Autotask MCP Server

Instructions

Implementation Reference

• src/handlers/tool.handler.ts:843-880 (schema)

  MCP tool definition including schema for 'create_quote' - specifies inputSchema with required companyId and optional fields like name, description, contactId, etc. This is returned by listTools() for tool registration.

  {
    name: 'create_quote',
    description: 'Create a new quote',
    inputSchema: {
      type: 'object',
      properties: {
        name: {
          type: 'string',
          description: 'Quote name'
        },
        description: {
          type: 'string',
          description: 'Quote description'
        },
        companyId: {
          type: 'number',
          description: 'Company ID for the quote'
        },
        contactId: {
          type: 'number',
          description: 'Contact ID for the quote'
        },
        opportunityId: {
          type: 'number',
          description: 'Associated opportunity ID'
        },
        effectiveDate: {
          type: 'string',
          description: 'Effective date (YYYY-MM-DD format)'
        },
        expirationDate: {
          type: 'string',
          description: 'Expiration date (YYYY-MM-DD format)'
        }
      },
      required: ['companyId']
    }
  },

• src/types/autotask.ts:240-251 (schema)

  TypeScript interface defining the structure of AutotaskQuote objects used as input/output for quote operations.

  export interface AutotaskQuote {
    id?: number;
    companyID?: number;
    contactID?: number;
    quoteNumber?: string;
    quoteDate?: string;
    title?: string;
    description?: string;
    totalAmount?: number;
    status?: number;
    [key: string]: any;
  }

• src/handlers/tool.handler.ts:1287-1298 (handler)

  Handler dispatch in AutotaskToolHandler.callTool() - maps tool arguments to service call and formats result for MCP response.

  case 'create_quote':
    result = await this.autotaskService.createQuote({
      name: args.name,
      description: args.description,
      companyID: args.companyId,
      contactID: args.contactId,
      opportunityID: args.opportunityId,
      effectiveDate: args.effectiveDate,
      expirationDate: args.expirationDate
    });
    message = `Successfully created quote with ID: ${result}`;
    break;

• src/services/autotask.service.ts:1560-1573 (handler)

  Core implementation in AutotaskService.createQuote() - initializes client if needed and calls autotask-node client.quotes.create() to perform the API operation.

  async createQuote(quote: Partial<AutotaskQuote>): Promise<number> {
    const client = await this.ensureClient();
    
    try {
      this.logger.debug('Creating quote:', quote);
      const result = await client.quotes.create(quote as any);
      const quoteId = (result.data as any)?.id;
      this.logger.info(`Quote created with ID: ${quoteId}`);
      return quoteId;
    } catch (error) {
      this.logger.error('Failed to create quote:', error);
      throw error;
    }
  }