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asachs01

Autotask MCP Server

autotask_search_expense_reports

Filter and retrieve expense reports by submitter ID, status, or page size.

Instructions

Search for expense reports with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
submitterIdNoFilter by submitter resource ID
statusNoFilter by status (1=New, 2=Submitted, 3=Approved, 4=Paid, 5=Rejected, 6=InReview)
pageSizeNoNumber of results to return (default: 25, max: 100)
Behavior2/5

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

With no annotations provided, the description must disclose behavioral traits. It only mentions 'search', which implies a safe read operation, but does not confirm read-only nature, authentication requirements, or any side effects. The lack of transparency increases agent uncertainty.

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 a single, front-loaded sentence with no redundancy. Every word serves a purpose, and it efficiently communicates the core function without extraneous details.

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?

The description lacks essential context: it does not mention that the tool returns a list of expense reports, default pagination (25 results), or any behavior when no filters are provided. Given the absence of an output schema, these details are critical for proper usage.

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 the schema already documents each parameter. The description adds no additional meaning beyond 'optional filters', resulting in a baseline score. No parameter semantics are enhanced.

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 verb 'Search' and the resource 'expense reports', making the purpose evident. It distinguishes from sibling search tools by specifying the entity type, but lacks specificity about the scope (e.g., all vs. filtered).

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 (e.g., autotask_get_expense_report for fetching a single report by ID). The description does not mention exclusions or prerequisites, leaving the agent without context for tool selection.

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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