Complete regulated intake work and retrieve cited case files without deciding the case.
Connect Remote server
claude mcp add --transport http mcp https://www.klarefi.com/mcp --header "Authorization: Bearer <YOUR_API_KEY>"
{
"mcpServers": {
"mcp": {
"url": "https://www.klarefi.com/mcp",
"headers": {
"Authorization": "Bearer <YOUR_API_KEY>"
}
}
}
}
{
"servers": {
"mcp": {
"type": "http",
"url": "https://www.klarefi.com/mcp",
"headers": {
"Authorization": "Bearer <YOUR_API_KEY>"
}
}
}
}
Settings > Connectors > Add custom connector
URL: https://www.klarefi.com/mcp
Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.
Tools 21 found in our last check
create_connector_from_openapiImport 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. Set connection_status to not_connected to import before credentials exist.
create_connectorCreate or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval. Set connection_status to not_connected and omit credentials to add now; upsert with connected and credentials later. Checks remain…
delete_connectorDelete a configured Klarefi connector by key or stage its deletion for operator approval.
create_intake_sessionCreate a hosted Klarefi intake session.
get_caseRetrieve a Klarefi case and resolved facts.
list_operator_queueList the bounded Klarefi operator queue for this API key's environment. Requires cases:review.
get_case_workspaceInspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case.
get_case_packageGet 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_reviewSubmit an auditable intake-review command. Allowed commands review or correct facts, update evidence, escalate, or record a case-wide checks go. For checks_go supply payload.decision as go, not_now, or withdraw and an optional rationale; poll get_review_command, because a decisi…
get_review_commandPoll the status and result of an intake-review command.
list_workflowsList versioned Form · Fact · Verify workflow declarations.
save_workflow_draftValidate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow. Each input_bindings entry on a check is a fact ID, { "literal": value } for a fixed plain-text value (never a secret), or { "case": "case_id" | "case_reference" | "external_ca…
open_intakeRead 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_stateGet the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint.
answer_questionAnswer the active applicant question with free text, optionally targeting a task_id. When the applicant cannot supply what it asks for now, say so and why; the question is then closed and not asked again unless something new is sent.
answer_fieldsAnswer 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_intakeSubmit the applicant intake. Returns submitted, blockers, and the fresh intake state.
save_intake_draftSave applicant form draft fields without submitting. Field values must be strings or null.
wait_for_next_actionPoll until the intake leaves processing or the timeout expires. If timed_out is true, call wait_for_next_action again.
Headers
| Name | Description |
|---|---|
AuthorizationOptional, secret | Bearer followed by a Klarefi API key. This is optional for applicant intake tools. |
Details
| Endpoint | https://www.klarefi.com/mcp (Streamable HTTP) |
| Package | @klarefi/[email protected] (NPM, stdio) |
| First published | 10 Aug 2026 |
| Last updated | 10 Aug 2026 |
| Registry name | com.klarefi/mcp |
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