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asachs01

Autotask MCP Server

autotask_create_opportunity

Create a sales opportunity in Autotask by specifying title, company ID, owner, status, stage, and projected 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, so the description must carry the full burden. It fails to disclose what happens after creation (e.g., returns the new opportunity ID, requires specific permissions, or any side effects).

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?

Single, concise sentence with no redundancy. All words are necessary and front-loaded.

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?

Despite high parameter count and no output schema or annotations, the description lacks essential context about return values, required permissions, or integration with other Autotask entities. It is incomplete for a creation tool.

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 15 parameters with descriptions (100% coverage). The description adds no extra meaning beyond what the schema already provides, meeting the baseline.

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 (create) and resource (sales opportunity), effectively distinguishing it from sibling tools like create_ticket or 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 versus alternatives (e.g., search_opportunities to find existing ones, or update_opportunity to modify). No prerequisites or exclusions 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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