Tools Reference

The server exposes 302 tools. Kind says whether a tool only reads, writes, or can delete; write tools that change many records or money default to a dry run and need an explicit confirmation. The full input schema of each tool is in src/handlers/tool.definitions.ts.

Vendor Billing

Vendor purchasing & billing reconciliation (Pax8 first): import every invoice line, map vendor customers and SKUs to Autotask companies and manufacturer offerings

Tool	Kind	What it does
autotask_vendor_list_sources	read-only	Vendor billing sources: the supported vendor adapters and file formats, every imported invoice (vendor, invoice number/date, lines, total, warnings, who imported it) and mapping coverage — vendor customers mapped to A…
autotask_vendor_import_invoice	writes	Import a vendor billing file into the reconciliation store (Postgres only — nothing in Autotask changes).
autotask_vendor_get_lines	read-only	Imported vendor invoice lines with filters, plus totals by charge class, cadence and customer.
autotask_reconcile_resolve_mapping	writes	Review and decide the durable identity mappings reconciliation runs on (stored in the MCP’s Postgres; nothing in Autotask changes).
autotask_vendor_prices	writes	The vendor price reference reconciliation and catalog plans price from: partner cost and the vendor’s suggested price per SKU and term (MM / AM / monthly per month; AA / annual per year), each with its source and date.
autotask_catalog_plan_standardize	read-only	Build (read-only) a plan that brings the Autotask service catalog to one standard service per product and term, for the products we sell (on the vendor invoices or already in the catalog).
autotask_change_plan_review	writes	Review and approve change plans (catalog standardization; contract pricing later).
autotask_change_plan_execute	writes	FINANCIAL — apply the APPROVED rows of a change plan to Autotask (confirm:true required).
autotask_reconcile_vendor_to_autotask	read-only	Reconcile one imported vendor invoice (default: the latest) against what customers are actually billed: each vendor line → its mapped Autotask company → every Recurring Service contract IN EFFECT for the invoice month…
autotask_reconcile_get_exceptions	writes	Work the reconciliation exceptions.
autotask_vendor_pricing_policy	writes	How “Price Should Be” is set (requirements §5).
autotask_reconcile_export_workbook	read-only	The reconciliation workbook (.xlsx, base64 in contentBase64) for a run (default the latest): Executive Summary, Exceptions, All Vendor Lines, Customer Contracts, Unmatched / Internal / NFR, Approved Changes, Execution Audit, Pricing Policy.
autotask_pricing_build_change_plan	read-only	Build (nothing is written) a frozen, numbered CONTRACT change plan from a reconciliation run.
autotask_reconcile_check_sync_drift	read-only	Re-check every APPLIED catalog / contract plan row (last N days, default 120) against Autotask: a field that no longer holds the approved value — or a price adjustment whose effect (price / units from its effective da…
autotask_vendor_sync	writes	Pax8 Partner API (needs PAX8_CLIENT_ID / PAX8_CLIENT_SECRET in the server env; otherwise says how to set it up).
autotask_contract_plan_move_lines	read-only	Build (nothing is written) a frozen plan that MOVES contract lines onto another service — Autotask can’t change a contract line’s service, so each move is two rows: (1) an adjustment adding the target service to the s…
autotask_contract_plan_wording	read-only	Build (nothing is written) a frozen plan that updates the INVOICE TEXT of existing contract lines (ContractServices and ContractServiceBundles invoiceDescription) to the catalog’s current wording.
autotask_change_plan_revert	read-only	Build (nothing is written) an UNDO plan for an executed change plan, from the before-images it kept: updated fields are put back (a field changed again since is skipped as stale); a service the plan created is deactiv…
autotask_vendor_monitor	read-only	One monitoring pass, each finding sent once as a notification (console → Notifications): a vendor with no invoice imported for 35+ days; subscriptions on the latest invoice renewing within 30 days (annual commitments …
autotask_billing_preinvoice_check	read-only	Run BEFORE Approve & Post.
autotask_pricing_customer_notices	writes	Customer notice for a contract pricing plan (default: the newest open one).

