Autotask MCP Server

Instructions

Implementation Reference

• src/services/autotask.service.ts:1433-1444 (handler)

  Core handler function that executes the logic to retrieve an expense report by ID using the AutotaskClient's expenses.get method.

  async getExpenseReport(id: number): Promise<AutotaskExpenseReport | null> {
    const client = await this.ensureClient();
    
    try {
      this.logger.debug(`Getting expense report with ID: ${id}`);
      const result = await client.expenses.get(id);
      return result.data as unknown as AutotaskExpenseReport || null;
    } catch (error) {
      this.logger.error(`Failed to get expense report ${id}:`, error);
      throw error;
    }
  }

• src/handlers/tool.handler.ts:731-744 (schema)

  Tool schema definition including input schema (reportId: number) and registration in the listTools() array.

  {
    name: 'get_expense_report',
    description: 'Get a specific expense report by ID',
    inputSchema: {
      type: 'object',
      properties: {
        reportId: {
          type: 'number',
          description: 'The expense report ID to retrieve'
        }
      },
      required: ['reportId']
    }
  },

• src/handlers/tool.handler.ts:1246-1249 (registration)

  Tool dispatch/registration in the callTool method's switch statement, invoking the service handler.

  case 'get_expense_report':
    result = await this.autotaskService.getExpenseReport(args.reportId);
    message = `Expense report retrieved successfully`;
    break;