Time & Billing
Creating Time Entries
Section titled “Creating Time Entries”Log time against a ticket
Section titled “Log time against a ticket”Prompt:
“Log 1.5 hours on ticket 48231 with summary ‘Troubleshot email server connectivity, restarted services’”
What happens: The server calls autotask_create_time_entry with ticketID: 48231, hoursWorked: 1.5, and summaryNotes: "Troubleshot email server connectivity, restarted services".
Expected output:
{ "message": "Created time entry with ID: 92001", "data": 92001}Log time with a specific date
Section titled “Log time with a specific date”Prompt:
“Create a time entry for ticket 48231: 2 hours on 2024-01-15, summary ‘Initial diagnostics and vendor escalation’”
What happens: The server calls autotask_create_time_entry with ticketID: 48231, hoursWorked: 2, dateWorked: "2024-01-15", and summaryNotes: "Initial diagnostics and vendor escalation".
Log time with resource and role
Section titled “Log time with resource and role”Prompt:
“Log 0.5 hours on ticket 48231 for resource 12345 with role ID 3”
What happens: The server calls autotask_create_time_entry with ticketID: 48231, hoursWorked: 0.5, resourceID: 12345, and roleID: 3.
Expense Reports
Section titled “Expense Reports”Search expense reports
Section titled “Search expense reports”Prompt:
“Show me recent expense reports”
What happens: The server calls autotask_search_expense_reports.
Expected output:
{ "summary": "Found 3 expense reports (showing 1-3)", "items": [ { "id": 1001, "name": "January Travel Expenses", "submitterID": 12345, "status": 2, "total": 450.00, "_enhanced": { "submitterName": "John Smith" } } ], "total": 3}Create an expense report
Section titled “Create an expense report”Prompt:
“Create an expense report called ‘Q1 Training Expenses’ for resource 12345”
What happens: The server calls autotask_create_expense_report with name: "Q1 Training Expenses" and submitterID: 12345.
Contracts
Section titled “Contracts”Search contracts
Section titled “Search contracts”Prompt:
“Show contracts for company 29683451”
What happens: The server calls autotask_search_contracts with companyID: 29683451.
Expected output:
{ "summary": "Found 2 contracts (showing 1-2)", "items": [ { "id": 6001, "contractName": "Managed Services Agreement", "contractType": 3, "status": 1, "startDate": "2024-01-01", "endDate": "2024-12-31", "companyID": 29683451, "_enhanced": { "companyName": "Northwind Traders" } } ], "total": 2}Invoices
Section titled “Invoices”Search invoices
Section titled “Search invoices”Prompt:
“Find invoices for company 29683451”
What happens: The server calls autotask_search_invoices with companyID: 29683451.
Expected output:
{ "summary": "Found 4 invoices (showing 1-4)", "items": [ { "id": 8001, "invoiceNumber": "INV-2024-0042", "invoiceDate": "2024-01-31", "totalAmount": 2500.00, "companyID": 29683451, "_enhanced": { "companyName": "Northwind Traders" } } ], "total": 4}Quotes
Section titled “Quotes”Search quotes
Section titled “Search quotes”Prompt:
“Show me quotes for company 29683451”
What happens: The server calls autotask_search_quotes with companyID: 29683451.
Create a quote
Section titled “Create a quote”Prompt:
“Create a quote named ‘Firewall Hardware’ for company 29683451”
What happens: The server calls autotask_create_quote with name: "Firewall Hardware" and companyID: 29683451.
Expected output:
{ "message": "Created quote with ID: 9010", "data": 9010}