Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| NODE_ENV | No | Node.js environment | development |
| LOG_LEVEL | No | Logging level (error, warn, info, debug) | info |
| LOG_FORMAT | No | Log output format (simple, json) | simple |
| AUTOTASK_SECRET | Yes | Autotask API secret key | |
| MCP_SERVER_NAME | No | MCP server name | autotask-mcp |
| AUTOTASK_API_URL | No | Autotask API endpoint URL | https://webservices.autotask.net/atservices/1.6/atws.asmx |
| AUTOTASK_USERNAME | Yes | Autotask API username (email) | |
| MCP_SERVER_VERSION | No | MCP server version | 1.0.0 |
| AUTOTASK_INTEGRATION_CODE | Yes | Autotask integration code |
Schema
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| All Companies | List of all companies in Autotask |
| Company by ID | Get specific company details by ID |
| All Contacts | List of all contacts in Autotask |
| Contact by ID | Get specific contact details by ID |
| All Tickets | List of all tickets in Autotask |
| Ticket by ID | Get specific ticket details by ID |
| Time Entries | List of time entries in Autotask |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| test_connection | Test the connection to Autotask API |
| search_companies | Search for companies in Autotask with optional filters |
| create_company | Create a new company in Autotask |
| update_company | Update an existing company in Autotask |
| search_contacts | Search for contacts in Autotask with optional filters |
| create_contact | Create a new contact in Autotask |
| search_tickets | Search for tickets in Autotask with optional filters. BY DEFAULT retrieves ALL matching tickets via pagination for complete accuracy. Only specify pageSize to limit results. Perfect for reports and analytics. |
| get_ticket_details | Get detailed information for a specific ticket by ID. Use this for full ticket data when needed. |
| create_ticket | Create a new ticket in Autotask |
| create_time_entry | Create a time entry in Autotask |
| search_projects | Search for projects in Autotask with optional filters. Returns optimized project data to prevent large responses. |
| create_project | Create a new project in Autotask |
| search_resources | Search for resources (users) in Autotask with optional filters |
| get_ticket_note | Get a specific ticket note by ticket ID and note ID |
| search_ticket_notes | Search for notes on a specific ticket |
| create_ticket_note | Create a new note for a ticket |
| get_project_note | Get a specific project note by project ID and note ID |
| search_project_notes | Search for notes on a specific project |
| create_project_note | Create a new note for a project |
| get_company_note | Get a specific company note by company ID and note ID |
| search_company_notes | Search for notes on a specific company |
| create_company_note | Create a new note for a company |
| get_ticket_attachment | Get a specific ticket attachment by ticket ID and attachment ID |
| search_ticket_attachments | Search for attachments on a specific ticket |
| get_expense_report | Get a specific expense report by ID |
| search_expense_reports | Search for expense reports with optional filters |
| create_expense_report | Create a new expense report |
| get_quote | Get a specific quote by ID |
| search_quotes | Search for quotes with optional filters |
| create_quote | Create a new quote |
| search_configuration_items | Search for configuration items in Autotask with optional filters |
| search_contracts | Search for contracts in Autotask with optional filters |
| search_invoices | Search for invoices in Autotask with optional filters |
| search_tasks | Search for tasks in Autotask with optional filters. Returns optimized task data to prevent large responses. |
| create_task | Create a new task in Autotask |