Autotask MCP Server

Instructions

Implementation Reference

• src/handlers/tool.handler.ts:658-683 (schema)

  Defines the tool schema including input parameters (companyId required, title, description, actionType) and description for the create_company_note MCP tool.

  {
    name: 'create_company_note',
    description: 'Create a new note for a company',
    inputSchema: {
      type: 'object',
      properties: {
        companyId: {
          type: 'number',
          description: 'The company ID to add the note to'
        },
        title: {
          type: 'string',
          description: 'Note title'
        },
        description: {
          type: 'string',
          description: 'Note content'
        },
        actionType: {
          type: 'number',
          description: 'Action type for the note'
        }
      },
      required: ['companyId', 'description']
    }
  },

• src/handlers/tool.handler.ts:1225-1232 (handler)

  Handler logic in callTool() method that validates args and delegates to autotaskService.createCompanyNote, formats success message.

  case 'create_company_note':
    result = await this.autotaskService.createCompanyNote(args.companyId, {
      title: args.title,
      description: args.description,
      actionType: args.actionType
    });
    message = `Successfully created company note with ID: ${result}`;
    break;

• src/services/autotask.service.ts:1366-1383 (helper)

  Core implementation: creates note using autotask-node client.notes.create API, maps companyId to accountId, handles logging and error propagation.

  async createCompanyNote(companyId: number, note: Partial<AutotaskCompanyNote>): Promise<number> {
    const client = await this.ensureClient();
    
    try {
      this.logger.debug(`Creating company note for company ${companyId}:`, note);
      const noteData = {
        ...note,
        accountId: companyId
      };
      const result = await client.notes.create(noteData as any);
      const noteId = (result.data as any)?.id;
      this.logger.info(`Company note created with ID: ${noteId}`);
      return noteId;
    } catch (error) {
      this.logger.error(`Failed to create company note for company ${companyId}:`, error);
      throw error;
    }
  }