Klarefi
Complete regulated intake work and retrieve cited case files without deciding the case.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI key requiredGlobalFreeRead-only
What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Complete regulated intake work and retrieve cited case files without deciding the case.
Server tool list (20)
Raw names from tools/list. Only developers need these.
| 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. |
| create_connector | Create or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval. |
| delete_connector | Delete a configured Klarefi connector by key or stage its deletion for operator approval. |
| create_intake_session | Create a hosted Klarefi intake session. |
| get_case | Retrieve a Klarefi case and resolved facts. |
| list_operator_queue | List the bounded Klarefi operator queue for this API key's environment. Requires cases:review. |
| get_case_workspace | Inspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case. |
| get_case_package | Get the cited case_package.v1 artifact and a signed read-only case-file URL. |
| submit_case_review | Submit an auditable intake-review command. Allowed commands review or correct facts, request clarification, update evidence, or escalate. This tool cannot complete or reopen a case. |
| 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. This tool cannot publish or activate the 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. |
| get_intake_state | Get the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint. |
| answer_question | Answer the active applicant question with free text, optionally targeting a 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. |
| 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. |
| submit_intake | Submit the applicant intake. Returns submitted, blockers, and the fresh intake state. |
| save_intake_draft | Save applicant form draft fields without submitting. Field values must be strings or null. |
| 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. |