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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_create_project_note

Add a note to a project in Autotask with optional title, type, visibility, and announcement setting.

Instructions

Create a new note for a project

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNoNote title
publishNoPublish visibility (1=All Autotask Users, 2=Internal Project Team, 3=Project Team). Defaults to 1.
noteTypeNoNote type (1=General, 2=Appointment, 3=Task, 4=Ticket, 5=Project, 6=Opportunity)
projectIdYesThe project ID to add the note to
descriptionYesNote content
isAnnouncementNoWhether this note is an announcement. Defaults to false.
Behavior2/5

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

With no annotations, the description should disclose side effects, permissions, or failure modes. It only states 'create', leaving the agent unaware of potential issues like duplicate notes or required access.

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 clear sentence, but given 6 parameters and no annotations, it could benefit from a bit more context without being verbose.

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?

The description lacks context about the note's role, required fields beyond the schema, and response behavior. Compared to sibling note-creation tools, it leaves gaps that the agent must fill by trial.

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% coverage with descriptions for all 6 parameters. The tool description adds no extra meaning beyond the schema, meeting the baseline but not improving it.

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 'Create a new note for a project' clearly states the verb and resource. It differentiates from sibling tools like autotask_create_ticket_note by specifying 'project', but does not explicitly contrast them.

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 is provided on when to use this tool versus alternatives like autotask_create_ticket_note or autotask_create_company_note. The agent must infer from the name alone.

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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