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AroFlo: Get ClientNotes

aroflo_get_clientnotes
Read-onlyIdempotent

Retrieve client notes from AroFlo by applying filters, sorting results, and joining related data to access specific information efficiently.

Instructions

Query the AroFlo ClientNotes zone (GET). Use pipe-delimited WHERE clauses like "and|field|=|value", ORDER clauses like "field|asc", and JOIN areas like "lineitems". where/order/join accept either a single string or an array. mode: data|verbose|debug|raw (default: data). Set compact=true and optionally select=["field","nested.field"] to reduce payload size. See resource "aroflo://docs/api/" (example: "aroflo://docs/api/quotes") for valid fields/values.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
whereNo
orderNo
joinNo
pageNo
pageSizeNo
autoPaginateNo
maxPagesNo
maxResultsNo
maxItemsTotalNo
validateWhereNo
modeNo
verboseNo
debugNo
rawNo
compactNo
selectNo
maxItemsNo
extraNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Implementation Reference

  • The tool 'aroflo_get_clientnotes' is registered dynamically within the loop in `registerZoneGetTools` inside `src/mcp/tools/get-zones.ts`, based on the `AROFLO_ZONES` array. The handler logic handles the API request, parameter normalization, and pagination.
    server.registerTool(
      toolName,
      {
        title: `AroFlo: Get ${zone}`,
        description:
          `Query the AroFlo ${zone} zone (GET). ` +
          `Use pipe-delimited WHERE clauses like "and|field|=|value", ORDER clauses like "field|asc", and JOIN areas like "lineitems". ` +
          `where/order/join accept either a single string or an array. ` +
          `mode: data|verbose|debug|raw (default: data). ` +
          `Set compact=true and optionally select=[\"field\",\"nested.field\"] to reduce payload size. ` +
          `See resource "aroflo://docs/api/<slug>" (example: "aroflo://docs/api/quotes") for valid fields/values.`,
        inputSchema,
        // MCP SDK expects output schemas to be object schemas (or raw object shapes).
        // `z.any()` causes output validation to crash under the current SDK.
        outputSchema: z.object({}).passthrough(),
        annotations: {
          readOnlyHint: true,
          idempotentHint: true,
          openWorldHint: true
        }
      },
      async (args) => {
        const mode = resolveOutputMode(args);
        const envelopeRequested =
          typeof args.mode === 'string' || Boolean(args.raw) || Boolean(args.verbose);
        try {
          const where = normalizeWhereParam(args.where);
          const order = normalizeOrderParam(args.order);
          const join = normalizeJoinParam(args.join);
    
          if (args.validateWhere !== false) {
            await validateWhereOrThrow({ zone, where });
          }
    
          const autoPaginate = Boolean(args.autoPaginate);
          const startPage = args.page ?? 1;
          const pageSize = args.pageSize ?? (autoPaginate ? 200 : undefined);
          const maxResultsRaw =
            typeof args.maxItemsTotal === 'number' ? args.maxItemsTotal : args.maxResults;
          const maxResults =
            typeof args.maxResults === 'number' && typeof args.maxItemsTotal === 'number'
              ? Math.min(args.maxResults, args.maxItemsTotal)
              : maxResultsRaw;
          const maxPages = args.maxPages ?? (autoPaginate ? 25 : undefined);
    
          const debugInfo: Record<string, unknown> | undefined = args.debug
            ? {
                zone,
                normalized: {
                  where,
                  order,
                  join,
                  page: startPage,
                  pageSize,
                  extra: args.extra
                }
              }
            : undefined;
    
          let response = await client.get(zone, {
            where,
            order,
            join,
            page: startPage,
            pageSize,
            extra: args.extra
          });
    
          let pagesFetched = 1;
          let truncated = false;
          let truncatedReason: string | undefined;
          let nextPage: number | undefined;
    
          if (autoPaginate) {
            let currentPage = startPage;
            let lastPageCount = extractZoneItems(zone, response.data).items.length;
            while (true) {
              const total = extractZoneItems(zone, response.data).items.length;
    
              if (typeof maxResults === 'number' && total >= maxResults) {
                truncated = true;
                truncatedReason = 'maxResults';
                nextPage = currentPage + 1;
                break;
              }
    
              if (typeof maxPages === 'number' && pagesFetched >= maxPages) {
                truncated = true;
                truncatedReason = 'maxPages';
                nextPage = currentPage + 1;
                break;
              }
    
              if (typeof pageSize === 'number' && lastPageCount < pageSize) {
                break;
              }
    
              currentPage += 1;
              const next = await client.get(zone, {
                where,
                order,
                join,
                page: currentPage,
                pageSize,
                extra: args.extra
              });
    
