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asachs01

Autotask MCP Server

autotask_create_quote

Create a new quote in Autotask by specifying company ID and optional details such as name, description, contact, opportunity, and effective/expiration dates.

Instructions

Create a new quote

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoQuote name
descriptionNoQuote description
companyIdYesCompany ID for the quote
contactIdNoContact ID for the quote
opportunityIdNoAssociated opportunity ID
effectiveDateNoEffective date (YYYY-MM-DD format)
expirationDateNoExpiration date (YYYY-MM-DD format)
Behavior2/5

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

Without annotations, the description must disclose behavior. It only states the action, omitting details like return values, side effects, or prerequisites (e.g., whether companyId must exist). This is a significant gap for a creation tool.

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 brief but under-specified. It is not overly verbose, but the single sentence fails to provide adequate context, making it closer to a tautology than a helpful guide.

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 7 parameters and no output schema, the description should explain return behavior and usage context. It does not mention what the tool returns or how it interacts with other entities, 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 baseline is 3. The description adds no additional meaning beyond the schema's parameter descriptions, thus meets the minimum but does not enhance semantics.

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 'Create a new quote' clearly identifies the action and resource. It is specific enough to distinguish from other create tools (e.g., create_quote_item) by naming 'quote'.

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 when to create a quote item or update an existing quote. The description lacks any contextual cues for selection.

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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