Utility

Connection testing and field/picklist discovery

Tool	Kind	What it does
autotask_test_connection	writes	Test Autotask API connection
autotask_setup_check	read-only	Is this PSArelay instance connected, and is its Autotask API user allowed to do what each module needs? Signs in (one usage read), names the API user, then probes READ access live for every entity the modules use — on…
autotask_report_gap	writes	Tell the MCP’s builders what you could NOT do.
autotask_get_api_usage	read-only	Autotask API budget (read-only, one upstream call).
autotask_get_actor_roster	read-only	Who is a person and who is automation: every Autotask resource classified as human, service_account, integration, system or unknown, with the reason (registry, system-resource, mcp-api-user = this MCP’s own n8n/Nexus/…
autotask_get_operations	read-only	The operation log (correlation, MCP-007): which tool calls through this MCP wrote to Autotask, what each wrote (method, entity, id, time), and the ids that tie them to the caller — correlationId, decisionId (e.g. a He…
autotask_get_backpressure	read-only	Should a dispatcher (n8n, Hermes) send work to Autotask right now? Returns level ok / slow / stop, the reasons, retryAfterSeconds, and the inputs: tenant API usage % of the hourly limit (latest reading and its age; Au…
autotask_shadow_status	read-only	State of the Postgres shadow — the read-only mirror of Tickets, TimeEntries, Tasks, Projects, Companies, Contacts, Contracts, ContractServices, ContractBlocks and Resources: per entity row count, whether the backfill …
autotask_shadow_query	read-only	Query the Postgres shadow with the SAME filter format as the Autotask API — [{op, field, value}], ops eq/noteq/gt/gte/lt/lte/beginsWith/endsWith/contains/exist/notExist/in/notIn, and {op:“and”|“or”, items:[…]} groups.
autotask_shadow_aggregate	read-only	GROUP BY over the Postgres shadow — counts and numeric sums, e.g. hours by contract by month: { entity:“TimeEntries”, filters:[{“op”:“eq”,“field”:“contractID”,“value”:29685345}], groupBy:[“resourceID”,“month:dateWorke…
autotask_shadow_sync	writes	Run the Postgres shadow sync now (spends Autotask API calls within its per-run budget; skipped automatically above 50% hourly usage).
autotask_list_queues	writes	List all available ticket queues in Autotask.
autotask_list_ticket_statuses	writes	List all available ticket statuses in Autotask.
autotask_list_ticket_priorities	writes	List all available ticket priorities in Autotask.
autotask_get_field_info	writes	Get field definitions for an Autotask entity type, including picklist values.
autotask_get_picklists	read-only	Active values (value + label, and parentValue for dependent lists like subIssueType) of several picklist fields of an entity in ONE call, e.g. { entity: “Tickets”, fields: [“queueID”, “status”, “priority”, “source”] }…
autotask_resolve_picklist_value	read-only	Resolve a picklist label to its tenant-specific value id for any entity/field (e.g. Tasks/status/“Complete”, Projects/status/“In Progress”, Tickets/queueID).
autotask_resolve_record_reference	read-only	Resolve a canonical Autotask display reference like “T20260825.0006” to a single Ticket or Task.
autotask_whoami	read-only	Resolve the calling user to their Autotask resource — used for permissions and as the acting/proxy resource for data input (time entries, To-Dos, assignments).

Companies

Search, create, and update companies

Tool	Kind	What it does
autotask_search_companies	writes	Search companies. Plain mode: searchTerm (name contains) + isActive (+ classification label or id, + companyType with classification), paged, max 200/page; each row carries classification as {id, label} or null. IDENT…
autotask_get_company	read-only	The complete company record by ID with creation metadata: every picklist labelled (company type, classification, territory, market segment, …), owner / created-by / impersonator resources and parent company named, UDFs with list labels.
autotask_find_company_contact_candidates	read-only	Given any of companyName, contactName, email, phone, domain, it searches contacts (exact email across all email fields, name, phone) and companies (normalized name, web domain, contacts’ email domain, phone), links th…
autotask_find_duplicate_companies	read-only	Likely duplicates of ONE company (searched around it, not a tenant scan): same normalized name, web domain, phone, or company number — inactive companies and creation dates included, each with evidence and conflicts.
autotask_merge_discover	read-only	Find candidate duplicate companies / contacts before a merge: by email (exact, across ALL THREE contact email fields, active and inactive, every page — no 200 cap), by company name (exact), or around given companyIds …
autotask_merge_dependency_inventory	read-only	For each company id (and / or contact id): every record pointing at it, per entity — contacts, tickets, projects, contracts (active ones counted), opportunities, quotes, sales orders, configuration items, service call…
autotask_merge_build_plan	writes	Build a MERGE PLAN — addressed ONLY by numeric Autotask ids, one kind per plan.
autotask_merge_verify	read-only	After the UI merges: re-reads every survivor and source of a merge plan and everything that pointed at the sources.
autotask_bulk_inactivate	writes	Bulk cleanup of PLACEHOLDER companies (e.g. the tens of thousands named “Gmail”) and their contacts — prepared from the Postgres mirror, pushed to Autotask by a background worker at a set pace, so no chat ever loops thousands of writes.
autotask_create_company	writes	Create new company record.
autotask_update_company	writes	Update company record.
autotask_get_company_site_configuration	writes	Get company site configuration records.
autotask_update_company_site_configuration	writes	Update company site configuration.

Contacts

Search and create contacts

Tool	Kind	What it does
autotask_search_contacts	writes	Search contacts. Plain mode: searchTerm (name or email) + companyID + isActive, paged, max 200/page. IDENTITY mode (read-only, used when any of email / name / firstName / lastName / phone is given): EVERY match with e…
autotask_get_contact	read-only	The complete contact record by ID with creation metadata: company named, picklists labelled, UDFs with list labels.
autotask_find_duplicate_contacts	read-only	Likely duplicates of ONE contact across ALL companies (searched around it): any of its email addresses, its name, its phone — inactive contacts and creation dates included, each with evidence and conflicts.
autotask_create_contact	writes	Create new contact record
autotask_update_contact	writes	Update contact record.
autotask_find_or_create_contact	writes	Find a contact in a company, or create it if none exists.

