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Upload new document (existing file)

clio_document_upload

Upload a local file as a new document into a Clio matter, defaulting to the Claude folder unless a folder is specified. Preview the upload, then confirm to save it.

Instructions

Uploads a local file as a new document into a matter. Without folder_id the document is stored in the "Claude" folder in the root of the matter's documents (created if it does not exist) – every document created by Claude belongs there. For new letters/filings first use clio_document_create_from_letterhead (letterhead), then this tool. Write operation – preview first, then confirm with the token from the preview.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNo
confirmNoconfirm=true performs the write. Use it directly when the user's request contains everything needed; call without confirm (preview) only when you want to check the data first or something is unclear.
file_pathYesAbsolute path to the file
folder_idNoSpecific folder; default the "Claude" folder in the matter
matter_idYesMatter ID
document_category_idNo

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed1 schema field changedv1.0.0
    • changedInput schema / properties / confirm / description
      Previous value: -"Leave out on the first call: the tool returns a PREVIEW with a confirmation token. Show the preview to the user, wait for their explicit approval, then repeat the call with identical arguments and confirm set to that token. confirm=true is not accepted."New value: +"confirm=true performs the write. Use it directly when the user's request contains everything needed; call without confirm (preview) only when you want to check the data first or something is unclear."
  2. First observedv1.0.0-beta.1

TDQS

A4.4/5.0
Behavior3/5

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

No annotations, so the description must carry the full behavioral burden. It discloses the write nature and a preview/confirm workflow, but the instruction 'preview first, then confirm with the token' slightly conflicts with the schema's statement that confirm=true can be used directly when the request is complete. It also omits permission requirements and error behavior.

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?

Front-loaded with the core action, and every sentence earns its place by covering the default folder, the sibling tool to use for letterheads, and the write/confirm workflow. No filler.

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

Completeness4/5

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

Given a write tool with six parameters, no output schema, and no annotations, the description covers the essential workflow and default folder behavior. It still leaves permission requirements and failure-mode context unstated.

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

Parameters4/5

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

Schema coverage is 67%, and the description adds meaningful detail for folder_id beyond the schema: the 'Claude' folder is created if it does not exist. However, it does not explain the name or document_category_id parameters.

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?

States a specific verb 'Uploads' and resource 'local file as a new document into a matter'. It differentiates itself from clio_document_create_from_letterhead by explicitly directing that use case elsewhere.

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

Usage Guidelines5/5

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

Explicitly names the alternative tool for letters/filings, explains the default folder behavior when folder_id is omitted, and describes the preview/confirm flow. Nothing is left to inference.

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