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asachs01

Autotask MCP Server

by asachs01

autotask_create_quote_item

Add a line item to a quote by specifying quote ID, quantity, and optionally linking a service, product, or service bundle. Defaults set discounts to zero and item as non-optional.

Instructions

Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Required: quoteId, quantity. Defaults: unitDiscount=0, lineDiscount=0, percentageDiscount=0, isOptional=false.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoItem name (auto-populated for service/product types)
quoteIdYesThe quote ID to add this item to
quantityYesQuantity of the item
unitCostNoUnit cost for the item
productIDNoProduct ID to link (mutually exclusive with serviceID/serviceBundleID)
serviceIDNoService ID to link (mutually exclusive with productID/serviceBundleID)
unitPriceNoUnit price for the item
isOptionalNoWhether this is an optional line item (default: false)
descriptionNoItem description
sortOrderIDNoSort order for display
lineDiscountNoLine-level discount amount (default: 0)
unitDiscountNoPer-unit discount amount (default: 0)
quoteItemTypeNoQuote item type (auto-determined if omitted): 1=Product, 2=Cost, 3=Labor, 4=Expense, 6=Shipping, 11=Service, 12=ServiceBundle
serviceBundleIDNoService Bundle ID to link (mutually exclusive with serviceID/productID)
percentageDiscountNoPercentage discount (default: 0)
Behavior3/5

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

No annotations are provided, so the description bears full burden. It discloses mutual exclusivity of item references, required parameters, and defaults. However, it lacks information about side effects, authentication, or error behavior. Some behavioral context is present but not comprehensive.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is extremely concise: two sentences that front-load the main purpose, then pack essential constraints and defaults with no unnecessary words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 15 parameters, no output schema, and no annotations, the description covers mutual exclusivity and defaults but omits details like auto-population, response format, or error handling. The high schema coverage compensates, but completeness is adequate but not thorough.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so baseline is 3. The description adds value by emphasizing the 'exactly one' constraint and listing defaults for discount and isOptional parameters, which is not obvious from the schema alone.

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?

The description clearly states the tool creates a line item on a quote, specifies exactly one item reference must be set among three options, and lists required fields and defaults. This distinguishes it from siblings like update/delete quote items.

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

Usage Guidelines4/5

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

The description provides clear instructions on when to use (create a line item) and what constraints apply (exactly one item reference, required fields). While it doesn't explicitly list when not to use, the context from sibling tools (update, delete) implies this is for new items.

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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