Autotask MCP Server

Instructions

Implementation Reference

• src/services/autotask.service.ts:1323-1340 (handler)

  Core handler implementation: Queries the Autotask 'notes' API endpoint with filters for accountId (companyId) and note ID to retrieve the specific company note.

  async getCompanyNote(companyId: number, noteId: number): Promise<AutotaskCompanyNote | null> {
    const client = await this.ensureClient();
    
    try {
      this.logger.debug(`Getting company note - CompanyID: ${companyId}, NoteID: ${noteId}`);
      const result = await client.notes.list({
        filter: [
          { field: 'accountId', op: 'eq', value: companyId },
          { field: 'id', op: 'eq', value: noteId }
        ]
      });
      const notes = (result.data as any[]) || [];
      return notes.length > 0 ? notes[0] as AutotaskCompanyNote : null;
    } catch (error) {
      this.logger.error(`Failed to get company note ${noteId} for company ${companyId}:`, error);
      throw error;
    }
  }

• src/handlers/tool.handler.ts:1215-1218 (handler)

  MCP tool handler dispatch: Receives tool call parameters and delegates to AutotaskService.getCompanyNote

  case 'get_company_note':
    result = await this.autotaskService.getCompanyNote(args.companyId, args.noteId);
    message = `Company note retrieved successfully`;
    break;

• src/handlers/tool.handler.ts:620-637 (registration)

  Tool registration: Defines the tool name, description, and input schema returned by listTools() method for MCP discovery.

  {
    name: 'get_company_note',
    description: 'Get a specific company note by company ID and note ID',
    inputSchema: {
      type: 'object',
      properties: {
        companyId: {
          type: 'number',
          description: 'The company ID'
        },
        noteId: {
          type: 'number',
          description: 'The note ID to retrieve'
        }
      },
      required: ['companyId', 'noteId']
    }
  },

• src/types/autotask.ts:196-205 (schema)

  TypeScript interface defining the structure of a company note returned by the Autotask API.

  export interface AutotaskCompanyNote {
    id?: number;
    companyID?: number;
    noteType?: number;
    title?: string;
    description?: string;
    createDate?: string;
    createdByResourceID?: number;
    [key: string]: any;
  }