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asachs01

Autotask MCP Server

autotask_search_billing_items

Search approved and posted billable items from Autotask's Approve and Post workflow. Filter by company, ticket, project, contract, invoice, invoiced 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)
pageNoPage number for pagination (default: 1)
pageSizeNoResults per page (default: 25, max: 500)
Behavior3/5

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

No annotations provided; description carries full burden. Mentions pagination default (25 per page) and implies read-only via 'search', but does not explicitly disclose read-only nature, authentication needs, or rate limits. 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 sentences, front-loaded with purpose, and includes key detail on billing items and default pagination. No wasted words.

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?

No output schema, but description covers purpose, default pagination, and entity definition. Could be improved by mentioning that all filters are optional or how pagination works with page parameter, but sufficient for a basic search tool.

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 baseline is 3. Description does not add extra meaning beyond schema; it only rephrases the purpose. No compensation for parameter semantics needed.

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?

Clear verb+resource: 'Search for billing items'. Defines billing items as approved/posted from 'Approve and Post' workflow. Distinguishes from sibling tools like autotask_get_billing_item (single item) and autotask_search_billing_item_approval_levels (different entity).

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?

Provides context on billing items but lacks explicit when-to-use vs. get tool or alternative search tools. Implies usage for finding multiple billing items, but no direct guidance or exclusion 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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