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Clio MCP Server and API by Cotlet

List bills in Clio

clio_list_bills
Read-onlyIdempotent

List bills in the user's own Clio account from ChatGPT, Claude or any AI agent. Returns how to do it in Clio step by step (screens, buttons, fields) and opens nothing by itself; then do it with the cotlet_browser_* tools in the user's Clio Cloud Browser. Clio's official API: Yes.

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": "clio_list_bills"
  }
}

Input Schema

NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A3.9/5.0
Behavior4/5

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

Adds meaningful context beyond the annotations: 'opens nothing by itself' confirms zero side effects and reinforces readOnly/no-destructive, and the return payload is described as step-by-step screens/buttons/fields. Given annotations already declare readOnly, idempotent, closed-world behavior, this is solid added value, though it omits any note on output size or what happens if the app isn't connected.

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

Conciseness3/5

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

Reasonably front-loaded, but two sentences are filler: 'from ChatGPT, Claude or any AI agent' is boilerplate, and the trailing fragment 'Clio's official API: Yes.' is grammatically broken and conveys little. The core workflow sentence is the only high-value content.

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 zero-parameter guidance tool with no output schema, the description covers what it returns and the follow-up tool family to use. It could be more complete about the scope of guidance (which bill-related screens/tasks are covered) and whether the browser session must already be open, but nothing essential for correct invocation is missing.

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?

The schema has zero parameters, so there is nothing for the description to disambiguate; baseline 4 applies. The description correctly implies the tool takes no arguments and cannot be scoped by date, client, or matter.

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

Purpose4/5

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

States a specific verb and resource ('List bills in the user's own Clio account') and immediately clarifies the real behavior: it 'Returns how to do it in Clio step by step (screens, buttons, fields)', so an agent knows the output is procedural guidance, not bill data. That corrects for the misleading tool name, though it never contrasts itself with sibling guidance tools such as cotlet_app_guide.

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?

Gives clear sequencing: call this first to obtain steps, 'then do it with the cotlet_browser_* tools in the user's Clio Cloud Browser'. The when-to-use context is explicit. It stops short of naming any exclusion or an alternative to use instead when this tool is the wrong choice.

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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