Tickets

Search, create, update tickets and manage ticket notes, attachments, charges, audit history, and the notification e-mails Autotask sent

Tool	Kind	What it does
autotask_search_tickets	writes	Search tickets by title keyword, ticket number, company, contact, queue, status, priority, assignee, dates.
autotask_get_ticket_details	writes	Get full ticket details including notes, time entries, and custom fields.
autotask_set_ticket_contract	writes	FINANCIAL — move a ticket to another contract, and its labor with it.
autotask_get_ticket_by_number	read-only	The complete ticket by number (T20261005.0123 — the T is optional) or ID, fully resolved: every picklist labelled (status, priority, queue, source, ticket type, issue/sub-issue type, SLA, category, creator type) and e…
autotask_get_ticket_change_history	read-only	Who changed what on a ticket, oldest first: each TicketHistory event parsed into field / from / to (“Account changed from A to B” → field Account), with the actor named and classified — system (resource 4: workflow/tr…
autotask_get_ticket_email_context	read-only	Where an email-created ticket came from, from the ORIGINAL message Autotask’s email processor attached to the ticket (“Originating Email”, message/rfc822): From (display name + address), Reply-To (and whether it diffe…
autotask_create_ticket	writes	Create new ticket record
autotask_update_ticket	writes	Update a ticket — only the fields given change.
autotask_start_work_on_ticket	writes	Start working a ticket as the acting user: set its status to In Progress (or status) and, if it is UNASSIGNED, assign it to you with your default role.
autotask_add_ticket_update	writes	Post a progress update on a ticket in ONE call: a note, plus optionally a time entry and a status change.
autotask_move_ticket_to_company	writes	Safely move a ticket to another company.
autotask_find_ticket_by_external_id	read-only	Find ticket(s) by external correlation id (occurrence/idempotency key).
autotask_search_ticket_configuration_items	read-only	List the additional configuration items linked to a ticket (TicketAdditionalConfigurationItems — the CIs beyond the ticket’s primary configurationItemID).
autotask_add_ticket_configuration_item	writes	Link an additional configuration item to a ticket (creates a TicketAdditionalConfigurationItems association).
autotask_remove_ticket_configuration_item	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Removes an additional configuration item link from a ticket (deletes the TicketAdditionalConfigurationItems association by its association id — NOT the CI itself).
autotask_get_ticket_note	writes	Get a specific ticket note by ticket ID and note ID
autotask_search_ticket_notes	writes	Search for notes on a specific ticket.
autotask_create_ticket_note	writes	Create a new note for a ticket
autotask_get_ticket_attachment	writes	Get a ticket attachment.
autotask_search_ticket_attachments	writes	Search for attachments on a specific ticket.
autotask_create_ticket_attachment	writes	Upload a file attachment to an existing ticket.
autotask_get_ticket_charge	writes	Get a specific ticket charge by ID
autotask_search_ticket_charges	writes	Search ticket charges (materials, costs, expenses).
autotask_create_ticket_charge	writes	Create charge on ticket for materials, costs, or expenses.
autotask_update_ticket_charge	writes	Update an existing ticket charge.
autotask_delete_ticket_charge	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently deletes a ticket charge record and all associated billing data.
autotask_get_ticket_history	writes	Get a single ticket history entry by ID. Each entry records one audited change to a ticket field (who, when, before/after).
autotask_search_ticket_history	writes	Get the audit trail of field changes for a ticket (status transitions, assignment changes, priority edits, etc.) as RAW TicketHistory rows.
autotask_search_notification_history	read-only	Notification history (read-only): the e-mails Autotask actually SENT — ticket/time-entry notifications, workflow-rule e-mails, quote notes, surveys — and to whom.
autotask_report_ticket_throughput	read-only	Ticket throughput / work-queue KPIs (read-only, #100).
autotask_report_request_segmentation	read-only	Request segmentation dimension (read-only, #100).
autotask_search_checklist_libraries	read-only	Search reusable checklist libraries (standardized work-instruction checklists).
autotask_get_checklist_library	read-only	Get a checklist library by id, including its ordered items (from ChecklistLibraryChecklistItems: itemName, isImportant, position, knowledgebaseArticleID).
autotask_apply_checklist_library_to_ticket	writes	Apply a checklist library to a ticket — expands the library’s items into checklist items on the ticket (itemName / isImportant / position / knowledgebaseArticleID carried over).
autotask_create_maintenance_ticket	writes	High-level maintenance-ticket orchestrator.
autotask_search_ticket_checklist_items	writes	List all checklist items on a ticket, including their completion status.
autotask_create_ticket_checklist_item	writes	Add a new checklist item to a ticket.
autotask_update_ticket_checklist_item	writes	Update a checklist item on a ticket — edit text, mark complete/incomplete, or change position.
autotask_delete_ticket_checklist_item	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently deletes a checklist item from a ticket.

