Autotask MCP Server
Provides AI assistants with direct access to Autotask PSA for MSP operations. Enables natural language interaction for ticket management, time logging, company lookups, project tracking, and billing review through 39 comprehensive tools.
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These names and descriptions are the publisher's own, read from the source code. We print them as written. Our assessment is the findings above, not this list.
autotask_test_connectionTest the connection to Autotask API
autotask_search_companiesSearch for companies in Autotask. Returns 25 results per page by default. Use page parameter for more results.
autotask_create_companyCreate a new company in Autotask
autotask_update_companyUpdate an existing company in Autotask
autotask_get_company_site_configurationGet 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.
autotask_update_company_site_configurationUpdate 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 i…
autotask_search_contactsSearch for contacts in Autotask. Returns 25 results per page by default. Use page parameter for more results.
autotask_create_contactCreate a new contact in Autotask
autotask_search_ticketsSearch 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_detailsGet detailed information for a specific ticket by ID. Use this for full ticket data when needed.
autotask_create_ticketCreate a new ticket in Autotask
autotask_update_ticketUpdate fields on an existing Autotask ticket. Only supply the fields you want to change.
autotask_get_ticket_chargeGet a specific ticket charge by ID
autotask_search_ticket_chargesSearch 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.
autotask_create_ticket_chargeCreate a charge (material, cost, or expense) on a ticket. Used to bill clients for parts, travel, or other non-labor costs.
autotask_update_ticket_chargeUpdate an existing ticket charge. Only fields provided will be changed.
autotask_delete_ticket_chargeDelete a ticket charge by ID. Requires both the parent ticket ID and charge ID.
autotask_create_time_entryCreate 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.
autotask_search_projectsSearch for projects in Autotask. Returns 25 results per page by default. Use page parameter for more results.
autotask_create_projectCreate a new project in Autotask
autotask_update_projectUpdate an existing project in Autotask. Only the fields you provide will be updated. Common use case: set status=5 to mark a project Complete.
autotask_search_resourcesSearch for resources (users) in Autotask. Returns 25 results per page by default. Use page parameter for more results.
autotask_get_ticket_noteGet a specific ticket note by ticket ID and note ID
autotask_search_ticket_notesSearch for notes on a specific ticket
autotask_create_ticket_noteCreate a new note for a ticket
autotask_search_ticket_checklist_itemsList 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.
autotask_create_ticket_checklist_itemAdd a new checklist item to a ticket.
autotask_update_ticket_checklist_itemUpdate a checklist item on a ticket — edit text, mark complete/incomplete, or change position.
autotask_delete_ticket_checklist_itemDelete a checklist item from a ticket.
autotask_get_project_noteGet a specific project note by project ID and note ID
autotask_search_project_notesSearch for notes on a specific project
autotask_create_project_noteCreate a new note for a project
autotask_get_company_noteGet a specific company note by company ID and note ID
autotask_search_company_notesSearch for notes on a specific company
autotask_create_company_noteCreate a new note for a company
autotask_get_ticket_attachmentGet a specific ticket attachment by ticket ID and attachment ID
autotask_search_ticket_attachmentsSearch for attachments on a specific ticket
autotask_create_ticket_attachmentUpload 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…
autotask_get_expense_reportGet a specific expense report by ID
autotask_search_expense_reportsSearch for expense reports with optional filters
autotask_create_expense_reportCreate a new expense report
autotask_create_expense_itemCreate an expense item on an existing expense report
autotask_get_quoteGet a specific quote by ID
autotask_search_quotesSearch for quotes with optional filters
autotask_create_quoteCreate a new quote
autotask_get_opportunityGet a specific opportunity by ID
autotask_search_opportunitiesSearch for opportunities with optional filters
autotask_create_opportunityCreate a new sales opportunity in Autotask
autotask_get_productGet a specific product by ID
autotask_search_productsSearch for products with optional filters
autotask_get_serviceGet a specific service by ID
autotask_search_servicesSearch for services with optional filters
autotask_get_service_bundleGet a specific service bundle by ID
autotask_search_service_bundlesSearch for service bundles with optional filters
autotask_get_quote_itemGet a specific quote item by ID
autotask_search_quote_itemsSearch for quote items, typically filtered by quote ID
autotask_create_quote_itemCreate 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_itemUpdate an existing quote item (quantity, price, etc.)
