Klarefi

Complete regulated intake work and retrieve cited case files without deciding the case.

CommunityOnlineAPI 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.

    How to connect

    How to connect Klarefi to Claude

    The server address to paste into Claude settings:

    https://www.klarefi.com/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect Klarefi to ChatGPT

    The server address to paste into ChatGPT settings:

    https://www.klarefi.com/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect Klarefi to Cursor

    The server address to paste into Cursor settings:

    https://www.klarefi.com/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (20)

    Raw names from tools/list. Only developers need these.

    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.
    create_connectorCreate or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval.
    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.
    submit_case_reviewSubmit 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_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.
    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.
    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.
    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.