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asachs01

Autotask MCP Server

autotask_get_opportunity

Retrieve a specific sales opportunity from Autotask by its ID. Returns detailed opportunity data for review or analysis.

Instructions

Get a specific opportunity by ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
opportunityIdYesThe opportunity ID to retrieve
Behavior2/5

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

Without annotations, the description carries the burden of behavioral disclosure. It only states 'Get', implying a read operation, but does not specify return format, potential errors (e.g., not found), or any side effects. This is insufficient for an unannotated tool.

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 directly conveys the tool's function. It is appropriately sized for a simple retrieval operation, though it could benefit from brief context on the result.

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?

Given the lack of annotations and output schema, the description should provide more information about the returned opportunity object or potential errors. The current text is minimal and leaves the agent without crucial context for handling the tool's response.

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 coverage is 100% with the single parameter clearly described as 'The opportunity ID to retrieve'. The description adds no further semantics beyond the schema, but this is acceptable given the high coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action (Get) and resource (opportunity) with the identifier method (by ID). It is distinct from sibling tools that create, update, search, or delete, so the purpose is unambiguous.

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

Usage Guidelines2/5

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

No guidance is provided on when to use this tool versus alternatives like autotask_search_opportunities for finding opportunities without an ID. The description does not mention any prerequisites or context for invocation.

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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