Klarefi
ECOSYSTEM REFERENCENO AUTHOtherOpen SourceSource: @community· community reference
Complete regulated intake work and retrieve cited case files without deciding the case.
Setup Guide
{
"mcpServers": {
"klarefi": {
"mcpServers": {
"klarefi": {
"url": "https://www.klarefi.com/mcp"
}
}
}
}
}Tools
create_intake_session
Create a hosted Klarefi intake session.
create_connector_from_openapi
Import a public OpenAPI JSON URL as a live verification connector.
create_connector
Create or update a Klarefi verification connector manifest.
delete_connector
Delete a configured Klarefi connector by key.
get_case
Retrieve a Klarefi case and its resolved facts.
list_operator_queue
List the bounded operator queue for the API key environment.
get_case_workspace
Inspect facts, cited evidence, blockers, ownership, and timeline.
get_case_package
Get the cited case package and a signed read-only case-file URL.
submit_case_review
Submit an auditable fact review, correction, clarification, evidence, or escalation command.
get_review_command
Poll the status and result of an intake-review command.
list_workflows
List versioned Form, Fact, Verify workflow declarations.
save_workflow_draft
Validate and save a workflow declaration as a draft without publishing it.
open_intake
Read an applicant intake from a signed URL or session credentials.
get_intake_state
Get the current applicant intake state.
answer_question
Answer the active applicant question with free text.
answer_fields
Answer structured requested facts by fact identifier.
upload_document
Upload a requested applicant document by inline content or local file.
submit_intake
Submit the applicant intake and return blockers and current state.
save_intake_draft
Save applicant form draft fields without submitting.
wait_for_next_action
Wait until intake processing advances or the timeout expires.
About
Klarefi is an MCP server for regulated intake. It helps agents start and resume applicant sessions, retrieve evidence-backed facts and case files, inspect workflow requirements, and invoke controlled verification connectors. It does not decide the case.
Use the hosted Streamable HTTP endpoint at https://www.klarefi.com/mcp for a one-click connection. Applicant intake tools can use signed intake URLs without an API key. Operator case and connector tools accept a Klarefi bearer API key.
For local clients, run npx -y @klarefi/mcp@0.3.0. Source and setup instructions are at https://github.com/jmqcooper-ai/klarefi-mcp.
Install and Troubleshooting Intent Coverage
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