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Klarefi

by com.klarefi
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Open intake

open_intake
Read-onlyIdempotent

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.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "open_intake"
  }
}

Input Schema

NameRequiredDescriptionDefault
urlNoSigned hosted intake URL. Include it in every call to the hosted MCP endpoint.
session_idNo
access_tokenNoApplicant access token. Use it with session_id instead of url.
api_base_urlNoOptional Klarefi deployment URL for local stdio use. The hosted MCP endpoint does not accept this override.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4.4/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare read-only and idempotent, and the description adds useful context: no API key required, and a credential reuse requirement for later calls. This supplements the annotation information without contradicting it.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Two sentences, front-loaded with the core action, no redundant text. Every sentence provides value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a read tool with no required params and no output schema, the description covers the essential input selection and credentials. It could mention what is returned, but the name and purpose imply intake data.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 75% and already describes most parameters. The description adds the key relationship that url OR session_id+access_token are alternatives, clarifying the mutual exclusivity not fully explicit in schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool reads an applicant intake, with two alternative authentication methods (signed URL or session_id+access_token). It distinguishes itself from sibling tools that create, submit, or save intakes.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides clear context on when to use: reading an intake via hosted or local endpoint. Includes specific guidance about credentials and the hosted endpoint, but does not explicitly mention alternatives or exclusions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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