Projects

Search and create projects, tasks, phases, and project notes

Tool	Kind	What it does
autotask_search_projects	writes	Search for projects in Autotask.
autotask_get_project	read-only	Get a single project by ID with its full field set (status, type, lead, department, dates, estimated/actual time, contract, opportunity, UDFs, etc.).
autotask_update_project	writes	Update an existing project in Autotask.
autotask_get_project_structure	read-only	Get the normalized project outline: the project plus its phases nested by parentPhaseID, with tasks bucketed under each phase and any unphased tasks listed separately, plus a summary (phase/task counts, max phase depth, estimated hours).
autotask_get_complete_project_context	read-only	Assemble the complete read-only context for a project in one call (the Project Builder input): the project, its nested phase/task hierarchy, the task dependency graph, the labor rollup, project notes and attachments, …
autotask_get_project_labor_summary	read-only	Project labor summary: estimated vs actual and billable hours, variance, first/last worked dates, and a per-phase rollup.
autotask_export_project_blueprint	read-only	Export a project as a reusable, tenant-agnostic blueprint: the phase/task hierarchy with titles, estimated hours, and task type, WITHOUT tenant-specific ids, resource assignments, or absolute dates.
autotask_calculate_project_schedule	read-only	Deterministically schedule a project build plan (no Autotask writes, no AI, no reference-project inference).
autotask_extract_project_scope	read-only	Front of the SOW-to-project pipeline (#46 §8): deterministically parse a Statement of Work into a normalized, reviewable scope envelope — NO Autotask writes, NO AI, and it NEVER infers scope from a reference project (…
autotask_classify_project	read-only	Project classification (#46 §7): deterministically map a project/scope to an archetype (e.g. construction/low-voltage, tech deployment, recurring consulting, compliance program, operational onboarding) so the pipeline…
autotask_calculate_bom_labor	read-only	BOM → calculated labor (#46 §9): deterministically turn BOM/scope quantities into CALCULATED labor hours using a caller-provided rate catalog, and normalize the quantities into repeated tasks.
autotask_generate_project_labor_plan	read-only	Deterministic labor plan for a project build plan (no Autotask writes, no AI).
autotask_build_project_from_plan	writes	Build engine: realize a validated project build plan as a real Autotask project — project → phases (parent-first) → tasks → task dependencies.
autotask_extend_project	writes	Project extension (#46 §2.4): add phases / tasks / dependencies to an EXISTING project by id — a change order, an added phase, a recurring month, a new site, or extra tasks.
autotask_create_project	writes	Create a new project in Autotask
autotask_link_project_commercial	writes	Link a project to its commercial records — contract and/or opportunity.
autotask_search_tasks	writes	Search for tasks in Autotask.
autotask_get_task	read-only	Get a single project task by ID with its full fields (projectID, phaseID, status, taskType, dates, estimatedHours, assigned resource + role, department, billing code, etc.).
autotask_get_task_by_number	read-only	Look up a project task by its human-facing task number (e.g. “T20260922.0189”) and return the FULL task object in one call.
autotask_create_task	writes	Create a new task in Autotask
autotask_update_task	writes	Update a project task.
autotask_complete_task	writes	Mark a task complete. Sets the tenant’s “Complete” status (resolved from metadata, not hard-coded) and completedDateTime. projectID is looked up from the task if not supplied.
autotask_delete_task	read-only	Inspect a project task for deletion.
autotask_delete_task_with_time	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Obsolete-task cleanup: deletes its TIME ENTRIES (each as its owner via impersonation), optionally removes secondary resources, then you delete the task itself in the UI (the API cannot delete tasks).
autotask_verify_task_time_entries	read-only	With expectedResourceIDs, reports how many of the expected resources have an entry (found/expected), which are missing, and which have more than one entry (duplicate).
autotask_close_meeting_task	writes	Finalize a meeting/closeout TASK safely — verify the downstream work, then mark the task complete.
autotask_list_task_resources	read-only	List the secondary (additional crew) resources on a task, with their roles.
autotask_add_task_resource	writes	Add a secondary resource (additional crew member) to a task, optionally with a role.
autotask_remove_task_resource	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently removes a secondary resource from a task by the TaskSecondaryResources row id (from list_task_resources).
autotask_list_task_predecessors	read-only	List the predecessor dependencies for a task (tasks that must precede it), with lag days.
autotask_add_task_predecessor	writes	Add a predecessor dependency: predecessorTaskID must precede successorTaskID, with optional lag days.
autotask_remove_task_predecessor	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently removes a task predecessor dependency by the TaskPredecessors row id (from list_task_predecessors or search_task_predecessors).
autotask_get_task_predecessor	read-only	Get a single TaskPredecessors dependency row by its id.
autotask_search_task_predecessors	read-only	Search task dependency rows by either endpoint.
autotask_update_task_predecessor	writes	Update a task dependency.
autotask_list_phases	writes	List phases for a project in Autotask
autotask_create_phase	writes	Create a new phase in an Autotask project
autotask_get_phase	read-only	Get a single project phase by ID with its full fields (parentPhaseID, title, description, start/due dates, estimatedHours, phaseNumber, isScheduled).
autotask_update_phase	writes	Update a project phase.
autotask_get_project_note	writes	Get a specific project note by project ID and note ID
autotask_search_project_notes	writes	Search for notes on a specific project.
autotask_create_project_note	writes	Create a new note for a project
autotask_get_task_note	read-only	Get a specific project-task note by task ID and note ID.
autotask_search_task_notes	read-only	List the notes on a project task.
autotask_create_task_note	writes	Create a note on a project task.
autotask_search_project_attachments	read-only	List attachment metadata on a project (name, type, size, attach date).
autotask_search_task_attachments	read-only	List attachment metadata on a project task.
autotask_get_project_attachment	read-only	Get a project attachment.
autotask_create_project_attachment	writes	Upload a file attachment to an existing project.
autotask_get_task_attachment	read-only	Get a project-task attachment.
autotask_create_task_attachment	writes	Upload a file attachment to an existing project task.

