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Connectors · MSP & PSA

Atera MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Atera and the rest of your systems. It gives your agent 86 Atera actions (48 reads, 27 writes and 11 that wait for a confirmation) and holds the Atera credential itself, so the agent never does. It paces Atera's limits and records every call.

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "atera.alerts.list",  intent: "check which Atera account is connected"}# List Atera alerts · read · 1 upstream call
  • 86actionsin one signed file
  • 48readlook, never change
  • 27writecreate and update
  • 11wait for a yesdestructive, confirmed first

Set up

Connect Atera in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Atera.

    API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • api_keyAtera API key
    account { op: "connections.requirements", service: "atera" }
    # free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "atera.alerts.list" }# list atera alerts · read · 1 upstream callcheck { action: "atera.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Atera at a glance

Sign-in
API key. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
api_key
Limits we pace to
700 calls a minute, per connection
API covered
Atera RMM & PSA API v3app.atera.com/api/v3
Built from
Atera's documentation, read 19 September 2026app.atera.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
48 of 48 reads, for up to 2 minutes; a write clears what it affects
Ready-made plans
8 in the store
Shared entities
9, so ask can line Atera up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Atera.

86 actions in 11 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 48readlook, never change
  • 27writecreate and update
  • 11destructivewait for a confirmation
  1. Custom fields

    21

    12 read · 9 write · 0 destructive

    List Atera custom field definitions · Set an Atera agent custom field value · Set an Atera contact custom field value · Set an Atera contract custom field value

  2. Devices

    17

    8 read · 5 write · 4 destructive

    List Atera generic devices · List Atera SNMP devices · List Atera TCP devices · Create an Atera generic device

  3. Tickets

    11

    8 read · 2 write · 1 destructive

    List Atera tickets · List Atera tickets by last status change · Create an Atera ticket · Get one Atera ticket

  4. Rates

    10

    4 read · 4 write · 2 destructive

    List Atera products · Create an Atera product · Get one Atera product · Update an Atera product

  5. Customers

    7

    2 read · 4 write · 1 destructive

    List Atera customers · Create an Atera customer · Get one Atera customer · Update an Atera customer

  6. Contacts

    5

    2 read · 2 write · 1 destructive

    List Atera contacts · Create an Atera contact · Get one Atera contact · Update an Atera contact

  7. Agents

    5

    4 read · 0 write · 1 destructive

    List Atera agents · List Atera agents for one customer · Get one Atera agent · Delete an Atera agent

  8. Alerts

    4

    2 read · 1 write · 1 destructive

    List Atera alerts · Raise an Atera alert · Get one Atera alert · Delete an Atera alert

3 more areas · 6 actions
  • Contracts 3
  • Billing 2
  • Knowledge 1

Top actions

The Atera API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 53 of Atera's 54 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
atera.alerts.listList Atera alertsMonitoring alerts across the estate, optionally filtered to one severity.readmonitoring.alert.list51 connectors
atera.contacts.listList Atera contactsEnd-user contacts across all customers.readcrm.contact.list177 connectors
atera.customers.listList Atera customersEvery customer (site) in the Atera tenant — the organisations an MSP bills against.readcrm.company.list162 connectors
atera.products.listList Atera productsBillable product rates.readcommerce.product.list112 connectors
atera.contacts.createCreate an Atera contactCreate an end-user contact under a customer.writecrm.contact.create161 connectors
atera.invoices.listList Atera invoicesInvoices Atera has generated, newest first.readfinance.invoice.list101 connectors
atera.customers.createCreate an Atera customerCreate a customer (site).writecrm.company.create142 connectors
atera.agents.listList Atera agentsEvery monitored endpoint Atera has an agent installed on, across all customers.readdevice.endpoint.list65 connectors
atera.tickets.listList Atera ticketsService tickets, optionally scoped to one customer or one status.readservice.ticket.list56 connectors
atera.alerts.createRaise an Atera alertRaise a monitoring alert against a device, addressed by the device GUID.writemonitoring.alert.create14 connectors
atera.knowledge_base.listList Atera knowledge base articlesKnowledge base articles in the tenant.readknowledge.article.list26 connectors
atera.contacts.deleteDelete an Atera contactDelete one contact by id.destructivecrm.contact.delete147 connectors

Try it

Prompts to paste into Claude.

