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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_search_billing_items

Search for approved and posted billable billing items in Autotask using filters like date range, ticket, company, invoice, project, contract, and invoiced status. Returns paginated results.

Instructions

Search for billing items in Autotask. Billing items represent approved and posted billable items from the "Approve and Post" workflow. Returns 25 results per page by default.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNo
dateToNoFilter billing items with itemDate on or before this date (ISO format)
dateFromNoFilter billing items with itemDate on or after this date (ISO format, e.g. 2026-01-01)
pageSizeNoMax 500
ticketIdNoFilter by ticket ID
companyIdNoFilter by company ID
invoiceIdNoFilter by invoice ID
projectIdNoFilter by project ID
contractIdNoFilter by contract ID
isInvoicedNoIf true, only return billing items that have been attached to an invoice (invoiceID is set). If false, only return items that have not yet been invoiced. Answers "what has and hasn't been invoiced yet".
postedAfterNoFilter items posted on or after this date (ISO format, e.g. 2026-01-01)
postedBeforeNoFilter items posted on or before this date (ISO format)

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv2.18.0

TDQS

A3.7/5.0
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It discloses default page size (25 per page) as a behavioral detail, but does not explicitly state that the tool is read-only, nor does it mention authentication needs, rate limits, or other constraints. For a search tool, read-only is implied but not explicit.

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?

The description is concise, consisting of two sentences with no fluff. It front-loads the action and entity, making it easy to parse.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool has 12 parameters and no output schema, the description is adequate but not thorough. It explains the purpose and default page size, but does not describe the output structure or provide guidance on handling results. Some important information is missing.

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 description coverage is high (92%), so the schema already documents parameters well. The description does not add significant meaning beyond the schema, merely providing context for the tool. Baseline 3 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 items, defines what billing items are (approved and posted billable items from the Approve and Post workflow), and specifies default page size. This distinguishes it from sibling search tools by entity.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides context for when to use the tool (searching billing items) but does not explicitly state when to use it versus alternatives or provide exclusions. With many sibling search tools, more guidance would be beneficial.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Deploy Server

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