Test the connection to Autotask API

Search for companies in Autotask. Returns 25 results per page by default. Use page parameter for more results.

Create a new company in Autotask

Update an existing company in Autotask

Get the site configuration record(s) for a company in Autotask. Site configurations contain tenant-defined fields used to track per-company configuration data. Call this first to discover which fields are available before calling autotask_update_company_site_configuration.

Update fields on a company site configuration record. The set of available fields is tenant-defined, so callers should first call autotask_get_company_site_configuration to discover the available field names and current values for the company. Pass the site configuration record id (not the company id) along with an updates object containing the fields to change.

Search for contacts in Autotask. Returns 25 results per page by default. Use page parameter for more results.

Create a new contact in Autotask

Search for tickets in Autotask. Returns 25 results per page by default. Use page parameter for more results. Use get_ticket_details for full data on a specific ticket.

Get detailed information for a specific ticket by ID. Use this for full ticket data when needed.

Create a new ticket in Autotask

Update fields on an existing Autotask ticket. Only supply the fields you want to change.

Update an existing ticket in Autotask. Only fields provided will be changed.

Get a specific ticket charge by ID

Search for charges on a specific ticket. Charges represent materials, costs, or expenses billed against a ticket. Providing ticketId is strongly recommended — unfiltered queries are expensive and capped at 10 results.

Create a charge (material, cost, or expense) on a ticket. Used to bill clients for parts, travel, or other non-labor costs.

Update an existing ticket charge. Only fields provided will be changed.

Delete a ticket charge by ID. Requires both the parent ticket ID and charge ID.

Create a time entry in Autotask. Can be tied to a ticket, task, or project, OR created as "Regular Time" (no parent) for meetings, admin work, etc. For Regular Time, specify a category like "Internal Meeting", "Office Management", "Training", etc.

Search for projects in Autotask. Returns 25 results per page by default. Use page parameter for more results.

Create a new project in Autotask

Update an existing project in Autotask. Only the fields you provide will be updated. Common use case: set status=5 to mark a project Complete.

Search for resources (users) in Autotask. Returns 25 results per page by default. Use page parameter for more results.

Get a specific ticket note by ticket ID and note ID

Search for notes on a specific ticket

Create a new note for a ticket

List all checklist items on a ticket, including their completion status. Checklist items are a sub-resource of a ticket and cannot be queried without a ticket ID.

Add a new checklist item to a ticket.

Update a checklist item on a ticket — edit text, mark complete/incomplete, or change position.

Delete a checklist item from a ticket.

Get a specific project note by project ID and note ID

Search for notes on a specific project

Create a new note for a project

Get a specific company note by company ID and note ID

Search for notes on a specific company

Create a new note for a company

Get a specific ticket attachment by ticket ID and attachment ID

Search for attachments on a specific ticket

Upload a file attachment to an existing ticket. The file content must be passed as a base64-encoded string in the data field (MCP is JSON-RPC, so binary bytes must be base64-encoded). Autotask enforces a 3 MB hard limit on ticket attachments; this tool validates the decoded size before calling the API and returns a clear error if the limit is exceeded. Example: { ticketId: 12345, title: "screenshot.png", data: "iVBORw0KGgoAAAANSUhEUgAA..." }

Get a specific expense report by ID

Search for expense reports with optional filters

Create a new expense report

Create an expense item on an existing expense report

Get a specific quote by ID

Search for quotes with optional filters

Create a new quote

Get a specific opportunity by ID

Search for opportunities with optional filters

Create a new sales opportunity in Autotask

Get a specific product by ID

Search for products with optional filters

Get a specific service by ID

Search for services with optional filters

Get a specific service bundle by ID

Search for service bundles with optional filters

Get a specific quote item by ID

Search for quote items, typically filtered by quote ID

Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Required: quoteId, quantity. Defaults: unitDiscount=0, lineDiscount=0, percentageDiscount=0, isOptional=false.

Update an existing quote item (quantity, price, etc.)

Delete a quote item (line item) from a quote

Search for configuration items in Autotask with optional filters

Search for contracts in Autotask with optional filters

Search for invoices in Autotask with optional filters

Get a single Autotask invoice with its nested line items (billing items posted to the invoice). Use for finance workflows that need to see exactly what an invoice contains.

Search for tasks in Autotask. Returns 25 results per page by default. Use page parameter for more results.

Create a new task in Autotask

List phases for a project in Autotask

Create a new phase in an Autotask project

List all available ticket queues in Autotask. Use this to find queue IDs for filtering tickets by queue.

List all available ticket statuses in Autotask. Use this to find status values for filtering or creating tickets.

List all available ticket priorities in Autotask. Use this to find priority values for filtering or creating tickets.

Get field definitions for an Autotask entity type, including picklist values. Useful for discovering valid values for any picklist field.

Search for billing items in Autotask. Billing items represent approved and posted billable items from the "Approve and Post" workflow. Returns 25 results per page by default.

Get detailed information for a specific billing item by ID

Search for billing item approval levels. These describe multi-level approval records for Autotask time entries, enabling visibility into tiered approval workflows.

Search for time entries in Autotask. Returns 25 results per page by default. Time entries can be filtered by resource, ticket, project, task, date range, or approval status. Use approvalStatus="unapproved" to find entries not yet posted.

Search for service calls in Autotask. Returns 25 results per page by default. Use page parameter for more results.

Get detailed information for a specific service call by ID.

Create a new service call in Autotask

Update an existing service call in Autotask

Delete a service call from Autotask

Search for ticket associations on service calls. Use to find which tickets are linked to a service call.

Link a ticket to a service call

Unlink a ticket from a service call

Search for resource assignments on service call tickets. Use to find which technicians are assigned to a service call.

Assign a resource (technician) to a service call ticket

Unassign a resource (technician) from a service call ticket

List available tool categories. Use this to discover what types of Autotask operations are available before loading specific tools.

List tools in a specific category with full schemas. Use after autotask_list_categories to see available tools and their parameters.

Execute any Autotask tool by name. Use after discovering tools via autotask_list_category_tools.

Intelligent tool router - describe what you want to do and get the right tool suggestion with pre-filled parameters. Use this when unsure which tool to call.

Get a specific service call by ID

Search for service calls in Autotask. Filter by company, status, or date range.

Create a new service call in Autotask. Service calls are used to schedule and plan work on tickets.

Update an existing service call. Use this to change status, times, or description. To complete/close a service call, set complete: true or update the status.

Delete a service call by ID

Search for ticket associations on service calls. Use this to find which tickets are linked to a service call, or which service calls contain a specific ticket.

Link a ticket to a service call. This associates the ticket with the service call for scheduling purposes.

Remove a ticket association from a service call by the service call ticket record ID

Search for resource (technician) assignments on service call tickets.