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autotask_create_project_note

Add a note to a project in Autotask by specifying project ID, content, and optional details like title, note type, and visibility.

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 are provided, so the description must disclose behavioral traits. It only says 'Create' without mentioning side effects, permissions, or return behavior. Critical details like whether it creates immediately or returns an ID are omitted.

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

Conciseness5/5

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

A single sentence that is perfectly concise with no unnecessary words. It is 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?

Despite having 6 parameters and no output schema, the description provides no information on return values, success/failure indicators, or any side effects. It is incomplete for a create operation.

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 has 100% coverage with descriptions for all 6 parameters. The description adds no additional meaning beyond what the schema already provides. Baseline score of 3 is appropriate since schema does the heavy lifting.

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', specifying the action and resource. It distinguishes from similar tools like create_ticket_note and create_company_note by targeting projects, though it does not explicitly differentiate from other note types.

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 autotask_create_ticket_note or autotask_create_company_note. There is no mention of prerequisites, context, 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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