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autotask_create_company_note

Add a note to a specific company record in Autotask PSA to track communications or details.

Instructions

Create a new note for a company

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe company ID to add the note to
titleNoNote title
descriptionYesNote content
actionTypeNoAction type for the note
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 of behavioral disclosure. However, it only states the action without describing any side effects, return behavior, authentication requirements, or what happens if the company does not exist. This is insufficient for a creation tool.

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 with no wasted words. While concise, it does not elaborate on any additional details, but it is appropriately front-loaded and to the point.

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?

The tool has no output schema, and the description does not mention what is returned after creation (e.g., note ID). Given the complexity of a creation tool, this omission leaves the agent uncertain about the outcome. Sibling tools for other entities suggest consistency, but the description does not confirm this.

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?

All four parameters have descriptions in the input schema (100% coverage), so the schema already provides meaning. The description adds no additional semantics beyond what the schema already offers, meeting the baseline.

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 action (Create) and the resource (a new note for a company). It is specific but does not explicitly distinguish from sibling tools like autotask_create_project_note or autotask_create_ticket_note, though the name itself provides 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?

No guidance is provided on when to use this tool versus other note-creation tools (e.g., for tickets, projects). There is no mention of prerequisites such as the company needing to exist, or any limitations on note creation.

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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