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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_create_expense_item

Add an expense item to an existing expense report, specifying amount, category, date, and other details.

Instructions

Create an expense item on an existing expense report

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
amountYesExpense amount
companyIdNoAssociated company ID (0 for internal)
descriptionYesLine item description
expenseDateYesDate of expense (YYYY-MM-DD format)
haveReceiptNoWhether a receipt is attached
paymentTypeNoPayment type picklist ID
isReimbursableNoWhether this expense is reimbursable
expenseCategoryYesExpense category picklist ID
expenseReportIdYesThe expense report ID to add the item to
isBillableToCompanyNoWhether billable to company
Behavior2/5

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

With no annotations provided, the description must fully disclose behavioral traits. It only states the basic create operation, omitting details such as whether the item is appended, if totals are recalculated, if any fields are auto-populated, or if there are side effects like modifying the report status. The minimal description does not compensate for the lack of annotations.

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, clear sentence that efficiently communicates the core purpose without any extraneous words or structure. It is front-loaded and immediately understandable.

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 complexity (10 parameters, 5 required), no output schema, and no annotations, the description is insufficiently complete. It does not explain return behavior, error conditions, or how this tool interacts with other entities like expense reports or company sites. The description leaves significant gaps for an AI agent trying to invoke it correctly.

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% (every property has a description), so the baseline is 3. The description adds no additional meaning or usage hints beyond what the input schema provides, such as clarifying relationships between parameters (e.g., paymentType and expenseCategory).

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 action (create) and the target resource (expense item on an existing expense report). It distinguishes from sibling tools like autotask_create_expense_report which creates the report itself.

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

Usage Guidelines3/5

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

The description implies usage when adding an expense item to a report but provides no explicit guidance on prerequisites (e.g., the expense report must exist) or when not to use this tool versus alternatives like autotask_update_expense or autotask_search_expense_items. No exclusions or context hints are given.

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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