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oktopeak

filevine-mcp

by oktopeak

create-note

Log AI summaries, findings, or follow-up items as notes on a Filevine case.

Instructions

Create a new note on a case. Useful for logging AI summaries, findings, or follow-up items.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
case_idYesThe Filevine project ID
contentYesThe note text content
note_typeNoType of notegeneral
Behavior2/5

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

With no annotations, the description must disclose behavior. It only restates the action ('create') and gives purpose, but does not mention permissions, side effects, note visibility, 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?

Two concise sentences, front-loaded with the primary action and followed by relevant use cases. No filler or redundant information.

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?

The description covers the core action and context, and the schema documents all parameters. However, without annotations or output schema, it could benefit from behavioral details, but for a simple creation tool it is largely complete.

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

Parameters3/5

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

The input schema provides descriptions for all three parameters (case_id, content, note_type), giving high coverage. The description adds no additional parameter semantics, thus the baseline 3 applies.

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 clearly states 'Create a new note on a case' with a specific verb and resource, and adds context on intended use cases (logging AI summaries, findings, follow-ups), distinguishing it from siblings like create-task and list-notes.

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?

Provides clear context for when to use the tool ('logging AI summaries, findings, or follow-up items'), but does not explicitly mention alternatives or when not to use it, so it falls short of a 5.

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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