Each one names the Atera actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Atera invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsatera.invoices.list

  2. Planwrite

    Summarise billable time on a ticket in Atera.

    callsatera.tickets.getatera.ticket_work_hours.getatera.ticket_billable_duration.getatera.ticket_nonbillable_duration.getatera.ticket_time_entries.list+1 more

  3. Planwrite

    Add and verify HTTP monitoring for a customer in Atera.

    callsatera.customers.getatera.customer_folders.createatera.http_devices.createatera.http_devices.getatera.custom_values.set_http_device_field+1 more

  4. Writewrite

    Create an Atera contact in Atera. Show me exactly what you will send before you save it.

    callsatera.contacts.create

  5. Across systemsread

    For each customer, how many invoices are in Atera and how many tickets in HubSpot CRM?

    callsatera.invoices.listhubspot_crm.tickets.list

Across your systems

Atera, joined to the rest of your business.

One ask fetches from Atera and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many invoices are in Atera and how many tickets in HubSpot CRM?

    atera.invoices.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

  • For each customer, how many invoices are in Atera and how many tickets in ServiceNow?

    atera.invoices.list + servicenow_table.incidents.list, on crm.company · ServiceNow

Also mapped by other connectorscrm.company 227crm.contact 192commerce.product 109finance.invoice 91device.endpoint 69service.ticket 62monitoring.alert 56knowledge.article 22
ask
ask {  intent: "for each customer, how many invoices are in Atera and how many tickets in HubSpot CRM",  steps: [    { action: "atera.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "hubspot_crm.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Atera.

8 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

  1. Report open ticket load per customer

    Use it when An agent needs a per-customer breakdown of how many Atera tickets are currently open.

    Effect
    read
    Steps
    4 · loops
    Install
    atera-open-ticket-load-report
  2. Onboard a new customer site

    Use it when A new client has been signed and needs a customer record, folder and primary contact created in Atera.

    A person decidesCreate a new Atera customer customer name with primary contact contact email.

    Effect
    write
    Steps
    5
    Needs
    contact email, contact firstname, contact lastname, customer name and domain
    Install
    atera-onboard-customer-site
  3. Summarise billable time on a ticket

    Use it when Someone asks how much time has been logged against a specific Atera ticket and wants it recorded on the ticket.

    Effect
    write
    Steps
    7
    Needs
    ticket id
    Install
    atera-log-ticket-time-summary
  4. Add and verify HTTP monitoring for a customer

    Use it when A customer website or portal needs an Atera HTTP monitor created and confirmed working.

    Effect
    write
    Steps
    7
    Needs
    customer id, pattern and url
    Install
    atera-monitor-customer-web-endpoint
  5. Review and archive stale price book items

    Use it when The Atera price book needs pruning and a product should be archived after review.

    A person decidesArchive price book item description (SKU sku), one of product count products. It will stop appearing on new quotes.

    Effect
    write
    Steps
    7
    Needs
    product id
    Install
    atera-price-book-review
  6. Offboard a departing contact

    Use it when A contact has left a customer and their Atera record must be retired, with sign-off before deletion.

    A person decidesPermanently delete Atera contact email at customer name. This cannot be undone.

    Effect
    destructive
    Steps
    5
    Needs
    contact id
    Install
    atera-offboard-customer-contact
  7. Raise a ticket from an open alert

    Use it when A monitoring alert needs turning into a tracked helpdesk ticket and then clearing.

    A person decidesDelete Atera alert alert id (title) after raising a ticket for it. The alert record is removed from Atera.

    Effect
    destructive
    Steps
    6
    Needs
    alert id
    Install
    atera-raise-ticket-for-alert
  8. Clean up decommissioned agents for a customer

    Use it when A customer's Atera agent list has drifted from reality and dead machines need reviewing and removing.

    A person decidesDelete Atera agent machine name at customer name. The machine loses monitoring immediately.

    Effect
    destructive
    Steps
    8
    Needs
    agent id and customer id
    Install
    atera-stale-agent-cleanup
install a plan
account { op: "plans.install", slug: "atera-open-ticket-load-report" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Atera

Destructive actions wait for a yes.

