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Matters with unbilled time

clio_billable_matters_list

List matters with unbilled hours or amounts for monthly billing, optionally filtered by client or date range.

Instructions

Lists matters with unbilled hours/amounts (basis for preparing bills), optionally for a period and client. Intended for monthly billing.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNo
queryNo
end_dateNo
client_idNo
matter_idNo
page_tokenNo
start_dateNo
responsible_attorney_idNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv1.0.0-beta.1

TDQS

B3.1/5.0
Behavior3/5

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

With no annotations, the description must carry the behavioral burden; the verb 'Lists' implies a read-only retrieval, and it discloses the filtered dataset (unbilled time). It says nothing about pagination behavior, ordering, result size, or rate limits for an 8-parameter list endpoint.

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?

Two compact sentences, front-loaded with the core behavior and the billing use case; no filler. It is efficient, though it could spend one more clause on the undocumented filters.

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 an 8-parameter list tool with no annotations and no output schema, the description is thin: it omits most filter parameters, says nothing about pagination or the shape of returned matter records, and gives no prerequisite/permission context.

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

Parameters2/5

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

Schema description coverage is 0% across 8 parameters, so the description must compensate. It only accounts for the period (start_date/end_date) and client filters, leaving matter_id, responsible_attorney_id, query, limit, and page_token entirely undocumented anywhere.

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

Purpose4/5

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

States a specific verb and resource ('Lists matters with unbilled hours/amounts') plus the business purpose ('basis for preparing bills'), which meaningfully separates it from clio_bills_list and clio_matter_search. It does not, however, name any sibling or explicitly contrast its scope with them.

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?

'Intended for monthly billing' and the optional period/client scoping imply the usage context, but there is no explicit when-to-use vs. when-not guidance and no routing to alternatives like clio_bills_list or clio_outstanding_balances.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.