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asachs01

Autotask MCP Server

autotask_search_billing_items

Search for approved and posted billable items from Autotask's Approve and Post workflow, filtered by company, ticket, project, contract, invoice, invoicing status, or date range.

Instructions

Search for billing items in Autotask. Billing items represent approved and posted billable items from the "Approve and Post" workflow. Returns 25 results per page by default.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoFilter by company ID
ticketIdNoFilter by ticket ID
projectIdNoFilter by project ID
contractIdNoFilter by contract ID
invoiceIdNoFilter by invoice ID
isInvoicedNoIf true, only return billing items that have been attached to an invoice (invoiceID is set). If false, only return items that have not yet been invoiced. Answers "what has and hasn't been invoiced yet".
dateFromNoFilter billing items with itemDate on or after this date (ISO format, e.g. 2026-01-01)
dateToNoFilter billing items with itemDate on or before this date (ISO format)
postedAfterNoFilter items posted on or after this date (ISO format, e.g. 2026-01-01)
postedBeforeNoFilter items posted on or before this date (ISO format)
pageNo
pageSizeNoMax 500
Behavior2/5

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

No annotations present, so description carries full burden. Only mentions default pagination of 25 results per page, but lacks disclosure of rate limits, authentication needs, or any read-only nature.

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 sentences, no wasted words. First sentence states purpose, second adds relevant context about billing items and default pagination.

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 12 parameters and no output schema, the description is insufficient. It does not explain return format, how pagination works beyond default, or how to interpret results. The schema descriptions help but the tool description lacks completeness.

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 92% with detailed descriptions for most parameters. The tool description adds minimal parameter insight beyond the schema, only mentioning default page size. Baseline 3 is appropriate.

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 'Search for billing items' with a specific verb and resource. It adds context by explaining billing items are from the Approve and Post workflow, but doesn't explicitly differentiate from sibling tools like autotask_get_billing_item.

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 on when to use this tool versus alternatives. There are many sibling search tools, but the description provides no exclusions or selection criteria.

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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