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roam_create_outline

Create structured outlines under any Roam page or block, with customizable nesting levels. Ideal for organizing meeting notes, brainstorms, or research subtopics.

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: call roam_get_guidelines for this graph once per session, and load the Roam Markdown Cheatsheet, before using this tool.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
graphNoTarget graph key from ROAM_GRAPHS config. Defaults to ROAM_DEFAULT_GRAPH. Only needed in multi-graph mode.
orderNoInsertion position for the first level-1 block relative to existing page/block children. Accepts "first", "last", or a non-negative integer (0-indexed). Default: "last".
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).
write_keyNoWrite confirmation key. Required for write operations on non-default graphs when write_key is configured.
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).
page_title_uidNoTitle or UID of the page (UID is preferred for accuracy). Leave blank to use the default daily page.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
successYes
page_uidYes
parent_uidYesBlock the outline was nested under
created_blocksYesThe created block tree. Objects, not UID strings.
Behavior4/5

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

The description goes beyond the annotations (which are all false) by disclosing that the tool 'performs verification queries after creation' and warns about the risk of duplicate blocks if the parent block's text is included in the outline array. It also clarifies that the outline parameter defines new blocks, which is key behavioral context. However, it does not mention idempotency failure behavior or partial-failure details, so it is not fully exhaustive.

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 longer than strictly necessary but well-structured with a clear opening sentence, bulleted 'Best for' list, and a separate API Usage Note. Each section adds value without redundancy, and the most essential information is front-loaded. It earns a 4 rather than 5 due to its length, though it remains focused.

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

Completeness5/5

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

Given the tool's complexity (6 parameters, nested outline structure), the description is remarkably complete. It covers purpose, usage alternatives, API rate-limit implications, common use cases, and even a prerequisite instruction (call roam_get_guidelines). The existence of an output schema further reduces the need to describe return values, so there are no significant gaps.

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 input schema already provides 100% coverage of parameter descriptions, so the baseline is 3. The description adds meaningful semantic nuances beyond the schema, particularly for the `outline` parameter: it explains that levels are relative to the parent block, and warns against including the parent block's text. This extra guidance helps prevent common usage errors.

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 function: 'Add a structured outline to an existing page or block (by title text or uid), with customizable nesting levels.' It distinguishes itself from the sibling tool `roam_create_page` by explicitly noting that tool should be used for creating new pages with outlines. The verb-resource pairing is specific and unambiguous.

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 vs alternatives: 'To create a new page with an outline, use the `roam_create_page` tool instead' and 'For complex nesting (e.g., tables) or granular control over block placement, consider `roam_process_batch_actions` instead.' It also includes a 'Best for' list and a clear exclusion criterion, making the decision process straightforward.

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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