Autotask MCP Server

Instructions

Implementation Reference

• src/handlers/tool.handler.ts:592-617 (registration)

  Registers the 'create_project_note' tool with name, description, and input schema in the listTools() method.

  {
    name: 'create_project_note',
    description: 'Create a new note for a project',
    inputSchema: {
      type: 'object',
      properties: {
        projectId: {
          type: 'number',
          description: 'The project ID to add the note to'
        },
        title: {
          type: 'string',
          description: 'Note title'
        },
        description: {
          type: 'string',
          description: 'Note content'
        },
        noteType: {
          type: 'number',
          description: 'Note type (1=General, 2=Appointment, 3=Task, 4=Ticket, 5=Project, 6=Opportunity)'
        }
      },
      required: ['projectId', 'description']
    }
  },

• src/handlers/tool.handler.ts:1205-1212 (handler)

  Handles the tool execution in callTool() by delegating to autotaskService.createProjectNote with parsed arguments.

  case 'create_project_note':
    result = await this.autotaskService.createProjectNote(args.projectId, {
      title: args.title,
      description: args.description,
      noteType: args.noteType
    });
    message = `Successfully created project note with ID: ${result}`;
    break;

• src/services/autotask.service.ts:1304-1321 (handler)

  Core implementation that creates the project note via the Autotask client.notes.create() API call, attaching it to the specified project.

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