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haxos-anon

Autotask MCP Server

autotask_create_project_note

Creates a new note on an Autotask project. Specify the project ID, note content, title, type, publish visibility, and announcement flag to document updates or share information with the project team.

Instructions

Create a new note for a project

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
projectIdYesThe project ID to add the note to
titleNoNote title
descriptionYesNote content
noteTypeNoNote type (1=General, 2=Appointment, 3=Task, 4=Ticket, 5=Project, 6=Opportunity)
publishNoPublish visibility (1=All Autotask Users, 2=Internal Project Team, 3=Project Team). Defaults to 1.
isAnnouncementNoWhether this note is an announcement. Defaults to false.
Behavior2/5

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

No annotations provided, so description carries full burden. It does not disclose behavioral traits like whether creation is immediate, if it validates project existence, or if it overrides defaults. The description only states basic action.

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, concise and to the point. No wasted words, but could benefit from being slightly more descriptive without adding length.

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 6 parameters (2 required) and no output schema, description is insufficient. It does not explain return behavior or side effects. Complete enough for basic use but lacks depth for complex scenarios.

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%, so baseline is 3. Description provides no additional meaning beyond schema; the schema already describes each parameter well. No added semantics.

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 'Create a new note for a project', which specifies the verb (create), resource (note), and scope (for a project). It distinguishes itself from siblings like autotask_create_company_note or autotask_create_ticket_note.

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, such as when to create a note vs a ticket note. No mention of prerequisites or context.

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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