Autotask FAQs

Question 1

Is the integration with Autotask secure?

Accepted Answer

Yes, the server ensures enterprise-grade API security, requiring valid Autotask API credentials (username, secret, integration code). It also supports a secure Gateway Mode where credentials can be injected via HTTP headers.

Question 2

What is the Autotask MCP Server?

Accepted Answer

The Autotask MCP Server is a Model Context Protocol (MCP) server designed to give AI assistants structured access to Kaseya Autotask PSA (Professional Services Automation) data and operations, enabling intelligent interaction with your PSA system.

Question 3

What kind of Autotask operations can AI assistants perform?

Accepted Answer

AI assistants can perform a wide range of operations, including advanced search and comprehensive CRUD (Create, Read, Update, Delete) actions across 39 different Autotask entities like companies, contacts, tickets, projects, time entries, and more.

Question 4

How does this tool enhance productivity and performance?

Accepted Answer

It enhances productivity by allowing AI to directly manage PSA tasks, and improves performance through intelligent caching that reduces API calls and speeds up data access. Features like ID-to-Name mapping also streamline information retrieval.

Question 5

How can I deploy or integrate the Autotask MCP Server?

Accepted Answer

Deployment is flexible: you can use a one-click MCPB bundle for desktop clients (like Claude Desktop), deploy via Docker for local or remote server environments, or integrate directly from the source code. It supports both stdio and HTTP transports.

Autotask

Autotask

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