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Create a matter

clio_create_matter
Destructive

WRITE: Open a new matter for an existing client contact. Requires the client's contact id and a description. Clio: POST /matters.json.

Input Schema

NameRequiredDescriptionDefault
fieldsNoOverride the returned fields: a comma-separated list, nested resources in braces one level deep, e.g. id,name,matter{id,display_number}. Omit for a sensible default.
statusNoInitial status (Clio defaults to open).
billableNoWhether the matter is billable.
locationNoLocation of the matter.
client_idYesThe client contact's numeric Clio id.
open_dateNoOpen date (ISO-8601 date, YYYY-MM-DD).
descriptionYesWhat the matter is, e.g. 'Smith v. Jones — lease dispute'.
client_referenceNoThe client's own reference for this matter.
practice_area_idNoPractice area id.
originating_attorney_idNoOriginating attorney (user id).
responsible_attorney_idNoResponsible attorney (user id).

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.7/5.0
Behavior3/5

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

Annotations already declare the write, non-idempotent, open-world and destructive profile. The description adds the useful prerequisite that the client contact must exist and the Clio endpoint, but it does not explain duplicate-creation risk or side effects beyond what annotations cover.

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?

Very short and front-loaded, with the WRITE marker and core action first. Every sentence contributes necessary calling context without repetition.

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

Completeness3/5

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

Adequate for invocation because the schema documents all 11 parameters and annotations cover safety traits. However, for a create tool with no output schema, the description omits what the call returns and does not warn about duplicate matters.

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

Parameters3/5

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

Schema coverage is 100%, so all parameters are already documented in the input schema. The description only restates the two required parameters (client_id and description) and adds no format or optional-field guidance beyond the schema.

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: opening a new matter for an existing client contact. It distinguishes creation from the get/list matter siblings implicitly through 'new matter', but does not explicitly name alternatives.

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 that the client contact must already exist and names the two required inputs. It does not state when not to use it or explicitly point to get/list alternatives, but the create-vs-retrieve distinction is clear.

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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