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clio_update_medical_record

DestructiveIdempotent

Update a medical record in Clio by routing the change through the project-bound connector, with idempotency and approval safeguards for safe writes.

Instructions

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

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

C2.4/5.0
Behavior3/5

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

The annotations already convey readOnly=false, idempotent=true, and destructive=true. The description adds some useful behavioral context beyond that: it mentions governed project/account routing, that `effect` is claimed and verified by Spring, and that `approval_ref` is needed when resuming a write. However, it does not describe what data is modified, what destructive side effects may occur, or how approval interacts with the update flow beyond the parameter hint.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

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

The description is reasonably compact and uses a clear Args list. The opening sentence is tautological, repeating the tool and platform name without adding value. The rest of the content is structured and free of obvious fluff, but it is not as tight as it could be.

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 7-parameter connector wrapper with no required fields and no schema descriptions, the description is incomplete. It does not explain what should go into `arguments`, which parameters are effectively mandatory for an update, how to obtain project_id or connector_account_ref, or when this tool should be chosen over the many similar Clio sibling tools. The presence of an output schema helps with return values but not with invocation decisions.

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 must carry the parameter burden. It gives meaningful one-line semantics for project_id, project_ref, connector_account_ref, idempotency_key, effect, and approval_ref. However, the most important parameter, `arguments`, is only described as a "JSON string of arguments for the connector operation," which does not tell an agent what fields are expected for updating a medical record.

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 by restating the tool name and platform identifier: "Clio connector operation `update_medical_record` (platform tool `clio.update_medical_record`)." It never states in plain terms that this tool updates a medical record in Clio or what that operation actually accomplishes. The only additional statement is about routing through governed authority, which is context rather than purpose.

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 about when to use this tool versus alternatives such as clio_update_medical_records_detail, clio_create_medical_records_detail, or clio_update_medical_bill. The routing statement is a constraint, not usage direction. An agent is left to infer the appropriate context from the tool name alone.

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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