autotask_create_expense_item

Instructions

Implementation Reference

• src/handlers/tool.definitions.ts:1504-1524 (schema)

  Schema definition for autotask_create_expense_item tool, defining input parameters (expenseReportId, description, expenseDate, expenseCategory, amount, companyId, etc.) with required fields.

  // Expense Item tools
  {
    name: 'autotask_create_expense_item',
    description: 'Create an expense item on an existing expense report',
    inputSchema: {
      type: 'object',
      properties: {
        expenseReportId: { type: 'number', description: 'The expense report ID to add the item to' },
        description: { type: 'string', description: 'Line item description' },
        expenseDate: { type: 'string', description: 'Date of expense (YYYY-MM-DD format)' },
        expenseCategory: { type: 'number', description: 'Expense category picklist ID' },
        amount: { type: 'number', description: 'Expense amount' },
        companyId: { type: 'number', description: 'Associated company ID (0 for internal)' },
        haveReceipt: { type: 'boolean', description: 'Whether a receipt is attached' },
        isBillableToCompany: { type: 'boolean', description: 'Whether billable to company' },
        isReimbursable: { type: 'boolean', description: 'Whether this expense is reimbursable' },
        paymentType: { type: 'number', description: 'Payment type picklist ID' }
      },
      required: ['expenseReportId', 'description', 'expenseDate', 'expenseCategory', 'amount']
    }
  },

• src/handlers/tool.handler.ts:1147-1151 (handler)

  Handler function that maps tool arguments to the Autotask API call for creating an expense item. Translates 'amount' to 'expenseCurrencyExpenseAmount', with defaults for companyId=0, haveReceipt=false, isBillableToCompany=false, isReimbursable=true, paymentType=10.

  // Expense Items
  ['autotask_create_expense_item', async (a) => {
    const id = await s.createExpenseItem({ expenseReportID: a.expenseReportId, description: a.description, expenseDate: a.expenseDate, expenseCategory: a.expenseCategory, expenseCurrencyExpenseAmount: a.amount, companyID: a.companyId ?? 0, haveReceipt: a.haveReceipt ?? false, isBillableToCompany: a.isBillableToCompany ?? false, isReimbursable: a.isReimbursable ?? true, paymentType: a.paymentType ?? 10 });
    return { result: id, message: `Successfully created expense item with ID: ${id}` };
  }],

• src/handlers/tool.definitions.ts:3013-3015 (registration)

  Registration of autotask_create_expense_item in the 'time_and_billing' category's tools list.

  time_and_billing: {
    description: 'Time entries, billing items, and expense management',
    tools: ['autotask_create_time_entry', 'autotask_search_time_entries', 'autotask_search_billing_items', 'autotask_get_billing_item', 'autotask_search_billing_item_approval_levels', 'autotask_get_expense_report', 'autotask_search_expense_reports', 'autotask_create_expense_report', 'autotask_create_expense_item']

• src/services/autotask.service.ts:1465-1476 (helper)

  Service layer helper that calls http.create('ExpenseItems', item) to create the expense item via the Autotask REST API.

  async createExpenseItem(item: Partial<AutotaskExpenseItem>): Promise<number> {
    const http = await this.ensureClient();
    try {
      this.logger.debug('Creating expense item:', item);
      const id = await http.create('ExpenseItems', item);
      this.logger.info(`Expense item created with ID: ${id}`);
      return id;
    } catch (error) {
      this.logger.error('Failed to create expense item:', error);
      throw error;
    }
  }