PSA 🧪 Community ✓ Claude Code ✓ Claude Desktop • Kaseya
Autotask PSA
Kaseya Autotask PSA - tickets, CRM, projects, contracts, billing
🔌 Recommended MCP Server
Pair this plugin with the Autotask MCP for direct API access alongside skills and commands.
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin autotask Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Billing
- Configuration Items
- Contract Management
- CRM Operations
- Expense Management
- Picklists
- Product Catalog
- Project Management
- Quote Generation
- Service Calls
- Ticket Notes Attachments
- Ticket Management
- Time Entry Tracking
Skills
This plugin provides 15 skills that teach Claude about Autotask PSA:
| Skill | Description |
|---|---|
billing | Use this skill when working with Autotask billing — retrieving billing items, checking approval levels, and searching invoices. |
configuration-items | Use this skill when working with Autotask Configuration Items (CIs) - asset management, inventory tracking, warranty monitoring, lifecycle management, and relationship mapping. |
contracts | Use this skill when working with Autotask contracts and service agreements - recurring services, block hours, time & materials, and contract billing. |
crm | Use this skill when working with Autotask CRM - companies, contacts, sites/locations, and opportunities. |
expenses | Use this skill when working with Autotask expense reports and expense items - creating expense reports, adding line items, searching reports by status or submitter, tracking reimbursable vs billable expenses, and managing expense approval workflows. |
picklists | Use this skill when working with Autotask picklist and reference data — listing queues, ticket statuses, ticket priorities, and phases. |
product-catalog | Use this skill when working with Autotask product catalog operations - searching products, checking pricing, managing inventory, and understanding the relationship between products, services, bundles, and price lists. |
projects | Use this skill when working with Autotask projects - creating projects, managing tasks, phases, milestones, and resource assignments. |
quotes | Use this skill when working with Autotask quotes and quote line items - creating quotes for customers, adding products/services/bundles as line items, managing pricing and discounts, linking quotes to opportunities, and building proposals. |
service-calls | Use this skill when working with Autotask Service Calls - creating, scheduling, updating, or completing service calls linked to tickets. |
ticket-notes-attachments | Use this skill when working with Autotask ticket notes, ticket attachments, and ticket charges — retrieving individual notes, downloading attachments, managing labor charges on tickets. |
tickets | Use this skill when working with Autotask tickets - creating, updating, searching, or managing service desk operations. |
time-entries | Use this skill when working with Autotask time entries - logging work hours, billing calculations, approval workflows, utilization tracking, and budget validation. |
tool-discovery | Use this skill when Autotask MCP tools aren't loading, when you can't find the right Autotask tool to call, or when working with a lazy-loaded MCP connection where only meta-tools are available. |
api-patterns | Use this skill when working with the Autotask REST API - authentication, query building, pagination, includes, rate limiting, and error handling. |
Agents
This plugin provides 2 agents for autonomous task execution:
| Agent | Description |
|---|---|
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 contracts. |
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. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/add-note | Add a note or comment to an existing Autotask ticket |
/check-contract | View contract status, entitlements, and remaining hours for a company or specific contract |
/check-pricing | Check pricing details for an Autotask product or service from price lists |
/create-quote | Create a new Autotask quote with line items for products, services, and service bundles |
/create-ticket | Create a new service ticket in Autotask PSA |
/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 |
/lookup-asset | Search for Autotask configuration items/assets by name, serial number, or company |
/lookup-company | Search for Autotask companies by name, ID, or other attributes |
/lookup-contact | Search for Autotask contacts by name, email, phone, or company |
/my-tickets | List tickets currently assigned to you with optional filtering |
/reassign-ticket | Reassign a ticket to a different resource or queue |
/search-products | Search the Autotask product catalog for products, services, or inventory items |
/search-tickets | Search for tickets in Autotask PSA by various criteria |
/time-entry | Log time against tickets or projects in Autotask PSA |
/update-ticket | Update fields on an existing Autotask ticket (status, priority, queue, due date) |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Add a note or comment to an existing Autotask ticket
/add-noteView contract status, entitlements, and remaining hours for a company or specific contract
/check-contractCheck pricing details for an Autotask product or service from price lists
/check-pricingCreate a new Autotask quote with line items for products, services, and service bundles
/create-quoteCreate a new service ticket in Autotask PSA
/create-ticketUse this skill when working with Autotask expense reports - creating reports, adding expense items, searching by status or submitter, and tracking reimbursable and billable expenses
/expensesSearch for Autotask configuration items/assets by name, serial number, or company
/lookup-assetSearch for Autotask companies by name, ID, or other attributes
/lookup-companySearch for Autotask contacts by name, email, phone, or company
/lookup-contactList tickets currently assigned to you with optional filtering
/my-ticketsReassign a ticket to a different resource or queue
/reassign-ticketSearch the Autotask product catalog for products, services, or inventory items
/search-productsSearch for tickets in Autotask PSA by various criteria
/search-ticketsLog time against tickets or projects in Autotask PSA
/time-entryUpdate fields on an existing Autotask ticket (status, priority, queue, due date)
/update-ticketUsing Skills
/skill autotask:billing
Use this skill when working with Autotask billing — retrieving billing items, checking approval levels, and searching invoices.