AutotaskMCP

tegwin/AutotaskMCP

3.3

If you are the rightful owner of AutotaskMCP and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to dayong@mcphub.com.

MCP Server for Autotask is a Python-based server designed to facilitate communication and data exchange using the Model Context Protocol (MCP).

🚀 START HERE - Autotask MCP Server

🎯 Quick Setup (5 Minutes)

Step 1: Install Dependencies

pip install mcp httpx pydantic

Step 2: Test Your Connection

python test_autotask_connection.py

Enter your credentials: (You need to enter your own credentials )

Expected result:

✅ Authentication successful!
✅ Retrieved sample company: [Name]
✅ Ticket access successful!

Step 3: Configure Claude Desktop

macOS:

~/Library/Application Support/Claude/claude_desktop_config.json

Windows:

%APPDATA%\Claude\claude_desktop_config.json

Add this:

{
  "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"
      }
    }
  }
}

Step 4: Restart Claude Desktop

Completely quit and restart Claude Desktop.

Step 5: Start Using!

Try these in Claude:

  • "Show me all open tickets"
  • "Create a ticket for company 12345 about email issues"
  • "Find companies with 'Tech' in the name"

🎪 What You Can Do

Ticket Management

  • Search tickets with filters
  • Get specific ticket details
  • Create new tickets
  • Update ticket status/priority/assignment
  • Add notes to tickets

Company Management

  • Search companies by name
  • Get company details

Contact Management

  • Search contacts by company/email/name
  • Get contact information

Response Formats

  • Markdown - Human-readable (default)
  • JSON - Machine-readable for automation

🆘 Troubleshooting

"Authentication failed"

  • Verify credentials are correct
  • Check for extra spaces
  • Ensure API user has proper security level

"Resource not found"

  • Verify the ID exists
  • Check user has permission to access it

"MCP server not appearing"

  • Check JSON syntax in config
  • Verify absolute path to .py file
  • Restart Claude Desktop completely
  • Check logs in ~/Library/Logs/Claude/

"405 Method Not Allowed"

  • You have an old version - re-download the files

📚 Documentation

  • QUICKSTART.md - Fast setup guide
  • README.md - Comprehensive documentation

✨ Features

✅ 8 Tools - Complete ticket, company, and contact management
✅ Header Auth - Simple username/secret/integration code
✅ Error Handling - Clear, actionable error messages
✅ Best Practices - Follows MCP Python SDK standards
✅ Production Ready - Async, validated, type-hinted
✅ Well Documented - Comprehensive guides and examples

🎉 You're Ready!

  1. ✅ Download the files
  2. ✅ Test the connection
  3. ✅ Configure Claude Desktop
  4. ✅ Start managing Autotask with Claude!

Questions? Check the README.md for detailed help or contact us at support@sondelaconsulting.com

Issues? The test script will tell you exactly what's wrong.

Made with ❤️ by Sondela Consulting

Getting your PSA workflows connected to Claude's intelligence