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 how Klarify AI applies your permissions 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.

Guided prompts

Alongside individual tools, the Klarify MCP server offers prompts — reusable, guided workflows an AI client can start on request. Where a tool performs a single action, a prompt runs a whole walkthrough, calling the tools it needs and adapting to your role. MCP-compatible clients surface prompts as selectable starting points; how they appear depends on the client.

Prompt	Role	Description
onboard_employee	All	A guided, interactive introduction to Klarify that walks you through your account, employee record, position(s), accountabilities and responsibilities, the document repository, and your organization’s structure — one area at a time

The onboarding walkthrough adapts to who you are. An employee is guided through all six areas; a guest, who has read-only access, is shown only the account overview and the document folder structure, with the other areas explained as unavailable. Members with an admin role are additionally offered the broader organization structure — departments, positions, regions, and locations.

By default the walkthrough covers every area in order. To focus on just one, the prompt accepts an optional step argument: welcome, profile, positions, responsibilities, documents, or people.

Examples

Onboard me to Klarify.

Walk me through just my accountabilities and responsibilities.

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
list_capabilities	All	Lists everything the AI can help you do, grouped by area and filtered to the actions your role permits. Ask about a specific area to drill into its individual actions, with read/write and destructive markers

Examples

Who am I signed in as in Klarify?

What can you do?

What can you help me with for employees?

Search and discovery

Tool	Role	Description
search_documents	Employee+	Semantic search across process models, global tasks, and other documents
search_glossary	Employee+	Search the organization’s terms glossary and return matching term/definition pairs, including alternate terms

Examples

Find any process related to customer onboarding.

Search Klarify for documents that mention SOC 2.

What does PO mean in our organization?

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
find_documents	Employee+	Find documents by name, returning the owner position and resolved performers. Matches drafts that semantic search does not, so it’s useful for locating a specific document
get_recent_procedures	Employee+	List the most recently updated process models and global tasks

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.

Document visibility

These tools change who can see a process model or global task — setting it to Private, Organization, or Public. They are available to members with Editor or Manager content access and apply only to documents you can edit; Viewers and guests do not see them.

Tool	Role	Description
set_procedure_visibility	Editor+	Set one process model or global task — by name or ID — to PRIVATE, ORGANIZATION, or PUBLIC
bulk_update_procedure_visibility	Editor+	Set the visibility of many documents at once, either from a list of names and IDs or for every document in a folder (including its subfolders)

Like other changes, a visibility change is previewed for your approval before it is applied, and a change that would set a document to the value it already has is skipped as a no-op. Each document in a bulk change is reported individually as succeeded, skipped, or failed — nothing fails silently. If a name matches more than one document, the assistant lists the candidates so you can re-run with the exact one. First drafts are always private and stay private until the document is published.

Examples

Make the Customer Onboarding process model organization-wide.

Set every document in the Public Handbook folder to Public.

Make the Vendor Approval Checklist private.

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	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.

Snapshots and summaries

These tools return quick, aggregated overviews of the organization, useful for getting your bearings before drilling into specific records.

Tool	Role	Description
get_org_summary	Employee+	Get a concise snapshot of the current organization
get_teams_with_counts	Employee+	List teams with their member positions and admins, plus the total team count
get_departments_with_counts	Employee+	List departments with the total department count
get_folder_tree	Employee+	Get the top-level folders and their immediate children

Examples

Give me a quick summary of this organization.

How many teams and departments do we have?

Members and invitations

These tools manage who belongs to the organization — inviting people, changing their access, and deactivating or removing members. Most write actions return a preview for approval before they take effect, and destructive changes that would orphan document responsibilities ask you to choose a transfer target first.

Tool	Role	Description
get_member	Employee+	Get a member’s full details, including linked employee, status, and access levels
list_invited	Employee+	List pending and expired invitations, with filters for search, member type, and status
list_member_audit_events	Admin	List the member-management audit trail (invites, access and role changes, deactivations, removals), newest first
invite_employee_member	Admin	Invite one or more people as employee members, who can hold positions and count toward billing
invite_guest_member	Admin	Invite one or more people as guest members, with read-only access and no billing impact
resend_member_invitation	Admin	Resend a pending or expired invitation, resetting its expiry
cancel_member_invitation	Admin	Cancel a pending or expired invitation
update_member_content_access	Admin	Change a member’s content access level; downgrading to read-only asks for a transfer target so edit responsibilities are not orphaned
update_member_admin_role	Admin	Change a member’s admin role
deactivate_member	Admin	Deactivate a member and revoke their access, asking how to transfer their documents; the employee record is preserved for reactivation
reactivate_member	Admin	Reactivate a previously deactivated member, restoring their role and access
remove_member	Admin	Permanently remove a member. The member must be deactivated first, and the action cannot be undone

Examples

Invite sam@acme.com as an employee with edit access.

List everyone with a pending invitation.

Deactivate Sam Lee and transfer their documents to Priya Patel.

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
add_position_roles	Admin	Add one or more role labels to a position
remove_position_roles	Admin	Remove one or more role labels from a position

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
bulk_add_team_members	Admin	Bulk-add positions to teams from CSV

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
list_countries	Employee+	List countries, used to resolve a country name to the ID needed when creating locations or employees
list_states	Employee+	List states or provinces, optionally filtered by country, used to resolve a state name to its 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	Verify access to another organization and return the steps to reconnect to it. The tool cannot change the active organization itself because the organization is selected during sign-in
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 import 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, unit_no, city, state_id, zip_code, country_id, timezone, department (by name; created if it does not exist), position_id, team_id
bulk_create_positions	job_title, region_id (accepts a region name or ID)	department_id, location_id, work_status, work_schedule, work_mode, manager_position_id, job_overview, position_roles (comma-separated)
bulk_create_regions	name	—
bulk_create_teams	name	overview
bulk_create_departments	name	parent_department_id, parent_department_name (or parent_department, by name), tag_color
bulk_assign_employees_to_positions	employee_id, position_id	type (defaults to PRIMARY)
bulk_add_team_members	team_id, position_id	—

Caution

Column headers must match exactly. A misspelled or missing required column causes the import to fail for affected rows.

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
Editor+	Any member with Editor or Manager content access (Viewers and guests excluded), applied per document you can edit
Admin	Org Admin, Super Admin, Account Manager, or Account Owner
Account Owner	Account Owner only

See how Klarify AI applies your permissions for the full matrix.