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haxos-anon

Autotask MCP Server

autotask_create_expense_report

Create an expense report in Autotask PSA by providing a name, description, submitter ID, and week ending date. Automates expense tracking for submitted reports.

Instructions

Create a new expense report

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesExpense report name
descriptionNoExpense report description
submitterIdYesThe resource ID of the submitter
weekEndingDateYesWeek ending date (YYYY-MM-DD format)
Behavior2/5

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

No annotations provided, so description carries full burden. It only says 'Create a new expense report', which implies creation but lacks details on side effects, permissions needed, or whether the tool creates associated records. The description is minimal.

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?

Single sentence, no fluff. Could be slightly improved by front-loading the resource type, but it's concise.

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

Completeness3/5

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

Given no output schema and no annotations, the description is minimally adequate. It states what the tool does but lacks behavioral context. With 4 parameters and no nested objects, the complexity is low, so a 3 is appropriate.

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 description coverage is 100%, so baseline 3. The description does not repeat parameter details but the schema already explains each parameter (name, description, submitterId, weekEndingDate). No additional semantics in description needed.

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's action (create) and resource (expense report). While it doesn't differentiate from siblings like 'autotask_create_ticket' or 'autotask_create_expense_item', the resource name is distinct, making the purpose clear.

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 guidance on when to use this tool vs alternatives like 'autotask_search_expense_reports' or 'autotask_get_expense_report'. There is no mention of prerequisites, post-conditions, or 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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