autotask_delete_quote_itemDelete a quote item (line item) from a quote
autotask_search_configuration_itemsSearch for configuration items in Autotask with optional filters
autotask_search_contractsSearch for contracts in Autotask with optional filters
autotask_search_invoicesSearch for invoices in Autotask with optional filters
autotask_get_invoice_detailsGet 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.
autotask_search_tasksSearch for tasks in Autotask. Returns 25 results per page by default. Use page parameter for more results.
autotask_create_taskCreate a new task in Autotask
autotask_list_phasesList phases for a project in Autotask
autotask_create_phaseCreate a new phase in an Autotask project
autotask_list_queuesList all available ticket queues in Autotask. Use this to find queue IDs for filtering tickets by queue.
autotask_list_ticket_statusesList all available ticket statuses in Autotask. Use this to find status values for filtering or creating tickets.
autotask_list_ticket_prioritiesList all available ticket priorities in Autotask. Use this to find priority values for filtering or creating tickets.
autotask_get_field_infoGet field definitions for an Autotask entity type, including picklist values. Useful for discovering valid values for any picklist field.
autotask_search_billing_itemsSearch 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_itemGet detailed information for a specific billing item by ID
autotask_search_billing_item_approval_levelsSearch for billing item approval levels. These describe multi-level approval records for Autotask time entries, enabling visibility into tiered approval workflows.
autotask_search_time_entriesSearch 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_search_service_callsSearch for service calls in Autotask. Returns 25 results per page by default. Use page parameter for more results.
autotask_get_service_callGet detailed information for a specific service call by ID.
autotask_create_service_callCreate a new service call in Autotask
autotask_update_service_callUpdate an existing service call in Autotask
autotask_delete_service_callDelete a service call from Autotask
autotask_search_service_call_ticketsSearch for ticket associations on service calls. Use to find which tickets are linked to a service call.
autotask_create_service_call_ticketLink a ticket to a service call
autotask_delete_service_call_ticketUnlink a ticket from a service call
autotask_search_service_call_ticket_resourcesSearch for resource assignments on service call tickets. Use to find which technicians are assigned to a service call.
autotask_create_service_call_ticket_resourceAssign a resource (technician) to a service call ticket
autotask_delete_service_call_ticket_resourceUnassign a resource (technician) from a service call ticket
autotask_list_categoriesList available tool categories. Use this to discover what types of Autotask operations are available before loading specific tools.
autotask_list_category_toolsList tools in a specific category with full schemas. Use after autotask_list_categories to see available tools and their parameters.
autotask_execute_toolExecute any Autotask tool by name. Use after discovering tools via autotask_list_category_tools.
autotask_routerIntelligent 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.
Disclosed vulnerabilities in this server's declared npm dependencies (via OSV). Whether each is reachable depends on the installed versions.
@modelcontextprotocol/sdk has cross-client data leak via shared server/transport instance reuse
AUTH_MODEe =gateway \AUTOTASK_API_URLis auto-detected from AUTOTASK_USERNAME via Autotask'sAUTOTASK_INTEGRATION_CODEe =your-code \AUTOTASK_SECRETe =your-secret \AUTOTASK_USERNAMEe =your-user@company.com \LAZY_LOADINGLOG_FORMATsimple # simple, jsonLOG_LEVELinfo # error, warn, info, debugMCP_HTTP_HOST0.0.0.0 # HTTP transport bind addressMCP_HTTP_PORT8080 # HTTP transport port (only used when MCP_TRANSPORT=http)MCP_SERVER_NAMEautotask-mcpMCP_SERVER_VERSIONMCP_TRANSPORT"-e", "=stdio",X_API_KEYX_API_SECRETX_API_URLX_INTEGRATION_CODETool annotations
No tools have read-only/destructive annotations
Add readOnlyHint or destructiveHint annotations to every tool so hosts can warn users before invoking.
All four hints declared on every tool
90/90 tools missing one or more hints — autotask_test_connection (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint); autotask_search_companies (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint); autotask_create_company (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint), +87 more. OpenAI's directory rejects tools where any of the four hints are missing or non-boolean.
For every tool, set all four hints (readOnlyHint, destructiveHint, idempotentHint, openWorldHint) to explicit true/false values that match the handler’s actual behaviour.
Tool test coverage
Only 8/90 tools referenced in tests (9%)
Write tests that reference each tool by name so every tool has at least one test.
Production dependencies are patched
0 critical, 1 high severity in production deps — @modelcontextprotocol/sdk@1.25.3 (high)
Run npm audit fix, or upgrade the affected packages to a non-vulnerable version.
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