Skip to main content
Glama

clio_create_payment_link

DestructiveIdempotent

Create a payment link for a Clio client matter, enabling clients to pay invoices or trust accounts directly.

Instructions

Clio connector operation create_payment_link (platform tool clio.create_payment_link).

Routes only through the exact project/account governed connector authority.

Args: arguments: JSON string of arguments for the connector operation. 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.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
effectNo
argumentsNo{}
project_idNo
project_refNo
approval_refNo
idempotency_keyNo
connector_account_refNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed6 schema fields changedv0.1.1
    • addedInput schema / properties / approval_ref
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Approval Ref"
      +}
    • addedInput schema / properties / connector_account_ref
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Connector Account Ref"
      +}
    • addedInput schema / properties / effect
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Effect"
      +}
    • addedInput schema / properties / idempotency_key
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Idempotency Key"
      +}
    • addedInput schema / properties / project_id
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Project Id"
      +}
    • addedInput schema / properties / project_ref
      Added value: +{
      +  "anyOf": [
      +    {
      +      "type": "string"
      +    },
      +    {
      +      "type": "null"
      +    }
      +  ],
      +  "default": null,
      +  "title": "Project Ref"
      +}
  2. First observedv0.1.0

TDQS

C2.6/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=false, destructiveHint=true, openWorldHint=true, and idempotentHint=true. The description adds some genuinely useful behavioral context beyond those: the strict governance routing constraint, the 'effect' claim validation by Spring, and the approval_ref mechanism for resuming writes. It does not contradict the annotations, but it also never acknowledges the destructiveHint=true flag, which is notable for a 'create' operation. The added context is moderate 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.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is efficiently organized: an identifier line, one governance constraint, then a clean bulleted Args list. No wasted prose, and the parameter list is scannable. The opening line is partially redundant with the tool name, which keeps this from a 5, but overall it earns its space.

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

Completeness2/5

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

For a tool with 7 params, 0% schema coverage, destructive and open-world annotations, and no usage guidance, the description is incomplete. It explains the governance wrapper mechanics but omits the domain semantics of payment-link creation, the expected contents of the arguments payload, and any relationship to sibling tools like clio_list_payment_links or clio_create_bill. The presence of an output schema mitigates the return-value gap, but an agent still lacks the information needed to invoke this tool correctly for a real Clio payment-link task.

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 0%, so the description carries the burden, and it does compensate by enumerating all 7 parameters with one-line definitions. However, the critical 'arguments: JSON string of arguments for the connector operation' is never elaborated — the actual domain payload that determines what payment link gets created is left opaque. Definitions like 'Exact project correlation reference' and 'Project-bound connector account alias' add structure but little actionable meaning.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose2/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with 'Clio connector operation `create_payment_link`', which restates the tool name without explaining what creating a payment link actually accomplishes in Clio (e.g., whether it links to a bill, matter, or invoice, and what the resulting artifact is). The remaining text is generic governance boilerplate about routing and authority. The description neither states a business-level outcome nor distinguishes this from siblings like clio_create_bill, clio_create_contact, or clio_api_request beyond the name itself.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

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

No guidance is given on when to use this tool versus alternatives. The closest thing to usage direction is 'Routes only through the exact project/account governed connector authority', which is a routing constraint, not a selection criterion. An agent cannot tell from the description whether it should pick this tool over clio_api_request, clio_request, clio_create_bill, or clio_list_payment_links for a given task.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Deploy Server

Other Tools