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asachs01

Autotask MCP Server

autotask_search_quote_items

Find quote items by quote ID or search term to retrieve matching items from Autotask.

Instructions

Search for quote items, typically filtered by quote ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
quoteIdNoFilter by quote ID (recommended)
searchTermNoSearch term for quote item name
pageSizeNoNumber of results to return (default: 50, max: 100)
Behavior2/5

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

No annotations are provided, and the description only mentions a typical filter. It fails to disclose important behavioral traits such as pagination behavior, result limits beyond pageSize, rate limits, or what happens with empty results.

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 concise sentence that efficiently conveys the primary purpose. It is not overly verbose, but could include slightly more detail without losing conciseness.

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?

There is no output schema, and the description does not explain what fields are returned or how results are ordered. For a search tool, more contextual information about the response format and filtering is expected.

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 has 100% description coverage, so the schema already explains the parameters. The description adds only a minor hint about using quote ID, so it meets the baseline without adding significant value.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the action 'Search' and the resource 'quote items', and adds a typical filter by quote ID, which differentiates it from other search tools like autotask_search_quotes or autotask_search_products.

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

Usage Guidelines3/5

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

The description hints at usage with 'typically filtered by quote ID' but does not explicitly state when to use this tool over alternatives like get_quote_item or other search tools, nor does it provide when-not scenarios.

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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