---
title: "Atera MCP server for AI agents - actionlake"
description: "Give Claude 86 Atera actions through one MCP server: custom fields, devices, tickets, rates. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/atera
updated: 2026-09-21
---

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.

[Connect Atera free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

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
```

- 86 actions in one signed file
- 48 read look, never change
- 27 write create and update
- 11 wait for a yes destructive, 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_key` Atera 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 call
   check { 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 v3`app.atera.com/api/v3`

**Built from**

Atera's documentation, read 19 September 2026[app.atera.com](https://app.atera.com/apidocs)

**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.

- **48** read look, never change
- **27** write create and update
- **11** destructive wait 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.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `atera.alerts.list` List Atera alerts | Monitoring alerts across the estate, optionally filtered to one severity. | read | `monitoring.alert.list` 51 connectors |
| `atera.contacts.list` List Atera contacts | End-user contacts across all customers. | read | `crm.contact.list` 177 connectors |
| `atera.customers.list` List Atera customers | Every customer (site) in the Atera tenant — the organisations an MSP bills against. | read | `crm.company.list` 162 connectors |
| `atera.products.list` List Atera products | Billable product rates. | read | `commerce.product.list` 112 connectors |
| `atera.contacts.create` Create an Atera contact | Create an end-user contact under a customer. | write | `crm.contact.create` 161 connectors |
| `atera.invoices.list` List Atera invoices | Invoices Atera has generated, newest first. | read | `finance.invoice.list` 101 connectors |
| `atera.customers.create` Create an Atera customer | Create a customer (site). | write | `crm.company.create` 142 connectors |
| `atera.agents.list` List Atera agents | Every monitored endpoint Atera has an agent installed on, across all customers. | read | `device.endpoint.list` 65 connectors |
| `atera.tickets.list` List Atera tickets | Service tickets, optionally scoped to one customer or one status. | read | `service.ticket.list` 56 connectors |
| `atera.alerts.create` Raise an Atera alert | Raise a monitoring alert against a device, addressed by the device GUID. | write | `monitoring.alert.create` 14 connectors |
| `atera.knowledge_base.list` List Atera knowledge base articles | Knowledge base articles in the tenant. | read | `knowledge.article.list` 26 connectors |
| `atera.contacts.delete` Delete an Atera contact | Delete one contact by id. | destructive | `crm.contact.delete` 147 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. Read read
   Which Atera invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `atera.invoices.list`
2. Plan write
   Summarise billable time on a ticket in Atera.
   calls `atera.tickets.get` `atera.ticket_work_hours.get` `atera.ticket_billable_duration.get` `atera.ticket_nonbillable_duration.get` `atera.ticket_time_entries.list` +1 more
3. Plan write
   Add and verify HTTP monitoring for a customer in Atera.
   calls `atera.customers.get` `atera.customer_folders.create` `atera.http_devices.create` `atera.http_devices.get` `atera.custom_values.set_http_device_field` +1 more
4. Write write
   Create an Atera contact in Atera. Show me exactly what you will send before you save it.
   calls `atera.contacts.create`
5. Across systems read
   For each customer, how many invoices are in Atera and how many tickets in HubSpot CRM?
   calls `atera.invoices.list` `hubspot_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/servicenow)

Also mapped by other connectors `crm.company` **227** `crm.contact` **192** `commerce.product` **109** `finance.invoice` **91** `device.endpoint` **69** `service.ticket` **62** `monitoring.alert` **56** `knowledge.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 decides Create 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 decides Archive 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 decides Permanently 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 decides Delete 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 decides Delete 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 contact `atera.contacts.delete`
- Delete an Atera customer `atera.customers.delete`
- Delete an Atera alert `atera.alerts.delete`
- Delete an Atera product `atera.products.delete`
- Delete an Atera TCP device `atera.tcp_devices.delete`
- Delete an Atera SNMP device `atera.snmp_devices.delete`
- Delete an Atera generic device `atera.generic_devices.delete`
- Delete an Atera ticket `atera.tickets.delete`
- Delete an Atera agent `atera.agents.delete`
- Delete an Atera HTTP device `atera.http_devices.delete`
- Delete an Atera expense `atera.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.

