Companies & Contacts

Searching Companies

Find a company by name

Prompt:

“Search for the company Northwind Traders”

What happens: The server calls autotask_search_companies with searchTerm: "Northwind Traders".

Expected output:

{
  "summary": "Found 1 companies (showing 1-1)",
  "items": [
    {
      "id": 29683451,
      "companyName": "Northwind Traders",
      "phone": "555-0100",
      "companyType": 1,
      "isActive": true,
      "_enhanced": {
        "companyName": "Northwind Traders"
      }
    }
  ],
  "total": 1
}

List all active companies

Prompt:

“Show me all active companies in Autotask”

What happens: The server calls autotask_search_companies with isActive: true.

Expected output: A paginated list of companies with IDs, names, and phone numbers. Results are returned in pages of 25 by default.

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Creating Companies

Create a new company

Prompt:

“Create a new company called Summit Solutions with phone number 555-0200”

What happens: The server calls autotask_create_company with companyName: "Summit Solutions" and phone: "555-0200".

Expected output:

{
  "message": "Created company with ID: 29683890",
  "data": 29683890
}

---

Updating Companies

Update company phone number

Prompt:

“Update the phone number for company ID 29683451 to 555-0300”

What happens: The server calls autotask_update_company with id: 29683451 and phone: "555-0300".

Expected output:

{
  "message": "Updated company 29683451 successfully",
  "data": { "id": 29683451 }
}

---

Searching Contacts

Find contacts at a company

Prompt:

“Show me contacts at company ID 29683451”

What happens: The server calls autotask_search_contacts with companyID: 29683451.

Expected output:

{
  "summary": "Found 3 contacts (showing 1-3)",
  "items": [
    {
      "id": 30412,
      "firstName": "Alice",
      "lastName": "Johnson",
      "emailAddress": "alice.johnson@example.com",
      "phone": "555-0101",
      "isActive": true,
      "_enhanced": {
        "companyName": "Northwind Traders"
      }
    }
  ],
  "total": 3
}

Search contacts by name

Prompt:

“Find the contact named Bob Martinez”

What happens: The server calls autotask_search_contacts with searchTerm: "Bob Martinez".

---

Creating Contacts

Add a new contact

Prompt:

“Create a contact named Carol Davis with email carol@example.com at company ID 29683451”

What happens: The server calls autotask_create_contact with firstName: "Carol", lastName: "Davis", emailAddress: "carol@example.com", and companyID: 29683451.

Expected output:

{
  "message": "Created contact with ID: 30415",
  "data": 30415
}