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From autotask
Searches Autotask for contacts by name, email, phone, or company, with optional filters for company ID, active status, and result limit. Returns contact details and supports quick actions for ticket creation.
How this command is triggered — by the user, by Claude, or both
Slash command
/autotask:lookup-contact <query> [company_id] [active] [limit]Files 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...
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 "[email protected]"
/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 | [email protected] | (555) 123-4567 | Acme Corp |
| 54322 | John Doe | [email protected] | (555) 234-5678 | TechStart Inc |
| 54323 | Johnny Williams | [email protected] | (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: [email protected]
Phone: (555) 123-4567
Mobile: (555) 987-6543
Fax: (555) 123-4568
Address:
123 Main Street
Suite 400
New York, NY 10001
Alternate Contact: [email protected]
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 "[email protected]"
View company: /lookup-company 12345
Company contacts: /lookup-contact --company_id 12345
Contact Found by Email
Email: [email protected]
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 "[email protected]"
Contacts at Acme Corporation (5 found)
+--------+------------------+----------------------+------------------+-----------+
| ID | Name | Email | Phone | Title |
+--------+------------------+----------------------+------------------+-----------+
| 54321 | John Smith | [email protected] | (555) 123-4567 | IT Dir |
| 54324 | Jane Doe | [email protected] | (555) 123-4569 | CFO |
| 54325 | Bob Johnson | [email protected] | (555) 123-4570 | CEO |
| 54326 | Alice Williams | [email protected] | (555) 123-4571 | HR Mgr |
| 54327 | Charlie Brown | [email protected] | (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 "[email protected]"
- 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 |
| "[email protected]" | 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 contactnpx claudepluginhub wyre-technology/msp-claude-plugins --plugin autotask/search-contactsSearches HubSpot CRM contacts by name, email, or company. Returns matching contacts with key details and supports filtering by field and lifecycle stage.
/search-contactsSearches Salesbuildr contacts by name or email, optionally filtered by company. Displays results with company association.
/search-contactsSearches Clio contacts by name, company, or email, returning formatted results with disambiguation for similar names and matter associations.
/search-contactsSearches Xero for contacts (customers/suppliers) by name, email, or account number, with optional type and status filters.
/search-customersSearches Atera customers by name or domain, with optional contact lists and agent online/offline summaries.
/find-companySearches Hudu for companies by name with optional status filter (active/archived/all). Displays company details, resource counts, parent/child relationships, and quick-action links.