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clio_upload_document

DestructiveIdempotent

Upload documents to Clio through a governed connector using project, account, and idempotency keys. Verify effect and approvals to ensure secure, approved writes.

Instructions

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

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

B3.2/5.0
Behavior4/5

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

The description adds useful behavioral context beyond the annotations: it discloses strict project/account routing, requires an idempotency key, says the effect is a claimed read/write that Spring verifies, and requires an approval_ref when resuming a write. This is consistent with the annotations, which already indicate non-read-only, idempotent, and destructive behavior.

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 well-organized: an identifying line, a routing constraint, then a clean Args list. It avoids padding, though the first line somewhat redundantly restates the tool name.

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

Completeness3/5

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

The parameter-level context is well handled and the output schema covers return values. However, the description never explains what upload_document concretely does, what the arguments payload must contain, or when to choose it over other Clio tools, so the agent must infer the main behavior from the name.

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

Parameters5/5

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

Even though schema description coverage is 0%, the description provides meaningful one-line semantics for all seven parameters, including why idempotency_key, effect, and approval_ref exist. The arguments field is still generic, but it is clearly identified as a JSON string containing the connector operation arguments, which is appropriate for a pass-through wrapper.

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 only restates the tool name as 'Clio connector operation upload_document' and never states what the operation actually does: it does not say it uploads a document, what document content is expected, or how it differs from clio_api_request/clio_request. This is closer to tautology than to an actionable purpose statement.

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 when-to-use or alternative guidance is provided. The routing constraint 'Routes only through the exact project/account governed connector authority' explains how the call is restricted, not when to choose this tool over clio_get_document, clio_list_documents, or clio_request. The only implied guidance is the verb in the name.

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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