Skip to main content
Glama
asachs01

Autotask MCP Server

autotask_create_opportunity

Create a new sales opportunity in Autotask by specifying title, company, owner, status, stage, and close date.

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 exist, and the description does not disclose side effects, permissions, duplicate handling, or other behavioral traits beyond the fact that it creates an opportunity.

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 single-sentence description is extremely concise, delivering the essential purpose without any wasted words or structure.

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 has 15 parameters and 7 required, the description omits what the return value is (e.g., created opportunity ID). No output schema. More context about post-creation behavior would be beneficial.

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?

Input schema covers 100% of parameters with descriptions. The description adds no extra semantic value; the schema already handles it adequately, yielding a baseline score of 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 'Create a new sales opportunity in Autotask' clearly states the verb and specific resource, distinguishing it from sibling tools like autotask_create_company or autotask_create_ticket.

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 is provided on when to use this tool versus alternatives like autotask_search_opportunities or autotask_get_opportunity. Prerequisites and exclusions are absent.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/asachs01/autotask-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server