Autotask

Kaseya Autotask Plugin

Claude Code plugin for Kaseya Autotask PSA integration.

Overview

This plugin provides Claude with deep knowledge of Autotask PSA, enabling:

• Ticket Management - Create, search, update, and manage service tickets
• Service Calls - Schedule and manage service calls, link tickets, assign technicians
• CRM Operations - Company and contact management
• Project Management - Project creation, task tracking, resource assignment
• Contract Management - Service agreements, billing, renewals
• Time Entry - Log time against tickets and projects

Configuration

Claude Code Settings (Recommended)

Add your credentials to ~/.claude/settings.json (user scope, encrypted on macOS):

{
  "env": {
    "AUTOTASK_USERNAME": "api-user@mycompany.com",
    "AUTOTASK_SECRET": "your-secret-key",
    "AUTOTASK_INTEGRATION_CODE": "ABC123DEF456",
    "AUTOTASK_API_ZONE": "webservices5"
  }
}

For project-specific configuration, use .claude/settings.local.json (gitignored):

{
  "env": {
    "AUTOTASK_USERNAME": "api-user@mycompany.com",
    "AUTOTASK_SECRET": "your-secret-key",
    "AUTOTASK_INTEGRATION_CODE": "ABC123DEF456",
    "AUTOTASK_API_ZONE": "webservices5"
  }
}

Environment Variables Reference

Variable	Required	Default	Description
AUTOTASK_USERNAME	Yes		API user email address
AUTOTASK_SECRET	Yes		API secret key
AUTOTASK_INTEGRATION_CODE	Yes		Your integration code
AUTOTASK_API_ZONE	Yes		Data center zone (e.g., webservices5)
AUTOTASK_MCP_URL	No	https://autotask-mcp.wyre.workers.dev/mcp	MCP server URL — override to use a self-hosted gateway

Self-Hosted Gateway

If you run the mcp-gateway, set AUTOTASK_MCP_URL to your gateway's endpoint:

AUTOTASK_MCP_URL=https://your-gateway-domain/v1/autotask/mcp

Setting env vars in Claude.ai: Go to your org → Settings → Integrations → Autotask → Configure and add the variable.

Setting env vars in Claude Code: Add to ~/.claude/settings.json:

{
  "env": {
    "AUTOTASK_MCP_URL": "https://your-gateway-domain/v1/autotask/mcp"
  }
}

Obtaining API Credentials

1. Create an API User

   • Log into Autotask as an administrator
   • Navigate to Admin > Resources (Users) > Resources/Users
   • Create a new resource with API User security level
   • Note the username (email) and generate a secret key

2. Get Your Integration Code

   • Navigate to Admin > Account Settings & Users > Other > API Integration Code
   • Copy your integration code (or create one if none exists)

3. Find Your API Zone

   • Your zone is determined by your Autotask data center location
   • Common zones: webservices1, webservices2, webservices5, webservices6
   • Use the Zone Information API to find your zone:

   curl "https://webservices5.autotask.net/atservicesrest/v1.0/zoneInformation?user=your-email@company.com"
   

Testing Your Connection

Once configured in Claude Code settings, test the connection:

# Test connection (using the Autotask MCP tool)
# Claude Code will inject the environment variables automatically
mcp-cli call autotask-mcp/autotask_test_connection '{}'

# Or test manually with curl (env vars must be set)
curl "https://webservices5.autotask.net/atservicesrest/v1.0/zoneInformation?user=${AUTOTASK_USERNAME}"

API Documentation

• Autotask REST API Documentation
• Zone Information

Installation

1. Clone this plugin to your Claude plugins directory
2. Configure environment variables
3. The MCP server will be automatically started when needed

Available Skills

Skill	Description
tickets	Service ticket management - create, update, search, notes, SLAs
service-calls	Service call scheduling, ticket linking, and technician assignment
crm	Company and contact management
projects	Project and task management
contracts	Service agreement and billing
time-entries	Time tracking, approval workflows, billing
expenses	Expense reports, line items, approval workflows
quotes	Quote builder - create quotes with line items, discounts, pricing
product-catalog	Products, services, and service bundles
configuration-items	Asset/device management and inventory
tool-discovery	Progressive tool discovery and intent-based routing
api-patterns	Common Autotask API patterns and authentication

Available Commands

Command	Description
/create-ticket	Create a new service ticket
/search-tickets	Search for tickets by criteria
/update-account	Update company information
/create-project	Create a new project
/time-entry	Log time against a ticket or project

API Documentation

• Autotask REST API Documentation

Contributing

See the main CONTRIBUTING.md for guidelines.

All contributions require a PRD in the prd/ directory before implementation.