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asachs01

Autotask MCP Server

by asachs01

autotask_search_opportunities

Search Autotask opportunities by applying filters on status, company, or title for targeted results.

Instructions

Search for opportunities with optional filters

Input Schema

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

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

With no annotations, the description must convey behavioral traits. It only states a basic search action, not mentioning read-only nature, pagination behavior (implied by pageSize but not stated), or any side effects. The description adds little beyond 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, making it concise. However, it is too brief to be fully effective, lacking important details that would justify its brevity. It is front-loaded but sacrifices completeness.

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 4 optional parameters and no output schema, the description is insufficient. It does not explain return type (e.g., list of opportunities), pagination limits, or how it differs from sibling tools. The agent is left guessing about the tool's 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?

All 4 parameters have descriptions in the schema (100% coverage), so the baseline is 3. The description does not add extra meaning or relationships between parameters beyond what the schema already provides.

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 it searches for opportunities with optional filters, using a specific verb-resource pairing. However, it does not distinguish this tool from sibling search tools like autotask_search_tickets, which have similar descriptions.

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 over alternatives. The description provides no context about usage scenarios, typical workflows, or exclusions, making it hard for an agent to decide when to invoke this search versus other search tools.

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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