Tool reference
The Klarify MCP server exposes tools across session management, content search, organizational structure, and content management. Tools are registered per session based on the signed-in user’s role — you only see tools your role allows. See Permissions and roles for the access matrix.
The examples in this page show natural-language prompts you can give an AI client. The AI translates each prompt into the appropriate tool call.
Session
These tools are available to every signed-in user.
| Tool | Role | Description |
|---|---|---|
get_current_user | All | Returns the signed-in user’s name, email, employee ID, role, and current organization |
Examples
Who am I signed in as in Klarify?
Search and discovery
| Tool | Role | Description |
|---|---|---|
search_documents | Employee+ | Semantic search across process models, global tasks, and other documents |
Examples
Find any process related to customer onboarding.
Search Klarify for documents that mention SOC 2.
Process models and global tasks
| Tool | Role | Description |
|---|---|---|
list_procedures | Employee+ | List process models and global tasks with filters for type, status, folder, or owner |
get_procedure | Employee+ | Get a document’s details, variants, and associated process data |
get_procedure_variant | Employee+ | Get a specific document variant including sections and task instructions |
get_process | Employee+ | Get a process model record including its BPMN flowchart XML |
list_process_activities | Employee+ | List the activities (tasks) within a process model |
list_activities_by_performer | Employee+ | List activities where a specific user is the task performer |
describe_process | Employee+ | Generate a plain-language description of a process model |
list_user_documents | Employee+ | List documents where a specific user is the assigned owner (accountable) or a task performer (responsible) — not based on edit access. Call twice: once with role=owner and once with role=performer |
Examples
Show me all published process models in the Finance folder.
Describe the Customer Onboarding process model in plain language.
Which activities in the Quarterly Close process model are assigned to Maya?
List every document Priya Patel owns or is a performer on.
Folders and document hierarchy
| Tool | Role | Description |
|---|---|---|
list_folders | Employee+ | List the folder hierarchy |
create_folder | Admin | Create a new folder in the document hierarchy |
rename_folder | Admin | Rename a folder |
delete_folder | Admin | Delete a folder |
move_entity | Admin | Move a folder, process model, or global task to a new parent |
add_procedure_to_folder | Admin | Add or move a process model or global task into a folder |
remove_procedure_from_folder | Admin | Remove a process model or global task from its folder |
Examples
Show me the folder structure under Operations.
Create a folder called 2026 Audits under Compliance.
Move the Vendor Approval Checklist global task into the Procurement folder.
Organization
| Tool | Role | Description |
|---|---|---|
get_organization | All | Core organization info: ID, name, domain, type, picture |
get_organization_stats | Employee+ | Counts of employees, departments, and regions |
get_organization_settings | Org Admin+ | SSO and login settings |
get_organization_billing | Account Owner | Billing details: plan, period, next bill |
list_organization_members | Employee+ | List members with their admin role and content access; supports search, role, access-level, and active-only filters with pagination |
Examples
How many employees and departments does my organization have?
What SSO provider is configured on this organization?
List the Org Admins on this organization.
Employees
| Tool | Role | Description |
|---|---|---|
list_employees | Employee+ | List employees with optional search and department filters |
get_employee | Employee+ | Get an employee’s full details, positions, and linked user info |
create_employee | Admin | Create an employee (requires first name, last name, email) |
update_employee | Admin | Update an employee’s fields by ID |
delete_employee | Admin | Delete an employee, with optional data transfer |
bulk_create_employees | Admin | Bulk-create employees from a CSV string |
Examples
List all employees in the Marketing department.
Show me the full record for Priya Patel.
Create a new employee: Sam Lee, sam@acme.com.
For CSV format details, see CSV bulk import.
Positions
| Tool | Role | Description |
|---|---|---|
list_positions | Employee+ | List positions with filters for job title, department, or region |
get_position | Employee+ | Get a position’s details: employee, department, region, manager, teams |
create_position | Admin | Create a new position (requires job title and region) |
update_position | Admin | Update position fields by ID |
delete_position | Admin | Delete a position |
bulk_create_positions | Admin | Bulk-create positions from CSV |
assign_employee_to_position | Admin | Assign an employee to a position |
unassign_employee_from_position | Admin | Remove an employee from a position |
update_employee_position | Admin | Update an employee’s position assignment |
bulk_assign_employees_to_positions | Admin | Bulk-assign employees to positions from CSV |
Examples
List every open position in the London region.