Time And Billing

Time entries, billing items, and expense management

Tool	Kind	What it does
autotask_create_time_entry	writes	Create a time entry in Autotask.
autotask_create_task_time_entries_bulk	writes	Create one time entry PER ATTENDEE against a single project TASK for the same day — built for meeting/closeout logging (e.g. an RPO meeting task with five GDS attendees).
autotask_log_ticket_collaboration	writes	Capture a collaborative work event on a TICKET (e.g. a Teams triage thread keyed by ticket #) in one call: a ticket time entry PER contributing tech + an optional ticket note (the narrative).
autotask_log_my_time	writes	Log a time entry as the acting user, idempotently.
autotask_list_regular_time_categories	writes	List the Regular Time categories (read-only) — the internal, non-ticket/non-task time categories from Autotask’s Timesheet UI (e.g. Internal Meeting, Office Management, HR/Recruiting, Quote building, Research, Travel …
autotask_get_time_entry_targets	writes	Time-entry target discovery (read-only) for EOD/backfill automation: given a resource, returns the valid things they can log time against — OPEN project tasks (completed tasks are excluded, since Autotask rejects time…
autotask_get_my_day	read-only	The acting user’s working picture for a date (default today in your local timezone): tickets assigned to them, the time they have already logged that day (split ticket/task/Regular Time), their open tasks, their servi…
autotask_search_time_entries	writes	Search for time entries in Autotask.
autotask_get_time_entry	read-only	Get a time entry by ID. The record distinguishes actual worked time (hoursWorked) from Autotask billing-rounded time (hoursToBill).
autotask_update_time_entry	writes	Update a time entry (collection PATCH).
autotask_delete_time_entry	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete one time entry.
autotask_search_billing_items	writes	Search for billing items in Autotask.
autotask_get_billing_item	writes	Get detailed information for a specific billing item by ID
autotask_search_billing_item_approval_levels	writes	Search for billing item approval levels.
autotask_report_time_entry_compliance	read-only	Time-entry compliance / team hours (read-only, #100).
autotask_report_activity_without_time	read-only	Activity without time — the Autotask side of a billable-time leakage audit (read-only).
autotask_search_audit_activity	read-only	Normalized event stream of everything attributable to one or more resources in a time window — the evidence layer under the activity reports.
autotask_get_activity_feed	read-only	Incremental, cursor-paged feed of ticket activity across the whole tenant — ticket field changes (status/queue/priority/assignee/contract/… with before → after, from TicketHistory), ticket notes and time entries (crea…
autotask_backfill_history	read-only	Historical learning backfill (MCP-006), READ-ONLY toward Autotask: stores the history, notes and time entries of the tickets COMPLETED in a date range (max 366 days) in the MCP’s ledger, so autotask_get_activity_feed …
autotask_report_resource_activity	read-only	Everything each resource did in Autotask in a window (date + timeZone, or start/end): per resource, the event stream from autotask_search_audit_activity plus counts by entity type and action.
autotask_report_resource_daily_audit	read-only	End-of-day labor reconciliation for one or more resources on a date: TIME ENTERED (hours, entries); TICKETS and PROJECTS/TASKS TOUCHED (first/last activity, actions, whether time exists); SCHEDULING; CRM/ADMIN; CONFIG…
autotask_report_unbilled_time	read-only	Unbilled-TIME leakage — the pre-invoice stage.
autotask_get_expense_report	writes	Get a specific expense report by ID
autotask_search_expense_reports	writes	Search for expense reports with optional filters
autotask_create_expense_report	writes	Create a new expense report
autotask_search_expense_items	writes	Search expense items (parking, mileage, meals, materials bought).
autotask_create_expense_item	writes	Create an expense item on an existing expense report

