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AroFlo: Get Clients

aroflo_get_clients
Read-onlyIdempotent

Retrieve client data from AroFlo with customizable queries, filtering, sorting, and pagination options to manage customer information efficiently.

Instructions

Query the AroFlo Clients 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_clients' is dynamically registered within this loop, which iterates over all AroFlo zones (including 'Clients') and assigns a tool name using `aroflo_get_${zoneToToolSuffix(zone)}`. The handler logic follows this registration in the same function.
    const toolName = `aroflo_get_${zoneToToolSuffix(zone)}`;
    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 confirm read-only/idempotent status, so the description appropriately focuses on adding query syntax semantics: pipe-delimited WHERE clauses ('and|field|=|value'), ORDER syntax ('field|asc'), JOIN areas ('lineitems'), and mode options with defaults. It explains payload optimization via compact/select parameters—valuable behavioral details beyond the annotations.

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?

The description is information-dense with zero filler, efficiently packing syntax examples, type flexibility notes, default values, and documentation references into a compact text. Every clause serves a purpose: explaining parameter formats, enumerating valid modes, or directing to field documentation. Minor deduction for being a single dense block that could benefit from structural separation of distinct concepts.

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?

Given the high complexity (18 parameters, nested objects, 0% schema coverage) and presence of an output schema, the description achieves appropriate completeness by focusing on the non-obvious query syntax and deferring exhaustive field lists to the referenced API documentation ('aroflo://docs/api/<slug>'). It adequately prepares the agent to construct valid queries despite the schema's lack of descriptions.

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?

With 0% schema description coverage across 18 parameters, the description carries significant explanatory burden. It comprehensively documents the complex query parameters (where, order, join syntax), mode enum values (data/verbose/debug/raw), and compact/select usage patterns. While pagination parameters (page, pageSize, autoPaginate) and boolean flags (verbose, debug, raw) remain undocumented, the description successfully explains the non-obvious query DSL parameters that would otherwise be unusable.

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

Purpose5/5

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

The description explicitly states 'Query the AroFlo Clients zone (GET)'—providing a specific verb (Query), resource (Clients zone), and HTTP method. This clearly distinguishes it from the 40+ sibling tools operating on different zones (assets, invoices, tasks, etc.) and from the mutation tool aroflo_create_or_update_record.

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?

While the description implies usage through the 'Clients zone' specificity, it lacks explicit when-to-use guidance versus the generic aroflo_query_zone tool or aroflo_get_record. It does reference documentation resources ('aroflo://docs/api/<slug>') for valid fields, which helps with usage context but doesn't fully address tool selection criteria.

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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