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Autotask MCP

Tools Reference

The Autotask MCP Server exposes 39 tools organized by entity type.

Connection

Section titled “Connection”
Tool Description
autotask_test_connection Test the connection to the Autotask API

Companies

Section titled “Companies”
Tool Description Key Parameters
autotask_search_companies Search for companies searchTerm, isActive, page, pageSize
autotask_create_company Create a new company companyName (required), phone, companyType
autotask_update_company Update a company id (required), any updatable field

Contacts

Section titled “Contacts”
Tool Description Key Parameters
autotask_search_contacts Search for contacts searchTerm, companyID, isActive
autotask_create_contact Create a new contact firstName, lastName, companyID (required)

Tickets

Section titled “Tickets”
Tool Description Key Parameters
autotask_search_tickets Search for tickets searchTerm, companyID, status, priority, queueID, assignedResourceID
autotask_get_ticket_details Get full ticket details ticketId (required)
autotask_create_ticket Create a new ticket title, companyID (required), priority, status, queueID, description

Time Entries

Section titled “Time Entries”
Tool Description Key Parameters
autotask_create_time_entry Log time against a ticket ticketID (required), hoursWorked (required), summaryNotes, dateWorked, resourceID

Projects

Section titled “Projects”
Tool Description Key Parameters
autotask_search_projects Search for projects searchTerm, companyID, status
autotask_create_project Create a new project projectName, companyID (required), startDate

Resources

Section titled “Resources”
Tool Description Key Parameters
autotask_search_resources Search for resources/technicians searchTerm, isActive

Ticket Notes

Section titled “Ticket Notes”
Tool Description Key Parameters
autotask_get_ticket_note Get a specific ticket note ticketId, noteId (both required)
autotask_search_ticket_notes Search notes on a ticket ticketId (required)
autotask_create_ticket_note Add a note to a ticket ticketId, title, description (all required)

Project Notes

Section titled “Project Notes”
Tool Description Key Parameters
autotask_get_project_note Get a specific project note projectId, noteId (both required)
autotask_search_project_notes Search notes on a project projectId (required)
autotask_create_project_note Add a note to a project projectId, title, description (all required)

Company Notes

Section titled “Company Notes”
Tool Description Key Parameters
autotask_get_company_note Get a specific company note companyId, noteId (both required)
autotask_search_company_notes Search notes on a company companyId (required)
autotask_create_company_note Add a note to a company companyId, title, description (all required)

Attachments

Section titled “Attachments”
Tool Description Key Parameters
autotask_get_ticket_attachment Get a ticket attachment ticketId, attachmentId (both required)
autotask_search_ticket_attachments Search attachments on a ticket ticketId (required)
autotask_get_ticket_note_attachment Get an attachment on a ticket note (e.g. a pasted screenshot) ticketNoteId, attachmentId (both required)
autotask_search_ticket_note_attachments Search attachments on a ticket note ticketNoteId (required)

Financial

Section titled “Financial”
Tool Description Key Parameters
autotask_get_expense_report Get an expense report id (required)
autotask_search_expense_reports Search expense reports submitterID
autotask_create_expense_report Create an expense report name, submitterID (required)
autotask_get_quote Get a quote id (required)
autotask_search_quotes Search quotes companyID
autotask_create_quote Create a quote name, companyID (required)
autotask_update_opportunity Update an opportunity opportunityId (required), plus any field in the tool schema (stage, status, per-period revenue/cost, UDFs, …)
autotask_search_contracts Search contracts companyID
autotask_search_invoices Search invoices companyID

Configuration Items

Section titled “Configuration Items”
Tool Description Key Parameters
autotask_search_configuration_items Search configuration items searchTerm, companyID

Tasks

Section titled “Tasks”
Tool Description Key Parameters
autotask_search_tasks Search project tasks projectID, assignedResourceID
autotask_create_task Create a project task title, projectID (required), assignedResourceID

Picklist Discovery

Section titled “Picklist Discovery”
Tool Description
autotask_list_queues List all available ticket queues
autotask_list_ticket_statuses List all ticket status values
autotask_list_ticket_priorities List all ticket priority levels
autotask_get_field_info Get field definitions for any entity type

Response Format

Section titled “Response Format”

All search tools return a compact response format:

{
  "summary": "Found N items (showing X-Y)",
  "items": [...],
  "total": N,
  "page": 1,
  "pageSize": 25
}

Each item includes an _enhanced field with resolved human-readable names for company and resource IDs.