autotask by Servosity

Decision brief

What it does—and where it fits

Every Autotask entity at the command line, plus a local SQLite mirror that answers ticket-aging, workload, unbilled-time, and account-360 questions no other Autotask tool can. Trigger phrases: `list autotask tickets`, `autotask company 360`, `who is overloaded in autotask`, `unbilled time in autotask`, `autotask ticket aging`, `use autotask`, `run autotask-…

Best for

Use this CLI when an agent or technician needs to read, search, or report on an Autotask PSA tenant from the terminal - service-desk triage, time/billing reconciliation, contract burn, account 360, or any analytics that…

Not for

Tasks that require unconfirmed production actions or broad system permissions.
Environments where the pinned source and install steps cannot be inspected.

Compatibility matrix

Platform support, with evidence labels

Platform	Status	Evidence	What to check
Codex	Not declared	No explicit evidence	Portability before use
Claude Code	Not declared	No explicit evidence	Portability before use
Cursor	Not declared	No explicit evidence	Portability before use
Gemini CLI	Not declared	No explicit evidence	Portability before use

Open the compatibility checker

Installation

Inspect first. Install second.

The source command is displayed only when detected. A safe inspection prompt is always available so your agent can explain every action before execution.

Source-detected install commandSource

npx skills add https://github.com/Servosity/msp-skills --skill "skills/autotask"

Safe inspection promptEditorial

Inspect the Agent Skill "autotask" from https://github.com/Servosity/msp-skills/blob/30e109db0872897de0b88adb38d81d4c292da3ae/skills/autotask/SKILL.md at commit 30e109db0872897de0b88adb38d81d4c292da3ae. List every install step, command, network request, credential, file read/write, external action, and rollback step. Explain whether it fits my task. Do not install or execute anything until I approve.

Workflow

What the source asks the agent to do

01
Account review
One company's tickets, contacts, contracts, config items, and opportunities.
One company's tickets, contacts, contracts, config items, and opportunities.
02
Auth Setup
Autotask uses three headers on every call: ApiIntegrationCode, UserName, and Secret (set AUTOTASKPSAAPIINTEGRATIONCODE, AUTOTASKPSAUSERNAME, AUTOTASKPSASECRET). Your tenant lives in a numbered zone; run autotask-cli zone --user once to discover and cache the zone base URL (or se…
Autotask uses three headers on every call: ApiIntegrationCode, UserName, and Secret (set AUTOTASKPSAAPIINTEGRATIONCODE, AUTOTASKPSAUSERNAME, AUTOTASKPSASECRET). Your tenant lives in a numbered zone; run autotask-cli zon…Run autotask-cli doctor to verify setup.
03
Prerequisites: Install the CLI
This skill drives the autotask-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:
Install via the Printing Press installer. It defaults binaries to $HOME/.local/bin on macOS/Linux and %LOCALAPPDATA%\Programs\PrintingPress\bin on Windows:Verify: autotask-cli --versionEnsure the reported install directory is on $PATH for the agent/runtime that will invoke this skill.
04
When to Use This CLI
Use this CLI when an agent or technician needs to read, search, or report on an Autotask PSA tenant from the terminal - service-desk triage, time/billing reconciliation, contract burn, account 360, or any analytics that requires joining across tickets, companies, contracts, and…
Use this CLI when an agent or technician needs to read, search, or report on an Autotask PSA tenant from the terminal - service-desk triage, time/billing reconciliation, contract burn, account 360, or any analytics that…
05
Anti-triggers
Do not use this CLI for: - Do not use this CLI to administer Autotask configuration (workflows, security levels, UI settings) - it covers the REST entity surface only. - Do not use the novel analytics commands (triage, unbilled, company-360, reconcile, retainer, ...) without run…
Do not use this CLI to administer Autotask configuration (workflows, security levels, UI settings) - it covers the REST entity surface only.Do not use the novel analytics commands (triage, unbilled, company-360, reconcile, retainer, ...) without running sync first - they read the local SQLite mirror, not the live API.Do not use this CLI for bulk destructive operations across entities; deletes are per-record and require explicit ids.

