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ToddHebebrand

clio-mcp

clio_create_matter

Create a legal matter for a client using client ID and description. Optionally set status and practice area to organize case details.

Instructions

Create a new matter for a client.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNoopen
client_idYesContact id of the client this matter belongs to
descriptionYes
practice_area_idNo
Behavior2/5

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

No annotations are provided, so the description must carry the behavioral burden. It only states the action without disclosing side effects, required permissions, or response behavior. This is insufficient for a mutation tool.

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, succinct sentence that clearly states the purpose. It wastes no words and is appropriately front-loaded.

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

Completeness1/5

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

For a tool with 4 parameters, no annotations, no output schema, and many sibling tools, this description is severely inadequate. It provides no information about return values, required fields beyond implication, or how it relates to other matter-related tools.

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?

Schema description coverage is only 25%, with only client_id described in the schema. The tool description adds no parameter details, only 'for a client' which merely restates client_id. Other parameters like status, practice_area_id, and description are entirely unaddressed.

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 'Create' and clearly identifies the resource 'matter' for 'a client'. This distinguishes it from sibling tools like clio_update_matter or clio_find_matters.

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

Usage Guidelines3/5

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

The description implies the tool is for creating matters but provides no explicit guidance on when to use it versus alternatives like clio_update_matter or clio_find_matters. There is no context about 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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