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search_matters

Find matters and cases in Clio using search by number or description, and filter by status or client.

Instructions

Search for matters (cases) in Clio practice management.

Requires Clio API token. Find open cases, filter by status or client.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryNoSearch by matter number or description
statusNoFilter by 'Open', 'Closed', or 'Pending'
client_idNoFilter by client contact ID

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, the description carries the behavioral transparency burden. It discloses the API token requirement and the ability to filter by status or client, but it omits details about pagination, response format, or default behavior when filters are omitted. This is adequate but not rich.

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 front-loaded: the first sentence states the purpose, and the second adds the key requirement and typical usage. No filler or redundant content is present.

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 search tool with full schema descriptions and an output schema, the description covers purpose, auth, and common filters. It does not mention what happens when no filters are supplied (e.g., returns all matters), but the output schema and schema coverage fill most gaps, so it is adequately complete.

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 input schema provides detailed descriptions for all three parameters, achieving 100% schema coverage. The description adds high-level context ('Find open cases, filter by status or client') but does not add meaningful semantic detail beyond what the schema already states, so the baseline 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 uses a specific verb 'Search' and identifies the resource 'matters (cases)' in Clio practice management, clearly distinguishing it from sibling tools like search_clients or federal case searches. The scope is explicit 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 Guidelines4/5

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

The description provides clear context for when to use the tool (searching Clio matters) and mentions the API token requirement. However, it does not explicitly state when not to use it or compare it against alternatives, so it falls short of a 5.

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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