Connectors · MSP & PSA

Autotask MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Autotask and the rest of your systems. It gives your agent 62 Autotask actions (34 reads, 20 writes and 8 that wait for a confirmation) and holds the Autotask credential itself, so the agent never does. It paces Autotask's limits and records every call.

Connect Autotask free See 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

62actionsin one signed file
34readlook, never change
20writecreate and update
8wait for a yesdestructive, confirmed first

Set up

Connect Autotask in three steps.

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
02
Connect Autotask.
Header credentials. 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.
- integration_codeAPI Integration Code
- usernameAPI user name
- secretAPI user secret
Found for you at connect: base url.
```
account { op: "connections.requirements", service: "autotask" }
# free: exactly what to paste, and what is found for you
```

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: "autotask.tickets.query" }# search autotask tickets · read · 1 upstream callcheck { action: "autotask.tickets.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Autotask at a glance

Sign-in: Header credentials. 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: integration_codeusernamesecret
Found for you: base url
Limits we pace to: 10,000 calls an hour, per connection
API covered: Autotask PSA API 1.0, at your Autotask instance's API base URL, which you enter when connecting (path /V1.0)
Built from: Autotask's documentation, read 1 September 2026autotask.net
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 34 of 34 reads, for up to 1 minute; a write clears what it affects
Ready-made plans: 6 in the store
Shared entities: 3, so ask can line Autotask up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Autotask.

62 actions in 8 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

34readlook, never change
20writecreate and update
8destructivewait for a confirmation

PSA
53
25 read · 20 write · 8 destructive
Create an Autotask ticket · Create an Autotask project · Update an Autotask ticket · Get one Autotask project
Companies
2
2 read · 0 write · 0 destructive
Get one Autotask company · Search Autotask companies
Ticketing
2
2 read · 0 write · 0 destructive
Search Autotask tickets · Get one Autotask ticket
Billing
1
1 read · 0 write · 0 destructive
Search Autotask invoices
Contacts
1
1 read · 0 write · 0 destructive
Search Autotask contacts
Projects
1
1 read · 0 write · 0 destructive
Search Autotask projects
Resources
1
1 read · 0 write · 0 destructive
Search Autotask resources
Time
1
1 read · 0 write · 0 destructive
Search Autotask time entries

Top actions

The Autotask API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 53 of Autotask's 59 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`autotask.tickets.create`Create an Autotask ticket	Raise a service ticket against a company.	write	`service.ticket.create`54 connectors
`autotask.tickets.query`Search Autotask tickets	Search Autotask PSA service tickets by status, company, queue, assigned resource, priority or date — or with a raw search_filter document.	read	`service.ticket.query`8 connectors
`autotask.projects.create`Create an Autotask project	Create the project header. Set dates correctly first: startDateTime cannot change once any phase or task exists.	write	`work.project.create`102 connectors
`autotask.projects.get`Get one Autotask project	Fetch a single project by its numeric id.	read	`work.project.get`106 connectors
`autotask.tickets.delete`Delete an Autotask ticket	Delete one ticket by id. Irreversible.	destructive	`service.ticket.delete`42 connectors
`autotask.companies.create`Create an Autotask company	Add a customer, prospect or vendor.	write	`crm.company.create`142 connectors
`autotask.companies.get`Get one Autotask company	Fetch a single Autotask PSA company by its numeric id.	read	`crm.company.get`162 connectors
`autotask.tasks.create`Add a task to an Autotask project	Create a task under a project, optionally inside a phase.	write	`work.task.create`127 connectors
`autotask.ticket_notes.create`Add a note to an Autotask ticket	Append a note to an existing ticket.	write	`service.ticket_note.create`24 connectors
`autotask.contracts.create`Create an Autotask contract	Create a fixed-price, T&M, block-hour, retainer or recurring-service contract against a company.	write	`service.contract.create`19 connectors
`autotask.time_entries.create`Log time against an Autotask ticket	Record worked time on a ticket or task.	write	`work.time_entry.create`56 connectors
`autotask.contacts.create`Create an Autotask contact	Add a person at a company.	write	`crm.contact.create`161 connectors

Try it

Prompts to paste into Claude.

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

Readread
Which Autotask tickets have been open the longest? Show me the ten oldest with their status.
callsautotask.tickets.query
Planwrite
Record delivered hardware against a client and open a deployment ticket in Autotask.
callsautotask.companies.getautotask.configuration_items.queryautotask.configuration_items.updateautotask.tickets.createautotask.tickets.get+1 more
Planwrite
Log billable time against a ticket and note it in Autotask.
callsautotask.tickets.getautotask.billing_codes.queryautotask.time_entries.createautotask.ticket_notes.create
Writewrite
Create an Autotask ticket in Autotask. Show me exactly what you will send before you save it.
callsautotask.tickets.create
Across systemsread
Which Autotask companies have invoices in NetSuite, and how many each?
callsautotask.companies.querynetsuite.views.invoices

Across your systems

Autotask, joined to the rest of your business.

