com.klarefi由 klarefi.com 發布官方發布者v0.3.0更新於 Nov 2, 2026
Complete regulated intake work and retrieve cited case files without deciding the case.
Klarefi 讓助理為商業貸款機構完成受監管的進件流程：引導申請人、讀取附引用的案件檔案，並管理驗證連接器與工作流程草稿。
Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/com.klarefi%2Fmcp/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。把它新增到你客戶端的 mcpServers 設定中。
{
"mcpServers": {
"klarefi": {
"type": "http",
"url": "https://www.klarefi.com/mcp"
}
}
}Klarefi is an AI intake agent for independent business lenders. It completes the file and your credit team decides. The MCP server can guide applicants, read cited case files, manage workflow drafts and run approved connector actions.
Use the hosted Streamable HTTP endpoint:
Choose an MCP client and connect Klarefi
Customer tools require this header:
Applicant tools can use a signed intake URL without an API key.
This repository includes ready-to-publish metadata for Codex, Claude, Cursor, and Antigravity. Each package connects to the same hosted server.
.codex-plugin/plugin.json and .mcp.json.claude-plugin/plugin.json and mcp.json.cursor-plugin/plugin.json and mcp.jsonplugin.json and mcp_config.jsonserver.jsonFor a local stdio client, run bunx --bun @klarefi/mcp.
來源：README.md，提交 84815da
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.
labelbase_urlopenapi_url必填connector_key必填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.
無需輸入參數。
Delete connector
Delete a configured Klarefi connector by key or stage its deletion for operator approval.
connector_key必填Create intake session
Create a hosted Klarefi intake session.
localeprefillttl_hoursreturn_urlcase_type_id必填external_case_idexternal_customer_idexternal_applicant_idGet case
Retrieve a Klarefi case and resolved facts.
case_id必填List operator queue
List the bounded Klarefi operator queue for this API key's environment. Requires cases:review.
limitGet case workspace
Inspect a case workspace with facts, cited evidence, blockers, ownership, and timeline. This does not mutate the case.
case_id必填Get case package
Get the cited case_package.v1 artifact and a signed read-only case-file URL. The package carries the facts, the calculated facts, and the offer or decline on the case with its files.
case_id必填Submit case review command
Submit an auditable intake-review command. Allowed commands review or correct facts, update evidence, or escalate. This tool cannot complete or reopen a case.
case_id必填payload必填trace_idrationalecommand_type必填idempotency_keyGet review command
Poll the status and result of an intake-review command.
case_id必填command_id必填List workflows
List versioned Form · Fact · Verify workflow declarations.
無需輸入參數。
Save workflow draft
Validate and save a workflow declaration as a draft. This tool cannot publish or activate the workflow.
workflow必填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.
urlsession_idaccess_tokenapi_base_urlGet intake state
Get the current applicant intake state. Pass url, or session_id with access_token, on the hosted MCP endpoint.
urlsession_idaccess_tokenapi_base_urlAnswer intake question
Answer the active applicant question with free text, optionally targeting a task_id.
urltext必填task_idsession_idaccess_tokenapi_base_urlAnswer 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.
urlfields必填task_idsession_idaccess_tokenapi_base_urlUpload 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.
urltask_idfilenamefile_pathmime_typesession_idaccess_tokenapi_base_urlcontent_base64Give intake consent
Record the applicant's consent to processing. Call it when the intake state's next_action is consent, and only after the applicant has agreed to the notice in next_action.notice. Returns the fresh intake state.
urlsession_idaccess_tokenapi_base_urlSubmit intake
Submit the applicant intake. Returns submitted, blockers, and the fresh intake state.
urlsession_idaccess_tokenapi_base_urlfield_valuesSave intake draft
Save applicant form draft fields without submitting. Field values must be strings or null.
urlfields必填session_idaccess_tokenapi_base_urlWait 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.
urlsession_idaccess_tokenapi_base_urltimeout_seconds已滿足適用檢查項的 100%
該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。
https://www.klarefi.com/mcpAuthorization: Bearer KLAREFI_API_KEY