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asachs01

Autotask MCP Server

autotask_search_quote_items

Search for quote items in Autotask using a quote ID or item name to quickly locate specific quotes.

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 does not disclose any behavioral traits beyond the search action. It does not mention idempotency, rate limits, or side effects, leaving the agent with minimal safety context.

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, clear sentence with no wasted words. It is front-loaded effectively but could benefit from a brief note on expected output.

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 explain the return structure or pagination behavior. It does not disclose what fields are returned or how pageSize affects results, leaving the agent with incomplete context.

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 description adds little beyond 'typically filtered by quote ID', which is already implied by the schema's 'recommended' note. No additional parameter details are provided.

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', with a typical filter hint. It distinguishes itself from sibling search tools like autotask_search_quotes and autotask_get_quote_item.

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 implies using quote ID as the primary filter ('typically filtered by quote ID'), but does not explicitly state when to use this tool versus alternatives or provide exclusions.

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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