Klarefi

Import 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 or update 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 command

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 intake question

Answer the active applicant question with free text, optionally targeting a task_id.

Answer intake 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 intake 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 intake action

Poll until the intake leaves processing or the timeout expires. If timed_out is true, call wait_for_next_action again.