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asachs01

Autotask MCP Server

autotask_create_expense_report

Create a new expense report with name, description, submitter resource ID, and week ending date to manage expense submissions.

Instructions

Create a new expense report

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesExpense report name
descriptionNoExpense report description
submitterIdYesThe resource ID of the submitter
weekEndingDateYesWeek ending date (YYYY-MM-DD format)
Behavior2/5

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

Description implies creation but lacks details on side effects, permissions, required roles, or what happens on success. No annotations to supplement; description carries full burden and 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.

Conciseness4/5

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

Extremely concise (5 words). No wasted text. Could be slightly more detailed but remains efficient.

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?

No output schema, no annotations, and description is minimal. Missing return value, error cases, and any usage context beyond creation.

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 covers all 4 parameters with descriptions, so baseline 3 applies. Tool description adds nothing beyond schema, but schema itself is adequate.

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?

Description clearly states verb (Create) and resource (expense report). Name plus description distinguish from siblings like autotask_create_expense_item, but description itself does not 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 versus alternatives (e.g., autotask_create_expense_item, autotask_search_expense_reports). No mention of prerequisites or when not to use.

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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