Autotask

A Model Context Protocol (MCP) server for Kaseya Autotask PSA, written in Go.

Provides AI assistants (Claude, GPT, etc.) with structured access to Autotask data and operations: tickets, companies, contacts, projects, time entries, billing, quotes, and more.

Features

• 59 MCP tools covering all major Autotask entity types
• 4 lazy loading meta-tools for progressive tool discovery
• 7 MCP resource templates for direct data access
• Dual transport: stdio (Claude Desktop/Code) + HTTP (gateway deployments)
• Rate limiting: token bucket (5000 req/hour) + 3-thread concurrency limiter
• Circuit breaker: automatic backoff on API failures
• ID-to-name mapping cache with batch preloading and 30-minute per-entry TTL
• Compact response formatting to minimize LLM context usage

Quick Start

Stdio (Claude Desktop / Claude Code)

# Set credentials
export [email protected]
export AUTOTASK_SECRET=your_secret
export AUTOTASK_INTEGRATION_CODE=YOUR_CODE

# Run
go run .

Claude Desktop Configuration

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "autotask": {
      "command": "/path/to/autotask-mcp",
      "env": {
        "AUTOTASK_USERNAME": "[email protected]",
        "AUTOTASK_SECRET": "your_secret",
        "AUTOTASK_INTEGRATION_CODE": "YOUR_CODE"
      }
    }
  }
}

HTTP / Container

cp .env.example .env
# Edit .env with your credentials

# With Podman
podman-compose up -d

# With Docker
docker compose up -d

The server starts on port 8080 with endpoints:

• POST /mcp: MCP Streamable HTTP transport
• GET /health: Health check

Gateway Mode

For multi-tenant deployments, set AUTH_MODE=gateway. Credentials are injected per-request via headers:

X-API-Key: username
X-API-Secret: secret
X-Integration-Code: code

Environment Variables

Variable	Default	Description
AUTOTASK_USERNAME	(required)	Autotask API username for env mode
AUTOTASK_SECRET	(required)	Autotask API secret for env mode
AUTOTASK_INTEGRATION_CODE	(required)	Autotask integration code for env mode
AUTOTASK_API_URL	auto-discovered	Override API base URL
MCP_TRANSPORT	stdio	Transport: stdio or http
MCP_HTTP_PORT	8080	HTTP server port
MCP_HTTP_HOST	0.0.0.0	HTTP server bind address
AUTH_MODE	env	Authentication: env or gateway
LOG_LEVEL	info	Log level: debug, info, warn, error
LAZY_LOADING	false	Enable progressive tool discovery

Available Tools

Core Entities

Category	Tools
Tickets	search, get details, create, update
Companies	search, create, update
Contacts	search, create
Projects	search, create
Tasks	search, create
Resources	search
Time Entries	create, search
Configuration Items	search
Contracts	search

Notes & Attachments

Category	Tools
Ticket Notes	get, search, create
Project Notes	get, search, create
Company Notes	get, search, create
Ticket Attachments	get, search

Financial

Category	Tools
Quotes	get, search, create
Quote Items	get, search, create, update, delete
Opportunities	get, search, create
Invoices	search
Billing Items	get, search
Billing Approvals	search
Expense Reports	get, search, create
Expense Items	create

Catalog

Category	Tools
Products	get, search
Services	get, search
Service Bundles	get, search

Utility

Category	Tools
Connection	test
Picklists	queues, statuses, priorities, field info
Meta-tools	list categories, list tools, execute, router

Architecture

autotask-mcp
├── main.go / config.go / server.go    # Entry point, config, transport setup
├── services/
│   ├── mapping.go                      # Company/resource name cache (batch preload)
│   ├── picklist.go                     # Lazy-loaded field/picklist cache
│   └── formatter.go                    # Compact response formatting
├── tools/                              # 59 MCP tool handlers
│   ├── tickets.go, companies.go, ...   # Entity CRUD tools
│   ├── register.go                     # Shared helpers
│   └── lazy.go                         # Progressive discovery meta-tools
└── resources/                          # 7 MCP resource templates

Built on:

• go-autotask: Autotask REST API client with typed generics
• Go MCP SDK: Official MCP server framework

Building

go build -o autotask-mcp .

Development

# Run tests
go test ./...

# Run with race detector
go test -race ./...

# Vet
go vet ./...

License

Apache 2.0