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 Autotask expense reports - creating reports, adding expense items, searching by status or submitter, and tracking reimbursable and billable expenses

Search for Autotask configuration items/assets by name, serial number, or company

Search for Autotask companies by name, ID, or other attributes

Search for Autotask contacts by name, email, phone, or company

List tickets currently assigned to you with optional filtering

Reassign a ticket to a different resource or queue

Search the Autotask product catalog for products, services, or inventory items

Search for tickets in Autotask PSA by various criteria

Log time against tickets or projects in Autotask PSA

Update fields on an existing Autotask ticket (status, priority, queue, due date)

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.

Use this skill when working with Autotask product catalog operations - searching products, checking pricing, managing inventory, and understanding the relationship between products, services, bundles, and price lists. Covers product types, pricing models, inventory tracking, and billing code associations. Essential for MSP operations involving quoting, procurement, and cost analysis through Autotask PSA.

Use this skill when working with Autotask projects - creating projects, managing tasks, phases, milestones, and resource assignments. Essential for MSP project managers handling client implementations, migrations, and scheduled work in Autotask PSA.

Use this skill when working with Autotask quotes and quote line items - creating quotes for customers, adding products/services/bundles as line items, managing pricing and discounts, linking quotes to opportunities, and building proposals. Covers the full quote lifecycle including item types, discount structures, and quote-to-opportunity workflows.

Use this skill when working with Autotask Service Calls - creating, scheduling, updating, or completing service calls linked to tickets. Covers service call fields, status codes, linking tickets to service calls, and managing technician (resource) assignments on service call tickets. Essential for MSP technicians scheduling on-site visits and planned work.

Use this skill when working with Autotask tickets - creating, updating, searching, or managing service desk operations. Covers ticket fields, queues, statuses, priorities, SLAs, escalation rules, and workflow automations. Includes business logic for validation, SLA calculations, and metrics. Essential for MSP technicians handling service delivery through Autotask PSA.

Use this skill when working with Autotask time entries - logging work hours, billing calculations, approval workflows, utilization tracking, and budget validation. Covers time entry fields, billing rates, approval statuses, contract limits, and integration with tickets and projects. Essential for MSP technicians tracking billable and non-billable work.

Use this skill when Autotask MCP tools aren't loading, when you can't find the right Autotask tool to call, or when working with a lazy-loaded MCP connection where only meta-tools are available. Covers the progressive discovery pattern using list_categories, list_category_tools, and execute_tool, plus the intelligent router for natural language tool lookup.