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

Which Autotask companies have invoices in NetSuite, and how many each?
autotask.companies.query + netsuite.views.invoices, on crm.company · NetSuite
Which Autotask companies have tickets in HubSpot CRM, and how many each?
autotask.companies.query + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227work.project 116service.ticket 62

ask

ask {  intent: "which Autotask companies have invoices in NetSuite, and how many each",  steps: [    { action: "autotask.companies.query", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "netsuite.views.invoices", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Autotask.

6 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.

Sweep contracts nearing their end date and raise renewal tickets
Use it when Someone asks for renewal tickets to be raised for contracts that are about to expire.
A person decidesRaise one renewal ticket in queue queue id for each contract expiring after ends after.
Effect
write
Steps
4 · loops
Needs
ends after and queue id
Install
autotask-expiring-contract-renewal-sweep
Log billable time against a ticket and note it
Use it when An engineer needs hours booked to a ticket with a matching note on the ticket.
Effect
write
Steps
4
Needs
date worked, hours worked, resource id, role id, summary and ticket id
Install
autotask-log-time-against-ticket
Onboard a new client company with a primary contact and contract
Use it when A new client has been won and needs its Autotask company, contact and contract set up.
A person decidesCreate a contract type contract 'contract name' for company name running start date to end date.
Effect
write
Steps
5
Needs
company name, company type, contact first name, contact last name, contract name, contract type, end date, owner resource id, phone, queue id and start date
Install
autotask-onboard-new-client
Spin up a delivery project from an existing contract
Use it when A signed contract needs its delivery project, phase and initial task list created.
A person decidesCreate project 'project name' for company company id under contract contractName, running start to end.
Effect
write
Steps
5 · loops
Needs
company id, contract id, end, lead resource id, phase title, project name, project type, start and tasks
Install
autotask-spin-up-project-from-contract
Record delivered hardware against a client and open a deployment ticket
Use it when Hardware has arrived for a client and needs recording plus a deployment ticket.
Effect
write
Steps
6
Needs
company id, configuration item id, install date, location, queue id and serial number
Install
autotask-new-hardware-asset-intake
Remove tasks from a cancelled project after sign-off
Use it when A project was cancelled and its remaining task list has to be cleared out.
A person decidesPermanently delete all listed tasks on project 'projectName'. This cannot be undone.
Effect
destructive
Steps
4 · loops
Needs
project id
Install
autotask-purge-cancelled-project-tasks

install a plan

account { op: "plans.install", slug: "autotask-expiring-contract-renewal-sweep" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Autotask

Destructive actions wait for a yes.

8 Autotask actions are destructive. These are all of them:

Delete an Autotask ticketautotask.tickets.delete
Delete an Autotask project taskautotask.tasks.delete
Delete an Autotask time entryautotask.time_entries.delete
Delete an Autotask ticket noteautotask.ticket_notes.delete
Delete an Autotask contactautotask.contacts.delete
Remove a service from an Autotask contractautotask.contract_services.delete
Delete an Autotask contract milestoneautotask.contract_milestones.delete
Delete an Autotask project phaseautotask.phases.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.

doautotask.tickets.deleteconfirm_policy: human

Delete an Autotask ticket?

intent: the user asked me to delete an Autotask ticket

run suspended · waiting for a named person · key autotask-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "autotask-agent",  allowed_actions: ["autotask.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "autotask.tickets.delete", approver: "[email protected]" },    { match: "autotask.tasks.delete", approver: "[email protected]" },    { match: "autotask.time_entries.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Autotask only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Autotask costs on actionlake.

Every Autotask action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Autotask 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 62 Autotask actions
22actions pageeach page of a long list is one call
34reads 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 Autotask action.

