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asachs01

Autotask MCP Server

autotask_get_invoice_details

Fetch a single Autotask invoice with nested line items to view complete invoice details for finance workflows.

Instructions

Get a single Autotask invoice with its nested line items (billing items posted to the invoice). Use for finance workflows that need to see exactly what an invoice contains.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
invoiceIdYesThe invoice ID to fetch
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It mentions that line items are included but does not disclose error handling, authentication needs, rate limits, or any side effects. The read-only nature is implied but not stated.

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 two sentences with no wasted words. It is front-loaded with the main action and efficiently conveys necessary information.

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?

For a simple get-by-id tool with full schema coverage, the description provides core purpose and return content. It lacks details on error or format, but is otherwise complete given the simplicity.

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% for the single parameter (invoiceId). The description adds no additional meaning beyond the schema, so baseline 3 is appropriate.

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 verb 'Get' and the resource 'Autotask invoice', and specifies it includes nested line items. It effectively distinguishes from siblings like autotask_search_invoices (list) and autotask_get_billing_item (single item).

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 suggests usage for finance workflows but does not explicitly state when not to use this tool or mention alternatives like autotask_search_invoices for listing.

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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