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asachs01

Autotask MCP Server

autotask_search_opportunities

Search for opportunities in Autotask using optional filters for company ID, status, or title. Results are limited to up to 100 per page.

Instructions

Search for opportunities with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoFilter by company ID
searchTermNoSearch term for opportunity title
statusNoFilter by status
pageSizeNoNumber of results to return (default: 25, max: 100)
Behavior2/5

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

No annotations are provided, so the description must detail behavioral traits. It only states it is a search operation, but does not mention pagination, sorting, or return format. Section 3: 'the description carries full burden' and fails to disclose key behaviors.

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 very short (one sentence) and to the point, with no unnecessary words. However, it is arguably too brief and could include more useful context.

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?

Without an output schema, the description should at least indicate what is returned. It does not explain how filters combine (AND/OR) or any default behavior. This leaves the agent with insufficient context for reliable invocation.

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?

The input schema already describes all four parameters with coverage at 100%. The description adds no additional semantic meaning beyond 'with optional filters', so baseline of 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 the action (search) and resource (opportunities) with optional filters. It is not a tautology, but it lacks differentiation from sibling search tools on the same server.

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 other search tools (e.g., autotask_search_companies). No context about when not to use it or alternative approaches.

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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