autotask_router
Describe your intent to get the appropriate Autotask tool suggestion with pre-filled parameters. Use when uncertain which tool to call.
Instructions
Intelligent tool router - describe what you want to do and get the right tool suggestion with pre-filled parameters. Use this when unsure which tool to call.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| intent | Yes | Natural language description of what you want to do (e.g., "find tickets for Acme Corp", "log 2 hours on ticket 12345", "create a quote for client") |
Implementation Reference
- Schema definition for autotask_router tool - accepts a natural language 'intent' string and returns a suggested tool with pre-filled parameters
name: 'autotask_router', description: 'Intelligent tool router - describe what you want to do and get the right tool suggestion with pre-filled parameters. Use this when unsure which tool to call.', inputSchema: { type: 'object', properties: { intent: { type: 'string', description: 'Natural language description of what you want to do (e.g., "find tickets for Acme Corp", "log 2 hours on ticket 12345", "create a quote for client")' } }, required: ['intent'] } }, - src/handlers/tool.handler.ts:743-751 (registration)Registration of autotask_router as a meta-tool exposed in lazy loading mode alongside list_categories, list_category_tools, and execute_tool
if (this.lazyLoading) { // In lazy loading mode, only expose the 3 meta-tools const metaTools = TOOL_DEFINITIONS.filter(t => t.name === 'autotask_list_categories' || t.name === 'autotask_list_category_tools' || t.name === 'autotask_execute_tool' || t.name === 'autotask_router' ); this.logger.debug(`Lazy loading mode: exposing ${metaTools.length} meta-tools (${TOOL_DEFINITIONS.length} total available)`); - src/handlers/tool.handler.ts:1378-1382 (handler)Handler dispatch for autotask_router - extracts the intent and calls routeIntent() to produce a tool suggestion
['autotask_router', async (a) => { const rawIntent = a.intent || ''; const suggestion = this.routeIntent(rawIntent); return { result: suggestion, message: `Suggested tool: ${suggestion.suggestedTool}` }; }], - src/handlers/tool.handler.ts:370-737 (helper)The routeIntent() helper function that implements the natural language intent routing logic with a large decision tree matching keywords to suggest the best tool and pre-fill parameters
private routeIntent(rawIntent: string): { suggestedTool: string; suggestedParams: Record<string, any>; description: string; requiredParams: string[]; } { // Extract quoted strings from original (preserves case) before lowercasing const quotedStrings = rawIntent.match(/["']([^"']+)["']/g)?.map(s => s.slice(1, -1)) || []; const intent = rawIntent.toLowerCase(); // Extract potential IDs from the intent const numbers = intent.match(/\b\d+\b/g)?.map(Number) || []; // Extract hours pattern (e.g., "2 hours", "1.5 hrs") const hoursMatch = intent.match(/(\d+(?:\.\d+)?)\s*(?:hours?|hrs?)/i); const hours = hoursMatch ? parseFloat(hoursMatch[1]) : undefined; // Decision tree based on keyword matching // Time tracking (check BEFORE tickets — "log hours on ticket" should route here, not to tickets) if (/\b(?:hours?|hrs?)\b/.test(intent) && /\b(?:log|enter|add|record|track|create)\b/.test(intent)) { const params: Record<string, any> = {}; if (hours) params.hoursWorked = hours; // Look for ticket ID pattern const ticketIdMatch = intent.match(/ticket\s*#?\s*(\d+)/i) || intent.match(/on\s+(\d+)/); if (ticketIdMatch) params.ticketID = parseInt(ticketIdMatch[1]); else if (numbers[0] && !hours) params.ticketID = numbers[0]; else if (numbers.length > 1) params.ticketID = numbers.find(n => n > 100) || numbers[1]; // larger numbers are likely ticket IDs return { suggestedTool: 'autotask_create_time_entry', suggestedParams: params, description: 'Log a time entry', requiredParams: [...(!params.ticketID ? ['ticketID'] : []), ...(!params.hoursWorked ? ['hoursWorked'] : [])], }; } // Ticket operations if (/\b(?:tickets?|issues?|requests?)\b/.test(intent)) { if (/\b(?:create|open|new|submit)\b/.test(intent)) { const params: Record<string, any> = {}; if (numbers[0]) params.companyId = numbers[0]; if (quotedStrings[0]) params.title = quotedStrings[0]; return { suggestedTool: 'autotask_create_ticket', suggestedParams: params, description: 'Create a new service ticket', requiredParams: [...(!params.companyId ? ['companyId'] : []), ...(!params.title ? ['title'] : [])], }; } if (/\b(?:update|change|modify|edit|assign|reassign|close)\b/.test(intent)) { const params: Record<string, any> = {}; if (numbers[0]) params.ticketId = numbers[0]; return { suggestedTool: 'autotask_update_ticket', suggestedParams: params, description: 'Update an existing ticket', requiredParams: !params.ticketId ? ['ticketId'] : [], }; } if (/\b(?:details?