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roam_create_outline

Add structured outlines to existing Roam Research pages or blocks with customizable hierarchical levels for organizing thoughts, research, and meeting notes.

Instructions

Add a structured outline to an existing page or block (by title text or uid), with customizable nesting levels. To create a new page with an outline, use the roam_create_page tool instead. The outline parameter defines new blocks to be created. To nest content under an existing block, provide its UID or exact text in block_text_uid, and ensure the outline array contains only the child blocks with levels relative to that parent. Including the parent block's text in the outline array will create a duplicate block. Best for:

  • Adding supplementary structured content to existing pages

  • Creating temporary or working outlines (meeting notes, brainstorms)

  • Organizing thoughts or research under a specific topic

  • Breaking down subtopics or components of a larger concept Best for simpler, contiguous hierarchical content. For complex nesting (e.g., tables) or granular control over block placement, consider roam_process_batch_actions instead. API Usage Note: This tool performs verification queries after creation. For large outlines (10+ items) or when rate limits are a concern, consider using roam_process_batch_actions instead to minimize API calls. IMPORTANT: Before using this tool, ensure that you have loaded into context the 'Roam Markdown Cheatsheet' resource.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
page_title_uidNoTitle or UID of the page (UID is preferred for accuracy). Leave blank to use the default daily page.
block_text_uidNoThe text content or UID of the block to nest the outline under (UID is preferred for accuracy). If blank, content is nested directly under the page (or the default daily page if page_title_uid is also blank).
outlineYesArray of outline items with block text and explicit nesting level. Must be a valid hierarchy: the first item must be level 1, and subsequent levels cannot increase by more than 1 at a time (e.g., a level 3 cannot follow a level 1).
graphNoTarget graph key from ROAM_GRAPHS config. Defaults to ROAM_DEFAULT_GRAPH. Only needed in multi-graph mode.
write_keyNoWrite confirmation key. Required for write operations on non-default graphs when write_key is configured.
Behavior4/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It effectively describes key behaviors: it performs verification queries after creation, mentions rate limit concerns for large outlines, and requires loading the 'Roam Markdown Cheatsheet' resource beforehand. However, it lacks details on error handling or response format, which could be improved.

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 well-structured and front-loaded with the core purpose and key usage guidelines. It uses bullet points and bold text for emphasis, but it includes some redundancy (e.g., repeating warnings about duplicates and API usage) and could be slightly more concise by merging related points.

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 complexity of the tool (5 parameters, no annotations, no output schema), the description is mostly complete. It covers purpose, usage, parameters, and behavioral aspects like verification and rate limits. However, it lacks details on the output format or error scenarios, which would enhance completeness for a tool with no output schema.

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?

Schema description coverage is 100%, so the baseline is 3. The description adds value by explaining parameter semantics beyond the schema: it clarifies that 'outline' defines new blocks, warns against including parent block text to avoid duplicates, and explains how 'block_text_uid' works for nesting under existing blocks. This compensates well, though it doesn't cover all parameters like 'graph' or 'write_key' in depth.

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 clearly states the tool's purpose: 'Add a structured outline to an existing page or block' with specific details about customization and nesting. It explicitly distinguishes from sibling tools like 'roam_create_page' for new pages and 'roam_process_batch_actions' for complex nesting, avoiding tautology.

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

Usage Guidelines5/5

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

The description provides explicit guidance on when to use this tool versus alternatives: use 'roam_create_page' for new pages, 'roam_process_batch_actions' for complex nesting or large outlines, and this tool for simpler, contiguous hierarchical content. It also includes specific scenarios like 'Adding supplementary structured content to existing pages' and warnings about duplicate blocks.

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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