Autotask MCP Server

Give your AI assistant direct access to Autotask. Search tickets, create time entries, look up companies, manage projects — all through natural language. No more copy-pasting between browser tabs and chat windows.

This is a Model Context Protocol (MCP) server that connects Claude (or any MCP-compatible AI) to your Autotask PSA environment. Your AI assistant gets 101 tools covering the operations MSP teams use daily: ticket triage, time logging, company lookups, project management, billing review, and more.

If you run an MSP on Autotask and you're tired of the context-switching tax, this is for you.

Part of the MSP Claude Plugins ecosystem — a growing suite of AI integrations for the MSP stack including Datto RMM, IT Glue, HaloPSA, ConnectWise Automate, NinjaOne, Huntress, and more. Built by MSPs, for MSPs.

One-Click Deployment

Note — no GitHub Packages token required. Unlike most WYRE MCP servers, autotask-mcp does not depend on a private @wyre-ai/* package on GitHub Packages. Its only WYRE dependency is the autotask-node SDK, declared as a git dependency on the public WYRE-AI/autotask-node repo, which npm install resolves anonymously. The DigitalOcean one-click deploy therefore works without any NODE_AUTH_TOKEN/GITHUB_TOKEN build variable.

Quick Start

Claude Desktop — download, open, done:

1. Download autotask-mcp.mcpb from the latest release
2. Open the file (double-click or drag into Claude Desktop)
3. Enter your Autotask credentials when prompted (Username, Secret, Integration Code)

No terminal, no JSON editing, no Node.js install required.

Claude Code (CLI):

claude mcp add autotask-mcp \
  -e AUTOTASK_USERNAME=your-user@company.com \
  -e AUTOTASK_SECRET=your-secret \
  -e AUTOTASK_INTEGRATION_CODE=your-code \
  -- npx -y github:WYRE-AI/autotask-mcp

See Installation for Docker and from-source methods.

Features

• 🔌 MCP Protocol Compliance: Full support for MCP resources and tools
• 🎴 Interactive Ticket Card (MCP Apps): autotask_get_ticket_details renders as an interactive card in MCP Apps hosts (Claude Desktop/web) with an in-card "Add note" round-trip; neutral theme by default, brandable via MCP_BRAND_* env vars; plain-JSON behavior is unchanged in other hosts
• 🛠️ Comprehensive API Coverage: 101 tools spanning companies, contacts, tickets, projects, billing items, time entries, notes, attachments, and more
• 🔍 Advanced Search: Powerful search capabilities with filters across all entities
• 📝 CRUD Operations: Create, read, update operations for core Autotask entities
• 🔄 ID-to-Name Mapping: Automatic resolution of company and resource IDs to human-readable names
• ⚡ Intelligent Caching: Smart caching system for improved performance and reduced API calls
• 🔒 Secure Authentication: Enterprise-grade API security with Autotask credentials
• 🌐 Dual Transport: Supports both stdio (local) and HTTP Streamable (remote/Docker) transports
• 📦 MCPB Packaging: One-click installation via MCP Bundle for desktop clients
• 🐳 Docker Ready: Containerized deployment with HTTP transport and health checks
• 📊 Structured Logging: Comprehensive logging with configurable levels and formats
• 🧪 Test Coverage: Comprehensive test suite with 80%+ coverage

Table of Contents

• Installation
• Configuration
  • Gateway Mode
• Usage
• API Reference
• ID-to-Name Mapping
• HTTP Transport
• Docker Deployment
• Migration Guide
• Development
• Testing
• Troubleshooting
• Contributing
• Contributors
• License

Installation

Option 1: MCPB Bundle (Claude Desktop)

The simplest method — no terminal, no JSON editing, no Node.js install required.

