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Create task

clio_create_task

Creates a task in Clio Manage, optionally scoped to a matter and assignee, to help organize and delegate work.

Instructions

Creates a task. Optionally scoped to a matter and/or assignee.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
matter_idNo
descriptionNo
priorityNoNormal
due_atNoISO 8601 timestamp or YYYY-MM-DD.
assignee_idNoDefaults to CLIO_DEFAULT_USER_ID.
task_type_idNo
Behavior2/5

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

Annotations already indicate a non-read-only, non-idempotent mutation. Description adds no extra behavioral details beyond confirming creation, missing side effects or permission requirements.

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?

One short sentence front-loads the action, but for a 7-parameter tool, it may be overly concise at the cost of completeness.

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

Completeness2/5

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

Despite no output schema and low param coverage, the description does not elaborate on return values, exact parameter usage (e.g., due_at format), or behavior constraints, leaving gaps for agent understanding.

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?

With only 29% schema coverage, the description minimally clarifies matter_id and assignee_id but fails to explain other parameters like task_type_id, description, or priority beyond what's in the schema.

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 action ('Creates') and resource ('a task'), with optional scoping to matter and/or assignee, distinguishing it from read, update, and list sibling tools.

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

Usage Guidelines3/5

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

Provides context for optional parameters (matter_id, assignee_id) but lacks explicit when-not-to-use or alternative tools like clio_create_note or clio_create_calendar_entry.

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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