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search_clients

Search Clio practice management to find client contacts by name, email, or phone number, with optional filtering by person or company.

Instructions

Search for clients/contacts in Clio practice management.

Requires Clio API token. Use this to look up client info, phone numbers, emails.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryNoSearch by name, email, or phone number
contact_typeNoFilter by 'Person' or 'Company'

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior3/5

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

With no annotations provided, the description carries the burden of behavioral disclosure. It does mention the API token requirement and implies a read-only operation via 'look up.' Yet it does not explicitly state read-only/non-destructive behavior, pagination, result format, or any limitations, leaving meaningful gaps.

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 compact and well-structured: purpose first, then prerequisite, then intended use cases. Every sentence adds value and there is no redundant filler.

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 two-parameter search tool with an output schema, the description covers the essential context: purpose, prerequisite, and typical use. It does not mention pagination or search scope, but the output schema mitigates return-value ambiguity. Overall, it is reasonably complete but not exhaustive.

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?

Schema description coverage is 100%, so the schema already documents both parameters (query and contact_type). The description adds no additional parameter-level meaning beyond what the schema provides, so a baseline score of 3 is appropriate.

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 specific action ('Search for clients/contacts') and resource ('Clio practice management'), distinguishing it from sibling search tools like search_matters. The verb 'Search' and the target domain are immediately clear.

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 provides clear usage context: 'Use this to look up client info, phone numbers, emails.' It also notes a prerequisite ('Requires Clio API token'). However, it does not explicitly contrast with alternatives or state when not to use this tool, so it falls short of the highest tier.

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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