clio_list_documents

Lists documents in a matter or folder.

Server Clio Manage MCP patrickking67/clio-manage-mcp
Category Read
Risk class Low
Parameters 00 required

What clio_list_documents does on Clio Manage MCP

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

Why clio_list_documents needs a policy

This tool queries and returns document metadata/list without altering any data, triggering external operations, or causing side effects. It is a straightforward read operation. Severity is low because listing documents carries minimal blast radius if misused by an agent — the worst case is unwanted visibility into documents the agent is already authorized to access through OAuth.

From the tool's definition 'Lists documents in a matter or folder' — a retrieval operation with no modification, deletion, or execution.

Questions about clio_list_documents

What does the clio_list_documents tool do? +

Lists documents in a matter or folder. It is categorised as a Read tool in the Clio Manage MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on clio_list_documents? +

Register the Clio Manage MCP server in PolicyLayer and add a rule for clio_list_documents: 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 Clio Manage MCP. Nothing to install.

What risk level is clio_list_documents? +

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

Can I rate-limit clio_list_documents? +

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

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

clio_list_documents is provided by the Clio Manage MCP server (patrickking67/clio-manage-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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