/search-products

Search Autotask Product Catalog

Prerequisites

• Autotask MCP server connected and authenticated
• API user has read access to product catalog entities

Steps

1. Determine the search type (products, services, or inventory)
2. Build the appropriate search query with filters
3. Execute the search using the corresponding MCP tool
4. Format and display results with key fields

For Products

Tool: autotask_search_products
Args: {
  searchTerm: "$search",
  isActive: $active-only,
  productCategory: $category
}

For Services

Tool: autotask_search_services
Args: {
  searchTerm: "$search",
  isActive: $active-only
}

For Inventory

Tool: autotask_search_inventory_items
Args: {
  productID: <resolved from search>
}

Parameters

Parameter	Type	Required	Default	Description
search	string	No	-	Search term for name or SKU
type	string	No	products	products, services, or inventory
active-only	boolean	No	true	Filter to active items only
category	number	No	-	Product category ID filter

Examples

Search for firewall products

/search-products search="firewall"

Search for managed services

/search-products search="managed" type="services"

Browse all active products in a category

/search-products category=5 active-only=true

Check inventory for a product

/search-products search="laptop" type="inventory"

Output

Results displayed as a table:

Found 3 products matching "firewall":

| ID    | Name                    | SKU        | Unit Price | Active |
|-------|-------------------------|------------|------------|--------|
| 12345 | FortiGate 60F           | FG-60F     | $1,299.00  | Yes    |
| 12346 | FortiGate 80F           | FG-80F     | $2,199.00  | Yes    |
| 12347 | SonicWall TZ270         | SW-TZ270   | $599.00    | Yes    |

Error Handling

Error	Resolution
No results found	Try broader search terms or remove filters
MCP server not connected	Check Autotask MCP server configuration
Permission denied	Verify API user has product catalog access

Related Commands

• check-pricing - Get detailed pricing from price lists
• lookup-company - Find company for quoting context
• check-contract - Check contract service associations