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asachs01

Autotask MCP Server

autotask_create_quote_item

Add a line item to a quote in Autotask. Required: quote ID and quantity. Optionally set one item reference (service, product, or service bundle).

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

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

Without annotations, the description provides some behavioral context (defaults, required fields, mutual exclusivity of item references) but lacks details on idempotency, error handling, or side effects. The description is adequate 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 purpose and key rules. No unnecessary words, every sentence adds value.

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

Completeness4/5

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

Given the tool complexity (15 params) and absence of output schema, the description covers the essential constraints and defaults. However, it omits some schema details like auto-population of name and quoteItemType auto-determination, though those are in the schema.

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 coverage is 100%, so baseline is 3. The description adds value by summarizing required fields, defaults, and the mutual exclusivity constraint, which goes beyond the per-parameter descriptions in the schema.

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 it creates a line item on a quote and specifies the key constraint of exactly one item reference (serviceID, productID, or serviceBundleID). This differentiates it from sibling tools like update/delete/search.

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

Usage Guidelines3/5

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

The description mentions required fields (quoteId, quantity) and defaults but does not explicitly guide when to use this tool versus alternatives like update or delete. Some contextual guidance is missing.

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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