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oktopeak

lawmatics-mcp

by oktopeak

list-notes

Retrieve notes from Lawmatics CRM with filtering, sorting, and pagination. Filter by matter ID to view a specific case's notes.

Instructions

List notes with optional filter, sort, and pagination. To get one matter's notes, use filter_by: 'matter_id' with the matter ID as filter_on.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number (Lawmatics returns a fixed 25 records per page).
fieldsNoComma-separated attributes to return, or 'all' for everything. Add 'custom_fields' to include custom field values.
sort_byNoAttribute to sort by, e.g. 'created_at', 'updated_at', 'id'. Default: id, newest first.
fetch_allNoFollow pagination and return every record (capped at 1,000). The response says complete=false if truncated.
filter_byNoAttribute to filter on. IMPORTANT: the Lawmatics API supports only ONE filter per request. Association filters use the _id suffix, e.g. practice_area_id, stage_id, source_id, matter_id, contact_id.
filter_onNoValue to filter for. Required with filter_by unless filter_with is null/not_null.
sort_orderNo
filter_withNoFilter operator: =, !=, <, <=, >, >=, like, ilike (default: ilike for text — add % wildcards for fuzzy match, e.g. %smith%), or presence checks: null, not_null. Currency values are in cents.
Behavior2/5

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

With no annotations, the description carries the full burden of behavioral disclosure, but it only states 'List notes with optional filter, sort, and pagination.' It fails to mention important constraints like the 25-record page limit, 1,000-record cap, complete flag behavior, or the single-filter limitation. The matter_id example adds minor context but not enough for a mid score.

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 exactly two sentences. The first sentence front-loads the core purpose, and the second sentence provides a useful usage example. No words are wasted, and every sentence contributes.

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?

Although there is no output schema, the input schema's property descriptions thoroughly cover pagination, filtering, and fields. The description adds the matter_id example, making the tool reasonably complete for a listing operation. It falls short only because it doesn't summarize response behavior, but the schema compensates.

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 description coverage is 88%, setting a baseline of 3. The description adds semantic value by giving a concrete example of combining filter_by='matter_id' and filter_on=ID, which is not explicitly shown in the schema. This helps the agent understand how to apply the parameters together.

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 the tool lists notes with optional filter, sort, and pagination. It also gives a specific example (filter_by='matter_id') that distinguishes it from other list tools like list-matters or list-contacts.

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?

The second sentence provides explicit guidance on the common use case of listing one matter's notes, telling the agent exactly which filter_by and filter_on values to use. This effectively communicates when and how to use the tool, and since there is no get-note sibling, no alternative is needed.

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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