Financial

Quotes, quote items, opportunities, invoices, and contracts

Tool	Kind	What it does
autotask_get_quote	writes	Get a specific quote by ID
autotask_search_quotes	writes	Search for quotes with optional filters
autotask_create_quote	writes	Create a new quote
autotask_get_quote_item	writes	Get a specific quote item by ID
autotask_search_quote_items	writes	Search for quote items, typically filtered by quote ID
autotask_create_quote_item	writes	Create a line item on a quote.
autotask_update_quote_item	writes	Update an existing quote item (quantity, price, etc.)
autotask_delete_quote_item	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently deletes a quote item (line item) from a quote.
autotask_get_opportunity	writes	Get a specific opportunity by ID
autotask_search_opportunities	writes	Search for opportunities with optional filters
autotask_create_opportunity	writes	Create a new sales opportunity in Autotask
autotask_update_opportunity	writes	Update a sales opportunity.
autotask_search_invoices	writes	Search Autotask invoices (the Invoice Batch screen).
autotask_get_invoice_details	writes	Get a single Autotask invoice with its full field set (sync/paid/void markers, billing period, totals) plus its line items (BillingItems posted to it) and the WORK it billed: linkedTicketIDs, linkedProjectIDs, linkedT…
autotask_search_contracts	writes	Search for contracts in Autotask with optional filters
autotask_get_contract	writes	Get a single contract by ID (header fields only, no service lines)
autotask_list_expiring_contracts	writes	List contracts whose end date falls within the next N days (expiring-contracts report).
autotask_create_contract	writes	Create a new Contract in Autotask.
autotask_create_contracts_bulk	writes	Create multiple contract shells (header records, no service lines) in one call — e.g. onboarding a customer with several location-based contracts.
autotask_update_contract	writes	Update an existing Contract in Autotask (PATCH).
autotask_create_contract_service	writes	Add a ContractService (service line item) to an existing Contract.
autotask_update_contract_service	writes	Update an existing ContractService line on a Contract.
autotask_get_contract_service	read-only	Get a single ContractService line by ID — the service entitlement on a contract (contractID, serviceID, quoteItemID, unitPrice, unitCost, internalDescription, invoiceDescription).
autotask_search_contract_services	read-only	Search ContractService lines (service entitlements on contracts).
autotask_get_contract_billed_units	read-only	Billed units per contract service line (read-only).
autotask_report_contract_recurring_revenue	read-only	Recurring-revenue roll-up for a contract (read-only): monthly (MRR) and annual (ARR) recurring revenue from its recurring service + bundle lines as of a date.
autotask_report_contract_labour_basis	read-only	Contract labour-billing basis — the “is labour included in the fee” flag (dashboard gap #4).
autotask_get_contract_milestone	read-only	Get a single ContractMilestone by id — a commercial milestone payment on a contract (title, amount, dateDue, status, description, billingCodeID, isInitialPayment).
autotask_search_contract_milestones	read-only	Search contract milestones, primarily by contractID (all milestones on a contract).
autotask_create_contract_milestone	writes	Create a ContractMilestone on a contract.
autotask_update_contract_milestone	writes	Update a ContractMilestone.
autotask_report_block_hour_usage	read-only	Block-hour contract usage report.
autotask_report_ticket_charges	read-only	Ticket-charge report. Charges in a recent window with a fulfillment-status breakdown, billed vs unbilled counts, total billable amount, and a per-ticket rollup. Set unbilledOnly to surface the to-bill queue (charges n…
autotask_report_unbilled	read-only	Unbilled-work / revenue-leakage report.
autotask_report_project_pl	read-only	Profitability (P&L) for a project, task, or ticket, bucketed by week or month — real burden cost vs realized revenue, not assumed margins.
autotask_report_sla_compliance	read-only	SLA compliance report (read-only).
autotask_generate_sla_framework	read-only	ITIL SLA setup helper (advisory, deterministic, no Autotask writes).
autotask_report_sla_coverage	read-only	SLA coverage / readiness check (read-only, #102).
autotask_assign_contract_sla	writes	Bulk-assign an SLA to contracts (#102).
autotask_analyze_ticket_billing_gaps	read-only	Ticket-anchored billing-completeness check for review (read-only).
autotask_report_ticket_billing_gaps	read-only	Weekly ticket billing-gaps sweep for review (read-only).

