AutoTask MCP Server

An MCP (Model Context Protocol) server that provides AI assistants with access to AutoTask PSA data, enabling intelligent ticket management and analysis.

Features

Core Functionality

• Natural Language Queries: Query tickets using plain English ("show me new tickets in helpdesk")

• Smart Caching: 7-day persistent cache for queue/status/priority mappings

• Bulk Export: Export tickets to CSV, JSON, or JSONL formats without loading into context

• Date Range Filtering: Query tickets by creation date, last activity, etc.

• Rich Data Access: Include ticket notes, time entries, and company information

Available Tools

• autotask_metadata_refresh - Refresh cached metadata

• autotask_metadata_get - View current cached values

• autotask_queue_list - List all ticket queues

• autotask_ticket_query - Natural language ticket search

• autotask_ticket_query_structured - Structured queries for local LLMs

• autotask_ticket_export - Export tickets to files

• autotask_ticket_get - Get detailed ticket information

• autotask_ticket_update - Update ticket properties

• autotask_ticket_add_note - Add notes to tickets

• autotask_companies_list - List companies

• autotask_resources_list - List technicians/resources

Related MCP server: Autotask MCP Server

Setup

1. Install dependencies:

   cd /Users/admin/Documents/GitHub_James/mcp-autotask
   python -m venv .venv
   source .venv/bin/activate  # or .venv\Scripts\activate on Windows
   pip install -r requirements.txt

2. Configure environment: Create .env file with:

   AUTOTASK_API_USER=your_username
   AUTOTASK_API_SECRET=your_secret
   AUTOTASK_API_INTEGRATION_CODE=your_code

3. Add to Claude Desktop: In claude_desktop_config.json:

   {
     "mcpServers": {
       "autotask": {
         "command": "/path/to/.venv/bin/python",
         "args": ["/path/to/server.py"]
       }
     }
   }

Usage Examples

Query Tickets

"Show me new tickets in the helpdesk queue"
"Find high priority tickets from last week"
"List unassigned tickets"

Export Data

"Export last 50 completed helpdesk tickets to CSV"
"Export all tickets from June 2025 with time entries"
"Create training data from resolved tickets"

Update Tickets

"Update ticket T20250601.0001 status to complete"
"Add a note to ticket 12345"
"Change priority to high for ticket T20250601.0002"

Architecture

• FastMCP Server: Handles MCP protocol and tool registration

• Dynamic Cache: Stores AutoTask metadata with 7-day TTL

• Query Builder: Modular filter construction system

• Export System: Handles CSV/JSON/JSONL exports

• Natural Language Parser: Converts English to API queries

Recent Updates (July 2025)

• Converted from Node.js to Python

• Implemented FastMCP for simpler server architecture

• Added dynamic metadata caching system

• Fixed query format issues (filter vs filters)

• Added bulk export functionality

• Improved null handling in CSV exports

• Created modular QueryBuilder for filter management

Directory Structure

mcp-autotask/
├── server.py              # Main MCP server
├── src/
│   ├── api/
│   │   └── autotask.py   # AutoTask API client
│   ├── utils/
│   │   ├── cache.py      # Metadata caching
│   │   ├── query_builder.py # Filter construction
│   │   └── ticket_exporter.py # Export functionality
│   └── tools/            # Tool implementations
├── cache/                # Persistent metadata cache
├── exports/             # Exported CSV/JSON files
└── scripts/
    └── init_cache.py    # Cache initialization

Future Enhancements

• RAG database for ticket knowledge

• LLM fine-tuning on ticket data

• Automated ticket resolution suggestions

• Integration with claude-crew-2 for orchestration