npm package: @iflow-mcp/wyre-technology-autotask-mcp
Description: MCP (Model Context Protocol) server for Kaseya Autotask PSA integration
Author: Aaron Sachs
Latest version: 2.12.0

# Autotask MCP Server

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[![License](https://img.shields.io/badge/License-Apache_2.0-blue.svg)](https://opensource.org/licenses/Apache-2.0)
[![Node.js](https://img.shields.io/badge/node-%3E%3D18.0.0-brightgreen.svg)](https://nodejs.org/)

A [Model Context Protocol (MCP)](https://modelcontextprotocol.io/) server that provides AI assistants with structured access to Kaseya Autotask PSA data and operations.

> **Note:** This project is maintained by [Wyre Technology](https://github.com/wyre-technology). Previously hosted at `asachs01/autotask-mcp`.

<a href="https://glama.ai/mcp/servers/@wyre-technology/autotask-mcp">
  <img width="380" height="200" src="https://glama.ai/mcp/servers/@wyre-technology/autotask-mcp/badge" alt="Autotask MCP server" />
</a>

## One-Click Deployment

[![Deploy to DO](https://www.deploytodo.com/do-btn-blue.svg)](https://cloud.digitalocean.com/apps/new?repo=https://github.com/wyre-technology/autotask-mcp/tree/main)

[![Deploy to Cloudflare Workers](https://deploy.workers.cloudflare.com/button)](https://deploy.workers.cloudflare.com/?url=https://github.com/wyre-technology/autotask-mcp)

## Quick Start

**Claude Desktop** — download, open, done:

1. Download `autotask-mcp.mcpb` from the [latest release](https://github.com/wyre-technology/autotask-mcp/releases/latest)
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):**

```bash
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-technology/autotask-mcp
```

See [Installation](#installation) for Docker and from-source methods.

## Features

- **🔌 MCP Protocol Compliance**: Full support for MCP resources and tools
- **🛠️ Comprehensive API Coverage**: 39 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](#installation)
- [Configuration](#configuration)
  - [Gateway Mode](#gateway-mode)
- [Usage](#usage)
- [API Reference](#api-reference)
- [ID-to-Name Mapping](#id-to-name-mapping)
- [HTTP Transport](#http-transport)
- [Docker Deployment](#docker-deployment)
- [Migration Guide](docs/MIGRATION_GUIDE.md)
- [Development](#development)
- [Testing](#testing)
- [Troubleshooting](#troubleshooting)
- [Contributing](#contributing)
- [Contributors](#contributors)
- [License](#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](https://github.com/wyre-technology/autotask-mcp/releases/latest)
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:

```bash
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-technology/autotask-mcp
```

### Option 2: Docker

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

```json
{
  "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-technology/autotask-mcp:latest",
        "dist/entry.js"
      ]
    }
  }
}
```

**Remote (HTTP Streamable — for server deployments):**

```bash
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-technology/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:

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

See [Gateway Mode](#gateway-mode) for details.

### Option 3: From Source (Development)

```bash
git clone https://github.com/wyre-technology/autotask-mcp.git
cd autotask-mcp
npm ci && npm run build
```

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

```json
{
  "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:

```bash
# 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=https://webservices.autotask.net/atservices/1.6/atws.asmx
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

# 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:**

```bash
AUTH_MODE=gateway
MCP_TRANSPORT=http
```

**Expected Headers:**

| Header | Description |
|--------|-------------|
| `X-API-Key` | Autotask API username (email) |
| `X-API-Secret` | Autotask API secret key |
| `X-Integration-Code` | Autotask integration code |
| `X-API-URL` | (Optional) Custom Autotask API URL |

**Health Check Response (Gateway Mode):**

