Integration

Autotask PSA integration

Autotask PSA (Professional Services Automation) by Datto - IT service management platform for MSPs with ticketing, CRM, projects, contracts, time tracking, and billing

Connect Autotask PSAHow integrations work
Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Autotask PSA.Built from the 82 Autotask PSA tools below, on the connection you add once.

Common Autotask PSA use cases

  • Remove duplicate time entries
  • Remove duplicate contact records
  • List all tasks for a specific project
  • Update task status as work progresses
  • Update a resource's email or job title
  • List all active locations for a company
  • List all active products in the catalog
  • List all active recurring subscriptions
  • Update ticket status as work progresses
  • Update a client's address or phone number

What you can do with Autotask PSA

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Ticket, 7 operations

  • create_ticketCreate ticketPOSTCreate a new service desk ticket in Autotask
  • get_ticketGet ticketGETRetrieve a single service desk ticket by ID from Autotask
  • get_ticket_countGet ticket countPOSTGet count of tickets matching filter criteria in Autotask
  • get_ticket_entity_infoGet ticket entity infoGETGet entity metadata and picklist values for Autotask Tickets
  • get_ticket_fieldsGet ticket fieldsGETGet field definitions and picklist values for Autotask Tickets
  • query_ticketsQuery ticketsPOSTQuery service desk tickets with filter criteria in Autotask
  • update_ticketUpdate ticketPATCHUpdate an existing service desk ticket in Autotask

Company, 6 operations

  • create_companyCreate companyPOSTCreate a new company/organization in Autotask
  • get_companyGet companyGETRetrieve a single company by ID from Autotask
  • get_company_entity_infoGet company entity infoGETGet entity metadata and field definitions for Autotask Companies
  • get_company_fieldsGet company fieldsGETGet field definitions for the Autotask Companies entity
  • query_companiesQuery companiesPOSTQuery companies/organizations with filter criteria in Autotask
  • update_companyUpdate companyPATCHUpdate an existing company/organization in Autotask

Contact, 5 operations

  • create_contactCreate contactPOSTCreate a new contact in Autotask
  • delete_contactDelete contactDELETEDelete a contact by ID from Autotask
  • get_contactGet contactGETRetrieve a single contact by ID from Autotask
  • query_contactsQuery contactsPOSTQuery contacts with filter criteria in Autotask
  • update_contactUpdate contactPATCHUpdate an existing contact in Autotask

Time entry, 5 operations

  • create_time_entryCreate time entryPOSTCreate a new time entry in Autotask
  • delete_time_entryDelete time entryDELETEDelete a time entry by ID from Autotask
  • get_time_entryGet time entryGETRetrieve a single time entry by ID from Autotask
  • query_time_entriesQuery time entriesPOSTQuery time entries with filter criteria in Autotask
  • update_time_entryUpdate time entryPATCHUpdate an existing time entry in Autotask

Configuration item, 4 operations

  • create_configuration_itemCreate configuration itemPOSTCreate a new configuration item (asset) in Autotask
  • get_configuration_itemGet configuration itemGETRetrieve a single configuration item (asset) by ID from Autotask
  • query_configuration_itemsQuery configuration itemsPOSTQuery configuration items (assets) with filter criteria in Autotask
  • update_configuration_itemUpdate configuration itemPATCHUpdate an existing configuration item (asset) in Autotask

Contract, 4 operations

  • create_contractCreate contractPOSTCreate a new contract in Autotask
  • get_contractGet contractGETRetrieve a single contract by ID from Autotask
  • query_contractsQuery contractsPOSTQuery contracts with filter criteria in Autotask
  • update_contractUpdate contractPATCHUpdate an existing contract in Autotask

Opportunity, 4 operations

  • create_opportunityCreate opportunityPOSTCreate a new sales opportunity in Autotask
  • get_opportunityGet opportunityGETRetrieve a single sales opportunity by ID from Autotask
  • query_opportunitiesQuery opportunitiesPOSTQuery sales opportunities with filter criteria in Autotask
  • update_opportunityUpdate opportunityPATCHUpdate an existing sales opportunity in Autotask

Project, 4 operations

  • create_projectCreate projectPOSTCreate a new project in Autotask
  • get_projectGet projectGETRetrieve a single project by ID from Autotask
  • query_projectsQuery projectsPOSTQuery projects with filter criteria in Autotask
  • update_projectUpdate projectPATCHUpdate an existing project in Autotask

Task, 4 operations

  • create_taskCreate taskPOSTCreate a new project task in Autotask
  • get_taskGet taskGETRetrieve a single project task by ID from Autotask
  • query_tasksQuery tasksPOSTQuery project tasks with filter criteria in Autotask
  • update_taskUpdate taskPATCHUpdate an existing project task in Autotask

