Matters, clients and ethical walls

11 entities and 64 agent-callable operations in matters. Each operation is addressed as {mega_tool}/matters/{entity}/{operation} and carries the same permission check over MCP and REST.

client

OperationMega-toolWhat it does
createentity_crudCreate a client
getentity_crudGet a client by id
listentity_crudList clients visible to the caller
updateentity_crudUpdate a client

ethical_wall

OperationMega-toolWhat it does
check_accesssmart_actionIs a user currently walled from a matter?
createentity_crudCreate an ethical wall (compiles synchronously)
endentity_crudEnd a wall (walls are never deleted)
getentity_crudGet an ethical wall by id
impact_reportsmart_actionImpact report for an existing wall (recomputed on demand)
importsmart_actionBulk import/update walls keyed on (organization, source, external_ref)
listentity_crudList ethical walls
updateentity_crudUpdate a wall's reason/subjects (recompiles)

matter

OperationMega-toolWhat it does
briefsmart_actionShort matter brief for agent context (I-4 matter_brief)
bulk_upsertsmart_actionIdempotent bulk create/update of matters keyed on (organization, external_ref)
createentity_crudCreate a matter (number auto-allocated if omitted)
file_itemssmart_actionFile up to 500 items (documents, contracts, etc.) to a matter
getentity_crudGet a matter by id (404 if walled or missing)
listentity_crudList matters visible to the caller
transitionsmart_actionTransition a matter's status
updateentity_crudUpdate a matter (not the status; use smart_action transition)
workspace_summarysmart_actionCounts and first pages for a matter's workspace

matter_member

OperationMega-toolWhat it does
createentity_crudAdd a member to a matter (matter_admin/lead or manage_all_matters)
deleteentity_crudRemove a member from a matter
listentity_crudList a matter's team
updateentity_crudChange a member's role

matter_party

OperationMega-toolWhat it does
createentity_crudAdd a party to a matter
deleteentity_crudRemove a matter party
listentity_crudList a matter's parties
updateentity_crudUpdate a matter party

matter_scope_binding

OperationMega-toolWhat it does
createentity_crudBind an AccessScope container to a matter
deleteentity_crudUnbind a scope container from a matter
listentity_crudList a matter's bound scope containers

matter_time_entry

OperationMega-toolWhat it does
approvesmart_actionApprove a draft time entry
discardsmart_actionDiscard a time entry (never a hard delete)
exportsmart_actionExport time entries as LEDES 1998B or CSV
generate_for_daysmart_actionDraft time entries from the caller's own activity on a day (default: yesterday)
getentity_crudGet a time entry by id (404 if walled, missing or not own)
listentity_crudList time entries visible to the caller
reopensmart_actionReopen a discarded or push-failed entry back to draft
updateentity_crudUpdate an editable field on a time entry

portal_workflow

OperationMega-toolWhat it does
createentity_crudCreate a DRAFT portal publication of an AGT legal workflow at a pinned published version
deleteentity_crudDelete a portal publication that has no runs
listentity_crudList portal workflow publications
readentity_crudRead one portal workflow publication
updateentity_crudEdit a portal publication; status='published' publishes it as the caller (the run principal), status='retired' withdraws it

room

OperationMega-toolWhat it does
accept_uploadsmart_actionAccept a guest upload into the firm library (restricted Document stamped with the room matter)
add_commentsmart_actionComment on a released item or a room document (visibility firm_only | party | all_parties)
decide_releasesmart_actionApprove or reject a pending release.
invite_guestsmart_actionInvite an existing counsel recipient into a room party.
list_commentssmart_actionList a room's comments (all visibilities; firm view).
list_item_typessmart_actionList the item types that can be shared into counsel rooms (the matter host registry)
list_releasessmart_actionList a room's release requests and releases
list_uploadssmart_actionList guest uploads in a room's intake.
reject_uploadsmart_actionReject a guest upload (discarded and logged)
request_releasesmart_actionRequest that a document or a registered item (agent thread, review table, ...) be released into a counsel room.
view_assmart_actionPreview the room exactly as a party or a guest sees it (writes a view_as_preview audit row).
withdraw_releasesmart_actionWithdraw a pending release request

room_party

OperationMega-toolWhat it does
createentity_crudAdd a party to a counsel room
deleteentity_crudRemove a room party that has no active guests
listentity_crudList a counsel room's parties
readentity_crudRead one room party
updateentity_crudUpdate a room party's level or rights

usage

OperationMega-toolWhat it does
by_clientreport_queryAI usage/cost across every matter of one client
by_matterreport_queryAI usage/cost for one matter

Parameter schemas and permissions

Parameter schemas and permission codenames are in the full reference — sign in — or call prism_introspect(dimension="capability_search", query="…") with your key.

In the full reference this application appears under entity_crud, report_query, smart_action.