servosity/msp-skills/autotask

Autotask PSA - Claude Code Skill

Prerequisites: Install the CLI

This skill drives the autotask-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. macOS / Linux:

``bash bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/autotask/install.sh) ``

1. Windows (PowerShell):

``powershell iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/autotask/install.ps1 | iex ``

1. Verify: autotask-cli --version
2. Ensure ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows) is on $PATH.

The installer downloads the autotask-cli and autotask-mcp binaries into ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows). It does not register the skill with your agent and writes no MCP client config - see mcp-install.md for that wire-up.

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

Autotask PSA CLI syncs your PSA into a local database and hides Autotask's non-standard query/paging mechanics behind clean list/search/get commands. Beyond CRUD, it ships service-desk intelligence - ticket-aging, workload, sla-breaches, triage - and money views like unbilled and contract-burn, all offline, scriptable, and agent-native.

When to Use This CLI

Use this CLI when an agent or technician needs to read, search, or report on an Autotask PSA tenant from the terminal - service-desk triage, time/billing reconciliation, contract burn, account 360, or any analytics that requires joining across tickets, companies, contracts, and time. Prefer it over raw API calls whenever the answer requires aggregation across many records.

Anti-triggers

Do not use this CLI for:

• Do not use this CLI to administer Autotask configuration (workflows, security levels, UI settings) - it covers the REST entity surface only.
• Do not use the novel analytics commands (triage, unbilled, company-360, reconcile, retainer, ...) without running sync first - they read the local SQLite mirror, not the live API.
• Do not use this CLI for bulk destructive operations across entities; deletes are per-record and require explicit ids.
• For one-off raw API exploration with full control of filters, prefer the per-entity query commands over search - search hits the local FTS index.

Unique Capabilities

Service-desk intelligence

• `ticket-aging` - Bucket open tickets by age so you see how stale the service desk is at a glance.

_Reach for this when an agent needs service-desk health, not a raw ticket dump._

``bash autotask-cli ticket-aging --by queue --agent ``

• `workload` - See which technicians are overloaded by open ticket and task hours before you assign more.

_Use before dispatch/assignment decisions._

``bash autotask-cli workload --agent ``

• `sla-breaches` - List open tickets past their due date or overdue for first response.

_Use to catch SLA risk before the customer does._

``bash autotask-cli sla-breaches --agent ``

• `stale` - Find tickets or projects with no activity in N days.

_Use to clean up neglected work._

``bash autotask-cli stale --days 14 --entity tickets --agent ``

• `since` - See what changed across tickets in the last N hours or days.

_Use for shift handoff and 'what did I miss'._

``bash autotask-cli since 24h --agent ``

• `triage` - Rank open unassigned tickets by priority and age into a workable queue.

_Use as the dispatcher's first command of the day._

``bash autotask-cli triage --agent ``

Money and contracts

• `unbilled` - Surface billable time entries not yet approved and posted for billing - money on the table.

_Use for billing reconciliation and revenue recovery._

``bash autotask-cli unbilled --company 1234 --agent ``

• `contract-burn` - Show how much of each contract's hours/blocks are consumed versus purchased.

_Use to spot contracts about to run dry before they do._

``bash autotask-cli contract-burn --agent ``

• `reconcile` - One month-end table: billable time not yet approved and posted, contract blocks consumed vs purchased, and the money left on the table.

_Reach for this when an agent needs the full billing-close picture, not just unbilled hours._

``bash autotask-cli reconcile --company 1234 --agent ``

• `retainer` - Block-hour contracts ranked by percent consumed, with projected run-out dates from recent burn rate.

_Use to flag retainers about to run dry before the customer disputes an overage._

``bash autotask-cli retainer --threshold 80 --agent ``

Account 360

• `company-360` - One view of a company's tickets, contacts, contracts, config items, and opportunities.

_Use for account reviews and escalations._

``bash autotask-cli company-360 1234 --agent ``

• `project-health` - Flag projects with overdue tasks or past end dates.

_Use for PM standups and status reporting._

``bash autotask-cli project-health --agent ``

• `account-brief` - What changed on one account since a point in time - new tickets, contract burn movement, opportunities, stale items.

_Use before an account call to see what moved since the last one; company-360 is the full current snapshot._

``bash autotask-cli account-brief 1234 --since 7d --agent ``

Data hygiene and metadata

• `data-gaps` - Find tickets with no contract, time entries with no ticket, contacts and config items with no company.

