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ToddHebebrand

clio-mcp

clio_add_matter_note

Append a note to a Clio matter's timeline with detail and optional subject, preserving complete legal case history.

Instructions

Append a note to a matter's timeline.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
detailYes
subjectNo
matter_idYes
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure. It merely says 'Append a note to a matter's timeline' without explaining side effects, return values, idempotency, or permissions. The non-destructive nature of 'append' is inferred but not explicit.

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

Conciseness5/5

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

The description is a single sentence with no wasted words. It is immediately clear and front-loaded, stating the core action without extraneous detail.

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 mutation tool with no annotations, no output schema, and zero parameter documentation, the description is too thin. It does not explain the required inputs, expected result, or any behavioral nuance, leaving the agent with significant gaps for successful invocation.

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

Parameters1/5

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

The schema has 0% description coverage, and the tool description does not mention any parameter (matter_id, detail, subject) or their meanings. The description fails to compensate for the lack of schema documentation, leaving parameters ambiguous.

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

Purpose5/5

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

The description uses a specific verb ('Append') and identifies the resource ('a note to a matter's timeline'), which clearly distinguishes this from sibling tools like clio_find_notes or clio_get_note. It succinctly states the action and scope.

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 provided on when to use this tool versus alternatives. The description only states the action, leaving usage context implicit. There is no mention of scenarios, prerequisites, or exclusions.

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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