Permission review

Static risk signals and limitations

Runs scripts

medium · line 9

The documentation asks the agent to run terminal commands or scripts.

npx -y @mvanhorn/printing-press-library install autotask --cli-only

Runs scripts

medium · line 17

The documentation asks the agent to run terminal commands or scripts.

go install github.com/mvanhorn/printing-press-library/library/project-management/autotask/cmd/autotask-cli@latest

Network access

medium · line 167

The documentation includes network, browsing, or remote request actions.

`autotask-cli appointments url-parameter-query` - Url parameter query

Network access

medium · line 168

The documentation includes network, browsing, or remote request actions.

`autotask-cli appointments url-parameter-query-count` - Url parameter query count

Sends data out

high · line 814

The documentation includes sending, uploading, or posting data to a remote service.

| `webhook:<url>` | POST the output body to the URL (`application/json` or `application/x-ndjson` when `--compact`) |

Evidence record

Why each signal appears

EvidenceSourceComputedTestedEditorial

Signal	Value	Evidence type	Meaning
Quality score	83/100	Computed	Documentation, specificity, maintenance, and trust rules
Repository stars	15	Source	Repository attention, not individual Skill quality
Compatibility	0 platforms	Source	Declared in the catalog source record
Usage guide	automated source guide	Editorial	Generated or reviewed according to the visible evidence level

Pinned source

Provenance and original SKILL.md

Repository: Servosity/msp-skills
Skill path: skills/autotask/SKILL.md
Commit: 30e109db0872897de0b88adb38d81d4c292da3ae
License: NOASSERTION
Collected: 2026-07-28
Default branch: main

View the original SKILL.md

Autotask PSA - Printing Press CLI

Prerequisites: Install the CLI

This skill drives the autotask-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

Install via the Printing Press installer. It defaults binaries to $HOME/.local/bin on macOS/Linux and %LOCALAPPDATA%\Programs\PrintingPress\bin on Windows:
```
npx -y @mvanhorn/printing-press-library install autotask --cli-only
```
Verify: autotask-cli --version
Ensure the reported install directory is on $PATH for the agent/runtime that will invoke this skill.

If the npx install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.4 or newer). This installs into $GOPATH/bin (default $HOME/go/bin), so add that directory to $PATH instead:

go install github.com/mvanhorn/printing-press-library/library/project-management/autotask/cmd/autotask-cli@latest

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

Autotask PSA CLI syncs your PSA into a local database and hides Autotask's non-standard query/paging mechanics behind clean list/search/get commands. Beyond CRUD, it ships service-desk intelligence - ticket-aging, workload, sla-breaches, triage - and money views like unbilled and contract-burn, all offline, scriptable, and agent-native.

When to Use This CLI

Use this CLI when an agent or technician needs to read, search, or report on an Autotask PSA tenant from the terminal - service-desk triage, time/billing reconciliation, contract burn, account 360, or any analytics that requires joining across tickets, companies, contracts, and time. Prefer it over raw API calls whenever the answer requires aggregation across many records.

Anti-triggers

Do not use this CLI for:

Do not use this CLI to administer Autotask configuration (workflows, security levels, UI settings) - it covers the REST entity surface only.
Do not use the novel analytics commands (triage, unbilled, company-360, reconcile, retainer, ...) without running sync first - they read the local SQLite mirror, not the live API.
Do not use this CLI for bulk destructive operations across entities; deletes are per-record and require explicit ids.
For one-off raw API exploration with full control of filters, prefer the per-entity query commands over search - search hits the local FTS index.

Unique Capabilities

These capabilities aren't available in any other tool for this API.

Service-desk intelligence

ticket-aging - Bucket open tickets by age so you see how stale the service desk is at a glance.

Reach for this when an agent needs service-desk health, not a raw ticket dump.
```
autotask-cli ticket-aging --by queue --agent
```
workload - See which technicians are overloaded by open ticket and task hours before you assign more.

Use before dispatch/assignment decisions.
```
autotask-cli workload --agent
```
sla-breaches - List open tickets past their due date or overdue for first response.

