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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_search_billing_item_approval_levels

Search billing item approval levels to find multi-level approval records for Autotask time entries, providing visibility into tiered approval workflows.

Instructions

Search for billing item approval levels. These describe multi-level approval records for Autotask time entries, enabling visibility into tiered approval workflows.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
pageSizeNoMax 500
timeEntryIdNoFilter by time entry ID
approvalLevelNoFilter by approval level (1, 2, 3, etc.)
approvedAfterNoFilter approvals on or after this date (ISO format)
approvedBeforeNoFilter approvals on or before this date (ISO format)
approvalResourceIdNoFilter by approver resource ID
Behavior2/5

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

With no annotations, the description must fully disclose behavior, but it omits details like read-only nature, pagination, or response format. It only briefly explains the concept of approval levels.

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?

Two sentences efficiently convey the tool's purpose and context without unnecessary elaboration.

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 search tool with 7 optional filters and no output schema, the description is incomplete; it does not mention return type, pagination, or how to interpret results.

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 high (86%), and the description does not add extra meaning to parameters beyond what the schema already provides. Baseline score is appropriate.

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 tool searches for billing item approval levels and explains that these are multi-level approval records for time entries, which distinguishes it from related sibling tools like autotask_search_billing_items.

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, nor are there any preconditions or exclusions mentioned.

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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