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autotask_create_quote

Create a new quote in Autotask by specifying the company ID. Optionally add name, description, contact, opportunity, and effective/expiration dates.

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)
Behavior1/5

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

With no annotations, the description carries full burden for behavioral disclosure. It only states the action without revealing any traits: no mention of success indicators, return values, side effects, or required permissions.

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 concise (one sentence) and front-loaded, but it is too minimal. While not wasteful, it lacks essential context that would make it earn its place for an agent.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness1/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given 7 parameters, no output schema, and no annotations, the description is extremely incomplete. It fails to explain what the tool returns, how dates should be formatted beyond schema hints, or any other contextual details needed for proper usage.

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?

Schema coverage is 100%, so baseline is 3. The description adds no parameter-specific information beyond what the schema already provides.

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 'Create a new quote' clearly states the verb and resource, and it distinguishes from siblings like autotask_create_quote_item and autotask_get_quote. However, it lacks additional context such as the system (Autotask) or that this is a sales quote, preventing a perfect score.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No usage guidelines are provided. The description does not indicate when to use this tool versus alternatives like autotask_create_quote_item, nor does it mention prerequisites such as requiring a company.

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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