11 Atera actions are destructive. These are all of them:

  • Delete an Atera contactatera.contacts.delete
  • Delete an Atera customeratera.customers.delete
  • Delete an Atera alertatera.alerts.delete
  • Delete an Atera productatera.products.delete
  • Delete an Atera TCP deviceatera.tcp_devices.delete
  • Delete an Atera SNMP deviceatera.snmp_devices.delete
  • Delete an Atera generic deviceatera.generic_devices.delete
  • Delete an Atera ticketatera.tickets.delete
  • Delete an Atera agentatera.agents.delete
  • Delete an Atera HTTP deviceatera.http_devices.delete
  • Delete an Atera expenseatera.expenses.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doatera.contacts.deleteconfirm_policy: human

Delete an Atera contact?

intent: the user asked me to delete an Atera contact

run suspended · waiting for a named person · key atera-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "atera-agent",  allowed_actions: ["atera.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "atera.contacts.delete", approver: "[email protected]" },    { match: "atera.customers.delete", approver: "[email protected]" },    { match: "atera.alerts.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Atera only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Atera costs on actionlake.

Every Atera action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Atera refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 86 Atera actions
  • 86actions pageeach page of a long list is one call
  • 48reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Atera action.

86 actions by area: the id your agent calls, what it does, and its effect.

Custom fields21
  • atera.custom_fields.listList Atera custom field definitionsread
  • atera.custom_values.getGet one Atera custom value rowread
  • atera.custom_values.get_agent_fieldGet an Atera agent custom field valueread
  • atera.custom_values.get_contact_fieldGet an Atera contact custom field valueread
  • atera.custom_values.get_contract_fieldGet an Atera contract custom field valueread
  • atera.custom_values.get_customer_fieldGet an Atera customer custom field valueread
  • atera.custom_values.get_generic_device_fieldGet an Atera generic device custom field valueread
  • atera.custom_values.get_http_device_fieldGet an Atera http device custom field valueread
  • atera.custom_values.get_sla_fieldGet an Atera sla custom field valueread
  • atera.custom_values.get_snmp_device_fieldGet an Atera snmp device custom field valueread
  • atera.custom_values.get_tcp_device_fieldGet an Atera tcp device custom field valueread
  • atera.custom_values.get_ticket_fieldGet an Atera ticket custom field valueread
  • atera.custom_values.set_agent_fieldSet an Atera agent custom field valuewrite
  • atera.custom_values.set_contact_fieldSet an Atera contact custom field valuewrite
  • atera.custom_values.set_contract_fieldSet an Atera contract custom field valuewrite
  • atera.custom_values.set_customer_fieldSet an Atera customer custom field valuewrite
  • atera.custom_values.set_http_device_fieldSet an Atera http device custom field valuewrite
  • atera.custom_values.set_sla_fieldSet an Atera sla custom field valuewrite
  • atera.custom_values.set_snmp_device_fieldSet an Atera snmp device custom field valuewrite
  • atera.custom_values.set_tcp_device_fieldSet an Atera tcp device custom field valuewrite
  • atera.custom_values.set_ticket_fieldSet an Atera ticket custom field valuewrite
Devices17
  • atera.generic_devices.createCreate an Atera generic devicewrite
  • atera.generic_devices.deleteDelete an Atera generic devicedestructive
  • atera.generic_devices.getGet one Atera generic deviceread
  • atera.generic_devices.listList Atera generic devicesread
  • atera.http_devices.createCreate an Atera HTTP devicewrite
  • atera.http_devices.deleteDelete an Atera HTTP devicedestructive
  • atera.http_devices.getGet one Atera HTTP deviceread
  • atera.http_devices.listList Atera HTTP devicesread
  • atera.snmp_devices.create_v1v2Create an Atera SNMP v1/v2c devicewrite
  • atera.snmp_devices.create_v3Create an Atera SNMP v3 devicewrite
  • atera.snmp_devices.deleteDelete an Atera SNMP devicedestructive
  • atera.snmp_devices.getGet one Atera SNMP deviceread
  • atera.snmp_devices.listList Atera SNMP devicesread
  • atera.tcp_devices.createCreate an Atera TCP devicewrite
  • atera.tcp_devices.deleteDelete an Atera TCP devicedestructive
  • atera.tcp_devices.getGet one Atera TCP deviceread
  • atera.tcp_devices.listList Atera TCP devicesread
Tickets11
  • atera.ticket_billable_duration.getGet billable duration for an Atera ticketread
