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autotask_search_expense_reports

Search expense reports using filters for submitter ID, status, and page size to retrieve matching records.

Instructions

Search for expense reports with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
submitterIdNoFilter by submitter resource ID
statusNoFilter by status (1=New, 2=Submitted, 3=Approved, 4=Paid, 5=Rejected, 6=InReview)
pageSizeNoNumber of results to return (default: 25, max: 100)
Behavior2/5

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

No annotations are present, so the description must disclose behavioral traits. It only says 'Search...' without indicating whether it is read-only, destructive, or any side effects. This is insufficient for a search operation.

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 sentence), but it omits important structural elements like return type or example usage. Conciseness is good, but not at the expense of completeness.

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

Completeness3/5

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

For a simple search tool with optional parameters and no output schema, the description is minimally adequate. However, it could include information about default pagination (pageSize), result format, or required permissions to be fully complete.

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 covers all 3 parameters with clear descriptions, achieving 100% coverage. The description adds 'optional filters' but does not enhance parameter meaning beyond the schema. Baseline score of 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 'Search for expense reports with optional filters' clearly states the operation (search) and resource (expense reports), with mention of filters. It distinguishes from create and get tools, but does not specify whether it returns a list or single result.

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 search tool vs alternatives like autotask_get_expense_report, nor any context on pagination or when filters are appropriate. The description lacks usage context.

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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