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asachs01

Autotask MCP Server

autotask_search_invoices

Search invoices in Autotask using optional filters such as company ID, invoice number, or voided status.

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 carries full burden but only mentions 'optional filters.' It does not disclose pagination, rate limits, or behavior when no filters are provided.

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 concise at one sentence, but it could benefit from slightly more detail. It is appropriately front-loaded.

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?

No output schema and a brief description leave gaps: pagination (pageSize) is in schema but not mentioned, and return format is unspecified. Incomplete for a 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 coverage is 100%, so baseline is 3. The description adds no additional meaning beyond the schema's already clear parameter descriptions.

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 invoices in Autotask' with a specific verb and resource. However, it does not differentiate from sibling search tools like autotask_search_companies or autotask_search_tickets.

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. The sibling list includes many search tools, but the description offers no context for 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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