  • atera.ticket_comments.listList comments on an Atera ticketread
  • atera.ticket_nonbillable_duration.getGet non-billable duration for an Atera ticketread
  • atera.ticket_time_entries.listList time entries on an Atera ticketread
  • atera.ticket_work_hours.getGet work hours summary for an Atera ticketread
  • atera.tickets.createCreate an Atera ticketwrite
  • atera.tickets.deleteDelete an Atera ticketdestructive
  • atera.tickets.getGet one Atera ticketread
  • atera.tickets.listList Atera ticketsread
  • atera.tickets.list_status_modifiedList Atera tickets by last status changeread
  • atera.tickets.updateUpdate an Atera ticketwrite
Rates10
  • atera.expenses.createCreate an Atera expensewrite
  • atera.expenses.deleteDelete an Atera expensedestructive
  • atera.expenses.getGet one Atera expenseread
  • atera.expenses.listList Atera expensesread
  • atera.expenses.updateUpdate an Atera expensewrite
  • atera.products.createCreate an Atera productwrite
  • atera.products.deleteDelete an Atera productdestructive
  • atera.products.getGet one Atera productread
  • atera.products.listList Atera productsread
  • atera.products.updateUpdate an Atera productwrite
Customers7
  • atera.customer_attachments.createAttach a file to an Atera customerwrite
  • atera.customer_folders.createCreate an Atera customer folderwrite
  • atera.customers.createCreate an Atera customerwrite
  • atera.customers.deleteDelete an Atera customerdestructive
  • atera.customers.getGet one Atera customerread
  • atera.customers.listList Atera customersread
  • atera.customers.updateUpdate an Atera customerwrite
Contacts5
  • atera.contacts.createCreate an Atera contactwrite
  • atera.contacts.deleteDelete an Atera contactdestructive
  • atera.contacts.getGet one Atera contactread
  • atera.contacts.listList Atera contactsread
  • atera.contacts.updateUpdate an Atera contactwrite
Agents5
  • atera.agents.deleteDelete an Atera agentdestructive
  • atera.agents.getGet one Atera agentread
  • atera.agents.listList Atera agentsread
  • atera.agents.list_by_customerList Atera agents for one customerread
  • atera.agents.list_by_machine_nameFind Atera agents by machine nameread
Alerts4
  • atera.alerts.createRaise an Atera alertwrite
  • atera.alerts.deleteDelete an Atera alertdestructive
  • atera.alerts.getGet one Atera alertread
  • atera.alerts.listList Atera alertsread
Contracts3
  • atera.contracts.getGet one Atera contractread
  • atera.contracts.listList Atera contractsread
  • atera.contracts.list_by_customerList Atera contracts for one customerread
Billing2
  • atera.invoices.getGet one Atera invoiceread
  • atera.invoices.listList Atera invoicesread
Knowledge1
  • atera.knowledge_base.listList Atera knowledge base articlesread

Questions

The Atera MCP server, answered.

Is there an Atera MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 86 Atera actions across custom fields, devices, tickets and rates, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Atera.

What do I need to connect Atera?

Atera API key. The free call account { op: "connections.requirements", service: "atera" } lists exactly what to paste.

Can an AI agent delete or change things in Atera?

Only if its key allows it, and only with an explicit confirmation. 11 Atera actions are destructive, including delete an Atera contact, delete an Atera customer and delete an Atera alert. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Atera API limit?

actionlake paces every call to the limits in the Atera service file: 700 calls a minute per connection. Repeated reads are answered from cache (48 Atera actions can be), which never reaches Atera.

What does an Atera action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (86 Atera actions page). Cache hits, searches, dry runs and calls Atera refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Atera API does it cover?

The Atera RMM & PSA API v3 at app.atera.com/api/v3. It is built from Atera's documentation as read on 19 September 2026. 86 actions in 11 areas, each one in the signed service file (version 1.0.0).

Can I combine Atera with my other systems?

Yes. ask joins Atera to HubSpot CRM or ServiceNow on the same customer and returns the answer rather than every row. Atera maps crm.company, which 227 other connectors also map.

Does actionlake keep my Atera data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 2 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Atera credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Atera today.

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.