Klarefi
Complete regulated intake work and retrieve cited case files without deciding the case.
Connect it
Settings → Connectors → Add custom connector
URL: https://www.klarefi.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://www.klarefi.com/mcp{
"mcpServers": {
"mcp": {
"url": "https://www.klarefi.com/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}claude mcp add --transport http mcp https://www.klarefi.com/mcp --header "Authorization: <value>"{
"servers": {
"mcp": {
"type": "http",
"url": "https://www.klarefi.com/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}{
"mcpServers": {
"mcp": {
"command": "npx",
"args": [
"-y",
"@klarefi/mcp@0.3.0"
],
"env": {
"KLAREFI_API_KEY": "<value>"
}
}
}
}claude mcp add mcp -- npx -y @klarefi/mcp@0.3.021 tools, verified live
create_connector_from_openapican modifyImport a public OpenAPI JSON URL as a Klarefi verification connector. JSON specs only (convert YAML first). The result reports whether the configuration is active or staged for operator approval.
create_connectorcan modifyCreate or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval.
delete_connectorcan modifyDelete a configured Klarefi connector by key or stage its deletion for operator approval.
create_intake_sessionCreate a hosted Klarefi intake session.
get_caseread-onlyRetrieve a Klarefi case and resolved facts.
list_operator_queueread-onlyList the bounded Klarefi operator queue for this API key's environment. Requires cases:review.
get_case_workspaceread-onlyInspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case.
get_case_packageread-onlyGet the cited case_package.v1 artifact and a signed read-only case-file URL. The package carries the facts, the calculated facts, and the offer or decline on the case with its files.
submit_case_reviewcan modifySubmit an auditable intake-review command. Allowed commands review or correct facts, update evidence, or escalate. This tool cannot complete or reopen a case.
get_review_commandread-onlyPoll the status and result of an intake-review command.
list_workflowsread-onlyList versioned Form · Fact · Verify workflow declarations.
save_workflow_draftcan modifyValidate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow.
open_intakeread-onlyRead 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.
get_intake_stateread-onlyGet the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint.
answer_questioncan modifyAnswer the active applicant question with free text, optionally targeting a task_id.
answer_fieldscan modifyAnswer structured requested facts by fact_id. Values must be strings; yes_no fields take "yes" or "no", and date fields use YYYY-MM-DD.
upload_documentUpload 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.
give_intake_consentRecord the applicant's consent to processing. Call it when the intake state's next_action is consent, and only after the applicant has agreed to the notice in next_action.notice. Returns the fresh intake state.
submit_intakecan modifySubmit the applicant intake. Returns submitted, blockers, and the fresh intake state.
save_intake_draftcan modifySave applicant form draft fields without submitting. Field values must be strings or null.
wait_for_next_actionread-onlyPoll until the intake leaves processing or the timeout expires. If timed_out is true, call wait_for_next_action again.
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