Autotask

Provides an MCP server to manage Autotask tickets, companies, and contacts through Claude automation.

python

GitHub Stars

python

Language

4 months ago

First Indexed

3 weeks ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "tegwin-autotaskmcp": {
      "command": "python",
      "args": [
        "/FULL/PATH/TO/autotask_mcp.py"
      ],
      "env": {
        "AUTOTASK_SECRET": "your-api-secret-here",
        "AUTOTASK_API_URL": "https://webservices5.autotask.net/ATServicesRest/v1.0",
        "AUTOTASK_USERNAME": "your-username@company.com",
        "AUTOTASK_INTEGRATION_CODE": "your-integration-code-here"
      }
    }
  }
}

You deploy and run an MCP server to connect Autotask data to Claude. This server acts as a bridge that enables you to manage tickets, companies, and contacts from Claude, using Autotask as the data source and action backend.

How to use

Install the MCP server and run it locally or on your preferred environment. Connect Claude to the Autotask MCP server you configure, then issue natural language requests to perform common Autotask actions. You can manage tickets, search for companies, and retrieve contact information, all through Claude using this MCP host as the backend.

How to install

Prerequisites: Python 3.8+ and pip must be available on your system.

pip install mcp httpx pydantic

python test_autotask_connection.py

Enter your credentials when prompted or configure them in the environment variables shown in the next step.

## Configuration and usage notes

Configure Claude Desktop to load the MCP server so Claude can communicate with Autotask. The configuration points to a Python script that runs the MCP server locally.

{ "mcpServers": { "autotask": { "command": "python", "args": ["/FULL/PATH/TO/autotask_mcp.py"], "env": { "AUTOTASK_USERNAME": "your-username@company.com", "AUTOTASK_SECRET": "your-api-secret-here", "AUTOTASK_INTEGRATION_CODE": "your-integration-code-here", "AUTOTASK_API_URL": "https://webservices5.autotask.net/ATServicesRest/v1.0" } } } }


Restart Claude Desktop after updating the configuration, then start using commands like “Show me all open tickets” or “Create a ticket for company 12345 about email issues.”

Troubleshooting

If you encounter authentication or connectivity issues, verify credentials and ensure the Autotask API URL is correct. If the MCP server does not appear in Claude, check the JSON config syntax, ensure the path to autotask_mcp.py is absolute, and review logs at the specified location.

Notes and best practices

Follow the provided dependencies and environment variable guidance to keep your integration secure. Use proper permissions for the API user and rotate credentials regularly. When testing, confirm that you can retrieve sample data (e.g., sample company) and that ticket access succeeds.

Available tools

Search tickets

Find tickets using filters such as status, priority, assignee, or date range.

Get ticket details

Retrieve full information for a specific ticket by its ID.

Create ticket

Create a new ticket with a subject, description, and associated company or contact.

Update ticket

Change ticket fields like status, priority, or assignment.

Add ticket notes

Attach notes or comments to an existing ticket.

Search companies

Find companies by name or partial match.

Get company details

Retrieve full details for a specific company.

Search contacts

Find contacts by company or name.

Get contact information

Fetch contact details by ID or email.

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