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asachs01

Autotask MCP Server

autotask_create_opportunity

Create a new sales opportunity in Autotask. Specify title, company, owner, status, stage, and projected close date to log a potential deal.

Instructions

Create a new sales opportunity in Autotask

Input Schema

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

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

No annotations are provided, and the description only states the basic create action. It does not disclose behavioral traits such as idempotency, side effects, required permissions, or error conditions. 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?

The description is a single sentence of 8 words, front-loaded with the key action and resource. Zero waste.

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 the complexity (15 parameters, 7 required) and no output schema, the description is minimal. It does not explain the return value, error handling, or the overall context. However, the schema descriptions are rich, partially compensating.

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%, with detailed descriptions for each parameter. The description itself adds no additional meaning beyond the schema. Baseline is 3.

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 ('Create'), the resource ('new sales opportunity'), and the context ('in Autotask'). It is specific and distinguishes from sibling tools like autotask_create_ticket or autotask_create_project.

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 vs alternatives, when not to use it, or any prerequisites. Sibling tools include many create tools, but no differentiation is provided.

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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