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asachs01

Autotask MCP Server

autotask_update_contract

Update an existing contract in Autotask by specifying only the fields to change. Uses PATCH method; all fields except ID are optional.

Instructions

Update an existing Contract in Autotask (PATCH). Pass only fields you want to change; everything except id is optional. status: 1=In Effect, 0=Inactive.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idYesContract ID to update
companyIDNoCompany ID
contractNameNoContract name
contractTypeNoContract type picklist ID
contractCategoryNoContract category picklist ID
startDateNoContract start date (ISO YYYY-MM-DD)
endDateNoContract end date (ISO YYYY-MM-DD)
contactIDNoPrimary contact ID
contractNumberNoExternal-facing contract number
contractPeriodTypeNoPeriod type picklist ID
descriptionNoContract description / notes
estimatedCostNoEstimated cost
estimatedHoursNoEstimated hours
estimatedRevenueNoEstimated revenue
setupFeeNoSetup fee amount
overageBillingRateNoOverage billing rate
serviceLevelAgreementIDNoSLA ID
purchaseOrderNumberNoCustomer purchase order number
opportunityIDNoOriginating opportunity ID
billingPreferenceNoBilling preference picklist ID
billToCompanyIDNoBill-to company ID
billToCompanyContactIDNoBill-to contact ID
exclusionContractIDNoExclusion contract ID
isDefaultContractNoWhether this is the default contract for the company
internalCurrencySetupFeeNoSetup fee in internal currency
internalCurrencyOverageBillingRateNoOverage rate in internal currency
organizationalLevelAssociationIDNoOrg level association ID
contractExclusionSetIDNoContract exclusion set ID
renewedContractIDNoID of the contract this renewed
setupFeeBillingCodeIDNoBilling code ID for the setup fee
statusNoContract status (1=In Effect, 0=Inactive)
timeReportingRequiresStartAndStopTimesNoWhether time entries require start/stop times
Behavior3/5

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

No annotations are provided, so the description carries the full burden. It discloses the PATCH behavior and a key status mapping, but lacks details on authorization, error handling, or consequences of missing fields.

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?

The description is extremely concise: three sentences. It front-loads the purpose, then explains optionality, then a key parameter detail. Every sentence adds value without redundancy.

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

Completeness4/5

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

Given 32 parameters, no output schema, and no annotations, the description covers essential aspects: purpose, usage pattern, and a critical picklist mapping. It is sufficient for an update tool, though return value or error handling could be mentioned.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so parameters are well-documented. The description adds value by explaining partial update semantics and the status field mapping, beyond what the schema provides.

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 tool's purpose: 'Update an existing Contract in Autotask (PATCH).' It distinguishes itself from sibling tools like autotask_create_contract by specifying 'update' and 'existing'.

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

Usage Guidelines4/5

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

The description provides clear usage context: use to update an existing contract, pass only fields to change, everything except id is optional. It implicitly separates from create/read tools but doesn't explicitly exclude alternatives.

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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