1. Download autotask-mcp.mcpb from the latest release
2. Open the file (double-click or drag into Claude Desktop)
3. Enter your Autotask credentials when prompted (Username, Secret, Integration Code)

For Claude Code (CLI), one command:

claude mcp add autotask-mcp \
  -e AUTOTASK_USERNAME=your-user@company.com \
  -e AUTOTASK_SECRET=your-secret \
  -e AUTOTASK_INTEGRATION_CODE=your-code \
  -- npx -y github:WYRE-AI/autotask-mcp

Option 2: Docker

Local (stdio — for Claude Desktop or Claude Code):

{
  "mcpServers": {
    "autotask": {
      "command": "docker",
      "args": [
        "run", "--rm", "-i",
        "-e", "MCP_TRANSPORT=stdio",
        "-e", "AUTOTASK_USERNAME=your-user@company.com",
        "-e", "AUTOTASK_SECRET=your-secret",
        "-e", "AUTOTASK_INTEGRATION_CODE=your-code",
        "--entrypoint", "node",
        "ghcr.io/wyre-ai/autotask-mcp:latest",
        "dist/entry.js"
      ]
    }
  }
}

Remote (HTTP Streamable — for server deployments):

docker run -d \
  --name autotask-mcp \
  -p 8080:8080 \
  -e AUTOTASK_USERNAME="your-user@company.com" \
  -e AUTOTASK_SECRET="your-secret" \
  -e AUTOTASK_INTEGRATION_CODE="your-code" \
  --restart unless-stopped \
  ghcr.io/wyre-ai/autotask-mcp:latest

# Verify
curl http://localhost:8080/health

Clients connect to http://host:8080/mcp using MCP Streamable HTTP transport.

Gateway Mode (for MCP Gateway deployments):

When deploying behind an MCP Gateway that injects credentials via HTTP headers:

docker run -d \
  --name autotask-mcp \
  -p 8080:8080 \
  -e AUTH_MODE=gateway \
  --restart unless-stopped \
  ghcr.io/wyre-ai/autotask-mcp:latest

The gateway injects credentials via headers:

• X-API-Key: Autotask username
• X-API-Secret: Autotask secret
• X-Integration-Code: Autotask integration code
• X-Impersonation-Resource-Id: (optional) Autotask resource ID to act on behalf of

See Gateway Mode for details.

Option 3: From Source (Development)

git clone https://github.com/WYRE-AI/autotask-mcp.git
cd autotask-mcp
npm ci && npm run build

Then point your MCP client at dist/entry.js:

{
  "mcpServers": {
    "autotask": {
      "command": "node",
      "args": ["/path/to/autotask-mcp/dist/entry.js"],
      "env": {
        "AUTOTASK_USERNAME": "your-user@company.com",
        "AUTOTASK_SECRET": "your-secret",
        "AUTOTASK_INTEGRATION_CODE": "your-code"
      }
    }
  }
}

Prerequisites

• Valid Autotask API credentials (API user email, secret, integration code)
• MCP-compatible client (Claude Desktop, Claude Code, etc.)
• Docker (for Option 2) or Node.js 18+ (for Option 3)

Configuration

Environment Variables

Create a .env file with your configuration:

# Required Autotask API credentials (Local Mode)
AUTOTASK_USERNAME=your-api-user@example.com
AUTOTASK_SECRET=your-secret-key
AUTOTASK_INTEGRATION_CODE=your-integration-code

# Optional configuration
# AUTOTASK_API_URL is auto-detected from AUTOTASK_USERNAME via Autotask's
# unauthenticated zoneInformation endpoint on first connect. Only set this
# explicitly to override auto-detection (e.g. for an on-prem proxy).
# AUTOTASK_API_URL=https://webservices2.autotask.net/atservicesrest/
MCP_SERVER_NAME=autotask-mcp

# Authentication mode
AUTH_MODE=env               # env (local), gateway (hosted)

# Transport (stdio for local/desktop, http for remote/Docker)
MCP_TRANSPORT=stdio          # stdio, http
MCP_HTTP_PORT=8080           # HTTP transport port (only used when MCP_TRANSPORT=http)
MCP_HTTP_HOST=0.0.0.0        # HTTP transport bind address

# Logging
LOG_LEVEL=info          # error, warn, info, debug
LOG_FORMAT=simple       # simple, json

# Search-result name enrichment
# Max concurrent Autotask API calls used to resolve company/resource names on
# search results. Kept low to stay under Autotask's per-integration
# concurrent-thread limit (raising it risks HTTP 429 "thread threshold").
AUTOTASK_ENHANCE_CONCURRENCY=3

# Environment
NODE_ENV=production

Gateway Mode

When deployed behind an MCP Gateway (e.g., mcp.wyre.ai), the server operates in gateway mode where credentials are injected via HTTP headers on each request.

Enable Gateway Mode:

AUTH_MODE=gateway
MCP_TRANSPORT=http

Expected Headers: