🚀 START HERE - Autotask MCP Server

🎯 Quick Setup (5 Minutes)

Step 1: Install Dependencies

pip install mcp httpx pydantic

Step 2: Test Your Connection

python test_autotask_connection.py

Enter your credentials: (You need to enter your own credentials )

• Username: username@domain.com
• Secret: 1234567890
• Integration Code: 12345678
• API URL: `https://webservices[x].autotask.net/ATServicesRest/v1.0, (If you are on ww16.autotask.net then the webservices[x] would be webservices16.autotask.net)

Expected result:

✅ Authentication successful!
✅ Retrieved sample company: [Name]
✅ Ticket access successful!

Step 3: Configure Claude Desktop

macOS:

~/Library/Application Support/Claude/claude_desktop_config.json

Windows:

%APPDATA%\Claude\claude_desktop_config.json

Add this:

{
  "mcpServers": {
    "autotask": {
      "command": "python",
      "args": ["/FULL/PATH/TO/autotask_mcp.py"],
      "env": {
     "AUTOTASK_USERNAME": "your-username@company.com",
        "AUTOTASK_SECRET": "your-api-secret-here",
        "AUTOTASK_INTEGRATION_CODE": "your-integration-code-here",
        "AUTOTASK_API_URL": "https://webservices5.autotask.net/ATServicesRest/v1.0"
      }
    }
  }
}

Step 4: Restart Claude Desktop

Completely quit and restart Claude Desktop.

Step 5: Start Using!

Try these in Claude:

• "Show me all open tickets"
• "Create a ticket for company 12345 about email issues"
• "Find companies with 'Tech' in the name"

🎪 What You Can Do

Ticket Management

• Search tickets with filters
• Get specific ticket details
• Create new tickets
• Update ticket status/priority/assignment
• Add notes to tickets

Company Management

• Search companies by name
• Get company details

Contact Management

• Search contacts by company/email/name
• Get contact information

Response Formats

• Markdown - Human-readable (default)
• JSON - Machine-readable for automation

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🆘 Troubleshooting

"Authentication failed"

• Verify credentials are correct
• Check for extra spaces
• Ensure API user has proper security level

"Resource not found"

• Verify the ID exists
• Check user has permission to access it

"MCP server not appearing"

• Check JSON syntax in config
• Verify absolute path to .py file
• Restart Claude Desktop completely
• Check logs in ~/Library/Logs/Claude/

"405 Method Not Allowed"

• You have an old version - re-download the files

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📚 Documentation

• QUICKSTART.md - Fast setup guide
• README.md - Comprehensive documentation

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✨ Features

✅ 8 Tools - Complete ticket, company, and contact management
✅ Header Auth - Simple username/secret/integration code
✅ Error Handling - Clear, actionable error messages
✅ Best Practices - Follows MCP Python SDK standards
✅ Production Ready - Async, validated, type-hinted
✅ Well Documented - Comprehensive guides and examples

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🎉 You're Ready!

1. ✅ Download the files
2. ✅ Test the connection
3. ✅ Configure Claude Desktop
4. ✅ Start managing Autotask with Claude!

Questions? Check the README.md for detailed help or contact us at support@sondelaconsulting.com

Issues? The test script will tell you exactly what's wrong.

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Made with ❤️ by Sondela Consulting

Getting your PSA workflows connected to Claude's intelligence