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asachs01

Autotask MCP Server

autotask_update_contract

Modify an existing Autotask contract using a PATCH request; pass only the contract ID and fields to update. Set status to 1 for in effect or 0 for inactive.

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?

With no annotations, the description must disclose behavior. It partially does by indicating PATCH method and partial updates, and giving status values. However, it omits important details like error handling, required permissions, or response format.

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 (two sentences), front-loaded with the key purpose, and every sentence adds value. No redundancy or filler.

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 complexity (32 parameters, no output schema, no annotations), the description is minimal. It lacks information about the return value, error conditions, and other behavioral context critical for an update tool.

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 baseline is 3. The description adds minor value by emphasizing optional fields and clarifying status, but most parameters are already well-documented in the schema.

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 ('Update'), resource ('Contract'), method ('PATCH'), and the partial update behavior. It distinguishes from sibling 'autotask_create_contract' by specifying it updates an existing contract.

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 gives explicit guidance: only pass fields to change, id is required, and provides a mapping for status. While it doesn't explicitly state when to avoid, the purpose is clear enough to differentiate from create and other update tools.

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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