Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| NODE_ENV | No | Node.js environment | production |
| AUTH_MODE | No | Authentication mode (env or gateway) | env |
| LOG_LEVEL | No | Logging level (error, warn, info, debug) | info |
| LOG_FORMAT | No | Log output format (simple, json) | simple |
| MCP_HTTP_HOST | No | HTTP transport bind address | 0.0.0.0 |
| MCP_HTTP_PORT | No | HTTP transport port | 8080 |
| MCP_TRANSPORT | No | Transport type (stdio or http) | stdio |
| AUTOTASK_SECRET | No | Autotask API secret key | |
| MCP_SERVER_NAME | No | MCP server name | autotask-mcp |
| AUTOTASK_API_URL | No | Autotask API endpoint URL | |
| AUTOTASK_USERNAME | No | Autotask API username (email) | |
| AUTOTASK_INTEGRATION_CODE | No | Autotask integration code |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| resources | {
"subscribe": false,
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| autotask_test_connection | Test the connection to Autotask API |
| autotask_search_companies | Search for companies in Autotask. Returns 25 results per page by default. Use page parameter for more results. |
| autotask_create_company | Create a new company in Autotask |
| autotask_update_company | Update an existing company in Autotask |
| autotask_search_contacts | Search for contacts in Autotask. Returns 25 results per page by default. Use page parameter for more results. |
| autotask_create_contact | Create a new contact in Autotask |
| autotask_search_tickets | 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. |
| autotask_get_ticket_details | Get detailed information for a specific ticket by ID. Use this for full ticket data when needed. |
| autotask_create_ticket | Create a new ticket in Autotask |
| autotask_update_ticket | Update an existing ticket in Autotask. Only fields provided will be changed. |
| autotask_create_time_entry | Create a time entry in Autotask |
| autotask_search_projects | Search for projects in Autotask. Returns 25 results per page by default. Use page parameter for more results. |
| autotask_create_project | Create a new project in Autotask |
| autotask_search_resources | Search for resources (users) in Autotask. Returns 25 results per page by default. Use page parameter for more results. |
| autotask_get_ticket_note | Get a specific ticket note by ticket ID and note ID |
| autotask_search_ticket_notes | Search for notes on a specific ticket |
| autotask_create_ticket_note | Create a new note for a ticket |
| autotask_get_project_note | Get a specific project note by project ID and note ID |
| autotask_search_project_notes | Search for notes on a specific project |
| autotask_create_project_note | Create a new note for a project |
| autotask_get_company_note | Get a specific company note by company ID and note ID |
| autotask_search_company_notes | Search for notes on a specific company |
| autotask_create_company_note | Create a new note for a company |
| autotask_get_ticket_attachment | Get a specific ticket attachment by ticket ID and attachment ID |
| autotask_search_ticket_attachments | Search for attachments on a specific ticket |
| autotask_get_expense_report | Get a specific expense report by ID |
| autotask_search_expense_reports | Search for expense reports with optional filters |
| autotask_create_expense_report | Create a new expense report |
| autotask_create_expense_item | Create an expense item on an existing expense report |
| autotask_get_quote | Get a specific quote by ID |
| autotask_search_quotes | Search for quotes with optional filters |
| autotask_create_quote | Create a new quote |
| autotask_get_opportunity | Get a specific opportunity by ID |
| autotask_search_opportunities | Search for opportunities with optional filters |
| autotask_get_product | Get a specific product by ID |
| autotask_search_products | Search for products with optional filters |
| autotask_get_service | Get a specific service by ID |
| autotask_search_services | Search for services with optional filters |
| autotask_get_service_bundle | Get a specific service bundle by ID |
| autotask_search_service_bundles | Search for service bundles with optional filters |
| autotask_get_quote_item | Get a specific quote item by ID |
| autotask_search_quote_items | Search for quote items, typically filtered by quote ID |
| autotask_create_quote_item | 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. |
| autotask_update_quote_item | Update an existing quote item (quantity, price, etc.) |
| autotask_delete_quote_item | Delete a quote item (line item) from a quote |
| autotask_search_configuration_items | Search for configuration items in Autotask with optional filters |
| autotask_search_contracts | Search for contracts in Autotask with optional filters |
| autotask_search_invoices | Search for invoices in Autotask with optional filters |
| autotask_search_tasks | Search for tasks in Autotask. Returns 25 results per page by default. Use page parameter for more results. |
| autotask_create_task | Create a new task in Autotask |
| autotask_list_queues | List all available ticket queues in Autotask. Use this to find queue IDs for filtering tickets by queue. |
| autotask_list_ticket_statuses | List all available ticket statuses in Autotask. Use this to find status values for filtering or creating tickets. |
| autotask_list_ticket_priorities | List all available ticket priorities in Autotask. Use this to find priority values for filtering or creating tickets. |
| autotask_get_field_info | Get field definitions for an Autotask entity type, including picklist values. Useful for discovering valid values for any picklist field. |
| autotask_search_billing_items | 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. |
| autotask_get_billing_item | Get detailed information for a specific billing item by ID |
| autotask_search_billing_item_approval_levels | Search for billing item approval levels. These describe multi-level approval records for Autotask time entries, enabling visibility into tiered approval workflows. |
| autotask_search_time_entries | 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. |
| autotask_list_categories | List available tool categories. Use this to discover what types of Autotask operations are available before loading specific tools. |
| autotask_list_category_tools | List tools in a specific category with full schemas. Use after autotask_list_categories to see available tools and their parameters. |
| autotask_execute_tool | Execute any Autotask tool by name. Use after discovering tools via autotask_list_category_tools. |
| autotask_router | 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. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| All Companies | List of all companies in Autotask |
| Company by ID | Get specific company details by ID |
| All Contacts | List of all contacts in Autotask |
| Contact by ID | Get specific contact details by ID |
| All Tickets | List of all tickets in Autotask |
| Ticket by ID | Get specific ticket details by ID |
| Time Entries | List of time entries in Autotask |