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asachs01

Autotask MCP Server

autotask_search_invoices

Search invoices in Autotask using filters by company, invoice number, voided status, or page size.

Instructions

Search for invoices in Autotask with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIDNoFilter by company ID
invoiceNumberNoFilter by invoice number
isVoidedNoFilter by voided status
pageSizeNoNumber of results to return (default: 25, max: 500)
Behavior2/5

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

With no annotations, the description fails to disclose behavioral traits such as the read-only nature, pagination behavior, or default page size (25) and maximum (500) which are only in the schema.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single sentence, which is concise but omits important details like return format or behavior with no filters. It could include more information without being verbose.

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?

In the absence of an output schema, the description should describe the return structure (e.g., list of invoice objects). It does not, making it incomplete for an agent to understand the tool's full behavior.

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%, so the description adds little beyond the schema. It mentions 'optional filters' but does not elaborate on parameter usage or combinations.

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 tool searches for invoices with optional filters, distinguishing it from sibling search tools for other entities like tickets or companies.

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 such as autotask_get_invoice_details, which retrieves a single invoice. The description does not mention use cases or exclusions.

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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