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Update matter

clio_matter_update

Updates a matter's description, status, attorney, practice area, and custom fields. Preview changes first, then confirm with a token to apply.

Instructions

Updates a matter: description, status (open/pending/closed), responsible attorney, practice area, custom fields, close date etc. Write operation – preview first, then confirm with the token from the preview.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNo
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.
billableNo
locationNo
matter_idYes
close_dateNo
descriptionNo
client_referenceNo
practice_area_idNo
custom_field_valuesNo
responsible_attorney_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

B3.4/5.0
Behavior3/5

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

With no annotations, the description carries the full behavioral burden; it does disclose that this is a write operation and that a preview/confirm flow guards it, which is valuable. However, it says nothing about permission requirements, whether omitted fields are preserved or cleared, or partial-update semantics for an 11-parameter mutation.

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 with the operation and its safety workflow front-loaded; little waste. The 'etc.' ending is slightly loose but does not bloat the text.

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?

For a mutation tool with no annotations, no output schema, and 11 parameters at 9% coverage, the description covers the core workflow but leaves most field semantics and update behavior unstated. It is adequate as a minimum viable definition but leaves real gaps for an agent to guess at.

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 only 9%, so the description must compensate, and it only names about half the parameters (description, status, attorney, practice area, custom fields, close date). Fields like billable, location, client_reference, and matter_id get no explanation, and the 'token from the preview' wording conflicts with the schema's confirm boolean/string definition, adding confusion rather than clarity.

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 ('Updates a matter') and enumerates the mutable fields, so the agent knows exactly what operation this is. It does not distinguish itself from siblings like clio_matter_create or clio_matter_get, but the purpose itself is unambiguous.

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

Usage Guidelines4/5

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

'Write operation – preview first, then confirm' gives an explicit two-step workflow that tells the agent when to preview versus when to commit. It stops short of naming an alternative tool or stating when not to use this one, so it is clear context rather than full routing guidance.

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