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clio_list_custom_actions

Read-onlyIdempotent

List custom actions in Clio for an authenticated project. Provide project and connector references to retrieve the available actions through the governed connector.

Instructions

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

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: Required and must be read; Spring verifies it. approval_ref: Approved platform task UUID when resuming a write.

Input Schema

TableJSON Schema

Name	Required	Default
`effect`	Yes
`arguments`	No	{}
`project_id`	No
`project_ref`	No
`approval_ref`	No
`idempotency_key`	No
`connector_account_ref`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`result`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed7 schema fields changedv0.1.1Sep 7, 2026

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: +{
+  "const": "read",
+  "title": "Effect",
+  "type": "string"
+}

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"
+}

addedInput schema / required
```
Added value: +[
+  "effect"
+]
```

First observedv0.1.0Jun 25, 2026

TDQS

B3.4/5.0

Behavior4/5

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

Annotations already establish read-only, idempotent, non-destructive behavior. The description adds useful behavioral context: routing is restricted to the governed connector authority, effect must be 'read' and Spring enforces it. The approval_ref note about resuming a write is slightly incongruous for a read-only tool but does not contradict the annotations.

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 compact and front-loaded with the operation identity and routing constraint, followed by a structured parameter list. The opening line is slightly redundant with the tool name, but there is no meaningful 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 generic connector wrapper with seven parameters, an output schema, and strong annotations, the description covers the essential call context: authority routing, required effect, idempotency, and parameter roles. It does not spell out the exact contents of the arguments JSON, but the output schema and annotation set compensate for most missing operational detail.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema description coverage, the description carries the parameter-documentation burden and documents all seven parameters, including nuanced meaning for project_id, connector_account_ref, and idempotency_key. Some entries remain generic (especially 'arguments: JSON string of arguments'), but the description goes well beyond the bare schema.

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

Purpose3/5

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

The description names the operation and platform tool but essentially restates the tool name; it does not explain in plain language that this lists Clio custom actions or what a custom action is. The routing sentence adds governance context, not purpose, so an agent must rely on the name and sibling labels to infer behavior.

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 choose this over the many sibling Clio tools (e.g., clio_get_custom_action, clio_create_custom_action, clio_list_matters). The only contextual statement is the routing restriction, which is a prerequisite rather than a usage rule.

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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