kaseya-autotask

Add a note or comment to an existing Autotask ticket

View contract status, entitlements, and remaining hours for a company or specific contract

Check pricing details for an Autotask product or service from price lists

Create a new Autotask quote with line items for products, services, and service bundles

Create a new service ticket in Autotask PSA

Use this skill when working with the Autotask REST API - authentication, query building, pagination, includes, rate limiting, and error handling. Covers all 14 query operators, zone detection, header authentication, retry strategies, and best practices for API integration.

Use this skill when working with Autotask Configuration Items (CIs) - asset management, inventory tracking, warranty monitoring, lifecycle management, and relationship mapping. Covers CI types, categories, DNS records, SSL certificates, related items, notes, and contract billing associations. Essential for MSP asset documentation and infrastructure tracking.

Use this skill when working with Autotask contracts and service agreements - recurring services, block hours, time & materials, and contract billing. Essential for MSP account managers handling service agreements, renewals, and billing in Autotask PSA.

Use this skill when working with Autotask CRM - companies, contacts, sites/locations, and opportunities. Essential for MSP account management, client onboarding, and relationship tracking in Autotask PSA.

Use this skill when working with Autotask expense reports and expense items - creating expense reports, adding line items, searching reports by status or submitter, tracking reimbursable vs billable expenses, and managing expense approval workflows. Covers expense categories, payment types, receipt tracking, and company billing for MSP operational expenses.