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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 autotaskHow this command is triggered — by the user, by Claude, or both
Slash command
/kaseya-autotask:lookup-contactFiles this command reads when invoked
The summary Claude sees in its command listing — used to decide when to auto-load this command
# 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...
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/search-customersSearches QuickBooks Online for customers by name (partial match), with optional status and balance filters. Returns details, balances, and action links.
Share bugs, ideas, or general feedback.
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