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asachs01

Autotask MCP Server

by asachs01

autotask_create_opportunity

Create a new sales opportunity in Autotask by specifying required fields such as title, company, owner, status, stage, dates, and optional fields like amount and probability.

Instructions

Create a new sales opportunity in Autotask

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
costNoCost amount (default: 0)
stageYesStage picklist value ID (use autotask_get_field_info to find valid values)
titleYesOpportunity name/title
amountNoRevenue amount (default: 0, set useQuoteTotals=true to calculate from quotes)
statusYesStatus: 0=Not Ready To Buy, 1=Active, 2=Lost, 3=Closed, 4=Implemented
companyIdYesCompany ID for the opportunity
contactIdNoContact ID for the opportunity
startDateYesStart date (YYYY-MM-DD)
descriptionNoOpportunity description
probabilityNoWin probability percentage (0-100, default: 50)
useQuoteTotalsNoWhether to calculate totals from linked quotes (default: true)
ownerResourceIdYesOwner resource ID (the sales rep or account manager)
totalAmountMonthsNoNumber of months to calculate totals for (e.g., 12 for annual)
projectedCloseDateYesProjected close date (YYYY-MM-DD)
opportunityCategoryIDNoOpportunity category picklist value ID
Behavior2/5

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

With no annotations, the description carries full burden but only states 'Create a new sales opportunity', omitting critical behavioral details such as return value, idempotence, error handling, or permission requirements.

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?

Single sentence is concise and front-loaded with the core action. However, it sacrifices necessary details, but this is more a completeness issue than conciseness.

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 tool's complexity (15 parameters, 7 required, no output schema, no annotations), the minimal description is inadequate. It fails to explain return behavior, necessary lookups, or constraints, leaving the agent underinformed.

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 description coverage is 100%, and the tool description adds no additional meaning beyond the parameter descriptions. Baseline 3 is appropriate; the description does not compensate for any gaps.

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?

Description clearly states verb 'Create' and resource 'new sales opportunity', accurately reflecting the tool's function and distinguishing it from sibling tools that operate on different entities (e.g., autotask_create_ticket, autotask_create_company).

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_search_opportunities, autotask_update_opportunity) or prerequisites like ensuring the companyId and ownerResourceId exist. Lacks context for appropriate usage.

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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