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asachs01

Autotask MCP Server

autotask_create_quote

Create a new quote in Autotask PSA by providing company ID and optional details like name, description, contact, opportunity, effective and 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?

With no annotations provided, the description must disclose behavioral traits. It only states 'Create a new quote', implying a write operation, but does not mention side effects, permissions, or what the response contains (e.g., returns ID). This is insufficient 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 a single sentence, which is concise but overly minimal. It lacks structure or front-loading of critical info (e.g., required parameter). While short, it sacrifices useful context.

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 7 parameters, no output schema, and no annotations, the description is incomplete. It fails to explain the return value, constraints, or relationships (e.g., linking to opportunity). A creation tool should describe what is produced.

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 the schema already documents all 7 parameters. The description adds no extra meaning beyond the schema, which is adequate but not improved. Baseline 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 'Create a new quote', specifying the verb and resource. Among siblings, it distinguishes from 'autotask_create_quote_item' by focusing on the quote itself. However, no additional context is provided about what creating a quote implies.

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 given on when to use this tool versus other create tools (e.g., create_company, create_contract). The description lacks any contextual advice or prerequisites.

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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