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get_company_note

Retrieve a specific company note from Autotask PSA using company ID and note ID to access detailed client information and documentation.

Instructions

Get a specific company note by company ID and note ID

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyIdYesThe company ID
noteIdYesThe note ID to retrieve

Implementation Reference

  • Core handler implementation: Queries the Autotask 'notes' API endpoint with filters for accountId (companyId) and note ID to retrieve the specific company note.
    async getCompanyNote(companyId: number, noteId: number): Promise<AutotaskCompanyNote | null> { const client = await this.ensureClient(); try { this.logger.debug(`Getting company note - CompanyID: ${companyId}, NoteID: ${noteId}`); const result = await client.notes.list({ filter: [ { field: 'accountId', op: 'eq', value: companyId }, { field: 'id', op: 'eq', value: noteId } ] }); const notes = (result.data as any[]) || []; return notes.length > 0 ? notes[0] as AutotaskCompanyNote : null; } catch (error) { this.logger.error(`Failed to get company note ${noteId} for company ${companyId}:`, error); throw error; } }
  • MCP tool handler dispatch: Receives tool call parameters and delegates to AutotaskService.getCompanyNote
    case 'get_company_note': result = await this.autotaskService.getCompanyNote(args.companyId, args.noteId); message = `Company note retrieved successfully`; break;
  • Tool registration: Defines the tool name, description, and input schema returned by listTools() method for MCP discovery.
    { name: 'get_company_note', description: 'Get a specific company note by company ID and note ID', inputSchema: { type: 'object', properties: { companyId: { type: 'number', description: 'The company ID' }, noteId: { type: 'number', description: 'The note ID to retrieve' } }, required: ['companyId', 'noteId'] } },
  • TypeScript interface defining the structure of a company note returned by the Autotask API.
    export interface AutotaskCompanyNote { id?: number; companyID?: number; noteType?: number; title?: string; description?: string; createDate?: string; createdByResourceID?: number; [key: string]: any; }

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