```json
{
  "status": "ok",
  "transport": "http",
  "authMode": "gateway",
  "timestamp": "2026-02-05T10:00:00.000Z"
}
```

For detailed migration instructions, see the [Migration Guide](docs/MIGRATION_GUIDE.md).

💡 **Pro Tip**: Copy the above content to a `.env` file in your project root.

### Autotask API Setup

1. **Create API User**: In Autotask, create a dedicated API user with appropriate permissions
2. **Generate Secret**: Generate an API secret for the user
3. **Integration Code**: Obtain your integration code from Autotask
4. **Permissions**: Ensure the API user has read/write access to required entities

For detailed setup instructions, see the [Autotask API documentation](https://ww3.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/REST/REST_API_Home.htm).

## Usage

### Command Line

```bash
# Start the MCP server (stdio transport, for piping to an MCP client)
node dist/entry.js

# Start with HTTP transport
MCP_TRANSPORT=http node dist/index.js
```

### MCP Client Configuration

See [Installation](#installation) for all setup methods.

## API Reference

### Resources

Resources provide read-only access to Autotask data:

- `autotask://companies` - List all companies
- `autotask://companies/{id}` - Get specific company
- `autotask://contacts` - List all contacts  
- `autotask://contacts/{id}` - Get specific contact
- `autotask://tickets` - List all tickets
- `autotask://tickets/{id}` - Get specific ticket
- `autotask://time-entries` - List time entries

### Tools

The server provides 39 tools for interacting with Autotask:

#### Company Operations
- `autotask_search_companies` - Search companies with filters
- `autotask_create_company` - Create new company
- `autotask_update_company` - Update existing company

#### Contact Operations
- `autotask_search_contacts` - Search contacts with filters
- `autotask_create_contact` - Create new contact

#### Ticket Operations
- `autotask_search_tickets` - Search tickets with filters
- `autotask_get_ticket_details` - Get full ticket details by ID
- `autotask_create_ticket` - Create new ticket

#### Time Entry Operations
- `autotask_create_time_entry` - Log time entry
- `autotask_search_time_entries` - Search time entries with filters (resource, ticket, project, date range)

#### Billing Items (Approve and Post Workflow)
- `autotask_search_billing_items` - Search approved and posted billing items
- `autotask_get_billing_item` - Get specific billing item by ID
- `autotask_search_billing_item_approval_levels` - Search multi-level approval records for time entries

#### Project Operations
- `autotask_search_projects` - Search projects with filters
- `autotask_create_project` - Create new project

#### Resource Operations
- `autotask_search_resources` - Search resources (technicians/users)

#### Note Operations
- `autotask_get_ticket_note` / `autotask_search_ticket_notes` / `autotask_create_ticket_note`
- `autotask_get_project_note` / `autotask_search_project_notes` / `autotask_create_project_note`
- `autotask_get_company_note` / `autotask_search_company_notes` / `autotask_create_company_note`

#### Attachment Operations
- `autotask_get_ticket_attachment` - Get ticket attachment
- `autotask_search_ticket_attachments` - Search ticket attachments

#### Financial Operations
- `autotask_get_expense_report` / `autotask_search_expense_reports` / `autotask_create_expense_report`
- `autotask_get_quote` / `autotask_search_quotes` / `autotask_create_quote`
- `autotask_search_invoices` - Search invoices
- `autotask_search_contracts` - Search contracts

#### Configuration Items
- `autotask_search_configuration_items` - Search configuration items (assets)

#### Task Operations
- `autotask_search_tasks` - Search project tasks
- `autotask_create_task` - Create project task

#### Utility Operations
- `autotask_test_connection` - Test API connectivity

### Example Tool Usage

```javascript
// Search for companies
{
  "name": "autotask_search_companies",
  "arguments": {
    "searchTerm": "Acme Corp",
    "isActive": true,
    "pageSize": 10
  }
}

// Create a new ticket
{
  "name": "autotask_create_ticket",
  "arguments": {
    "companyID": 12345,
    "title": "Server maintenance request",
    "description": "Need to perform monthly server maintenance",
    "priority": 2,
    "status": 1
  }
}
```

## ID-to-Name Mapping

The Autotask MCP server includes intelligent ID-to-name mapping that automatically resolves company and resource IDs to human-readable names, making API responses much more useful for AI assistants and human users.

### Automatic Enhancement

All search and detail tools automatically include an `_enhanced` field with resolved names:

```json
{
  "id": 12345,
  "title": "Sample Ticket",
  "companyID": 678,
  "assignedResourceID": 90,
  "_enhanced": {
    "companyName": "Acme Corporation",
    "assignedResourceName": "John Smith"
  }
}
```

### How It Works

ID-to-name mapping is applied automatically to all search and detail tool results. No additional tools are needed — the `_enhanced` field is added transparently to every response that contains company or resource IDs.

### Performance Features

- **Smart Caching**: Names are cached for 30 minutes to reduce API calls
- **Bulk Operations**: Efficient batch lookups for multiple IDs
- **Graceful Fallback**: Returns "Unknown Company (123)" if lookup fails
- **Parallel Processing**: Multiple mappings resolved simultaneously

### Testing Mapping

Test the mapping functionality:

```bash
npm run test:mapping
```

For detailed mapping documentation, see [docs/mapping.md](docs/mapping.md).

## HTTP Transport

The server supports the MCP Streamable HTTP transport for remote deployments (e.g., Docker, cloud hosting). Set `MCP_TRANSPORT=http` to enable it.

```bash
# Start with HTTP transport
MCP_TRANSPORT=http MCP_HTTP_PORT=8080 node dist/index.js
```

The HTTP transport exposes:
- `POST /mcp` — MCP Streamable HTTP endpoint
- `GET /health` — Health check (returns `{"status":"ok"}`)

Clients must send requests to `/mcp` with `Accept: application/json, text/event-stream` headers per the MCP Streamable HTTP specification.

## Docker Deployment

The Docker image uses HTTP transport by default (port 8080) with a built-in health check.

### Using Pre-built Image from GitHub Container Registry

The Docker image defaults to **HTTP transport** on port 8080 — suitable for remote/server deployments where clients connect over the network.

```bash
# Pull the latest image
docker pull ghcr.io/wyre-technology/autotask-mcp:latest

# Run container with HTTP transport (default)
docker run -d \
  --name autotask-mcp \
  -p 8080:8080 \
  -e AUTOTASK_USERNAME="your-api-user@example.com" \
  -e AUTOTASK_SECRET="your-secret-key" \
  -e AUTOTASK_INTEGRATION_CODE="your-integration-code" \
  --restart unless-stopped \
  ghcr.io/wyre-technology/autotask-mcp:latest

# Verify it's running
curl http://localhost:8080/health
```

For **stdio** usage with Claude Desktop, see [Installation Option 2](#option-2-docker).

### Quick Start (From Source)

```bash
# Clone repository
git clone https://github.com/wyre-technology/autotask-mcp.git
cd autotask-mcp

# Create environment file
cp .env.example .env
# Edit .env with your credentials

# Start with docker-compose
docker compose up -d
```

### Production Deployment

```bash
# Build production image locally
docker build -t autotask-mcp:latest .

# Run container
docker run -d \
  --name autotask-mcp \
  --env-file .env \
  --restart unless-stopped \
  autotask-mcp:latest
```

### Development Mode

```bash
# Start development environment with hot reload
docker compose --profile dev up autotask-mcp-dev
```

## Development

### Setup

```bash
git clone https://github.com/wyre-technology/autotask-mcp.git
cd autotask-mcp
npm install
```

### Available Scripts

```bash
npm run dev          # Start development server with hot reload
npm run build        # Build for production
npm run test         # Run test suite
npm run test:watch   # Run tests in watch mode
npm run test:coverage # Run tests with coverage
npm run lint         # Run ESLint
npm run lint:fix     # Fix ESLint issues
```

### Project Structure