_Run before billing or reporting to catch the broken links that silently corrupt both._

``bash autotask-cli data-gaps --entity tickets --agent ``

• `picklist` - Print the label-to-ID map for any picklist field (status, priority, queue) from cached field metadata.

_Use to translate Autotask integer IDs before building filters; use the entity's query-field-definitions command to list all fields._

``bash autotask-cli picklist TimeEntries timeEntryType --agent ``

Command Reference

appointments - Manage appointments

• autotask-cli appointments create-entity - Create entity
• autotask-cli appointments delete-entity - Delete entity
• autotask-cli appointments patch-entity - Patch entity
• autotask-cli appointments query - Query
• autotask-cli appointments query-count - Query count
• autotask-cli appointments query-entity-information - Query entity information
• autotask-cli appointments query-field-definitions - Query field definitions
• autotask-cli appointments query-item - Query item
• autotask-cli appointments query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli appointments update-entity - Update entity
• autotask-cli appointments url-parameter-query - Url parameter query
• autotask-cli appointments url-parameter-query-count - Url parameter query count

autotask-psa-version - Manage autotask psa version

• autotask-cli autotask-psa-version - Autotask api integration query information

billing-codes - Manage billing codes

• autotask-cli billing-codes query - Query
• autotask-cli billing-codes query-count - Query count
• autotask-cli billing-codes query-entity-information - Query entity information
• autotask-cli billing-codes query-field-definitions - Query field definitions
• autotask-cli billing-codes query-item - Query item
• autotask-cli billing-codes query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli billing-codes url-parameter-query - Url parameter query
• autotask-cli billing-codes url-parameter-query-count - Url parameter query count

companies - Manage companies

• autotask-cli companies create-entity - Create entity
• autotask-cli companies patch-entity - Patch entity
• autotask-cli companies query - Query
• autotask-cli companies query-count - Query count
• autotask-cli companies query-entity-information - Query entity information
• autotask-cli companies query-field-definitions - Query field definitions
• autotask-cli companies query-item - Query item
• autotask-cli companies query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli companies update-entity - Update entity
• autotask-cli companies url-parameter-query - Url parameter query
• autotask-cli companies url-parameter-query-count - Url parameter query count

company-notes - Manage company notes

• autotask-cli company-notes query - Query
• autotask-cli company-notes query-count - Query count
• autotask-cli company-notes query-entity-information - Query entity information
• autotask-cli company-notes query-field-definitions - Query field definitions
• autotask-cli company-notes query-item - Query item
• autotask-cli company-notes query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli company-notes url-parameter-query - Url parameter query
• autotask-cli company-notes url-parameter-query-count - Url parameter query count

configuration-items - Manage configuration items

• autotask-cli configuration-items create-entity - Create entity
• autotask-cli configuration-items patch-entity - Patch entity
• autotask-cli configuration-items query - Query
• autotask-cli configuration-items query-count - Query count
• autotask-cli configuration-items query-entity-information - Query entity information
• autotask-cli configuration-items query-field-definitions - Query field definitions
• autotask-cli configuration-items query-item - Query item
• autotask-cli configuration-items query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli configuration-items update-entity - Update entity
• autotask-cli configuration-items url-parameter-query - Url parameter query
• autotask-cli configuration-items url-parameter-query-count - Url parameter query count

contact-groups - Manage contact groups

• autotask-cli contact-groups create-entity - Create entity
• autotask-cli contact-groups delete-entity - Delete entity
• autotask-cli contact-groups patch-entity - Patch entity
• autotask-cli contact-groups query - Query
• autotask-cli contact-groups query-count - Query count
• autotask-cli contact-groups query-entity-information - Query entity information
• autotask-cli contact-groups query-field-definitions - Query field definitions
• autotask-cli contact-groups query-item - Query item
• autotask-cli contact-groups query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli contact-groups update-entity - Update entity
• autotask-cli contact-groups url-parameter-query - Url parameter query
• autotask-cli contact-groups url-parameter-query-count - Url parameter query count

contacts - Manage contacts

• autotask-cli contacts query - Query
• autotask-cli contacts query-count - Query count
• autotask-cli contacts query-entity-information - Query entity information
• autotask-cli contacts query-field-definitions - Query field definitions
• autotask-cli contacts query-item - Query item
• autotask-cli contacts query-user-defined-field-definitions - Query user defined field definitions
• autotask-cli contacts url-parameter-query - Url parameter query
• autotask-cli contacts url-parameter-query-count - Url parameter query count

contract-blocks - Manage contract blocks