Resource, 3 operations

  • get_resourceGet resourceGETRetrieve a single resource (employee) by ID from Autotask
  • query_resourcesQuery resourcesPOSTQuery resources (employees/technicians) with filter criteria in Autotask
  • update_resourceUpdate resourcePATCHUpdate an existing resource (employee) in Autotask

Ticket note, 3 operations

  • create_ticket_noteCreate ticket notePOSTCreate a note on a ticket in Autotask
  • query_ticket_notesQuery ticket notesPOSTQuery ticket notes with filter criteria in Autotask
  • update_ticket_noteUpdate ticket notePATCHUpdate an existing ticket note in Autotask

Company note, 2 operations

  • create_company_noteCreate company notePOSTCreate a CRM note/activity for a company in Autotask
  • query_company_notesQuery company notesPOSTQuery company notes (CRM activities) with filter criteria in Autotask

Invoice, 2 operations

  • get_invoiceGet invoiceGETRetrieve a single invoice by ID from Autotask
  • query_invoicesQuery invoicesPOSTQuery invoices with filter criteria in Autotask

Product, 2 operations

  • get_productGet productGETRetrieve a single product by ID from Autotask
  • query_productsQuery productsPOSTQuery products with filter criteria in Autotask

Quote, 2 operations

  • get_quoteGet quoteGETRetrieve a single sales quote by ID from Autotask
  • query_quotesQuery quotesPOSTQuery sales quotes in Autotask

Task note, 2 operations

  • create_task_noteCreate task notePOSTCreate a note on a project task in Autotask
  • query_task_notesQuery task notesPOSTQuery task notes with filter criteria in Autotask

Appointment, 1 operation

  • query_appointmentsQuery appointmentsPOSTQuery calendar appointments with filter criteria in Autotask

Billing code, 1 operation

  • query_billing_codesQuery billing codesPOSTQuery billing/allocation codes with filter criteria in Autotask

Billing item, 1 operation

  • query_billing_itemsQuery billing itemsPOSTQuery approved/posted billing items with filter criteria in Autotask

Company location, 1 operation

  • query_company_locationsQuery company locationsPOSTQuery company locations in Autotask

Country, 1 operation

  • query_countriesQuery countriesPOSTQuery available countries in Autotask

Currency, 1 operation

  • query_currenciesQuery currenciesPOSTQuery available currencies in Autotask

Department, 1 operation

  • query_departmentsQuery departmentsPOSTQuery departments in Autotask

Expense report, 1 operation

  • query_expense_reportsQuery expense reportsPOSTQuery expense reports with filter criteria in Autotask

Knowledgebase article, 1 operation

  • query_knowledgebase_articlesQuery knowledgebase articlesPOSTQuery knowledge base articles with filter criteria in Autotask

Notification, 1 operation

  • query_notification_historyQuery notification historyPOSTQuery notification history in Autotask

Purchase order, 1 operation

  • query_purchase_ordersQuery purchase ordersPOSTQuery purchase orders in Autotask

Role, 1 operation

  • query_rolesQuery rolesPOSTQuery billing roles in Autotask

Service call, 1 operation

  • query_service_callsQuery service callsPOSTQuery service calls with filter criteria in Autotask

Subscription, 1 operation

  • query_subscriptionsQuery subscriptionsPOSTQuery recurring billing subscriptions in Autotask

Survey, 1 operation

  • query_surveysQuery surveysPOSTQuery customer satisfaction surveys in Autotask

Survey result, 1 operation

  • query_survey_resultsQuery survey resultsPOSTQuery survey results in Autotask

Tag, 1 operation

  • query_tagsQuery tagsPOSTQuery ticket/article tags in Autotask

Ticket category, 1 operation

  • query_ticket_categoriesQuery ticket categoriesPOSTQuery ticket categories in Autotask

Ticket history, 1 operation

  • query_ticket_historyQuery ticket historyPOSTQuery ticket change history in Autotask

Time off request, 1 operation

  • query_time_off_requestsQuery time off requestsPOSTQuery time off requests in Autotask

User defined field, 1 operation

  • query_user_defined_field_definitionsQuery user defined field definitionsPOSTQuery user-defined field (UDF) definitions in Autotask

Version, 1 operation

  • get_api_versionGet api versionGETGet the current Autotask REST API version

Zone, 1 operation

  • get_zone_informationGet zone informationGETGet the API zone URL for an Autotask user

Use Autotask PSA from Claude Code, Cursor or Codex

Connect Autotask PSA in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Autotask PSA operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Autotask PSA

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Autotask PSA once

    Add your Autotask PSA connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Autotask PSA integration FAQ

What can you do with the Autotask PSA integration?

LiveContext exposes 82 operations on Autotask PSA, covering ticket, company, contact and time entry. Common uses include Remove duplicate time entries, Remove duplicate contact records and List all tasks for a specific project.

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