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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_update_company

Update Autotask company records to set payment terms via invoice template and manage distinct billing addresses.

Instructions

Update company record. invoiceTemplateID sets payment terms (103=Due on Receipt, 104=NET 30). Billing address fields separate from regular address.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYes
cityNo
phoneNo
stateNo
taxIDNoTax registration / FEIN / VAT identifier string
address1NoRegular address (distinct from billingAddress1)
address2No
isActiveNo
countryIDNoe.g. 237 for United States
billToCityNoBill-to city
postalCodeNo
webAddressNoWebsite URL (field name is webAddress)
billToStateNoBill-to state/province
companyNameNo
companyTypeNoCompany type picklist ID (e.g. Customer, Prospect, Vendor)
isTaxExemptNoWhether the company is tax-exempt. Note: Autotask field name is `isTaxExempt` — not `taxExempt`.
taxRegionIDNoTax region ID (capital ID suffix per Autotask convention)
billToZipCodeNoBill-to ZIP/postal code
invoiceMethodNoInvoice delivery method picklist ID (e.g. 2=Email)
classificationNoCompany classification picklist ID
billToAttentionNoBill-to attention name
billToCountryIDNoBill-to country ID
billingAddress1NoFor invoices (separate from address1)
billingAddress2NoBilling address line 2
ownerResourceIDNoResource ID of the account owner
quoteTemplateIDNoDefault quote template ID for this company
invoiceTemplateIDNoInvoice template ID applied to this company. Acts as the payment-terms selector (e.g. 103=Due on Receipt, 104=NET 30).
billToAddressToUseNo1 = use bill-to fields explicitly
quoteEmailMessageIDNoDefault email-message template ID used when sending quotes
invoiceEmailMessageIDNoDefault email-message template ID used when invoicing this company
billToCompanyLocationIDNoBill-to company location ID
purchaseOrderTemplateIDNoDefault purchase-order template ID for this company
Behavior2/5

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

No annotations exist, and the description does not disclose side effects, authentication needs, or whether the update is destructive. It adds minor behavioral nuance (billing address separation) but fails to convey important behavioral traits like idempotency or scope of changes.

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‐loaded with the purpose, then a specific parameter detail. No extraneous words. Each sentence earns its place.

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?

Despite 32 parameters and no output schema, the description covers only two aspects (invoiceTemplateID and billing address). It omits prerequisites (e.g., company id must exist), constraints, typical use cases, and return value expectations, leaving the agent underprepared.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 75% schema coverage, the description adds concrete value by clarifying that invoiceTemplateID acts as a payment‐terms selector with example IDs (103=Due on Receipt, 104=NET 30) and by noting billing address fields are separate from regular address. This goes beyond the schema descriptions for those fields.

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 it updates a company record, distinguishing it from create_company (adds new) and search_companies (reads). The specific notes about invoiceTemplateID and billing address fields add purpose clarity, though it does not explicitly contrast with sibling tools.

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 explicit when-to-use or when-not-to-use guidance is provided. The description gives hints about parameter behavior (payment terms, address separation) but does not help the agent decide when to choose this tool over alternatives like create_company.

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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