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asachs01

Autotask MCP Server

by asachs01

autotask_create_ticket_charge

Add a charge to a ticket for materials, costs, or expenses. Specify ticket, charge type, and name to record billable items.

Instructions

Create charge on ticket for materials, costs, or expenses.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesCharge name/title
statusNoCharge status picklist ID
ticketIDYesTicket ID to add the charge to
unitCostNoCost per unit
productIDNoAssociated product ID (optional)
unitPriceNoPrice per unit
chargeTypeYesCharge type picklist ID (use autotask_get_field_info with entityType "TicketCharges" to find valid values)
descriptionNoCharge description
unitQuantityNoQuantity of units
billingCodeIDNoBilling code ID for categorization
datePurchasedNoDate the charge was incurred (YYYY-MM-DD format)
billableToAccountNoWhether this charge is billable to the client (default: true)
Behavior2/5

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

No annotations are provided, so the description bears full responsibility for behavioral disclosure. It states the tool creates a charge but does not mention mutation risks, authorization requirements, idempotency, error behavior, or what the response contains. For a mutation tool, this is a significant gap.

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

Conciseness4/5

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

The description is a single, concise sentence that front-loads the purpose. However, it could be slightly expanded to include key usage tips without becoming verbose.

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?

The tool has 12 parameters and no output schema, yet the description does not hint at return values, pagination, or error handling. It lacks sufficient context for an agent to fully understand the tool's behavior beyond the basic action.

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 input schema adequately documents each parameter. The description does not add new semantic meaning beyond the schema, meeting the baseline expectation but not exceeding it.

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 action ('Create') and the resource ('charge on ticket'), and specifies the typical use cases ('materials, costs, or expenses'). It effectively distinguishes from sibling tools like autotask_get_ticket_charge and autotask_search_ticket_charges by focusing on creation.

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 implies usage when needing to add a charge to a ticket, but does not explicitly state when not to use it or mention alternatives. However, the sibling tool names (e.g., autotask_update_ticket_charge, autotask_delete_ticket_charge) indirectly provide context for differentiation.

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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