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haxos-anon

Autotask MCP Server

autotask_search_quotes

Search for quotes using filters like company ID, contact ID, opportunity ID, or a search term. Retrieve up to 100 quotes to quickly find relevant records.

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?

No annotations are provided, so the description carries the full burden. It does not disclose behavioral traits such as pagination behavior, default sorting, or whether the search is case-sensitive. The agent is left to infer from schema defaults like pageSize.

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?

The description is a single sentence that is concise and directly states the tool's purpose. No unnecessary information.

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 optional parameters and no output schema, the description should clarify search behavior, result ordering, or how multiple filters combine. It lacks these details, leaving the agent with incomplete information.

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?

Input schema covers 100% of parameters with descriptions, so baseline is 3. The description adds no extra semantics beyond 'optional filters', which is already implied by the schema having no required fields.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states 'Search for quotes with optional filters', which is a clear purpose. However, it does not distinguish this tool from its sibling 'autotask_get_quote' which retrieves a single quote, but the description lacks that 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?

The description provides no guidance on when to use this tool vs alternatives like 'autotask_get_quote' for a specific quote or 'autotask_search_quote_items'. It only says 'with optional filters', but no context on typical use cases.

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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