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autotask_create_expense_report

Create a new expense report by supplying a name, submitter ID, and week ending date to record employee expenses.

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)
Behavior1/5

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

The description discloses no behavioral traits. No annotations are provided. It fails to mention what happens upon creation (e.g., return value, side effects), which is critical since there is no output schema.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single short sentence, which is concise but lacks substance. It is front-loaded but could benefit from additional context without becoming verbose.

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 no annotations and no output schema, the description is insufficient. It does not clarify prerequisites, constraints (e.g., date format, submitter validity), or the tool's place in a workflow.

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?

The schema has 100% coverage of parameter descriptions. The description adds no additional meaning beyond the schema, so baseline score applies.

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 'Create a new expense report' clearly states the verb (create) and the specific resource (expense report). It is distinct from sibling create tools that target other entities like companies or contacts.

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 context is given on when to use this tool versus alternatives. With a sibling tool 'autotask_create_expense_item', it would be helpful to explain that expense items are created after the report, but no such guidance exists.

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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