From kaseya-autotask
Searches Autotask contacts by name, email, phone, or company ID filter with optional active/limit params. Returns table of results with ID, name, email, phone, company, and quick actions.
npx claudepluginhub wyre-technology/msp-claude-plugins --plugin autotask# Lookup Autotask Contact Search for contacts in Autotask by name, email, phone, or company association for ticket creation and communication. ## Prerequisites - Valid Autotask API credentials configured - User must have contact read permissions ## Steps 1. **Determine search type** - If query contains "@", search by email - If query is numeric or contains dashes, search by phone - Otherwise, search by name (first/last name contains match) 2. **Build search filter** - Apply company ID filter if provided - Apply active status filter (default: active only) 3. **Execute s...
Search for contacts in Autotask by name, email, phone, or company association for ticket creation and communication.
Determine search type
Build search filter
Execute search
autotask-mcp/autotask_search_contacts with filtersDisplay results
| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
| query | string | Yes | - | Name, email, or phone |
| company_id | integer | No | - | Filter by company |
| active | boolean | No | true | Active contacts only |
| limit | integer | No | 10 | Max results |
/lookup-contact "John Smith"
/lookup-contact "John"
/lookup-contact "john.smith@acme.com"
/lookup-contact "555-123-4567"
/lookup-contact "John" --company_id 12345
/lookup-contact "Former Employee" --active false
Contact Search Results (3 found)
+--------+------------------+----------------------+------------------+-----------------+
| ID | Name | Email | Phone | Company |
+--------+------------------+----------------------+------------------+-----------------+
| 54321 | John Smith | john.smith@acme.com | (555) 123-4567 | Acme Corp |
| 54322 | John Doe | john.doe@techstart.com | (555) 234-5678 | TechStart Inc |
| 54323 | Johnny Williams | jwilliams@dataco.com | (555) 345-6789 | DataCo |
+--------+------------------+----------------------+------------------+-----------------+
Quick Actions:
Create ticket: /create-ticket <company_id> "Title" --contact <email>
View company: /lookup-company <company_id>
Contact Found
Name: John Smith
ID: 54321
Title: IT Director
Status: Active
Company: Acme Corporation (ID: 12345)
Contact Information:
Email: john.smith@acme.com
Phone: (555) 123-4567
Mobile: (555) 987-6543
Fax: (555) 123-4568
Address:
123 Main Street
Suite 400
New York, NY 10001
Alternate Contact: jane.assistant@acme.com
Notes:
Primary IT contact. Available Mon-Fri 8am-5pm EST.
Prefers email communication.
Recent Tickets: 3 open as contact
Quick Actions:
Create ticket: /create-ticket 12345 "Title" --contact "john.smith@acme.com"
View company: /lookup-company 12345
Company contacts: /lookup-contact --company_id 12345
Contact Found by Email
Email: john.smith@acme.com
Name: John Smith
ID: 54321
Title: IT Director
Company: Acme Corporation (ID: 12345)
Phone: (555) 123-4567
Mobile: (555) 987-6543
Quick Actions:
Create ticket: /create-ticket 12345 "Title" --contact "john.smith@acme.com"
Contacts at Acme Corporation (5 found)
+--------+------------------+----------------------+------------------+-----------+
| ID | Name | Email | Phone | Title |
+--------+------------------+----------------------+------------------+-----------+
| 54321 | John Smith | john.smith@acme.com | (555) 123-4567 | IT Dir |
| 54324 | Jane Doe | jane.doe@acme.com | (555) 123-4569 | CFO |
| 54325 | Bob Johnson | bob.j@acme.com | (555) 123-4570 | CEO |
| 54326 | Alice Williams | alice.w@acme.com | (555) 123-4571 | HR Mgr |
| 54327 | Charlie Brown | charlie.b@acme.com | (555) 123-4572 | Dev Lead |
+--------+------------------+----------------------+------------------+-----------+
Company: Acme Corporation (ID: 12345)
Primary Contact: John Smith
No Contacts Found
No contacts match: "Johnathan"
Suggestions:
- Check spelling
- Try partial name: /lookup-contact "John"
- Search by email if known
- Include inactive: /lookup-contact "Johnathan" --active false
Error: Company not found: ID 99999
Verify the company ID and try again.
Use /lookup-company to find the correct ID.
Contact Search Results (12 found)
Many contacts found with @acme.com domain.
Showing first 10 results.
Refine your search:
- Use full email: /lookup-contact "john.smith@acme.com"
- Add name filter: /lookup-contact "John" --company_id 12345
No Contacts Found
No contacts with phone: "555-000-0000"
Tips:
- Try different phone format: 5550000000
- Search by name instead
- Check if number is for a company (main line)
| Query Type | Examples | Search Behavior |
|---|---|---|
| Name | "John", "John Smith" | Searches first and last name |
| "john@acme.com" | Exact or partial email match | |
| Phone | "555-1234", "5551234" | Searches phone, mobile, fax |
| Partial | "smi", "@acme" | Contains match on relevant fields |
This command uses the following autotask-mcp tools:
autotask_search_contacts - Search contacts with filtersautotask_search_companies - Get company details for context/lookup-company - Find company information/lookup-asset - Find assets for a company/contact/create-ticket - Create ticket with contact/search-tickets - Search tickets by contact