How do I install Klarefi?

Klarefi supports both local and remote installation. For local use, install it via npm (npx) and add the configuration to your AI app. For remote access, add the server URL to your MCP configuration.

Is Klarefi safe to use?

Yes. Klarefi passed MCP Marketplace's automated security scan with a score of 8/10 (low risk). Every server on MCP Marketplace is security-scanned before it's listed; see the full security report on this page for the findings and permissions.

What credentials does Klarefi need?

Klarefi requires the following credentials or environment variables: Authorization. You can find setup instructions on the server detail page.

What AI apps work with Klarefi?

Klarefi uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

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Klarefi MCP Server

by klarefi

Business ToolsLow Risk8.0LocalRemoteNew

Free

Complete regulated intake work before human review.

About

Klarefi guides applicants, reads submitted documents, resolves workflow facts with cited evidence, and prepares case files for operators. It also lets approved clients create intake sessions, inspect the operator queue, save workflow drafts, and run controlled connector actions.

Klarefi completes the intake. It does not decide the case.

The hosted MCP server uses the stateless MCP `2026-07-28` protocol. Local clients can also run the same server through the `@klarefi/mcp` package.

Security Report

8.0

Low Risk8.0Low Risk

Remote MCP endpoint verified (156ms response). Server: klarefi-mcp. 20 tools available. 2 trust signals: valid MCP protocol, requires auth. No security issues detected.

20 tools verified · Open access · 1 issue found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Remote servers are capped at 8.0 because source code is not available for review. The score reflects endpoint verification only.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

HTTP Network Access

Connects to external APIs or services over the internet.

What You'll Need

Set these up before or after installing:

Use `Bearer` followed by a Klarefi API key for customer and operator tools. Create a key in Klarefi Developer Settings.Optional

Environment variable: Authorization

How to Install & Connect

Available as Local & Remote

This plugin can run on your machine or connect to a hosted endpoint. during install.

Getting Started

Once installed, try these example prompts and explore these capabilities:

1"Open this signed Klarefi intake URL and tell me what information is still required."
2"Show the operator queue and summarize why each case needs review."
3"Get the cited case package for this case. Do not make a decision."
4"Save this Form, Fact, Verify declaration as a workflow draft."
5Tool: `open_intake` — Open an applicant intake from a signed URL.
6Tool: `get_case_workspace` — Inspect facts, cited evidence, blockers, ownership, and timeline.
7Tool: `get_case_package` — Retrieve the cited case artifact and its read-only URL.
8Tool: `save_workflow_draft` — Validate and save a workflow draft without publishing it.