Klarefi
Complete regulated intake work and retrieve cited case files without deciding the case.
| Endpoint | https://www.klarefi.com/mcp (streamable-http) |
|---|---|
| Registry version | 0.3.0 |
| Now | 21 tools · grade C (73) · pin ts_2ee6a071e2de2e13c7b840d5b1a18e68 · protocol 2025-11-25 |
| First / last listed | 2026-10-24 22:14 UTC / 2026-10-24 22:14 UTC |
| Grade over time | 2026-10-24: C (73), 21 tools |
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Tools: 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 give_intake_consent submit_intake save_intake_draft wait_for_next_action
create_connector_from_openapi | Import 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. params: connector_key*, openapi_url*, label, base_url |
create_connector | Create or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval. params: none |
delete_connector | Delete a configured Klarefi connector by key or stage its deletion for operator approval. params: connector_key* |
create_intake_session | Create a hosted Klarefi intake session. params: case_type_id*, external_case_id, external_applicant_id, external_customer_id, return_url, ttl_hours, locale, prefill |
get_case | Retrieve a Klarefi case and resolved facts. params: case_id* |
list_operator_queue | List the bounded Klarefi operator queue for this API key's environment. Requires cases:review. params: limit |
get_case_workspace | Inspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case. params: case_id* |
get_case_package | Get 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. params: case_id* |
submit_case_review | Submit an auditable intake-review command. Allowed commands review or correct facts, update evidence, or escalate. This tool cannot complete or reopen a case. params: case_id*, command_type*, payload*, rationale, idempotency_key, trace_id |
get_review_command | Poll the status and result of an intake-review command. params: case_id*, command_id* |
list_workflows | List versioned Form · Fact · Verify workflow declarations. params: none |
save_workflow_draft | Validate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow. params: 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. params: url, session_id, access_token, api_base_url |
get_intake_state | Get the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint. params: url, session_id, access_token, api_base_url |
answer_question | Answer the active applicant question with free text, optionally targeting a task_id. params: url, session_id, access_token, api_base_url, text*, task_id |
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. params: url, session_id, access_token, api_base_url, fields*, task_id |
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. params: url, session_id, access_token, api_base_url, file_path, content_base64, filename, mime_type, task_id |
give_intake_consent | Record 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. params: url, session_id, access_token, api_base_url |
submit_intake | Submit the applicant intake. Returns submitted, blockers, and the fresh intake state. params: url, session_id, access_token, api_base_url, field_values |
save_intake_draft | Save applicant form draft fields without submitting. Field values must be strings or null. params: url, session_id, access_token, api_base_url, 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. params: url, session_id, access_token, api_base_url, timeout_seconds |
Entries describe changes in tool definitions. They are not statements about a server, its quality or its author. The grade measures how the tool definitions fit model providers (token cost, schema compatibility, confusable names) as scored by the ToolFit engine at the time of the listing. JSON: append .json. Opt-out: how or hello@youraitools.co.