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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_create_opportunity

Create a new sales opportunity in Autotask by specifying title, company, owner, status, stage, dates, and optional details like amount and probability.

Instructions

Create a new sales opportunity in Autotask

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
costNoCost amount (default: 0)
stageYesStage picklist value ID (use autotask_get_field_info to find valid values)
titleYesOpportunity name/title
amountNoRevenue amount (default: 0, set useQuoteTotals=true to calculate from quotes)
statusYesStatus: 0=Not Ready To Buy, 1=Active, 2=Lost, 3=Closed, 4=Implemented
companyIdYesCompany ID for the opportunity
contactIdNoContact ID for the opportunity
startDateYesStart date (YYYY-MM-DD)
descriptionNoOpportunity description
probabilityNoWin probability percentage (0-100, default: 50)
useQuoteTotalsNoWhether to calculate totals from linked quotes (default: true)
ownerResourceIdYesOwner resource ID (the sales rep or account manager)
totalAmountMonthsNoNumber of months to calculate totals for (e.g., 12 for annual)
projectedCloseDateYesProjected close date (YYYY-MM-DD)
opportunityCategoryIDNoOpportunity category picklist value ID
Behavior2/5

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

With no annotations, the description carries full burden but only states the creation action. No disclosure of idempotency, error behavior, auth needs, or potential side effects.

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

Conciseness4/5

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

Single sentence, no wasted words. However, it is perhaps overly minimal given the complexity of the tool.

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?

For a tool with 15 parameters (7 required) and no output schema, the description is insufficient. It lacks guidance on required prior steps, error handling, or return values.

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 coverage is 100%, and the schema itself provides detailed descriptions (e.g., status values, defaults). The tool description adds no extra meaning beyond the schema, fitting the baseline of 3.

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 'Create a new sales opportunity in Autotask' uses a specific verb ('Create') and resource ('sales opportunity'), clearly distinguishing it from siblings like autotask_search_opportunities or autotask_get_opportunity.

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?

No guidance on when to use this tool versus alternatives, no prerequisites or exclusions mentioned. For example, it does not note that field info should be retrieved for picklist values.

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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