clio_create_matter
Create a new Clio matter by providing a client ID and display number, with optional practice area, project references, and idempotency key for reliable integration.
Instructions
Create a new Clio matter.
Args: display_number (required): Matter display number. description (required): client_id (required): Clio contact ID for the client. practice_area_id: Practice area ID. project_id: Authenticated Project UUID. project_ref: Exact project correlation reference. connector_account_ref: Project-bound connector account alias. idempotency_key: Stable business-action identity. effect: Claimed read or write effect; Spring verifies it. approval_ref: Approved platform task UUID when resuming a write.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "clio_create_matter"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| effect | No | ||
| client_id | No | ||
| project_id | No | ||
| description | No | ||
| project_ref | No | ||
| approval_ref | No | ||
| display_number | No | ||
| idempotency_key | No | ||
| practice_area_id | No | ||
| connector_account_ref | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |