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asachs01

Autotask MCP Server

by asachs01

autotask_create_project_note

Create a new note for a project with support for title, note type, visibility, and announcement settings.

Instructions

Create a new note for a project

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
titleNoNote title
publishNoPublish visibility (1=All Autotask Users, 2=Internal Project Team, 3=Project Team). Defaults to 1.
noteTypeNoNote type (1=General, 2=Appointment, 3=Task, 4=Ticket, 5=Project, 6=Opportunity)
projectIdYesThe project ID to add the note to
descriptionYesNote content
isAnnouncementNoWhether this note is an announcement. Defaults to false.
Behavior1/5

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

No annotations are provided, so the description bears full responsibility for disclosing behavior. It only states 'Create a new note for a project' without any details on side effects, error conditions, permissions, or what happens if the projectId is invalid. The description is insufficient for an agent to understand the tool's behavioral implications.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

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

The description is a single sentence, which is concise but lacks structure. It does not use bullet points or separate sections to organize information. While it avoids verbosity, it is also under-specified, failing to earn its place with useful detail.

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 6 parameters, no output schema, and no annotations, the description is woefully incomplete. It does not explain return values, error behavior, or provide any context about the note creation process. For a creation tool, more completeness is expected.

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?

The input schema has full (100%) coverage with descriptions for all 6 parameters. The description adds no additional meaning beyond what the schema already provides. Therefore, the baseline score of 3 is appropriate.

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?

The description clearly states the action ('Create') and the resource ('a new note for a project'). It is unambiguous, though it does not differentiate from sibling tools like create_ticket_note or create_company_note. The project-specific context provides some distinction.

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, such as create_ticket_note or create_company_note. There is no mention of prerequisites, context, or scenarios where this tool is appropriate.

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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