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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_search_quotes

Search for quotes in Autotask PSA using filters such as company, contact, opportunity, or search term to locate specific quotes.

Instructions

Search for quotes with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageSizeNoNumber of results to return (default: 25, max: 100)
companyIdNoFilter by company ID
contactIdNoFilter by contact ID
searchTermNoSearch term for quote name or description
opportunityIdNoFilter by opportunity ID
Behavior2/5

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

No annotations provided, so the description must disclose behavioral traits. It only mentions optional filters but does not describe pagination, sorting, rate limits, or whether results are summaries or full objects. This is insufficient for a search tool with 5 parameters.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

One sentence, efficient but lacks detail. However, it is not front-loaded with key behavioral info. Acceptable conciseness but could be more informative.

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 5 optional parameters and no output schema, vital context is missing: pagination behavior, default sorting, and what fields are searchable beyond the parameter names. The description is incomplete.

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 provides 100% coverage with descriptions for all parameters. The description does not add extra meaning beyond the schema, 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 clearly states the tool searches for quotes with optional filters. It implicitly distinguishes from siblings like autotask_get_quote (single quote) and autotask_search_quote_items (items within a quote), but does not explicitly differentiate.

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 on when to use this tool vs alternatives like autotask_get_quote or autotask_search_quote_items. No context on 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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