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asachs01

Autotask MCP Server

autotask_search_quotes

Search for quotes in Autotask using filters such as company, contact, opportunity, or keyword. Retrieve matching quotes with customizable page size.

Instructions

Search for quotes with optional filters

Input Schema

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

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

With no annotations, the description must fully disclose behavioral traits, but it only states 'optional filters'. It does not explain default behavior (e.g., what happens with no filters), pagination, or result structure. Critical transparency about authentication or data mutation is missing, leaving the agent underinformed.

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 short sentence, which is concise but at the cost of completeness. While it is front-loaded, it could include more useful information without becoming verbose. It earns its place but does not contribute enough context.

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 the tool has 5 parameters, no output schema, and no annotations, the description is too minimal. It omits crucial context like return format, pagination limits, and filtering behavior (e.g., whether filters are AND/OR). This leaves significant gaps for an agent to use the tool correctly.

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 description coverage is 100%, so the input schema already documents all parameters. The description adds no additional meaning beyond what the schema provides. Per guidelines, baseline is 3, and the description does not exceed that.

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 tool searches for quotes with optional filters, which is a specific verb and resource. However, it does not distinguish this tool from sibling search tools like autotask_search_quote_items, which could cause confusion. The tool name itself differentiates, but the description lacks explicit differentiation.

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 usage guidelines are provided. There is no information on when to use this tool versus alternatives (e.g., searching for quote items). The description does not offer any context or exclusions, leaving the agent without guidance on selecting this tool among many search siblings.

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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