|info|view|show|get)\b/.test(intent) && numbers[0]) { return { suggestedTool: 'autotask_get_ticket_details', suggestedParams: { ticketID: numbers[0], fullDetails: true }, description: 'Get full ticket details by ID', requiredParams: [], }; } if (/\b(?:notes?|comments?)\b/.test(intent)) { if (/\b(?:add|create|post)\b/.test(intent)) { const params: Record<string, any> = {}; if (numbers[0]) params.ticketId = numbers[0]; return { suggestedTool: 'autotask_create_ticket_note', suggestedParams: params, description: 'Add a note to a ticket', requiredParams: [...(!params.ticketId ? ['ticketId'] : []), 'title', 'description'], }; } const params: Record<string, any> = {}; if (numbers[0]) params.ticketId = numbers[0]; return { suggestedTool: 'autotask_search_ticket_notes', suggestedParams: params, description: 'List notes on a ticket', requiredParams: !params.ticketId ? ['ticketId'] : [], }; } // Default: search tickets const params: Record<string, any> = {}; if (quotedStrings[0]) params.searchTerm = quotedStrings[0]; else if (/for\s+(\w[\w\s]*?)(?:\.|$|,)/i.test(intent)) { const match = intent.match(/for\s+(\w[\w\s]*?)(?:\.|$|,)/i); if (match) params.searchTerm = match[1].trim(); } if (numbers[0]) params.companyID = numbers[0]; return { suggestedTool: 'autotask_search_tickets', suggestedParams: params, description: 'Search for tickets', requiredParams: [], }; } // Quote operations (check before company — "quote for client" should match quote, not company) if (/\b(?:quotes?|proposals?|estimates?)\b/.test(intent)) { if (/\b(?:item|line|add.*to)\b/.test(intent)) { const params: Record<string, any> = {}; if (numbers[0]) params.quoteId = numbers[0]; return { suggestedTool: 'autotask_create_quote_item', suggestedParams: params, description: 'Add a line item to a quote', requiredParams: [...(!params.quoteId ? ['quoteId'] : []), 'name', 'quantity', 'unitPrice'], }; } if (/\b(?:create|new|build)\b/.test(intent)) { const params: Record<string, any> = {}; if (quotedStrings[0]) params.name = quotedStrings[0]; return { suggestedTool: 'autotask_create_quote', suggestedParams: params, description: 'Create a new quote', requiredParams: [...(!params.name ? ['name'] : []), 'companyId'], }; } const params: Record<string, any> = {}; if (numbers[0]) params.quoteId = numbers[0]; return { suggestedTool: numbers[0] ? 'autotask_get_quote' : 'autotask_search_quotes', suggestedParams: params, description: numbers[0] ? 'Get quote details' : 'Search for quotes', requiredParams: [], }; } // Company operations if (/\b(?:company|companies|organization|client|account)\b/.test(intent)) { if (/\b(?:create|new|add)\b/.test(intent)) { const params: Record<string, any> = {}; if (quotedStrings[0]) params.companyName = quotedStrings[0]; return { suggestedTool: 'autotask_create_company', suggestedParams: params, description: 'Create a new company', requiredParams: !params.companyName ? ['companyName'] : [], }; } if (/\b(?:update|edit|modify)\b/.test(intent)) { const params: Record<string, any> = {}; if (numbers[0]) params.id = numbers[0]; return { suggestedTool: 'autotask_update_company', suggestedParams: params, description: 'Update company details', requiredParams: !params.id ? ['id'] : [], }; } const params: Record<string, any> = {}; if (quotedStrings[0]) params.searchTerm = quotedStrings[0]; return { suggestedTool: 'autotask_search_companies', suggestedParams: params, description: 'Search for companies', requiredParams: [], }; } // Contact operations if (/\b(?:contacts?|person|people)\b/.test(intent)) { if (/\b(?:create|new|add)\b/.test(intent)) { return { suggestedTool: 'autotask_create_contact', suggestedParams: {}, description: 'Create a new contact', requiredParams: ['firstName', 'lastName', 'companyID'], }; } const params: Record<string, any> = {}; if (quotedStrings[0]) params.searchTerm = quotedStrings[0]; return { suggestedTool: 'autotask_search_contacts', suggestedParams: params, description: 'Search for contacts', requiredParams: [], }; } // Project operations if (/\b(?:projects?)