Lists notes attached to a matter or contact.
AI agents call clio_list_notes 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.
This tool queries and retrieves existing notes without creating, modifying, deleting, or executing any actions. It is a straightforward read operation that fits the 'Read' category (retrieves or queries data; no side effects). The severity is low because note retrieval has minimal blast radius—accessing notes is a normal read operation within a law firm management system.
From the tool's definition Tool name 'clio_list_notes' and description 'Lists notes attached to a matter or contact' indicate a retrieval operation with no modification or side effects.
Attacks that exploit this kind of access
Lists notes attached to a matter or contact. It is categorised as a Read tool in the Clio Manage MCP MCP Server, which means it retrieves data without modifying state.
Register the Clio Manage MCP server in PolicyLayer and add a rule for clio_list_notes: 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.
clio_list_notes is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the clio_list_notes 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.
Set action: deny in the PolicyLayer policy for clio_list_notes. 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.
clio_list_notes 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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