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Search contacts

clio_search_contacts
Read-onlyIdempotent

Search contacts by name, email, or company to find matching records. Use for quick contact lookup before retrieving full details.

Instructions

Search contacts by free-text query (matches name, email, company). Use clio_get_contact for full detail.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryYesSearch term — name, email, company, phone.
typeNo
limitNoMax records to return across all pages. Capped by CLIO_MAX_PAGE_SIZE.
page_sizeNoRecords per Clio API page (default from CLIO_DEFAULT_PAGE_SIZE).
Behavior3/5

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

Annotations already declare readOnlyHint=true and idempotentHint=true, covering the safety profile. The description adds no extra behavioral context beyond stating the search functionality; it does not disclose pagination behavior, rate limits, or permissions. With annotations present, a score of 3 is appropriate.

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 two sentences, front-loading the purpose and efficiently directing to the alternative. Every word earns its place with no redundancy.

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 search tool with no output schema, the description does not explain the return format (e.g., list of contacts with IDs, pagination handling). While parameters cover pagination, the lack of output context leaves a gap. Adequate but not 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?

Schema description coverage is 75%, and the description does not add meaning beyond what the schema provides. The description mentions matching fields, but those are already covered in the schema's query parameter description. Baseline of 3 is suitable.

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 verb 'search' and the resource 'contacts', specifying matching fields (name, email, company) and explicitly directs to clio_get_contact for full detail, distinguishing it from its sibling tool.

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?

The description provides clear context for when to use this tool (free-text search) and explicitly names an alternative (clio_get_contact for full detail), but does not include exclusions or when-not-to-use scenarios.

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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