\b/.test(intent)) { if (/\b(?:create|new)\b/.test(intent)) { return { suggestedTool: 'autotask_create_project', suggestedParams: {}, description: 'Create a new project', requiredParams: ['projectName', 'companyID'], }; } const params: Record<string, any> = {}; if (quotedStrings[0]) params.searchTerm = quotedStrings[0]; return { suggestedTool: 'autotask_search_projects', suggestedParams: params, description: 'Search for projects', requiredParams: [], }; } // Resource operations if (/\b(?:resource|technician|tech|engineer|staff)\b/.test(intent)) { const params: Record<string, any> = {}; if (quotedStrings[0]) params.searchTerm = quotedStrings[0]; return { suggestedTool: 'autotask_search_resources', suggestedParams: params, description: 'Search for resources/technicians', requiredParams: [], }; } // Expense operations if (/\b(?:expense|receipt)\b/.test(intent)) { if (/\b(?:create|new|submit)\b/.test(intent)) { return { suggestedTool: 'autotask_create_expense_report', suggestedParams: {}, description: 'Create an expense report', requiredParams: ['name', 'submitterId', 'weekEndingDate'], }; } return { suggestedTool: 'autotask_search_expense_reports', suggestedParams: {}, description: 'Search expense reports', requiredParams: [], }; } // Configuration items / assets if (/\b(?:config|asset|device|hardware|ci)\b/.test(intent)) { const params: Record<string, any> = {}; if (quotedStrings[0]) params.searchTerm = quotedStrings[0]; return { suggestedTool: 'autotask_search_configuration_items', suggestedParams: params, description: 'Search configuration items/assets', requiredParams: [], }; } // Product/service catalog if (/\b(?:product|service|bundle|catalog)\b/.test(intent)) { if (/\b(?:bundle)\b/.test(intent)) { return { suggestedTool: 'autotask_search_service_bundles', suggestedParams: {}, description: 'Search service bundles', requiredParams: [], }; } if (/\b(?:service)\b/.test(intent)) { return { suggestedTool: 'autotask_search_services', suggestedParams: {}, description: 'Search services', requiredParams: [], }; } return { suggestedTool: 'autotask_search_products', suggestedParams: {}, description: 'Search products', requiredParams: [], }; } // Charge operations if (/\b(?:charges?|material|cost)\b/.test(intent) && /\b(?:ticket|bill)\b/.test(intent)) { if (/\b(?:create|add|new)\b/.test(intent)) { const params: Record<string, any> = {}; const ticketMatch = intent.match(/ticket\s*#?\s*(\d+)/i); if (ticketMatch) params.ticketID = parseInt(ticketMatch[1]); else if (numbers[0]) params.ticketID = numbers[0]; return { suggestedTool: 'autotask_create_ticket_charge', suggestedParams: params, description: 'Create a ticket charge', requiredParams: [...(!params.ticketID ? ['ticketID'] : []), 'name', 'chargeType'], }; } if (/\b(?:delete|remove)\b/.test(intent) && numbers[0]) { const deleteParams: Record<string, any> = { chargeId: numbers[0] }; const ticketDeleteMatch = intent.match(/ticket\s*#?\s*(\d+)/i); if (ticketDeleteMatch) deleteParams.ticketId = parseInt(ticketDeleteMatch[1]); else if (numbers[1]) deleteParams.ticketId = numbers[1]; return { suggestedTool: 'autotask_delete_ticket_charge', suggestedParams: deleteParams, description: 'Delete a ticket charge', requiredParams: [...(!deleteParams.ticketId ? ['ticketId'] : [])], }; } const params: Record<string, any> = {}; const ticketMatch = intent.match(/ticket\s*#?\s*(\d+)/i); if (ticketMatch) params.ticketId = parseInt(ticketMatch[1]); else if (numbers[0]) params.ticketId = numbers[0]; return { suggestedTool: 'autotask_search_ticket_charges', suggestedParams: params, description: 'Search ticket charges', requiredParams: [], }; } // Contract operations if (/\b(?:contract|agreement)\b/.test(intent)) { return { suggestedTool: 'autotask_search_contracts', suggestedParams: {}, description: 'Search contracts', requiredParams: [], }; } // Invoice operations if (/\b(?:invoice|bill|billing)\b/.test(intent)) { return { suggestedTool: 'autotask_search_invoices', suggestedParams: {}, description: 'Search invoices', requiredParams: [], }; } // Field info / picklist if (/\b(?:field|picklist|dropdown|options)\b/.test(intent)) { const entityMatch = intent.match(/(?:for|on|of)\s+(\w+)/i); return { suggestedTool: 'autotask_get_field_info', suggestedParams: entityMatch ? { entityType: entityMatch[1] } : {}, description: 'Get field definitions and picklist values', requiredParams: entityMatch ? [] : ['entityType'], }; } // Queue / status / priority lookups if (/\b(?:queue|status|statuses|priorit)\b/.test(intent)) { if (/\bqueue\b/.test(intent)) return { suggestedTool: 'autotask_list_queues', suggestedParams: {}, description: 'List ticket queues', requiredParams: [] }; if (/\bstatus\b/.test(intent)) return { suggestedTool: 'autotask_list_ticket_statuses', suggestedParams: {}, description: 'List ticket statuses', requiredParams: [] }; return { suggestedTool: 'autotask_list_ticket_priorities', suggestedParams: {}, description: 'List ticket priorities', requiredParams: [] }; } // Connection test if (/\b(?:test|connect|connection|ping|health)\b/.test(intent)) { return { suggestedTool: 'autotask_test_connection', suggestedParams: {}, description: 'Test API connection', requiredParams: [], }; } // Fallback: suggest list_categories return { suggestedTool: 'autotask_list_categories', suggestedParams: {}, description: 'Could not determine intent. Use autotask_list_categories to discover available tool categories.', requiredParams: [], }; }