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get_matter_documents

Search legal documents in Clio by document name or matter ID. Retrieve case-specific files to support legal research and practice management.

Instructions

Search documents in Clio, optionally filtered by matter.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryNoSearch by document name
matter_idNoFilter by matter/case ID

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations are provided, so the description must carry the full burden of disclosing behavior. It only states the search/filter action and omits details about return format, pagination, permissions, or whether it is read-only, which is a significant gap for a tool with no annotation support.

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?

The description is a single sentence with no filler, front-loaded with the primary action. It is optimally concise and every word contributes value.

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?

For a simple tool with only two optional parameters and an output schema, the description covers the core capability and is sufficient for basic usage. It lacks deeper behavioral context like pagination or scope, but the output schema fills the return-value gap.

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?

The schema already includes descriptions for both parameters (query and matter_id), giving 100% coverage. The description's 'optionally filtered by matter' is just a restatement of the matter_id parameter, adding no new meaning beyond the schema.

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 uses a specific verb 'Search' and a clear resource 'documents in Clio' with an optional filter, making its purpose immediately obvious. It distinguishes itself from all sibling tools, which handle clients, matters, time entries, and case law rather than documents.

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?

The description offers clear usage context by mentioning the optional matter filter, implying two modes: global search or matter-specific search. It does not name alternatives or exclusions, but the domain is clear enough for an agent to infer when to use this tool.

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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