Notes & Attachments

Ticket Notes

Search notes on a ticket

Prompt:

“Show me the notes on ticket 48231”

What happens: The server calls autotask_search_ticket_notes with ticketId: 48231.

Expected output:

{
  "summary": "Found 3 ticket notes (showing 1-3)",
  "items": [
    {
      "id": 55001,
      "title": "Initial Contact",
      "description": "Called the client to confirm the issue. Email server shows high CPU usage.",
      "noteType": 1,
      "createDateTime": "2024-01-15T09:45:00Z",
      "creatorResourceID": 12345,
      "_enhanced": {
        "creatorName": "John Smith"
      }
    },
    {
      "id": 55002,
      "title": "Vendor Escalation",
      "description": "Opened case #12345 with the email hosting vendor. ETA 2 hours.",
      "noteType": 1,
      "createDateTime": "2024-01-15T11:00:00Z",
      "creatorResourceID": 12345,
      "_enhanced": {
        "creatorName": "John Smith"
      }
    }
  ],
  "total": 3
}

Add a note to a ticket

Prompt:

“Add a note to ticket 48231 titled ‘Resolution’ with description ‘Restarted the email service. Issue resolved. Monitoring for recurrence.’”

What happens: The server calls autotask_create_ticket_note with ticketId: 48231, title: "Resolution", and description: "Restarted the email service. Issue resolved. Monitoring for recurrence.".

Expected output:

{
  "message": "Created ticket note with ID: 55003",
  "data": 55003
}

Get a specific note

Prompt:

“Get note 55001 from ticket 48231”

What happens: The server calls autotask_get_ticket_note with ticketId: 48231 and noteId: 55001.

---

Project Notes

Search project notes

Prompt:

“Show notes for project 5021”

What happens: The server calls autotask_search_project_notes with projectId: 5021.

Expected output:

{
  "summary": "Found 2 project notes (showing 1-2)",
  "items": [
    {
      "id": 56001,
      "title": "Kickoff Meeting Notes",
      "description": "Discussed timeline, resources, and milestones. Client approved Phase 1 scope.",
      "createDateTime": "2024-02-01T10:00:00Z"
    }
  ],
  "total": 2
}

Add a note to a project

Prompt:

“Add a note to project 5021 titled ‘Status Update’ with description ‘Phase 1 complete. Moving to Phase 2 next week.’”

What happens: The server calls autotask_create_project_note with projectId: 5021, title: "Status Update", and description: "Phase 1 complete. Moving to Phase 2 next week.".

---

Company Notes

Search company notes

Prompt:

“Show notes for company 29683451”

What happens: The server calls autotask_search_company_notes with companyId: 29683451.

Add a note to a company

Prompt:

“Add a company note for 29683451 titled ‘Account Review’ with description ‘Quarterly review scheduled for March 15. Contract renewal discussion needed.’”

What happens: The server calls autotask_create_company_note with companyId: 29683451, title: "Account Review", and description: "Quarterly review scheduled for March 15. Contract renewal discussion needed.".

---

Ticket Attachments

Search attachments on a ticket

Prompt:

“Show me attachments on ticket 48231”

What happens: The server calls autotask_search_ticket_attachments with ticketId: 48231.

Expected output:

{
  "summary": "Found 2 ticket attachments (showing 1-2)",
  "items": [
    {
      "id": 60001,
      "attachmentType": "FILE_ATTACHMENT",
      "fullPath": "screenshot_error.png",
      "title": "Error Screenshot",
      "contentType": "image/png",
      "attachDate": "2024-01-15T09:35:00Z"
    },
    {
      "id": 60002,
      "attachmentType": "FILE_ATTACHMENT",
      "fullPath": "server_logs.txt",
      "title": "Server Logs",
      "contentType": "text/plain",
      "attachDate": "2024-01-15T10:15:00Z"
    }
  ],
  "total": 2
}

Get a specific attachment

Prompt:

“Get attachment 60001 from ticket 48231”

What happens: The server calls autotask_get_ticket_attachment with ticketId: 48231 and attachmentId: 60001.