do atera.contacts.delete confirm_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: "lead@example.com" },
    { match: "atera.customers.delete", approver: "lead@example.com" },
    { match: "atera.alerts.delete", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 86 Atera actions
- 86 actions page each page of a long list is one call
- 48 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every Atera action.

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

**Custom fields 21**

- `atera.custom_fields.list` List Atera custom field definitions read
- `atera.custom_values.get` Get one Atera custom value row read
- `atera.custom_values.get_agent_field` Get an Atera agent custom field value read
- `atera.custom_values.get_contact_field` Get an Atera contact custom field value read
- `atera.custom_values.get_contract_field` Get an Atera contract custom field value read
- `atera.custom_values.get_customer_field` Get an Atera customer custom field value read
- `atera.custom_values.get_generic_device_field` Get an Atera generic device custom field value read
- `atera.custom_values.get_http_device_field` Get an Atera http device custom field value read
- `atera.custom_values.get_sla_field` Get an Atera sla custom field value read
- `atera.custom_values.get_snmp_device_field` Get an Atera snmp device custom field value read
- `atera.custom_values.get_tcp_device_field` Get an Atera tcp device custom field value read
- `atera.custom_values.get_ticket_field` Get an Atera ticket custom field value read
- `atera.custom_values.set_agent_field` Set an Atera agent custom field value write
- `atera.custom_values.set_contact_field` Set an Atera contact custom field value write
- `atera.custom_values.set_contract_field` Set an Atera contract custom field value write
- `atera.custom_values.set_customer_field` Set an Atera customer custom field value write
- `atera.custom_values.set_http_device_field` Set an Atera http device custom field value write
- `atera.custom_values.set_sla_field` Set an Atera sla custom field value write
- `atera.custom_values.set_snmp_device_field` Set an Atera snmp device custom field value write
- `atera.custom_values.set_tcp_device_field` Set an Atera tcp device custom field value write
- `atera.custom_values.set_ticket_field` Set an Atera ticket custom field value write

**Devices 17**

- `atera.generic_devices.create` Create an Atera generic device write
- `atera.generic_devices.delete` Delete an Atera generic device destructive
- `atera.generic_devices.get` Get one Atera generic device read
- `atera.generic_devices.list` List Atera generic devices read
- `atera.http_devices.create` Create an Atera HTTP device write
- `atera.http_devices.delete` Delete an Atera HTTP device destructive
- `atera.http_devices.get` Get one Atera HTTP device read
- `atera.http_devices.list` List Atera HTTP devices read
- `atera.snmp_devices.create_v1v2` Create an Atera SNMP v1/v2c device write
- `atera.snmp_devices.create_v3` Create an Atera SNMP v3 device write
- `atera.snmp_devices.delete` Delete an Atera SNMP device destructive
- `atera.snmp_devices.get` Get one Atera SNMP device read
- `atera.snmp_devices.list` List Atera SNMP devices read
- `atera.tcp_devices.create` Create an Atera TCP device write
- `atera.tcp_devices.delete` Delete an Atera TCP device destructive
- `atera.tcp_devices.get` Get one Atera TCP device read
- `atera.tcp_devices.list` List Atera TCP devices read

**Tickets 11**

- `atera.ticket_billable_duration.get` Get billable duration for an Atera ticket read
- `atera.ticket_comments.list` List comments on an Atera ticket read
- `atera.ticket_nonbillable_duration.get` Get non-billable duration for an Atera ticket read
- `atera.ticket_time_entries.list` List time entries on an Atera ticket read
- `atera.ticket_work_hours.get` Get work hours summary for an Atera ticket read
- `atera.tickets.create` Create an Atera ticket write
- `atera.tickets.delete` Delete an Atera ticket destructive
- `atera.tickets.get` Get one Atera ticket read