Products And Services

Products, services, and service bundles catalog

Tool	Kind	What it does
autotask_get_product	writes	Get a specific product by ID
autotask_search_products	writes	Search for products with optional filters
autotask_find_product	read-only	Clean, normalized product search across ALL identifiers — the usable layer over Autotask’s weak native search.
autotask_list_product_categories	read-only	List the productCategory picklist as a parent→child tree (categories are a hierarchical picklist named ‘Parent>Child>Grandchild’, not a REST entity).
autotask_find_catalog_gaps	read-only	Find products with data gaps for cleanup (read-only): missing productCategory, missing MSRP, or a weak description (empty, too short, or identical to the name).
autotask_find_duplicate_products	read-only	Find duplicate-product candidate groups (read-only): products sharing a normalized identifier (sku, else manufacturerProductName, else name) are grouped, each with a suggested survivor (active > most complete > lowest…
autotask_bulk_update_products	writes	Bulk-update products for catalog cleanup (dry-run-first).
autotask_merge_products	writes	Merge duplicate products (dry-run-first): keep survivorId, enrich it with any fields it’s missing from the duplicates (description/MSRP/category/part numbers/pricing), and mark the duplicate products inactive.
autotask_create_product	writes	Create a product in the catalog.
autotask_update_product	writes	Update a catalog product by id.
autotask_search_inventory_products	read-only	A product’s stock levels per location (InventoryProducts): onHandUnits, availableUnits, reservedUnits, pickedUnits, unitsOnOrder, quantityMinimum/Maximum, bin, referenceNumber.
autotask_get_inventory_product	read-only	Get one InventoryProducts record (a product’s stock at a location) by id.
autotask_create_inventory_product	writes	Stock a product at a location: create an InventoryProducts record.
autotask_update_inventory_product	writes	Update an InventoryProducts record (stock levels/min-max/bin) by id.
autotask_search_inventory_locations	read-only	Inventory locations (warehouses / tech vans): locationName, isActive, isDefault, resourceID (a resource-linked location = a tech van).
autotask_get_inventory_location	read-only	Get one InventoryLocations record by id.
autotask_create_inventory_location	writes	Create an inventory location (warehouse or tech van).
autotask_update_inventory_location	writes	Update an inventory location by id (locationName, isActive, isDefault, resourceID).
autotask_search_inventory_stocked_items	read-only	Individual stocked units (InventoryStockedItems): onHandUnits, availableUnits, serialNumber, statusID, unitCost, currentInventoryLocationID, vendorID, and consumption links (ticketChargeID / projectChargeID / pickedRemovedDateTime).
autotask_get_inventory_stocked_item	read-only	Get one InventoryStockedItems record by id.
autotask_search_inventory_transfers	read-only	Stock transfers between locations (InventoryTransfers): productID, fromLocationID, toLocationID, quantityTransferred, transferDate, notes, serialNumber.
autotask_create_inventory_transfer	writes	Move stock between locations (creates an InventoryTransfers record; mutates on-hand at both locations).
autotask_add_inventory_stock	writes	Add/receive stock — raise on-hand for an inventory product (InventoryStockedItemsAdd).
autotask_remove_inventory_stock	destructive	⚠ DESTRUCTIVE/HIGH-IMPACT: Remove stock — lower on-hand for an inventory product (InventoryStockedItemsRemove), a write-down that is not easily reversible.
autotask_report_inventory_reorder	read-only	Inventory reorder-control report.
autotask_report_inventory_closeouts	read-only	Inventory close-out report.
autotask_report_inventory_stale	read-only	Inventory stale/trending report.
autotask_get_service	writes	Get a specific service by ID
autotask_search_services	writes	Search for services with optional filters
autotask_get_service_bundle	writes	Get a specific service bundle by ID
autotask_search_service_bundles	writes	Search for service bundles with optional filters

Resources

Search Autotask resources (technicians/staff) and roles (for assignment / time entries)

Tool	Kind	What it does
autotask_search_resources	writes	Search for resources (users) in Autotask.
autotask_search_roles	read-only	Search Autotask Roles (the roles used for ticket assignment and time entries).
autotask_get_resource_roles	read-only	List the roles a resource (user) may act in (from ResourceRoles), enriched with roleName, departmentName, and queueName, and flagging the resource’s default service-desk role.
autotask_report_resource_burden	read-only	Per-resource labour-burden report for cost / utilisation pages.

Configuration Items

Search and read configuration items (assets/devices), including contract/service entitlement links and coverage gaps

Tool	Kind	What it does
autotask_search_configuration_items	writes	Search configuration items (assets) with optional filters, including native contract/service entitlement links.
autotask_get_configuration_item	writes	Get a single configuration item (asset) by ID with all current details, including entitlement fields (companyID, companyLocationID, contractID, contractServiceID, serviceID, isActive, serialNumber, installDate, warrantyExpirationDate).
autotask_create_configuration_item	writes	Create a configuration item (managed asset) for a company.
autotask_update_configuration_item	writes	Update a configuration item: the same lifecycle surface as create, minus companyID, which Autotask will not let you change (a CI cannot be moved between companies; retire it with isActive:false and create a new one un…
autotask_get_configuration_item_entitlement	read-only	Determine whether a configuration item is entitled to recurring service, and why.
autotask_search_configuration_item_coverage_gaps	read-only	List ACTIVE configuration items with no contract coverage (no contractID and no contractServiceID) — the uncovered assets for Sales / Account Management review.