```
autotask-mcp/
├── src/
│   ├── handlers/           # MCP request handlers
│   ├── mcp/               # MCP server implementation
│   ├── services/          # Autotask service layer
│   ├── types/             # TypeScript type definitions
│   ├── utils/             # Utility functions (config, logger, cache)
│   ├── entry.ts           # Entry point (stdout guard + .env loader)
│   └── index.ts           # Server bootstrap (config, logger, server init)
├── tests/                 # Test files
├── scripts/               # Build and packaging scripts
│   └── pack-mcpb.js       # MCPB bundle creation
├── manifest.json          # MCPB manifest for desktop distribution
├── Dockerfile             # Container definition (HTTP transport)
├── docker-compose.yml     # Multi-service orchestration
└── package.json          # Project configuration
```

## Testing

### Running Tests

```bash
# Run all tests
npm test

# Run with coverage
npm run test:coverage

# Run in watch mode
npm run test:watch

# Run specific test file
npm test -- tests/autotask-service.test.ts
```

### Test Categories

- **Unit Tests**: Service layer and utility functions
- **Integration Tests**: MCP protocol compliance
- **API Tests**: Autotask API integration (requires credentials)

### Coverage Requirements

- Minimum 80% coverage for all metrics
- 100% coverage for critical paths (authentication, data handling)

## Configuration Reference

### Environment Variables

| Variable | Required | Default | Description |
|----------|----------|---------|-------------|
| `AUTOTASK_USERNAME` | ✅ | - | Autotask API username (email) |
| `AUTOTASK_SECRET` | ✅ | - | Autotask API secret key |
| `AUTOTASK_INTEGRATION_CODE` | ✅ | - | Autotask integration code |
| `AUTOTASK_API_URL` | ❌ | Auto-detected | Autotask API endpoint URL |
| `MCP_SERVER_NAME` | ❌ | `autotask-mcp` | MCP server name |
| `MCP_TRANSPORT` | ❌ | `stdio` | Transport type (`stdio` or `http`) |
| `MCP_HTTP_PORT` | ❌ | `8080` | HTTP transport port |
| `MCP_HTTP_HOST` | ❌ | `0.0.0.0` | HTTP transport bind address |
| `LOG_LEVEL` | ❌ | `info` | Logging level |
| `LOG_FORMAT` | ❌ | `simple` | Log output format |
| `NODE_ENV` | ❌ | `development` | Node.js environment |

### Logging Levels

- `error`: Only error messages
- `warn`: Warnings and errors
- `info`: General information, warnings, and errors
- `debug`: Detailed debugging information

### Log Formats

- `simple`: Human-readable console output
- `json`: Structured JSON output (recommended for production)

## Troubleshooting

### Common Issues

#### Authentication Errors

```
Error: Missing required Autotask credentials
```
**Solution**: Ensure all required environment variables are set correctly.

#### Connection Timeouts

```
Error: Connection to Autotask API failed
```
**Solutions**:
- Check network connectivity
- Verify API endpoint URL
- Confirm API user has proper permissions

#### Permission Denied

```
Error: User does not have permission to access this resource
```
**Solution**: Review Autotask API user permissions and security level settings.

### Debug Mode

Enable debug logging for detailed troubleshooting:

```bash
LOG_LEVEL=debug npm start
```

### Health Checks

Test server connectivity:

```bash
# Run test suite
npm run test

# For HTTP transport, check the health endpoint
curl http://localhost:8080/health
# Returns: {"status":"ok"}

# Test API connection with debug logging
LOG_LEVEL=debug npm start
```

### Autotask API Rate Limits

**Problem**: `429 Too Many Requests` or "thread limit exceeded" errors when Claude queries aggressively

Autotask enforces **3 concurrent threads per endpoint per API tracking identifier**. When an LLM issues multiple tool calls simultaneously (e.g., searching tickets, companies, and contacts at once), requests can pile up and hit this limit.

**Built-in mitigation**: The underlying `autotask-node` SDK automatically queues excess requests rather than failing immediately. Requests wait for a slot to free up, so you generally won't see 429 errors — but you may notice slower responses under heavy load.

**Critical for team/multi-user deployments**: If multiple users or the MCP Gateway share the **same API credentials**, they compete for the same 3-thread budget. This can cause noticeable slowdowns and, in severe cases, queued requests that time out.

**Solution — one API key per team**: Create a dedicated Autotask API user per team or integration. Each user has an independent `integrationCode` with its own thread budget:

1. **Admin > Resources (Users) > Resources/Users** → Add Resource
2. Set Security Level to **API User**
3. Note the username, secret, and integration code
4. Set `AUTOTASK_USERNAME`, `AUTOTASK_SECRET`, and `AUTOTASK_INTEGRATION_CODE` per team

