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 agent when an MSP account manager, service manager, or operations lead needs to track and manage contract renewals in Autotask PSA — surfacing expiring contracts, identifying auto-renewal gaps, tracking MRR/ARR trends, and flagging clients who are still receiving service on expired contracts. Trigger for: contract renewal Autotask, expiring contracts, contract review, MRR tracking Autotask, ARR report Autotask, auto-renewal gaps, expired contracts Autotask, renewal pipeline, contract management. Examples: "Show me all contracts expiring in the next 90 days", "Which clients are on expired contracts but still generating tickets?", "What's our MRR trend across all active managed services agreements?"

Use this agent when an MSP dispatcher or service manager needs to intelligently manage the Autotask PSA ticket queue — reviewing priorities, suggesting technician assignments, monitoring SLA compliance, and driving dispatch decisions. Trigger for: autotask dispatch, autotask queue review, ticket assignment autotask, autotask sla breach, autotask dispatcher, technician workload autotask. Examples: "Who should I assign this ticket to?", "What tickets are at risk of SLA breach?", "Show me the unassigned queue ordered by priority", "Which technicians have capacity right now?"

Use this skill when working with Autotask ticket notes, ticket attachments, and ticket charges — retrieving individual notes, downloading attachments, managing labor charges on tickets. Supplements the core tickets skill with the secondary entities attached to tickets. Use when: autotask ticket note, autotask ticket attachment, autotask ticket charge, get ticket note autotask, download ticket attachment, ticket charges autotask, autotask labor charge, autotask ticket charges, search ticket notes autotask, or search ticket attachments autotask.

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 billing — retrieving billing items, checking approval levels, and searching invoices. Essential for MSP finance teams and account managers reconciling billable work, approving charges, and exporting data for invoicing. Use when: autotask billing, autotask invoice, billing item autotask, billing approval, autotask billing item, autotask invoices, invoice search autotask, billable items autotask, or billing approval level.

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.