- `atera.tickets.list` List Atera tickets read
- `atera.tickets.list_status_modified` List Atera tickets by last status change read
- `atera.tickets.update` Update an Atera ticket write

**Rates 10**

- `atera.expenses.create` Create an Atera expense write
- `atera.expenses.delete` Delete an Atera expense destructive
- `atera.expenses.get` Get one Atera expense read
- `atera.expenses.list` List Atera expenses read
- `atera.expenses.update` Update an Atera expense write
- `atera.products.create` Create an Atera product write
- `atera.products.delete` Delete an Atera product destructive
- `atera.products.get` Get one Atera product read
- `atera.products.list` List Atera products read
- `atera.products.update` Update an Atera product write

**Customers 7**

- `atera.customer_attachments.create` Attach a file to an Atera customer write
- `atera.customer_folders.create` Create an Atera customer folder write
- `atera.customers.create` Create an Atera customer write
- `atera.customers.delete` Delete an Atera customer destructive
- `atera.customers.get` Get one Atera customer read
- `atera.customers.list` List Atera customers read
- `atera.customers.update` Update an Atera customer write

**Contacts 5**

- `atera.contacts.create` Create an Atera contact write
- `atera.contacts.delete` Delete an Atera contact destructive
- `atera.contacts.get` Get one Atera contact read
- `atera.contacts.list` List Atera contacts read
- `atera.contacts.update` Update an Atera contact write

**Agents 5**

- `atera.agents.delete` Delete an Atera agent destructive
- `atera.agents.get` Get one Atera agent read
- `atera.agents.list` List Atera agents read
- `atera.agents.list_by_customer` List Atera agents for one customer read
- `atera.agents.list_by_machine_name` Find Atera agents by machine name read

**Alerts 4**

- `atera.alerts.create` Raise an Atera alert write
- `atera.alerts.delete` Delete an Atera alert destructive
- `atera.alerts.get` Get one Atera alert read
- `atera.alerts.list` List Atera alerts read

**Contracts 3**

- `atera.contracts.get` Get one Atera contract read
- `atera.contracts.list` List Atera contracts read
- `atera.contracts.list_by_customer` List Atera contracts for one customer read

**Billing 2**

- `atera.invoices.get` Get one Atera invoice read
- `atera.invoices.list` List Atera invoices read

**Knowledge 1**

- `atera.knowledge_base.list` List Atera knowledge base articles read

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.

## More connectors like Atera

Shares the most action names with

- [Gorelo 30](https://actionlake.com/connectors/gorelo)
- [SuperOps RMM+PSA 20](https://actionlake.com/connectors/superops-rmm-psa)
- [ArrowSphere 16](https://actionlake.com/connectors/arrowsphere)
- [Salesbuildr 15](https://actionlake.com/connectors/salesbuildr)
- [Acronis Cyber Protect Cloud 15](https://actionlake.com/connectors/acronis-cyber-protect-cloud)
- [Kaseya VSA 14](https://actionlake.com/connectors/kaseya-vsa)

Joins with, on shared entities

- [Microsoft Dynamics 365 7](https://actionlake.com/connectors/microsoft-dynamics-365)
- [Zoho CRM 6](https://actionlake.com/connectors/zoho-crm)
- [Salesforce Sales Cloud 5](https://actionlake.com/connectors/salesforce-sales-cloud)
- [Acumatica Cloud ERP 5](https://actionlake.com/connectors/acumatica-cloud-erp)
- [Odoo 5](https://actionlake.com/connectors/odoo)
- [Zoho Desk 5](https://actionlake.com/connectors/zoho-desk)

Browse

- [All MSP & PSA connectors](https://actionlake.com/connectors/category/msp-and-psa)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

actionlake is independent. It is not made or endorsed by Atera; the name is the vendor's own. Counts are from the Atera service file, version 1.0.0.

## Give your agent Atera today.

[Connect Atera free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

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

---

Source: https://actionlake.com/connectors/atera
More: https://actionlake.com/llms.txt