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TICnine

Autotask MCP Server

autotask_get_invoice_details

Retrieve detailed invoice information including line items to review billing content and support finance workflows in Autotask PSA.

Instructions

Get a single Autotask invoice with its nested line items (billing items posted to the invoice). Use for finance workflows that need to see exactly what an invoice contains.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
invoiceIdYesThe invoice ID to fetch
Behavior3/5

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

No annotations are provided, so the description carries full burden. It indicates this is a read operation ('Get') and mentions nested line items, but doesn't disclose behavioral traits like authentication needs, rate limits, error conditions, or response format details.

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?

Two sentences with zero waste: the first defines the tool's function and scope, the second provides usage context. Every word contributes value, and it's appropriately front-loaded.

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

Completeness3/5

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

For a read tool with 100% schema coverage but no annotations and no output schema, the description adequately covers purpose and usage. However, it lacks details about return format, error handling, or system behavior that would be helpful given the absence of structured metadata.

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?

Schema description coverage is 100%, so the schema already documents the single parameter 'invoiceId'. The description doesn't add any parameter-specific information beyond what the schema provides, maintaining the baseline score.

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

Purpose5/5

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

The description clearly states the verb ('Get') and resource ('a single Autotask invoice'), specifies the scope ('with its nested line items'), and distinguishes from siblings by focusing on detailed invoice content rather than search operations like 'autotask_search_invoices'.

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

Usage Guidelines4/5

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

It provides clear context for usage ('finance workflows that need to see exactly what an invoice contains'), which implicitly suggests when to use it versus search tools. However, it doesn't explicitly name alternatives or state when not to use it.

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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