Use to catch SLA risk before the customer does.
```
autotask-cli sla-breaches --agent
```
stale - Find tickets or projects with no activity in N days.

Use to clean up neglected work.
```
autotask-cli stale --days 14 --entity tickets --agent
```
since - See what changed across tickets in the last N hours or days.

Use for shift handoff and 'what did I miss'.
```
autotask-cli since 24h --agent
```
triage - Rank open unassigned tickets by priority and age into a workable queue.

Use as the dispatcher's first command of the day.
```
autotask-cli triage --agent
```

Money and contracts

unbilled - Surface approved time entries that haven't been invoiced yet - money on the table.

Use for billing reconciliation and revenue recovery.
```
autotask-cli unbilled --company 1234 --agent
```
contract-burn - Show how much of each contract's hours/blocks are consumed versus purchased.

Use to spot contracts about to run dry before they do.
```
autotask-cli contract-burn --agent
```
reconcile - One month-end table: approved time vs invoiced, contract blocks consumed vs purchased, and the money left on the table.

Reach for this when an agent needs the full billing-close picture, not just unbilled hours.
```
autotask-cli reconcile --company 1234 --agent
```
retainer - Block-hour contracts ranked by percent consumed, with projected run-out dates from recent burn rate.

Use to flag retainers about to run dry before the customer disputes an overage.
```
autotask-cli retainer --threshold 80 --agent
```

Account 360

company-360 - One view of a company's tickets, contacts, contracts, config items, and opportunities.

Use for account reviews and escalations.
```
autotask-cli company-360 1234 --agent
```
project-health - Flag projects with overdue tasks or past end dates.

Use for PM standups and status reporting.
```
autotask-cli project-health --agent
```
account-brief - What changed on one account since a point in time - new tickets, contract burn movement, opportunities, stale items.

Use before an account call to see what moved since the last one; company-360 is the full current snapshot.
```
autotask-cli account-brief 1234 --since 7d --agent
```

Data hygiene and metadata

data-gaps - Find tickets with no contract, time entries with no ticket, contacts and config items with no company.

Run before billing or reporting to catch the broken links that silently corrupt both.
```
autotask-cli data-gaps --entity tickets --agent
```
picklist - Print the label-to-ID map for any picklist field (status, priority, queue) from cached field metadata.

Use to translate Autotask integer IDs before building filters; use the entity's query-field-definitions command to list all fields.
```
autotask-cli picklist Tickets status --agent
```

Command Reference

appointments - Manage appointments

autotask-cli appointments create-entity - Create entity
autotask-cli appointments delete-entity - Delete entity
autotask-cli appointments patch-entity - Patch entity
autotask-cli appointments query - Query
autotask-cli appointments query-count - Query count
autotask-cli appointments query-entity-information - Query entity information
autotask-cli appointments query-field-definitions - Query field definitions
autotask-cli appointments query-item - Query item
autotask-cli appointments query-user-defined-field-definitions - Query user defined field definitions
autotask-cli appointments update-entity - Update entity
autotask-cli appointments url-parameter-query - Url parameter query
autotask-cli appointments url-parameter-query-count - Url parameter query count

autotask-psa-version - Manage autotask psa version

autotask-cli autotask-psa-version - Autotask api integration query information

billing-codes - Manage billing codes

autotask-cli billing-codes query - Query
autotask-cli billing-codes query-count - Query count
autotask-cli billing-codes query-entity-information - Query entity information
autotask-cli billing-codes query-field-definitions - Query field definitions
autotask-cli billing-codes query-item - Query item
autotask-cli billing-codes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli billing-codes url-parameter-query - Url parameter query
autotask-cli billing-codes url-parameter-query-count - Url parameter query count

companies - Manage companies

autotask-cli companies create-entity - Create entity
autotask-cli companies patch-entity - Patch entity
autotask-cli companies query - Query
autotask-cli companies query-count - Query count
autotask-cli companies query-entity-information - Query entity information
autotask-cli companies query-field-definitions - Query field definitions
autotask-cli companies query-item - Query item
autotask-cli companies query-user-defined-field-definitions - Query user defined field definitions
autotask-cli companies update-entity - Update entity
autotask-cli companies url-parameter-query - Url parameter query
autotask-cli companies url-parameter-query-count - Url parameter query count

