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asachs01

Autotask MCP Server

autotask_search_opportunities

Search Autotask opportunities and apply optional filters like company, title, status, and page size to narrow results.

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?

With no annotations, the description minimally implies a read operation but does not disclose behavior such as pagination, return format, authentication, or rate limits. It lacks sufficient behavioral detail.

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 a single sentence that is concise and front-loaded. It avoids verbosity but could include a bit more context without becoming overly long.

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?

Given the tool's simplicity and lack of output schema, the description is incomplete. It does not explain return values, pagination details, or expected behavior, leaving gaps for an AI agent.

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 provides full descriptions (100% coverage), so the description adds no additional meaning beyond reiterating 'optional filters'. Baseline score 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 tool searches for opportunities with optional filters, using a specific verb and resource. However, it does not differentiate from sibling search tools or the get_opportunity tool beyond the verb.

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 other search tools or alternatives like autotask_get_opportunity. The description provides 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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