Assign Priya Patel to the Senior Analyst position.
Departments
| Tool | Role | Description |
|---|---|---|
list_departments | Employee+ | List departments |
get_department | Employee+ | Get a department’s positions and employees |
create_department | Admin | Create a new department |
update_department | Admin | Update a department by ID |
delete_department | Admin | Delete a department by ID |
bulk_create_departments | Admin | Bulk-create departments from CSV |
Examples
List all departments and how many employees each has.
Create a new department called Customer Success reporting to Operations.
Teams
| Tool | Role | Description |
|---|---|---|
list_teams | Employee+ | List teams with members |
get_team | Employee+ | Get a team’s details, members, and admins |
create_team | Admin | Create a new team |
update_team | Admin | Update a team by ID |
delete_team | Admin | Delete a team by ID |
bulk_create_teams | Admin | Bulk-create teams from CSV |
add_team_member | Admin | Add a position to a team |
remove_team_member | Admin | Remove a position from a team |
Examples
List the members of the Incident Response team.
Add the Senior Analyst position to the Risk Review team.
Regions
| Tool | Role | Description |
|---|---|---|
list_regions | Employee+ | List every region in the organization |
create_region | Admin | Create a new named region |
update_region | Admin | Update a region’s name |
delete_region | Admin | Delete a named region (the GLOBAL region is protected) |
bulk_create_regions | Admin | Bulk-create regions from CSV |
Examples
List all Klarify regions.
Create a new region called APAC.
Locations
| Tool | Role | Description |
|---|---|---|
list_locations | Employee+ | List locations with optional search and region filters |
get_location | Employee+ | Get a location’s region and country |
create_location | Admin | Create a new location |
update_location | Admin | Update a location by ID |
delete_location | Admin | Delete a location by ID |
Examples
List every location in the APAC region.
Create a new location in the Singapore region.
Klarify Partners
These tools are only relevant to Klarify Partner organizations — partners managing one or more client organizations from a single partner account. Sign in to your partner org first, then use these tools to list the partner’s clients, switch into a client org, and manage which partner employees are assigned where.
| Tool | Role | Description |
|---|---|---|
list_my_organizations | All | List every organization the signed-in user has access to, labelled [partner] / [client] and showing which org is currently active |
switch_organization | All | Switch the current session to a different organization — subsequent tool calls operate in that org’s context, with tools and permissions updated to your role there |
list_partner_clients | Admin | List the client organizations managed by the current partner org, including which partner employees are assigned to each client |
add_partner_user_to_client | Admin | Add a partner employee to a client organization, using the client’s default role and access |
remove_partner_user_from_client | Admin | Remove a partner employee from a client organization |
Examples
What organizations do I have access to in Klarify?
Switch me to the Acme Corp organization.
Show me every client organization our partner org manages.
Add Priya Patel as a partner employee on the Acme Corp client.
Remove Sam Lee from the Beta Industries client.
CSV bulk import
The bulk_create_* tools accept a CSV string containing a header row followed by data rows. The tool returns a result object indicating how many rows were created, how many failed, and the errors per failed row.
| Tool | Required columns | Optional columns |
|---|---|---|
bulk_create_employees | first_name, last_name, email | middle_name, display_name, telephone, address, country_id, timezone |
bulk_create_positions | job_title, region_id | department_id, location_id, work_status, work_schedule, work_mode |
bulk_create_regions | name | — |
bulk_create_teams | name | overview |
bulk_create_departments | name | parent_department_id, tag_color |
bulk_assign_employees_to_positions | See assign_employee_to_position schema | — |
Example
Import these employees from CSV: …
Role abbreviations used above
| Label | Meaning |
|---|---|
| All | Every signed-in user, including Guest |
| Employee+ | Any Klarify member (Employee, Guest excluded), plus all admin roles |
| Admin | Org Admin, Super Admin, Account Manager, or Account Owner |
| Org Admin+ | Org Admin, Super Admin, Account Manager, or Account Owner |
| Account Owner | Account Owner only |
See Permissions and roles for the full matrix.