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TICnine

Autotask MCP Server

autotask_create_company_note

Add notes to company records in Autotask PSA to document interactions, track important details, and maintain organized client information for MSP operations.

Instructions

Create a new note for a company

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe company ID to add the note to
titleNoNote title
descriptionYesNote content
actionTypeNoAction type for the note
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden of behavioral disclosure. While 'Create' implies a write operation, the description lacks critical details such as required permissions, whether the note is editable or permanent, any rate limits, or what the response looks like (since there's no output schema). This leaves significant gaps for an agent to understand the tool's behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, efficient sentence that directly states the tool's purpose without any unnecessary words or fluff. It is front-loaded and appropriately sized for its simple function.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the lack of annotations and output schema, the description is incomplete for a creation tool. It does not address behavioral aspects like permissions, side effects, or response format, which are crucial for an agent to use the tool effectively in a real-world context.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The input schema has 100% description coverage, clearly documenting all four parameters (companyId, title, description, actionType) and their purposes. The description adds no additional parameter information beyond what the schema provides, which is acceptable given the high schema coverage, resulting in a baseline score of 3.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action ('Create a new note') and the target resource ('for a company'), which is specific and unambiguous. However, it does not explicitly differentiate from sibling tools like 'autotask_create_project_note' or 'autotask_create_ticket_note', which perform similar note-creation actions for different entities.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides no guidance on when to use this tool versus alternatives. There are multiple note-creation tools in the sibling list (e.g., for projects, tickets), but the description does not mention any context, prerequisites, or exclusions for choosing this company-specific note tool.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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