🚀 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. If you are using Windows you will need to End Task Completely and re launch clade code. Its not enough to just close and reopen

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