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asachs01

Autotask MCP Server

autotask_create_project_note

Create a project note in Autotask with title, content, type, visibility, and announcement options.

Instructions

Create a new note for a project

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
projectIdYesThe project ID to add the note to
titleNoNote title
descriptionYesNote content
noteTypeNoNote type (1=General, 2=Appointment, 3=Task, 4=Ticket, 5=Project, 6=Opportunity)
publishNoPublish visibility (1=All Autotask Users, 2=Internal Project Team, 3=Project Team). Defaults to 1.
isAnnouncementNoWhether this note is an announcement. Defaults to false.
Behavior2/5

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

No annotations provided. The description only states the creation action without disclosing any behavioral traits such as side effects, required permissions, or return behavior. For a tool with no annotations, the description should provide more transparency.

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?

Description is a single sentence with no wasted words. It is front-loaded and clear, though it could include more detail without being verbose.

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?

Description is too short for a tool with 6 parameters and no output schema. It does not explain return values, error conditions, or provide context beyond the basic action. Given the complexity, it needs more completeness.

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%, so each parameter already has a description. The tool description adds no additional meaning beyond what the schema provides. Baseline score of 3 is appropriate.

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 the action: 'Create a new note for a project'. It uses a specific verb and resource, and distinguishes itself from sibling tools like autotask_create_company_note and autotask_create_ticket_note by specifying 'project'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No explicit guidance on when to use this tool vs alternatives. The sibling list implies it's for project notes, but no when-not or alternative recommendations are provided. Usage is implied but not explicit.

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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