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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_search_opportunities

Search and filter opportunities in Autotask PSA by status, company, or title to find relevant sales leads.

Instructions

Search for opportunities with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNoFilter by status
pageSizeNoNumber of results to return (default: 25, max: 100)
companyIdNoFilter by company ID
searchTermNoSearch term for opportunity title
Behavior2/5

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

No annotations are provided, and the description does not disclose behavioral traits such as whether the operation is read-only, what the response format is, or any limitations. For a tool with no annotations, the description should compensate but fails to do so.

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 a single concise sentence that earns its place with no wasted words. It is front-loaded and efficient.

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 4 optional parameters and no output schema, the description is incomplete. It does not mention that the tool returns a list of opportunities, nor does it explain the purpose of each filter or the default behavior. A more complete description would clarify the result format and 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 already described. The description adds no new meaning beyond 'optional filters'. Baseline 3 is appropriate as the description does not enhance or clarify the parameters beyond the schema.

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 the action (Search) and the resource (opportunities), and notes that filters are optional. However, it does not differentiate from sibling search tools or specify the nature of opportunities (e.g., sales opportunities), which would help an agent distinguish it.

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?

The description provides no guidance on when to use this tool versus alternatives like autotask_get_opportunity (for a single opportunity) or autotask_create_opportunity. There are no exclusions or context on when searching is appropriate.

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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