Klarefi
Complete regulated intake work and retrieve cited case files without deciding the case.
我該用這個嗎
品質與安全性
發現項目（1）
- LOWTool 'answer_fields' description lacks action verb在 answer_fields 中
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"mcp": {
"command": "npx",
"args": [
"@klarefi/mcp"
]
}
}
}可執行的套件
0.3.0stdio遠端端點
https://www.klarefi.com/mcpstreamable-http它能做什麼
工具清單
工具（20）
🔴create_connector_from_openapi(connector_key, openapi_url, label, base_url)
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.
輸入結構描述
{
"type": "object",
"properties": {
"connector_key": {
"type": "string"
},
"openapi_url": {
"type": "string"
},
"label": {
"type": "string"
},
"base_url": {
"type": "string"
}
},
"required": [
"connector_key",
"openapi_url"
]
}🔴create_connector
Create or update a Klarefi verification connector manifest. The result reports whether the configuration is active or staged for operator approval.
輸入結構描述
{
"type": "object",
"required": [
"connector_key",
"label",
"connector_type",
"transport",
"functions"
],
"additionalProperties": true
}🔴delete_connector(connector_key)
Delete a configured Klarefi connector by key or stage its deletion for operator approval.
輸入結構描述
{
"type": "object",
"properties": {
"connector_key": {
"type": "string"
}
},
"required": [
"connector_key"
]
}🟡create_intake_session(case_type_id, external_case_id, external_applicant_id, external_customer_id, return_url, ...)
Create a hosted Klarefi intake session.
輸入結構描述
{
"type": "object",
"properties": {
"case_type_id": {
"type": "string"
},
"external_case_id": {
"type": "string"
},
"external_applicant_id": {
"type": "string"
},
"external_customer_id": {
"type": "string"
},
"return_url": {
"type": "string"
},
"ttl_hours": {
"type": "number"
},
"locale": {
"type": "string"
},
"prefill": {
"type": "object",
"additionalProperties": true,
"description": "Prefill payload passed through to the session; schema owned by the prefill feature"
}
},
"required": [
"case_type_id"
]
}🟢get_case(case_id)
Retrieve a Klarefi case and resolved facts.
輸入結構描述
{
"type": "object",
"properties": {
"case_id": {
"type": "string"
}
},
"required": [
"case_id"
]
}🟢list_operator_queue(limit)
List the bounded Klarefi operator queue for this API key's environment. Requires cases:review.
輸入結構描述
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"minimum": 1,
"maximum": 200
}
}
}🟢get_case_workspace(case_id)
Inspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case.
輸入結構描述
{
"type": "object",
"properties": {
"case_id": {
"type": "string"
}
},
"required": [
"case_id"
]
}🟢get_case_package(case_id)
Get the cited case_package.v1 artifact and a signed read-only case-file URL.
輸入結構描述
{
"type": "object",
"properties": {
"case_id": {
"type": "string"
}
},
"required": [
"case_id"
]
}🔴submit_case_review(case_id, command_type, payload, rationale, idempotency_key, ...)
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.
輸入結構描述
{
"type": "object",
"properties": {
"case_id": {
"type": "string"
},
"command_type": {
"type": "string",
"enum": [
"approve_fact",
"correct_fact",
"request_applicant_info",
"add_custom_evidence",
"update_fact_evidence",
"escalate"
]
},
"payload": {
"type": "object",
"additionalProperties": true
},
"rationale": {
"type": "string"
},
"idempotency_key": {
"type": "string"
},
"trace_id": {
"type": "string"
}
},
"required": [
"case_id",
"command_type",
"payload"
]
}🟢get_review_command(case_id, command_id)
Poll the status and result of an intake-review command.
輸入結構描述
{
"type": "object",
"properties": {
"case_id": {
"type": "string"
},
"command_id": {
"type": "string"
}
},
"required": [
"case_id",
"command_id"
]
}🟢list_workflows
List versioned Form · Fact · Verify workflow declarations.
輸入結構描述
{
"type": "object",
"properties": {}
}🔴save_workflow_draft(workflow)
Validate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow.
輸入結構描述
{
"type": "object",
"properties": {
"workflow": {
"type": "object",
"additionalProperties": true
}
},
"required": [
"workflow"
]
}🟢open_intake(url, session_id, access_token, api_base_url)
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.
輸入結構描述
{
"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."
}
}
}🟢get_intake_state(url, session_id, access_token, api_base_url)
Get the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint.
輸入結構描述
{
"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."
}
}
}🔴answer_question(url, session_id, access_token, api_base_url, text, ...)
Answer the active applicant question with free text, optionally targeting a task_id.
輸入結構描述
{
"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."
},
"text": {
"type": "string"
},
"task_id": {
"type": "string"
}
},
"required": [
"text"
]
}🔴answer_fields(url, session_id, access_token, api_base_url, 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.
輸入結構描述
{
"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."
},
"fields": {
"type": "object",
"additionalProperties": {
"type": "string"
},
"description": "String values keyed by fact_id."
},
"task_id": {
"type": "string"
}
},
"required": [
"fields"
]
}🟡upload_document(url, session_id, access_token, api_base_url, file_path, ...)
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.
輸入結構描述
{
"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."
},
"file_path": {
"type": "string"
},
"content_base64": {
"type": "string"
},
"filename": {
"type": "string",
"description": "Required with content_base64. Defaults to the basename of file_path."
},
"mime_type": {
"type": "string"
},
"task_id": {
"type": "string"
}
}
}🔴submit_intake(url, session_id, access_token, api_base_url, field_values)
Submit the applicant intake. Returns submitted, blockers, and the fresh intake state.
輸入結構描述
{
"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",
"additionalProperties": true,
"description": "Optional final field values; each value must be string or null."
}
}
}🔴save_intake_draft(url, session_id, access_token, api_base_url, fields)
Save applicant form draft fields without submitting. Field values must be strings or null.
輸入結構描述
{
"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."
},
"fields": {
"type": "object",
"additionalProperties": true,
"description": "Draft field values keyed by field_id."
}
},
"required": [
"fields"
]
}🟢wait_for_next_action(url, session_id, access_token, api_base_url, timeout_seconds)
Poll until the intake leaves processing or the timeout expires. If timed_out is true, call wait_for_next_action again.
輸入結構描述
{
"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
}
}
}社群
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