get_matter_tasks

Get tasks associated with a matter in Clio.

Server Legal jscottym/legal-mcp
Category Read
Risk class Low
Parameters 00 required

What get_matter_tasks does on Legal

AI agents call get_matter_tasks to retrieve information from Legal without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_matter_tasks needs a policy

This tool queries and retrieves task data from Clio without side effects. It fits the Read category pattern (get, fetch, retrieve). The blast radius of accidental misuse is minimal—an AI agent retrieving matter tasks poses no risk of data destruction, financial impact, or unintended operations.

From the tool's definition get_matter_tasks retrieves tasks associated with a matter from Clio practice management system; no modification, deletion, or execution indicated in name or description.

Questions about get_matter_tasks

What does the get_matter_tasks tool do? +

Get tasks associated with a matter in Clio. It is categorised as a Read tool in the Legal MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_matter_tasks? +

Register the Legal MCP server in PolicyLayer and add a rule for get_matter_tasks: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Legal. Nothing to install.

What risk level is get_matter_tasks? +

get_matter_tasks is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_matter_tasks? +

Yes. Add a rate_limit block to the get_matter_tasks rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block get_matter_tasks completely? +

Set action: deny in the PolicyLayer policy for get_matter_tasks. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides get_matter_tasks? +

get_matter_tasks is provided by the Legal MCP server (jscottym/legal-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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