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Autotask MCP Server

by ThatDayneGuy

autotask_update_project

Update an existing project in Autotask by modifying selected fields. Common use: set status to 5 to mark a project as complete.

Instructions

Update an existing project in Autotask. Only the fields you provide will be updated. Common use case: set status=5 to mark a project Complete.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
statusNoProject status (1=New, 2=In Progress, 5=Complete). Set to 5 to mark the project complete.
projectIdYesThe ID of the project to update
descriptionNoProject description
endDateTimeNoProject end date/time (ISO 8601)
projectNameNoProject name
departmentIDNoDepartment ID owning the project
estimatedTimeNoEstimated time for the project, in hours
startDateTimeNoProject start date/time (ISO 8601)
userDefinedFieldsNoUser-defined field values to set on the project (Autotask REST-native shape)
assignedResourceIDNoPrimary assigned resource (project manager) ID. Note: Autotask may also require assignedResourceRoleID to be set alongside this field.
projectLeadResourceIDNoProject lead resource ID
assignedResourceRoleIDNoRole ID for the assigned resource. Required by Autotask when assignedResourceID is provided.
Behavior2/5

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

With no annotations, the description carries full burden. It mentions partial update but omits critical details: required permissions, validation rules, side effects, or return format. For a mutation tool this is insufficient.

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?

Extremely concise: two sentences that front-load the main functionality and a practical example. Every sentence contributes without redundancy.

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 12 parameters and no output schema, the description is minimal. It covers the core update behavior but lacks information on response, errors, or nested objects. The thorough schema descriptions compensate partially.

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% with good parameter descriptions. The description adds value by highlighting the common use case (status=5 for completion). However, it doesn't elaborate on the relationship between assignedResourceID and assignedResourceRoleID beyond the schema's note.

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 'Update an existing project in Autotask' (verb+resource). It also specifies partial update behavior and a common use case, effectively distinguishing from create-project siblings.

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?

No guidance on when to use vs alternatives (e.g., create_project for new projects, search_projects for reading). The description implies partial updates but doesn't explain prerequisites or conditions.

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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