PSA 🧪 Community ✓ Claude Code ✓ Claude Desktop 🔌 Requires MCP Server • 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 | 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. |
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. |
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. |
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. |
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. |
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. |
product-catalog | Autotask product catalog structure - Products, Services, and Service Bundles - and how Price Lists override default unit pricing. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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
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.