Autotask MCP Server

Instructions

Implementation Reference

• src/services/autotask.service.ts:1080-1128 (handler)

  Core handler function that executes the search_tasks tool logic: queries the Autotask tasks API with optimized fields, pagination limits, and data truncation for efficient responses.
  async searchTasks(options: AutotaskQueryOptions = {}): Promise<AutotaskTask[]> { const client = await this.ensureClient(); try { this.logger.debug('Searching tasks with options:', options); // Define essential task fields to minimize response size const essentialFields = [ 'id', 'title', 'description', 'status', 'projectID', 'assignedResourceID', 'creatorResourceID', 'createDateTime', 'startDateTime', 'endDateTime', 'estimatedHours', 'hoursToBeScheduled', 'remainingHours', 'percentComplete', 'priorityLabel', 'taskType', 'lastActivityDateTime', 'completedDateTime' ]; // Set default pagination and field limits const optimizedOptions = { ...options, includeFields: essentialFields, pageSize: options.pageSize || 25, ...(options.pageSize && options.pageSize > 100 && { pageSize: 100 }) }; const result = await client.tasks.list(optimizedOptions as any); const tasks = (result.data as unknown as AutotaskTask[]) || []; // Transform tasks to optimize data size const optimizedTasks = tasks.map(task => this.optimizeTaskData(task)); this.logger.info(`Retrieved ${optimizedTasks.length} tasks (optimized for size)`); return optimizedTasks; } catch (error) { this.logger.error('Failed to search tasks:', error); throw error; } }
• src/handlers/tool.handler.ts:978-1008 (schema)

  JSON Schema definition for search_tasks tool inputs, including optional filters like searchTerm, projectID, status, assignedResourceID, and pageSize.
  name: 'search_tasks', description: 'Search for tasks in Autotask with optional filters. Returns optimized task data to prevent large responses.', inputSchema: { type: 'object', properties: { searchTerm: { type: 'string', description: 'Search term for task title' }, projectID: { type: 'number', description: 'Filter by project ID' }, status: { type: 'number', description: 'Filter by task status (1=New, 2=In Progress, 5=Complete)' }, assignedResourceID: { type: 'number', description: 'Filter by assigned resource ID' }, pageSize: { type: 'number', description: 'Number of results to return (default: 25, max: 100)', minimum: 1, maximum: 100 } }, required: [] } },
• src/handlers/tool.handler.ts:1163-1166 (registration)

  Switch case in callTool method that registers/handles the search_tasks tool by delegating to AutotaskService.searchTasks.
  case 'search_tasks': result = await this.autotaskService.searchTasks(args); message = `Found ${result.length} tasks`; break;
• src/services/autotask.service.ts:1133-1148 (helper)

  Helper function that optimizes task data by truncating descriptions and removing unnecessary fields to reduce response size.
  private optimizeTaskData(task: AutotaskTask): AutotaskTask { const maxDescriptionLength = 400; const optimizedDescription = task.description ? (task.description.length > maxDescriptionLength ? task.description.substring(0, maxDescriptionLength) + '... [truncated]' : task.description) : ''; return { ...task, description: optimizedDescription, // Remove potentially large arrays userDefinedFields: [] }; }