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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_create_project

Create a new project in Autotask PSA by providing company ID, project name, type, and status. Optionally set start/end dates, estimated hours, and project lead resource.

Instructions

Create a new project in Autotask

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusYesProject status (1=New, 2=In Progress, 5=Complete)
endDateNoProject end date (YYYY-MM-DD)
companyIDYesCompany ID for the project
startDateNoProject start date (YYYY-MM-DD)
descriptionNoProject description
projectNameYesProject name
projectTypeYesProject type (2=Proposal, 3=Template, 4=Internal, 5=Client, 8=Baseline). Required.
estimatedHoursNoEstimated hours for the project
projectLeadResourceIDNoProject manager resource ID
Behavior2/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It only states 'Create a new project' without explaining any side effects, idempotency, or behavior on duplicate names, which is insufficient for a mutation tool.

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?

The description is a single sentence, concise and to the point. However, it is so minimal that it borders on under-specification, but it earns a 4 for efficiency.

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 tool complexity (9 parameters, 4 required) and no output schema, the description does not provide enough context about the return value, validation rules, or any constraints beyond the schema. It feels incomplete.

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 covers 100% of parameters with descriptions, so the schema already documents each parameter. The description adds no additional meaning beyond the schema, earning the 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 verb 'Create' and the resource 'new project' in 'Autotask', which is specific and distinguishes it from sibling tools like autotask_update_project. However, it lacks any additional context that would further differentiate it from other creation tools.

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 such as autotask_search_projects or autotask_update_project. There is no mention of prerequisites, required permissions, or conditions for creation.

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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