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ThatDayneGuy

Autotask MCP Server

by ThatDayneGuy

autotask_update_contract

Update an existing Autotask contract by specifying only the fields to change. Use to modify contract details like status, dates, or pricing.

Instructions

Update an existing Contract in Autotask (PATCH). Pass only fields you want to change; everything except id is optional. status: 1=In Effect, 0=Inactive.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesContract ID to update
statusNoContract status (1=In Effect, 0=Inactive)
endDateNoContract end date (ISO YYYY-MM-DD)
setupFeeNoSetup fee amount
companyIDNoCompany ID
contactIDNoPrimary contact ID
startDateNoContract start date (ISO YYYY-MM-DD)
descriptionNoContract description / notes
contractNameNoContract name
contractTypeNoContract type picklist ID
estimatedCostNoEstimated cost
opportunityIDNoOriginating opportunity ID
contractNumberNoExternal-facing contract number
estimatedHoursNoEstimated hours
billToCompanyIDNoBill-to company ID
contractCategoryNoContract category picklist ID
estimatedRevenueNoEstimated revenue
billingPreferenceNoBilling preference picklist ID
isDefaultContractNoWhether this is the default contract for the company
renewedContractIDNoID of the contract this renewed
contractPeriodTypeNoPeriod type picklist ID
overageBillingRateNoOverage billing rate
exclusionContractIDNoExclusion contract ID
purchaseOrderNumberNoCustomer purchase order number
setupFeeBillingCodeIDNoBilling code ID for the setup fee
billToCompanyContactIDNoBill-to contact ID
contractExclusionSetIDNoContract exclusion set ID
serviceLevelAgreementIDNoSLA ID
internalCurrencySetupFeeNoSetup fee in internal currency
organizationalLevelAssociationIDNoOrg level association ID
internalCurrencyOverageBillingRateNoOverage rate in internal currency
timeReportingRequiresStartAndStopTimesNoWhether time entries require start/stop times
Behavior3/5

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

With no annotations, the description discloses the PATCH behavior and optionality of fields, but does not detail authentication needs, error handling, response format, or side effects. Adequate for a simple update but lacks depth.

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?

Three concise sentences: verb+resource, usage instruction, and parameter note. No redundant information; every sentence serves a purpose.

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 32 parameters and no output schema, the description is minimal. It does not explain the response structure, error handling, or behavioral constraints like idempotency. Adequate for a straightforward update but could be more comprehensive.

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?

Schema coverage is 100%, so each parameter is already described. The description adds value by mapping status values (1=In Effect, 0=Inactive), which is not in the schema. Baseline 3 raised to 4 for this extra clarification.

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 action ('Update an existing Contract in Autotask') and specifies the HTTP method (PATCH). It differentiates from sibling tools like 'autotask_create_contract' by targeting existing contracts.

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?

Indicates that only fields to change should be passed and all except id are optional, providing partial update guidance. However, it does not explicitly state when to use this over 'autotask_create_contract' or prerequisites like existence of the contract.

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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