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asachs01

Autotask MCP Server

autotask_get_invoice_details

Retrieves a single Autotask invoice with nested line items for reviewing what an invoice contains. Supports finance workflows that require detailed invoice data.

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?

Despite no annotations, the description implies a safe read operation and mentions nested line items. It lacks details on permissions, error handling, or response format, making it adequate but not thorough.

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?

Two efficient sentences convey purpose, scope, and usage context without redundancy.

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 simple parameter set and no output schema, the description sufficiently explains functionality and use case. Could mention if any additional outputs or constraints exist.

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 covers the single parameter with a description; the tool description adds no further meaning, meeting the baseline for complete schema coverage.

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 retrieves a single Autotask invoice with nested line items, distinguishing it from other tools like autotask_search_invoices.

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 indicates use for finance workflows needing detailed invoice content, providing clear context. However, it does not explicitly exclude alternative tools or mention when not to use.

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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