Tools Reference

The Autotask MCP Server exposes 39 tools organized by entity type.

Connection

Tool	Description
autotask_test_connection	Test the connection to the Autotask API

Companies

Tool	Description	Key Parameters
autotask_search_companies	Search for companies	searchTerm, isActive, page, pageSize
autotask_create_company	Create a new company	companyName (required), phone, companyType
autotask_update_company	Update a company	id (required), any updatable field

Contacts

Tool	Description	Key Parameters
autotask_search_contacts	Search for contacts	searchTerm, companyID, isActive
autotask_create_contact	Create a new contact	firstName, lastName, companyID (required)

Tickets

Tool	Description	Key Parameters
autotask_search_tickets	Search for tickets	searchTerm, companyID, status, priority, queueID, assignedResourceID
autotask_get_ticket_details	Get full ticket details	ticketId (required)
autotask_create_ticket	Create a new ticket	title, companyID (required), priority, status, queueID, description

Time Entries

Tool	Description	Key Parameters
autotask_create_time_entry	Log time against a ticket	ticketID (required), hoursWorked (required), summaryNotes, dateWorked, resourceID

Projects

Tool	Description	Key Parameters
autotask_search_projects	Search for projects	searchTerm, companyID, status
autotask_create_project	Create a new project	projectName, companyID (required), startDate

Resources

Tool	Description	Key Parameters
autotask_search_resources	Search for resources/technicians	searchTerm, isActive

Ticket Notes

Tool	Description	Key Parameters
autotask_get_ticket_note	Get a specific ticket note	ticketId, noteId (both required)
autotask_search_ticket_notes	Search notes on a ticket	ticketId (required)
autotask_create_ticket_note	Add a note to a ticket	ticketId, title, description (all required)

Project Notes

Tool	Description	Key Parameters
autotask_get_project_note	Get a specific project note	projectId, noteId (both required)
autotask_search_project_notes	Search notes on a project	projectId (required)
autotask_create_project_note	Add a note to a project	projectId, title, description (all required)

Company Notes

Tool	Description	Key Parameters
autotask_get_company_note	Get a specific company note	companyId, noteId (both required)
autotask_search_company_notes	Search notes on a company	companyId (required)
autotask_create_company_note	Add a note to a company	companyId, title, description (all required)

Attachments

Tool	Description	Key Parameters
autotask_get_ticket_attachment	Get a ticket attachment	ticketId, attachmentId (both required)
autotask_search_ticket_attachments	Search attachments on a ticket	ticketId (required)

Financial

Tool	Description	Key Parameters
autotask_get_expense_report	Get an expense report	id (required)
autotask_search_expense_reports	Search expense reports	submitterID
autotask_create_expense_report	Create an expense report	name, submitterID (required)
autotask_get_quote	Get a quote	id (required)
autotask_search_quotes	Search quotes	companyID
autotask_create_quote	Create a quote	name, companyID (required)
autotask_search_contracts	Search contracts	companyID
autotask_search_invoices	Search invoices	companyID

Configuration Items

Tool	Description	Key Parameters
autotask_search_configuration_items	Search configuration items	searchTerm, companyID

Tasks

Tool	Description	Key Parameters
autotask_search_tasks	Search project tasks	projectID, assignedResourceID
autotask_create_task	Create a project task	title, projectID (required), assignedResourceID

Picklist Discovery

Tool	Description
autotask_list_queues	List all available ticket queues
autotask_list_ticket_statuses	List all ticket status values
autotask_list_ticket_priorities	List all ticket priority levels
autotask_get_field_info	Get field definitions for any entity type

Response Format

All search tools return a compact response format:

{
  "summary": "Found N items (showing X-Y)",
  "items": [...],
  "total": N,
  "page": 1,
  "pageSize": 25
}

Each item includes an _enhanced field with resolved human-readable names for company and resource IDs.