Skip to main content
Glama

autotask_create_quote

Create a new quote in Autotask PSA with company, contact, opportunity, dates, and description.

Instructions

Create a new quote

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameNoQuote name
descriptionNoQuote description
companyIdYesCompany ID for the quote
contactIdNoContact ID for the quote
opportunityIdNoAssociated opportunity ID
effectiveDateNoEffective date (YYYY-MM-DD format)
expirationDateNoExpiration date (YYYY-MM-DD format)
Behavior2/5

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

With no annotations, the description should disclose behavioral traits. It only says 'Create a new quote', which implies mutation but lacks details on side effects, required permissions, or return value. 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.

Conciseness3/5

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

The description is extremely concise (one phrase) but lacks structure or elaboration. While not verbose, it omits potentially valuable context, making it adequate but not exemplary.

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 output schema, the description should explain expected output (e.g., returns created quote ID). It fails to do so, leaving the agent without crucial information for processing the result.

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% parameter description coverage, so the schema already describes each parameter. The description adds no extra meaning beyond the schema. Baseline 3 is appropriate.

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 verb 'Create' and the resource 'a new quote', making the tool's basic purpose understandable. However, it does not differentiate from sibling create tools like autotask_create_company or autotask_create_contact.

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 versus alternatives, nor any prerequisites or context. The agent must infer usage solely from the tool name.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/wyre-technology/autotask-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server