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autotask_search_quotes

Search Autotask quotes by company, contact, opportunity ID, or keyword. Specify page size up to 100 results.

Instructions

Search for quotes with optional filters

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdNoFilter by company ID
contactIdNoFilter by contact ID
opportunityIdNoFilter by opportunity ID
searchTermNoSearch term for quote name or description
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 provided, so the description should disclose behavioral traits. It does not mention that the tool is read-only, nor does it clarify pagination behavior (beyond the schema's pageSize), result ordering, or limits. Schema partially compensates but description adds little.

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 (5 words) but lacks substantive content. It is not front-loaded with key information like return type or behavior. Conciseness is positive 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.

Completeness2/5

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

Given the simple schema and lack of output schema, the description should explain search behavior (exact vs fuzzy), default sorting, result set size, and return fields. It does none of this, leaving agents with incomplete information.

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 each parameter already has a description. The tool description does not add any additional meaning or context for the parameters, resulting in baseline score.

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 action ('Search for quotes') and resource ('quotes'), and the 'optional filters' hint at the filtering capability. It distinguishes from create and get tools, though not from other search tools.

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 other search or fetch tools (e.g., autotask_search_quote_items, autotask_get_quote). No exclusions or alternatives mentioned.

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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