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asachs01

Autotask MCP Server

by asachs01

autotask_search_quotes

Search for quotes with filters for company, contact, opportunity, or keywords; adjust page size up to 100.

Instructions

Search for quotes with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageSizeNoNumber of results to return (default: 25, max: 100)
companyIdNoFilter by company ID
contactIdNoFilter by contact ID
searchTermNoSearch term for quote name or description
opportunityIdNoFilter by opportunity ID
Behavior2/5

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

No annotations are provided, so the description carries full burden. It only states 'Search for quotes with optional filters', which implies a read operation but does not disclose any behavioral traits like pagination, sorting, or what happens with no filters. Very minimal transparency.

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 with no wasted words. It is concise and front-loaded, but slightly under-specified for a search tool with multiple filters.

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 no output schema and 5 optional parameters, the description is incomplete. It does not mention that the tool returns a list of quotes, or address pagination via pageSize. The agent would lack key context about what to expect.

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?

Schema coverage is 100% with all parameters described. The description adds no extra meaning beyond the schema (e.g., it does not explain how filters combine or default behavior). 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 verb 'Search' and the resource 'quotes', indicating a read operation to find quotes. It is specific enough to distinguish from quote-related siblings like autotask_get_quote, but does not elaborate on what the search returns.

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?

The description provides no guidance on when to use this tool versus alternatives such as autotask_get_quote (for a single quote) or autotask_create_quote (for creating). No when-not-to-use or usage context is given.

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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