autotask

Plugin autotask from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

Skills (16)

• Autotask API Patterns

  Autotask REST API fundamentals: header-based authentication, zone detection, the query/filter DSL (14 operators, logical grouping, includes), pagination, rate limits, and CRUD conventions across the 215+ entity PSA. When working with authentication, query building, pagination, includes, rate limitin

• Autotask Billing

  Autotask billing item retrieval, approval-level workflows, and invoice search — covering billing item types, approval status filtering, and reconciliation of billable work against invoices for MSP finance teams. When retrieving billing items, checking approval levels, or searching invoices in Autota

• Autotask Configuration Items

  Autotask Configuration Item (CI) asset management: CI types and categories, lifecycle status codes, the CI field schema, related-item relationships, DNS records, notes, and contract/billing associations for MSP infrastructure tracking. When working with asset management, inventory tracking, warranty

• Autotask Contract Services and Recurring Billing

  The recurring-billing side of Autotask contracts: service and bundle lines (autotask_search_contract_services, autotask_search_contract_service_bundles), the billed unit rows behind them (autotask_search_contract_service_units, autotask_search_contract_service_bundle_units), the per-contract monthly

• Autotask Contracts

  Autotask contract and service agreement management - contract types (recurring services, block hours, time & materials, fixed price, retainer), service/service bundle associations, SLAs, and how contracts drive billing for MSP account managers. When working with recurring services, block hours, time

• Autotask CRM

  Autotask CRM entities - companies (accounts), contacts, and sites/locations - including field references, company type classifications, and how these records underpin tickets, contracts, and projects for MSP account management. When working with companies, contacts, sites/locations, or opportunities

• Autotask Expenses

  Autotask expense report and expense item structure - the report/item parent-child relationship, approval status workflow, expense categories, payment types, and the billable vs reimbursable distinction for MSP operational expenses. When creating expense reports, adding line items, searching reports

• Autotask Picklists

  Autotask picklist and reference-data lookups — queues, ticket statuses, ticket priorities, and project phases — the instance-specific configured values required before creating or filtering tickets and other entities. When you need instance-specific queue, ticket status, ticket priority, or phase va

• Autotask Product Catalog

  Autotask product catalog structure - Products, Services, and Service Bundles - and how Price Lists override default unit pricing. Covers product/service fields, inventory tracking, and cost-vs-billing margin analysis for MSP quoting and procurement. When searching products, checking pricing, managin

• Autotask Projects

  Autotask project structure - projects, phases, tasks, and milestones - including project and task fields, status values, resource assignment, and how project work links to contract billing for MSP project managers. When creating projects, managing tasks, phases, milestones, or resource assignments i

• Autotask Quotes

  Autotask quote structure and line items - quote item types (product, service, service bundle, labor, expense, shipping), the mutually-exclusive catalog reference rules, and the three discount mechanisms (unit, line, percentage) used to build customer proposals. When creating quotes for customers, ad

• Autotask Service Calls

  Autotask Service Call data model - the ServiceCall / ServiceCallTicket / ServiceCallTicketResource three-layer structure - covering fields, status codes, and how tickets and technicians (resources) are linked to scheduled work. When creating, scheduling, updating, or completing service calls linked

• Autotask Ticket Notes & Attachments

  Autotask ticket notes, attachments, and charges — the secondary entities attached to tickets: retrieving/searching notes and attachments, and creating, updating, or searching ticket charges for labor and expenses billed directly to a ticket. When retrieving ticket notes, downloading ticket attachmen

• Autotask Tickets

  Autotask ticket lifecycle: status/priority codes and transition rules, the ticket field schema, SLA calculation and clock behavior, escalation rules, ticket metrics, and the MCP tool surface (create, update, search, history, notes) for MSP service desk operations. When creating, updating, searching,

• Autotask Time Entries

  Autotask time entry structure: approval status codes and workflow, the time entry field schema, the billing rate hierarchy, budget and contract-limit validation, utilization analytics, and the MSP business rules for rounding and minimum billing increments. When logging work hours, billing calculatio

• Autotask Tool Discovery

  The Autotask MCP lazy-loading pattern - four meta-tools (list_categories, list_category_tools, execute_tool, router) that expose the full 39+ tool catalog progressively instead of loading every tool schema upfront, plus the natural-language router for intent-based tool lookup. When Autotask MCP tool

Slash commands (15)

• /autotask:add-note

  Add a note or comment to an existing Autotask ticket

• /autotask:check-contract

  View contract status, entitlements, and remaining hours for a company or specific contract

• /autotask:check-pricing

  Check pricing details for an Autotask product or service (price-list overrides are UI-only)

• /autotask:create-quote

  Create a new Autotask quote with line items for products, services, and service bundles

• /autotask:create-ticket

  Create a new service ticket in Autotask PSA

• /autotask:expenses

  Use this skill when working with Autotask expense reports - creating reports, adding expense items, searching by status or submitter, and tracking reimbursable and billable expenses

• /autotask:lookup-asset

  Search for Autotask configuration items/assets by name, serial number, or company

• /autotask:lookup-company

  Search for Autotask companies by name, ID, or other attributes

• /autotask:lookup-contact

  Search for Autotask contacts by name, email, phone, or company

• /autotask:my-tickets

  List tickets currently assigned to you with optional filtering

• /autotask:reassign-ticket

  Reassign a ticket to a different resource or queue

• /autotask:search-products

  Search the Autotask product catalog for products, services, or inventory items

• /autotask:search-tickets

  Search for tickets in Autotask PSA by various criteria

• /autotask:time-entry

  Log time against tickets or projects in Autotask PSA

• /autotask:update-ticket

  Update fields on an existing Autotask ticket (status, priority, queue, due date)

Subagents (2)

• contract-renewal-tracker

  Use this agent when an MSP account manager, service manager, or operations lead needs to track and manage contract renewals in Autotask PSA — surfacing expiring contracts, identifying auto-renewal gaps, tracking MRR/ARR trends, and flagging clients who are still receiving service on expired contract

• ticket-dispatcher

  Use this agent when an MSP dispatcher or service manager needs to intelligently manage the Autotask PSA ticket queue — reviewing priorities, suggesting technician assignments, monitoring SLA compliance, and driving dispatch decisions. Trigger for: autotask dispatch, autotask queue review, ticket ass

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