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asachs01

Autotask MCP Server

autotask_search_project_notes

Search notes for a specific project by providing its project ID. Retrieve project notes without hitting API thresholds.

Instructions

Search for notes on a specific project. Fan-out across many projects trips Autotask's API threshold (see issue #69) — scope the parent list (status, company, date range) first.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
projectIdYesThe project ID to search notes for
pageSizeNoNumber of results to return (default: 25, max: 100)
Behavior4/5

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

No annotations provided, so description carries full burden. It discloses the API threshold limitation and scoping requirement, adding valuable behavioral context 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.

Conciseness5/5

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

Two sentences with no fluff: first states purpose, second provides critical usage guideline. Highly efficient and well-structured.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a search tool with no output schema, the description covers purpose, parameter expectations, and a crucial behavioral note (API threshold), making it complete for effective use.

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?

Input schema covers 100% of parameter descriptions. Description does not add extra meaning to projectId or pageSize, so 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?

Description clearly states 'Search for notes on a specific project' with specific verb and resource. While sibling tools like autotask_search_company_notes exist, the resource is unique to project notes, though explicit differentiation is absent.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly warns against fan-out across many projects due to API threshold and advises scoping parent list first. This provides clear when-not and contextual alternative.

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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