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patrickking67

Clio Manage MCP

by patrickking67
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    TDQS

    A3.6/5.0

    Scored across 41 tools

    Disambiguation4/5

    Tools are generally well-differentiated with clear names and descriptions. However, there is minor potential for confusion between generic contact creation tools (create_company_contact vs. create_person_contact) and the high-level open_new_matter tool that wraps multiple steps, but descriptions clarify distinct use cases.

    Naming Consistency5/5

    All tools follow a strict 'clio_<verb>_<noun>' pattern (e.g., clio_create_matter, clio_list_bills, clio_get_contact). The verb is always imperative and the noun is singular. This consistent naming makes the tool set predictable and easy to navigate.

    Tool Count4/5

    At 41 tools, the server is comprehensive but not excessively large for a full-featured legal practice management API. Each tool covers a distinct CRUD operation or domain entity. The inclusion of a generic api_request tool reduces the need for more dedicated tools, keeping the count reasonable.

    Completeness4/5

    The tool set covers most major entities (matters, contacts, tasks, time/expenses, bills, documents, folders, calendars, notes, users) with create, read, list, update, delete where appropriate. Missing operations like document upload are partly mitigated by the download URL tool and the generic api_request. Minor gaps exist (e.g., trust requests handled only via api_request), but overall coverage is strong.

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