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

PSA53

autotask.billing_codes.queryList Autotask billing codesread
autotask.companies.createCreate an Autotask companywrite
autotask.companies.updateUpdate an Autotask companywrite
autotask.configuration_items.getGet one Autotask configuration itemread
autotask.configuration_items.querySearch Autotask configuration itemsread
autotask.configuration_items.updateUpdate an Autotask configuration itemwrite
autotask.contacts.createCreate an Autotask contactwrite
autotask.contacts.deleteDelete an Autotask contactdestructive
autotask.contacts.getGet one Autotask contactread
autotask.contacts.updateUpdate an Autotask contactwrite
autotask.contract_milestones.createAdd a milestone to an Autotask contractwrite
autotask.contract_milestones.deleteDelete an Autotask contract milestonedestructive
autotask.contract_rates.createSet a role's hourly rate on an Autotask contractwrite
autotask.contract_services.createAdd a service to an Autotask contractwrite
autotask.contract_services.deleteRemove a service from an Autotask contractdestructive
autotask.contracts.createCreate an Autotask contractwrite
autotask.contracts.getGet one Autotask contractread
autotask.contracts.querySearch Autotask contractsread
autotask.contracts.updateUpdate an Autotask contractwrite
autotask.departments.queryList Autotask departmentsread
autotask.entity_information.fieldsDescribe an Autotask entity's fieldsread
autotask.invoices.getGet one Autotask invoiceread
autotask.opportunities.getGet one Autotask opportunityread
autotask.opportunities.querySearch Autotask opportunitiesread
autotask.opportunities.updateUpdate an Autotask opportunitywrite
autotask.organizational_level_1.queryList Autotask organizational level 1read
autotask.organizational_level_2.queryList Autotask organizational level 2read
autotask.organizational_level_associations.queryList Autotask lines of businessread
autotask.phases.createAdd a phase to an Autotask projectwrite
autotask.phases.deleteDelete an Autotask project phasedestructive
autotask.projects.createCreate an Autotask projectwrite
autotask.projects.getGet one Autotask projectread
autotask.projects.updateUpdate an Autotask projectwrite
autotask.quotes.queryList Autotask quotesread
autotask.roles.queryList Autotask rolesread
autotask.service_calls.queryList Autotask service callsread
autotask.services.queryList Autotask servicesread
autotask.subscriptions.queryList Autotask subscriptionsread
autotask.tasks.createAdd a task to an Autotask projectwrite
autotask.tasks.deleteDelete an Autotask project taskdestructive
autotask.tasks.getGet one Autotask taskread
autotask.tasks.querySearch Autotask project tasksread
autotask.tasks.updateUpdate an Autotask taskwrite
autotask.threshold_information.queryRead Autotask API threshold headroomread
autotask.ticket_categories.queryList Autotask ticket categoriesread
autotask.ticket_notes.createAdd a note to an Autotask ticketwrite
autotask.ticket_notes.deleteDelete an Autotask ticket notedestructive
autotask.tickets.createCreate an Autotask ticketwrite
autotask.tickets.deleteDelete an Autotask ticketdestructive
autotask.tickets.updateUpdate an Autotask ticketwrite
autotask.time_entries.createLog time against an Autotask ticketwrite
autotask.time_entries.deleteDelete an Autotask time entrydestructive
autotask.time_entries.getGet one Autotask time entryread

Companies2

autotask.companies.getGet one Autotask companyread
autotask.companies.querySearch Autotask companiesread

Ticketing2

autotask.tickets.getGet one Autotask ticketread
autotask.tickets.querySearch Autotask ticketsread

Billing1

autotask.invoices.querySearch Autotask invoicesread

Contacts1

autotask.contacts.querySearch Autotask contactsread

Projects1

autotask.projects.querySearch Autotask projectsread

Resources1

autotask.resources.querySearch Autotask resourcesread

Time1

autotask.time_entries.querySearch Autotask time entriesread

Questions

The Autotask MCP server, answered.

Is there an Autotask MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 62 Autotask actions across PSA, companies, ticketing and billing, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Autotask.

What do I need to connect Autotask?

API Integration Code, API user name and API user secret. actionlake finds base url for you when you connect. The free call account { op: "connections.requirements", service: "autotask" } lists exactly what to paste.

Can an AI agent delete or change things in Autotask?

Only if its key allows it, and only with an explicit confirmation. 8 Autotask actions are destructive, including delete an Autotask ticket, delete an Autotask project task and delete an Autotask time entry. 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 Autotask API limit?

actionlake paces every call to the limits in the Autotask service file: 10,000 calls an hour per connection. Repeated reads are answered from cache (34 Autotask actions can be), which never reaches Autotask.

What does an Autotask action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (22 Autotask actions page). Cache hits, searches, dry runs and calls Autotask 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 Autotask API does it cover?

The Autotask PSA API 1.0 at your Autotask instance's API base URL, which you enter when connecting (path /V1.0). It is built from Autotask's documentation as read on 1 September 2026. 62 actions in 8 areas, each one in the signed service file (version 1.0.0).

Can I combine Autotask with my other systems?

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

Does actionlake keep my Autotask data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 1 minute, 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 Autotask 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 Autotask today.

Connect Autotask free See pricing

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

Autotask MCP server for AI agents.

Connect Autotask in three steps.

Add actionlake to Claude.

Connect Autotask.

Make the first call. Check before a write.

What an AI agent can do in Autotask.

PSA

Companies

Ticketing

Billing

Contacts

Projects

Resources

Time

The Autotask API, shaped for agents.

Prompts to paste into Claude.

Autotask, joined to the rest of your business.

Ready-made plans for Autotask.

Sweep contracts nearing their end date and raise renewal tickets

Log billable time against a ticket and note it

Onboard a new client company with a primary contact and contract

Spin up a delivery project from an existing contract

Record delivered hardware against a client and open a deployment ticket

Remove tasks from a cancelled project after sign-off

Destructive actions wait for a yes.

What Autotask costs on actionlake.

Every Autotask action.

The Autotask MCP server, answered.

More connectors like Autotask

Give your agent Autotask today.