search_clients

Search for clients/contacts in Clio practice management.

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

What search_clients does on Legal

AI agents call search_clients 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 search_clients needs a policy

This tool retrieves or queries existing client/contact data from a practice management system (Clio). It has no side effects—it does not create, modify, delete, or execute external operations. The action is informational only. While the data returned may be sensitive (client information), the tool itself performs only read operations, which is the lowest risk category.

From the tool's definition Tool name 'search_clients' and description 'Search for clients/contacts in Clio practice management' indicate a query/retrieval operation without modification or deletion capabilities.

Questions about search_clients

What does the search_clients tool do? +

Search for clients/contacts in Clio practice management. 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 search_clients? +

Register the Legal MCP server in PolicyLayer and add a rule for search_clients: 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 search_clients? +

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

Can I rate-limit search_clients? +

Yes. Add a rate_limit block to the search_clients 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 search_clients completely? +

Set action: deny in the PolicyLayer policy for search_clients. 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 search_clients? +

search_clients 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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