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asachs01

Autotask MCP Server

autotask_create_project_note

Create a new note for a specified project, setting title, content, note type, visibility, and announcement flag.

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 are present, and the description does not disclose any behavioral traits beyond 'create.' It fails to mention side effects, authentication needs, or what happens on success or failure.

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?

The description is a single sentence, very concise and front-loaded. However, it is too brief, sacrificing completeness for brevity.

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 (2 required) and no output schema or annotations, the description is insufficient. It fails to explain return behavior or any side effects, leaving significant gaps.

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%, so the schema already fully describes the parameters. The description adds no additional meaning beyond the schema, which is adequate but not enhanced.

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 verb and resource: 'Create a new note for a project.' It is unambiguous but does not distinguish this from sibling tools like autotask_create_company_note or autotask_create_ticket_note, so it scores 4.

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 other note creation tools, nor are any prerequisites or when-not-to-use conditions mentioned.

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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