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asachs01

Autotask MCP Server

autotask_create_project_note

Add a note to a project by providing project ID, description, and optional title, note type, publish visibility, and announcement setting.

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. Description states 'Create a new note' but does not disclose behavioral traits such as required permissions, side effects (e.g., notifications), or whether the note is appended to the project. Schema shows required fields but no behavioral context.

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?

Single sentence, very concise. Could be structured (e.g., front-loading key info) but remains minimal. No wasted words, but also no additional helpful phrases.

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?

With 6 parameters, no output schema, and no annotations, the description is insufficient. It does not explain return values, error conditions, or typical usage context for a create operation.

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% (all 6 parameters described). Description does not add meaning beyond schema; e.g., doesn't explain noteType defaults or constraints. Baseline 3 applies.

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?

Description states 'Create a new note for a project', specifying verb and resource. Among siblings (e.g., autotask_create_company_note, autotask_create_ticket_note), it distinguishes by resource type. Could clarify that it's an internal note, but overall clear.

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 vs. other note creation tools (e.g., company/ticket notes). No context on prerequisites or alternatives.

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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