company-notes - Manage company notes

autotask-cli company-notes query - Query
autotask-cli company-notes query-count - Query count
autotask-cli company-notes query-entity-information - Query entity information
autotask-cli company-notes query-field-definitions - Query field definitions
autotask-cli company-notes query-item - Query item
autotask-cli company-notes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli company-notes url-parameter-query - Url parameter query
autotask-cli company-notes url-parameter-query-count - Url parameter query count

configuration-items - Manage configuration items

autotask-cli configuration-items create-entity - Create entity
autotask-cli configuration-items patch-entity - Patch entity
autotask-cli configuration-items query - Query
autotask-cli configuration-items query-count - Query count
autotask-cli configuration-items query-entity-information - Query entity information
autotask-cli configuration-items query-field-definitions - Query field definitions
autotask-cli configuration-items query-item - Query item
autotask-cli configuration-items query-user-defined-field-definitions - Query user defined field definitions
autotask-cli configuration-items update-entity - Update entity
autotask-cli configuration-items url-parameter-query - Url parameter query
autotask-cli configuration-items url-parameter-query-count - Url parameter query count

contact-groups - Manage contact groups

autotask-cli contact-groups create-entity - Create entity
autotask-cli contact-groups delete-entity - Delete entity
autotask-cli contact-groups patch-entity - Patch entity
autotask-cli contact-groups query - Query
autotask-cli contact-groups query-count - Query count
autotask-cli contact-groups query-entity-information - Query entity information
autotask-cli contact-groups query-field-definitions - Query field definitions
autotask-cli contact-groups query-item - Query item
autotask-cli contact-groups query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contact-groups update-entity - Update entity
autotask-cli contact-groups url-parameter-query - Url parameter query
autotask-cli contact-groups url-parameter-query-count - Url parameter query count

contacts - Manage contacts

autotask-cli contacts query - Query
autotask-cli contacts query-count - Query count
autotask-cli contacts query-entity-information - Query entity information
autotask-cli contacts query-field-definitions - Query field definitions
autotask-cli contacts query-item - Query item
autotask-cli contacts query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contacts url-parameter-query - Url parameter query
autotask-cli contacts url-parameter-query-count - Url parameter query count

contract-blocks - Manage contract blocks

autotask-cli contract-blocks query - Query
autotask-cli contract-blocks query-count - Query count
autotask-cli contract-blocks query-entity-information - Query entity information
autotask-cli contract-blocks query-field-definitions - Query field definitions
autotask-cli contract-blocks query-item - Query item
autotask-cli contract-blocks query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contract-blocks url-parameter-query - Url parameter query
autotask-cli contract-blocks url-parameter-query-count - Url parameter query count

contract-notes - Manage contract notes

autotask-cli contract-notes query - Query
autotask-cli contract-notes query-count - Query count
autotask-cli contract-notes query-entity-information - Query entity information
autotask-cli contract-notes query-field-definitions - Query field definitions
autotask-cli contract-notes query-item - Query item
autotask-cli contract-notes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contract-notes url-parameter-query - Url parameter query
autotask-cli contract-notes url-parameter-query-count - Url parameter query count

contract-rates - Manage contract rates

autotask-cli contract-rates query - Query
autotask-cli contract-rates query-count - Query count
autotask-cli contract-rates query-entity-information - Query entity information
autotask-cli contract-rates query-field-definitions - Query field definitions
autotask-cli contract-rates query-item - Query item
autotask-cli contract-rates query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contract-rates url-parameter-query - Url parameter query
autotask-cli contract-rates url-parameter-query-count - Url parameter query count

contract-service-units - Manage contract service units

autotask-cli contract-service-units query - Query
autotask-cli contract-service-units query-count - Query count
autotask-cli contract-service-units query-entity-information - Query entity information
autotask-cli contract-service-units query-field-definitions - Query field definitions
autotask-cli contract-service-units query-item - Query item
autotask-cli contract-service-units query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contract-service-units url-parameter-query - Url parameter query
autotask-cli contract-service-units url-parameter-query-count - Url parameter query count