Company Notes

Get, search, and create company notes

Tool	Kind	What it does
autotask_get_company_note	writes	Get a specific company note by company ID and note ID
autotask_search_company_notes	writes	Search for notes on a specific company.
autotask_create_company_note	writes	Create a new note for a company

Service Calls

Service call dispatching, ticket linking, and resource assignments

Tool	Kind	What it does
autotask_reconcile_service_call	read-only	Reconcile ONE service call against its linked ticket to catch billing leakage (read-only).
autotask_report_service_call_leakage	read-only	Weekly billing-leakage sweep (read-only): scans past-scheduled service calls in a look-back window and reconciles each, returning the ones with issues plus a digest — counts of done-not-closed / no-time-logged / parts…
autotask_report_tickets_needing_scheduling	read-only	Tickets needing scheduling (read-only, #100).
autotask_search_service_calls	writes	Search for service calls in Autotask.
autotask_get_service_call	writes	Get a specific service call by ID
autotask_create_service_call	writes	Create a new service call in Autotask.
autotask_update_service_call	writes	Update an existing service call.
autotask_delete_service_call	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently deletes a service call and all associated data.
autotask_search_service_call_tickets	writes	Search for ticket associations on service calls.
autotask_create_service_call_ticket	writes	Link a ticket to a service call.
autotask_delete_service_call_ticket	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently removes a ticket association from a service call.
autotask_search_service_call_ticket_resources	writes	Search for resource (technician) assignments on service call tickets.
autotask_create_service_call_ticket_resource	writes	Assign a resource (technician) to a service call ticket.
autotask_delete_service_call_ticket_resource	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently removes a resource assignment from a service call ticket.
autotask_search_service_call_tasks	writes	Search service-call ↔ project-task associations.
autotask_create_service_call_task	writes	Link a PROJECT TASK to a service call — the task equivalent of autotask_create_service_call_ticket.
autotask_delete_service_call_task	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently removes a task association from a service call.
autotask_search_service_call_task_resources	writes	Search for resource (technician/attendee) assignments on service-call tasks.
autotask_create_service_call_task_resource	writes	Assign a resource (technician/attendee) to a service-call task — the task equivalent of autotask_create_service_call_ticket_resource.
autotask_delete_service_call_task_resource	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently removes a resource assignment from a service call task.

Company Todos

Company To-Dos — CRM calendar follow-ups (distinct from tasks, checklist items, time entries, appointments, and service calls)

Tool	Kind	What it does
autotask_get_company_todo	read-only	Get a Company To-Do (CRM calendar follow-up) by ID. A Company To-Do is NOT a ticket checklist item, project task, time entry, appointment, or service call.
autotask_search_company_todos	read-only	Search Company To-Dos (CRM calendar follow-ups).
autotask_create_company_todo	writes	Create a Company To-Do (CRM calendar follow-up) via the company child route.
autotask_update_company_todo	writes	Update a Company To-Do via the company child route.
autotask_complete_company_todo	writes	Complete a Company To-Do by setting its completedDate to now (there is no isComplete field).
autotask_delete_company_todo	destructive	⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently deletes a Company To-Do.

Commerce

Sell through Autotask: an offering catalog (recurring plans / add-ons, one-time services), quotes, and orders that set up the customer, users, contract, services, delivery ticket and charges in one approved plan, then track it to its invoice and payment

Tool	Kind	What it does
autotask_commerce_offerings	writes	The OFFERING CATALOG for selling through Autotask: recurring plans / add-ons (an Autotask Service on a recurring service contract, optionally per unit — e.g. per user) and one-time services (a charge on a delivery tic…
autotask_commerce_quote	read-only	Price an order before placing it: lines [{ offering, quantity, unitPrice? }] → each line’s unit price (the offering’s, or its Autotask Service’s), totals one-time and recurring per period, and the modules it unlocks; …
autotask_commerce_order	writes	ORDERS — sell, set up and track in one flow.

Webhooks

Autotask outbound webhook management — discover webhook-capable entities and inspect existing webhooks (read/discovery)

Tool	Kind	What it does
autotask_list_webhook_entities	read-only	Prerequisite/discovery for webhook management (read-only, no I/O): lists the Autotask entities that support outbound webhooks (tickets, companies, contacts, configurationItems, ticketNotes) and the REST entity names b…
autotask_search_webhooks	read-only	List existing webhooks configured on a webhook-capable entity (read-only).
autotask_get_webhook	read-only	Get one webhook with its full configuration (read-only): the parent record plus its monitored standard fields, UDF fields, and EXCLUDED RESOURCES (the resources whose changes don’t fire it — the loop-prevention list).
autotask_create_webhook	writes	Create an outbound webhook on a webhook-capable entity (STANDING CONFIGURATION).
autotask_update_webhook	writes	Update a webhook’s parent settings — activate/deactivate (isActive), change webhookUrl, toggle event subscriptions, notifications, owner, or secret (STANDING CONFIGURATION).
autotask_delete_webhook	destructive	⚠ DESTRUCTIVE: Permanently delete a webhook (STANDING CONFIGURATION — cannot be undone).
autotask_set_webhook_excluded_resources	writes	Manage a webhook’s excluded resources — the loop-prevention list (resources whose changes do NOT fire the webhook).

Platform & meta

Tools for clients and operators: discovery, the mirror, backpressure, requests.

Tool	Kind	What it does
autotask_list_categories	writes	List available tool categories.
autotask_list_category_tools	writes	List tools in a specific category with full schemas.
autotask_execute_tool	writes	Execute any Autotask tool by name.
autotask_router	writes	Intelligent tool router - describe what you want to do and get the right tool suggestion with pre-filled parameters.
autotask_raw_request	writes	Escape hatch for Autotask REST endpoints not yet wrapped by a typed tool.