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asachs01

Autotask MCP Server

autotask_create_company_note

Add a note to a company record in Autotask PSA. Specify company ID, title, content, and optional action type.

Instructions

Create a new note for a company

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe company ID to add the note to
titleNoNote title
descriptionYesNote content
actionTypeNoAction type for the note
Behavior2/5

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

No annotations provided; the description only says 'Create a new note' implying a write operation. It does not disclose permissions, side effects, or response behavior.

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

Conciseness4/5

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

The description is a single concise sentence with no wasted words. It is appropriately brief for the tool's simplicity, though could be slightly 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?

Given the number of sibling tools and no output schema, the description lacks context. It does not specify what the output is, any constraints, or how this note relates to other entities.

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%, so the schema already documents all parameters. The description adds no additional meaning beyond the schema descriptions.

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 (create) and resource (note for a company). However, it does not differentiate from sibling tools like autotask_create_project_note or autotask_create_ticket_note, though the tool name provides differentiation.

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 versus alternatives. For example, it does not explain when to use this over autotask_create_ticket_note or autotask_search_company_notes.

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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