```
Support Team  → AUTOTASK_INTEGRATION_CODE=SUPPORT_TEAM_CODE  (3 threads)
Projects Team → AUTOTASK_INTEGRATION_CODE=PROJECTS_TEAM_CODE (3 threads, independent)
```

Additionally, Autotask limits **10,000 total requests per hour** across all integrations hitting your tenant. If you hit this limit, all integrations will start receiving 429s — another reason to use targeted queries with appropriate filters.

### MCP Client Issues

**Problem**: MCP server not appearing in Claude Desktop
**Solutions**:
1. Check configuration file syntax (valid JSON)
2. Verify file path in the configuration
3. Ensure environment variables are set correctly
4. Restart Claude Desktop completely

**Problem**: "Invalid JSON-RPC message: [dotenv@...] injecting env" / Server disconnected
**Cause**: The `autotask-node` library calls `dotenv.config()` at module load time. dotenv v17+ writes status messages via `console.log` to stdout, which corrupts the MCP stdio JSON-RPC channel.
**Solution**: Ensure you're using `dist/entry.js` (not `dist/index.js`) as the entry point. The entry wrapper redirects `console.log` to stderr before any libraries load.

**Problem**: Slow responses
**Solutions**:
1. Check network connectivity to Autotask API
2. Enable debug logging (`LOG_LEVEL=debug`) to identify bottlenecks
3. The server caches company/resource names for 30 minutes automatically

### Security Best Practices

- Store credentials in environment variables, not directly in config files
- Limit Autotask API user permissions to the minimum required
- Rotate API credentials regularly
- For Docker deployments, use secrets management rather than plain environment variables

## Contributing

1. Fork the repository
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
3. Commit your changes (`git commit -m 'Add amazing feature'`)
4. Push to the branch (`git push origin feature/amazing-feature`)
5. Open a Pull Request

### Development Guidelines

- Follow TypeScript best practices
- Maintain test coverage above 80%
- Use conventional commit messages
- Update documentation for API changes
- Add tests for new features

## License

This project is licensed under the **Apache License 2.0**. See the [LICENSE](LICENSE) file for details.

### Contributor License Agreement

By submitting a pull request, you agree to the terms of our [Contributor License Agreement](CLA.md). This ensures that contributions can be properly licensed and that you have the right to submit the code.

## Contributors

| Avatar | Name | Contributions |
| --- | --- | --- |
| <a href="https://github.com/asachs01"><img src="https://github.com/asachs01.png" width="60" /></a> | [@asachs01](https://github.com/asachs01) | Maintainer |
| <a href="https://github.com/Baphomet480"><img src="https://github.com/Baphomet480.png" width="60" /></a> | [@Baphomet480](https://github.com/Baphomet480) | CLI bin fix |

## Support

- 📚 [Documentation](https://github.com/wyre-technology/autotask-mcp/wiki)
- 🐛 [Issue Tracker](https://github.com/wyre-technology/autotask-mcp/issues)
- 💬 [Discussions](https://github.com/wyre-technology/autotask-mcp/discussions)

## Acknowledgments

- [Model Context Protocol](https://modelcontextprotocol.io/) by Anthropic
- [Autotask REST API](https://ww3.autotask.net/help/DeveloperHelp/Content/APIs/REST/REST_API_Home.htm) by Kaseya
- [autotask-node](https://www.npmjs.com/package/autotask-node) library

---

Built with ❤️ for the Autotask and AI community