      "description": "Required with content_base64. Defaults to the basename of file_path."
    },
    "mime_type": {
      "type": "string"
    },
    "task_id": {
      "type": "string"
    }
  }
}

submit_intake

Submit the applicant intake. Returns submitted, blockers, and the fresh intake state.

Parameters5

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
field_values	object	optional	Optional final field values; each value must be string or null.

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    },
    "field_values": {
      "type": "object",
      "additionalProperties": true,
      "description": "Optional final field values; each value must be string or null."
    }
  }
}

save_intake_draft

Save applicant form draft fields without submitting. Field values must be strings or null.

Parameters5

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
fields	object	required	Draft field values keyed by field_id.

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    },
    "fields": {
      "type": "object",
      "additionalProperties": true,
      "description": "Draft field values keyed by field_id."
    }
  },
  "required": [
    "fields"
  ]
}

wait_for_next_action

Poll until the intake leaves processing or the timeout expires. If timed_out is true, call wait_for_next_action again.

Parameters5

url	string	optional	Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_id	string	optional
access_token	string	optional	Applicant access token. Use it with session_id instead of url.
api_base_url	string	optional	Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
timeout_seconds	number	optional

Raw schema

{
  "type": "object",
  "properties": {
    "url": {
      "type": "string",
      "description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
    },
    "session_id": {
      "type": "string"
    },
    "access_token": {
      "type": "string",
      "description": "Applicant access token. Use it with session_id instead of url."
    },
    "api_base_url": {
      "type": "string",
      "description": "Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override."
    },
    "timeout_seconds": {
      "type": "number",
      "default": 60,
      "maximum": 120
    }
  }
}

README.md1 KBView on GitHub

Klarefi MCP

Klarefi completes regulated intake work before a person reviews the case. The MCP server can guide applicants, read cited case files, manage workflow drafts, and run approved connector actions. It does not decide a case.

Hosted server

Use the hosted Streamable HTTP endpoint:

text

https://www.klarefi.com/mcp

Choose an MCP client and connect Klarefi

Customer tools require this header:

text

Authorization: Bearer KLAREFI_API_KEY

Applicant tools can use a signed intake URL without an API key.

Client packages

This repository includes ready-to-publish metadata for Codex, Claude, Cursor, and Antigravity. Each package connects to the same hosted server.

Codex: .codex-plugin/plugin.json and .mcp.json
Claude: .claude-plugin/plugin.json and mcp.json
Cursor: .cursor-plugin/plugin.json and mcp.json
Antigravity: plugin.json and mcp_config.json
MCP Registry: server.json

For a local stdio client, run bunx --bun @klarefi/mcp.

Install

Tools (20)

create_connector_from_openapicreate_connectordelete_connectorcreate_intake_sessionget_caselist_operator_queueget_case_workspaceget_case_package

Configuration

Environment variables

KLAREFI_API_KEYsecret

Klarefi API key. This is optional for applicant intake tools.

KLAREFI_API_BASE_URL

Optional Klarefi deployment URL.

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@klarefi/mcp@0.3.0"
      ],
      "env": {
        "KLAREFI_API_KEY": "<YOUR_KLAREFI_API_KEY>",
        "KLAREFI_API_BASE_URL": "<YOUR_KLAREFI_API_BASE_URL>"
      }
    }
  }
}

Klarefi

Klarefi MCP (com.klarefi/mcp)

🛠️ Key Features

🚀 Use Cases

⚡ Developer Benefits

⚠️ Limitations

Topics

create_connector_from_openapi

create_connector

delete_connector

create_intake_session

get_case

list_operator_queue

get_case_workspace

get_case_package

submit_case_review

get_review_command

list_workflows

save_workflow_draft

open_intake

get_intake_state

answer_question

answer_fields

upload_document

submit_intake

save_intake_draft

wait_for_next_action

Klarefi MCP

Hosted server

Client packages

Links

Install

Configuration

Related servers