@klarefi/mcp

@klarefi/mcp

MCP stdio server for agent access to Klarefi. It wraps the @klarefi/node SDK for customer-plane API calls and the applicant-plane intake driver.

Applicant-plane tools work from a signed intake URL or from session_id/access_token; they do not require KLAREFI_API_KEY. Customer-plane tools require KLAREFI_API_KEY.

Client config

{
  "mcpServers": {
    "klarefi": {
      "command": "npx",
      "args": ["-y", "@klarefi/mcp"],
      "env": {
        "KLAREFI_API_KEY": "sk_test_...",
        "KLAREFI_API_BASE_URL": "https://api.klarefi.com"
      }
    }
  }
}

Omit KLAREFI_API_KEY when you only need applicant-plane intake tools. KLAREFI_API_BASE_URL is optional and defaults to https://api.klarefi.com.

Applicant-plane tools

• open_intake - open an intake from url or from session_id plus access_token; returns the current intake state.
• get_intake_state - return the selected or most recently opened intake state.
• answer_question - answer an active applicant question with free text.
• answer_fields - answer structured requested facts by fact_id; yes_no values are "yes" or "no", and dates use YYYY-MM-DD.
• upload_document - upload by file_path or inline content_base64. Inline uploads are limited to 5MB decoded; use file_path for documents up to 25MB.
• submit_intake - submit the intake and return { submitted, blockers, state }.
• save_intake_draft - save draft form fields without submitting.
• wait_for_next_action - poll for the next applicant action. If timed_out is true, call it again.

Customer-plane tools

• create_connector_from_openapi - import a public OpenAPI JSON URL as a verification connector.
• create_connector
• delete_connector
• create_intake_session
• get_case