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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_search_company_notes

Search notes for a specific company by ID. Use a focused query to avoid Autotask API rate limits.

Instructions

Search for notes on a specific company. Iterating across many companies trips Autotask's API threshold — scope the parent list first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageSizeNoNumber of results to return (default: 25, max: 100)
companyIdYesThe company ID to search notes for
Behavior4/5

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

No annotations are provided, so the description carries full burden. It discloses the API threshold behavior, which is a key behavioral trait beyond the schema. It does not explicitly state read-only nature, but that is implied.

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, front-loading the main action and then adding critical usage warning. No redundant words, highly efficient.

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 no output schema, the description lacks details on what the tool returns (e.g., list of note objects). It provides essential usage context but misses output format. With 2 parameters and full schema coverage, it is somewhat complete but could be improved.

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 100%, so baseline is 3. The description does not add extra meaning to parameters beyond what the schema provides. The API threshold warning is not directly about parameter semantics but about usage context.

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 'Search for notes on a specific company' with a specific verb and resource. While it does not explicitly differentiate from sibling search tools, the warning about API thresholds helps scope usage.

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

Usage Guidelines5/5

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

Provides explicit guidance: 'Iterating across many companies trips Autotask's API threshold — scope the parent list first.' This tells when to use (one company) and when not to (many companies), with a clear alternative suggestion.

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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