Complete regulated intake work and retrieve cited case files without deciding the case.
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Call this server's tools from your browser. Nothing to install.
Bearer followed by a Klarefi API key. This is optional for applicant intake tools.
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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.
String values keyed by fact_id.
Signed hosted intake URL. Include it in every call to the hosted MCP endpoint.
Applicant access token. Use it with session_id instead of url.
Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.
The server marks this tool as destructive. Running it may delete or overwrite data on the server or in any account you connected with your headers.
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.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| fields* | object | String values keyed by fact_id. |
| task_id | string | |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
{
"type": "object",
"required": [
"fields"
],
"properties": {
"url": {
"type": "string",
"description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
},
"fields": {
"type": "object",
"description": "String values keyed by fact_id.",
"additionalProperties": {
"type": "string"
}
},
"task_id": {
"type": "string"
},
"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 the active applicant question with free text, optionally targeting a task_id.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| text* | string | |
| task_id | string | |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
{
"type": "object",
"required": [
"text"
],
"properties": {
"url": {
"type": "string",
"description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
},
"text": {
"type": "string"
},
"task_id": {
"type": "string"
},
"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."
}
}
}Create or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval.
No arguments.
{
"type": "object",
"required": [
"connector_key",
"label",
"connector_type",
"transport",
"functions"
],
"additionalProperties": true
}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.
| Argument | Type | Description |
|---|---|---|
| label | string | |
| base_url | string | |
| openapi_url* | string | |
| connector_key* | string |
{
"type": "object",
"required": [
"connector_key",
"openapi_url"
],
"properties": {
"label": {
"type": "string"
},
"base_url": {
"type": "string"
},
"openapi_url": {
"type": "string"
},
"connector_key": {
"type": "string"
}
}
}Create a hosted Klarefi intake session.
| Argument | Type | Description |
|---|---|---|
| locale | string | |
| prefill | object | Prefill payload passed through to the session; schema owned by the prefill feature |
| ttl_hours | number | |
| return_url | string | |
| case_type_id* | string | |
| external_case_id | string | |
| external_customer_id | string | |
| external_applicant_id | string |
{
"type": "object",
"required": [
"case_type_id"
],
"properties": {
"locale": {
"type": "string"
},
"prefill": {
"type": "object",
"description": "Prefill payload passed through to the session; schema owned by the prefill feature",
"additionalProperties": true
},
"ttl_hours": {
"type": "number"
},
"return_url": {
"type": "string"
},
"case_type_id": {
"type": "string"
},
"external_case_id": {
"type": "string"
},
"external_customer_id": {
"type": "string"
},
"external_applicant_id": {
"type": "string"
}
}
}Delete a configured Klarefi connector by key or stage its deletion for operator approval.
| Argument | Type | Description |
|---|---|---|
| connector_key* | string |
{
"type": "object",
"required": [
"connector_key"
],
"properties": {
"connector_key": {
"type": "string"
}
}
}Retrieve a Klarefi case and resolved facts.
| Argument | Type | Description |
|---|---|---|
| case_id* | string |
{
"type": "object",
"required": [
"case_id"
],
"properties": {
"case_id": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| case_id* | string |
{
"type": "object",
"required": [
"case_id"
],
"properties": {
"case_id": {
"type": "string"
}
}
}Inspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case.
| Argument | Type | Description |
|---|---|---|
| case_id* | string |
{
"type": "object",
"required": [
"case_id"
],
"properties": {
"case_id": {
"type": "string"
}
}
}Get the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
{
"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."
}
}
}Poll the status and result of an intake-review command.
| Argument | Type | Description |
|---|---|---|
| case_id* | string | |
| command_id* | string |
{
"type": "object",
"required": [
"case_id",
"command_id"
],
"properties": {
"case_id": {
"type": "string"
},
"command_id": {
"type": "string"
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
{
"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."
}
}
}List the bounded Klarefi operator queue for this API key's environment. Requires cases:review.
| Argument | Type | Description |
|---|---|---|
| limit | number |
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"maximum": 200,
"minimum": 1
}
}
}List versioned Form · Fact · Verify workflow declarations.
No arguments.
{
"type": "object",
"properties": {}
}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.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
{
"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."
}
}
}Save applicant form draft fields without submitting. Field values must be strings or null.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| fields* | object | Draft field values keyed by field_id. |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
{
"type": "object",
"required": [
"fields"
],
"properties": {
"url": {
"type": "string",
"description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
},
"fields": {
"type": "object",
"description": "Draft field values keyed by field_id.",
"additionalProperties": true
},
"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."
}
}
}Validate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow.
| Argument | Type | Description |
|---|---|---|
| workflow* | object |
{
"type": "object",
"required": [
"workflow"
],
"properties": {
"workflow": {
"type": "object",
"additionalProperties": true
}
}
}Submit an auditable intake-review command. Allowed commands review or correct facts, update evidence, or escalate. This tool cannot complete or reopen a case.
| Argument | Type | Description |
|---|---|---|
| case_id* | string | |
| payload* | object | |
| trace_id | string | |
| rationale | string | |
| command_type* | string | |
| idempotency_key | string |
{
"type": "object",
"required": [
"case_id",
"command_type",
"payload"
],
"properties": {
"case_id": {
"type": "string"
},
"payload": {
"type": "object",
"additionalProperties": true
},
"trace_id": {
"type": "string"
},
"rationale": {
"type": "string"
},
"command_type": {
"enum": [
"approve_fact",
"correct_fact",
"add_custom_evidence",
"update_fact_evidence",
"escalate"
],
"type": "string"
},
"idempotency_key": {
"type": "string"
}
}
}Submit the applicant intake. Returns submitted, blockers, and the fresh intake state.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
| field_values | object | Optional final field values; each value must be string or null. |
{
"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",
"description": "Optional final field values; each value must be string or null.",
"additionalProperties": true
}
}
}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.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| task_id | string | |
| filename | string | Required with content_base64. Defaults to the basename of file_path. |
| file_path | string | |
| mime_type | string | |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
| content_base64 | string |
{
"type": "object",
"properties": {
"url": {
"type": "string",
"description": "Signed hosted intake URL. Include it in every call to the hosted MCP endpoint."
},
"task_id": {
"type": "string"
},
"filename": {
"type": "string",
"description": "Required with content_base64. Defaults to the basename of file_path."
},
"file_path": {
"type": "string"
},
"mime_type": {
"type": "string"
},
"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."
},
"content_base64": {
"type": "string"
}
}
}Poll until the intake leaves processing or the timeout expires. If timed_out is true, call wait_for_next_action again.
| Argument | Type | Description |
|---|---|---|
| url | string | Signed hosted intake URL. Include it in every call to the hosted MCP endpoint. |
| session_id | string | |
| access_token | string | Applicant access token. Use it with session_id instead of url. |
| api_base_url | string | Optional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override. |
| timeout_seconds | number |
{
"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
}
}
}