              // If the next page contributes nothing, stop.
              const nextCount = extractZoneItems(zone, next.data).items.length;
              if (nextCount === 0) {
                break;
              }
    
              response = {
                ...response,
                data: mergeZoneResponseData(response.data, next.data).merged
              };
              pagesFetched += 1;
              lastPageCount = nextCount;
    
              // Stop if the last page was short.
              if (typeof pageSize === 'number' && nextCount < pageSize) {
                break;
              }
            }
          }
    
          if (typeof maxResults === 'number') {
            const total = extractZoneItems(zone, response.data).items.length;
            if (total > maxResults) {
              const { truncated: newData } = truncateZoneArrays(response.data, maxResults);
              response = { ...response, data: newData };
              truncated = true;
              truncatedReason = truncatedReason ?? 'maxResults';
            }
          }
    
          let compactApplied = false;
          let effectiveResponse = response;
          const defaultSelect =
            zone === 'Tasks' && args.compact && (!args.select || args.select.length === 0)
              ? [
                  'taskid',
                  'jobnumber',
                  'status',
                  'taskname',
                  'daterequested',
                  'createdutc',
                  'clientid',
                  'org.orgid',
                  'org.orgname',
                  'projectid',
                  'stageid',
                  'project.projectid',
                  'project.projectname',
                  'tasktotals.totalhrs'
                ]
              : undefined;
          const select = args.select ?? defaultSelect;
    
          if (args.compact || (select && select.length > 0) || args.maxItems) {
            compactApplied = true;
            const compactedData = compactZoneResponseData(response.data, {
              select,
              maxItems: args.maxItems
            });
            effectiveResponse = { ...response, data: compactedData };
          }
    
          // Backward compatible default: return the full AroFlo client response, optionally
          // annotated with pagination/debug metadata. The new minimal envelope is opt-in via
          // args.mode / args.verbose / args.raw.
          if (!envelopeRequested) {
            let finalData: unknown = effectiveResponse.data;
            if (autoPaginate || truncated) {
              finalData = withZoneResponseMeta(finalData, {
                pagesFetched,
                truncated,
                truncatedReason,
                nextPage
              });
            }
            if (debugInfo) {
              finalData = withDebug(finalData, debugInfo);
            }
            return successToolResult({ ...effectiveResponse, data: finalData });
          }
    
          const out = buildZoneDataEnvelope({
            zone,
            response: effectiveResponse,
            page: startPage,
            pageSize,
            mode,
            mcp:
              autoPaginate || truncated
                ? {
                    autoPaginate,
                    pagesFetched,
                    truncated,
                    truncatedReason,
                    nextPage
                  }
                : undefined,
            debug: debugInfo,
            compactApplied,
            select,
            maxItems: args.maxItems
          });
    
          return successToolResult(out);
        } catch (error) {
          return errorToolResult(error, { mode, debug: { zone } });
        }
      }
    );
Behavior4/5

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

Annotations declare readOnly/idempotent/openWorld, so the description appropriately focuses on adding query syntax semantics (pipe-delimited format), response modes (data/verbose/debug/raw), and payload reduction controls (compact/select). It correctly states this is a GET operation, aligning with annotations without redundancy.

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

Conciseness4/5

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

Single dense sentence front-loads the purpose ('Query...') followed immediately by syntax examples. Every clause provides unique value (syntax patterns, type flexibility, mode options, documentation references). Slightly dense but efficiently packed with no filler.

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?

Given the presence of an output schema and annotations covering safety profiles, the description appropriately focuses on input query syntax. However, for an 18-parameter tool with complex pagination options (autoPaginate, maxPages, maxResults), the omission of these controls leaves the description incomplete for full operational context.

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?

With 0% schema description coverage, the description compensates by explaining the complex query parameters (where/order/join syntax) and mode/compact/select options. However, it fails to document 12 other parameters including pagination controls (page, pageSize, autoPaginate), validation flags (validateWhere), and the 'extra' object, leaving significant semantic gaps.

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 specific verb 'Query' and resource 'ClientNotes zone', distinguishing it from sibling tool 'aroflo_get_clients'. The '(GET)' annotation reinforces the read-only nature. However, it could briefly clarify what 'ClientNotes' represents (e.g., notes attached to client records) to fully distinguish from client entities themselves.

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

Usage Guidelines3/5

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

Provides essential syntax guidance for pipe-delimited WHERE clauses and JOIN areas, implying when complex filtering is needed. However, it lacks explicit comparison to siblings (e.g., when to use this vs 'aroflo_get_clients' or 'aroflo_get_record') and doesn't mention prerequisites like valid zone slugs.

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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