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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_create_quote

Create a new quote for a company in Autotask PSA by providing company ID and optional details such as name, contact, description, effective date, expiration date, and opportunity ID.

Instructions

Create a new quote

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoQuote name
companyIdYesCompany ID for the quote
contactIdNoContact ID for the quote
descriptionNoQuote description
effectiveDateNoEffective date (YYYY-MM-DD format)
opportunityIdNoAssociated opportunity ID
expirationDateNoExpiration date (YYYY-MM-DD format)
Behavior3/5

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

No annotations are provided. The description discloses the basic behavior (creating a quote) but does not mention any side effects, authorization needs, or consequences. For a create operation, this is minimal but not misleading.

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, very concise and front-loaded. While effective, it could include more information (e.g., output hints) without becoming 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?

Given the tool has 7 parameters, no output schema, and no annotations, the description is inadequate. It does not explain what happens after creation (e.g., returns the quote ID), any constraints, or typical usage context.

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%, with each parameter having a clear description (e.g., effectiveDate: 'Effective date (YYYY-MM-DD format)'). The tool description adds no additional meaning beyond what the schema provides, so baseline 3 is appropriate.

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 quote' clearly states the action and resource. The name autotask_create_quote matches this purpose. However, it does not distinguish this from sibling quote-related tools like autotask_search_quotes or autotask_create_quote_item, but the core purpose is clear.

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?

There is no guidance on when to use this tool versus alternatives. Among siblings, there are many create and search tools; the description provides no context for selection, such as prerequisites or typical use cases.

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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