contract-services - Manage contract services

autotask-cli contract-services query - Query
autotask-cli contract-services query-count - Query count
autotask-cli contract-services query-entity-information - Query entity information
autotask-cli contract-services query-field-definitions - Query field definitions
autotask-cli contract-services query-item - Query item
autotask-cli contract-services query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contract-services url-parameter-query - Url parameter query
autotask-cli contract-services url-parameter-query-count - Url parameter query count

contracts - Manage contracts

autotask-cli contracts create-entity - Create entity
autotask-cli contracts patch-entity - Patch entity
autotask-cli contracts query - Query
autotask-cli contracts query-count - Query count
autotask-cli contracts query-entity-information - Query entity information
autotask-cli contracts query-field-definitions - Query field definitions
autotask-cli contracts query-item - Query item
autotask-cli contracts query-user-defined-field-definitions - Query user defined field definitions
autotask-cli contracts update-entity - Update entity
autotask-cli contracts url-parameter-query - Url parameter query
autotask-cli contracts url-parameter-query-count - Url parameter query count

countries - Manage countries

autotask-cli countries patch-entity - Patch entity
autotask-cli countries query - Query
autotask-cli countries query-count - Query count
autotask-cli countries query-entity-information - Query entity information
autotask-cli countries query-field-definitions - Query field definitions
autotask-cli countries query-item - Query item
autotask-cli countries query-user-defined-field-definitions - Query user defined field definitions
autotask-cli countries update-entity - Update entity
autotask-cli countries url-parameter-query - Url parameter query
autotask-cli countries url-parameter-query-count - Url parameter query count

currencies - Manage currencies

autotask-cli currencies patch-entity - Patch entity
autotask-cli currencies query - Query
autotask-cli currencies query-count - Query count
autotask-cli currencies query-entity-information - Query entity information
autotask-cli currencies query-field-definitions - Query field definitions
autotask-cli currencies query-item - Query item
autotask-cli currencies query-user-defined-field-definitions - Query user defined field definitions
autotask-cli currencies update-entity - Update entity
autotask-cli currencies url-parameter-query - Url parameter query
autotask-cli currencies url-parameter-query-count - Url parameter query count

departments - Manage departments

autotask-cli departments create-entity - Create entity
autotask-cli departments patch-entity - Patch entity
autotask-cli departments query - Query
autotask-cli departments query-count - Query count
autotask-cli departments query-entity-information - Query entity information
autotask-cli departments query-field-definitions - Query field definitions
autotask-cli departments query-item - Query item
autotask-cli departments query-user-defined-field-definitions - Query user defined field definitions
autotask-cli departments update-entity - Update entity
autotask-cli departments url-parameter-query - Url parameter query
autotask-cli departments url-parameter-query-count - Url parameter query count

holidays - Manage holidays

autotask-cli holidays query - Query
autotask-cli holidays query-count - Query count
autotask-cli holidays query-entity-information - Query entity information
autotask-cli holidays query-field-definitions - Query field definitions
autotask-cli holidays query-item - Query item
autotask-cli holidays query-user-defined-field-definitions - Query user defined field definitions
autotask-cli holidays url-parameter-query - Url parameter query
autotask-cli holidays url-parameter-query-count - Url parameter query count

invoices - Manage invoices

autotask-cli invoices patch-entity - Patch entity
autotask-cli invoices query - Query
autotask-cli invoices query-count - Query count
autotask-cli invoices query-entity-information - Query entity information
autotask-cli invoices query-field-definitions - Query field definitions
autotask-cli invoices query-item - Query item
autotask-cli invoices query-user-defined-field-definitions - Query user defined field definitions
autotask-cli invoices update-entity - Update entity
autotask-cli invoices url-parameter-query - Url parameter query
autotask-cli invoices url-parameter-query-count - Url parameter query count

opportunities - Manage opportunities

autotask-cli opportunities create-entity - Create entity
autotask-cli opportunities patch-entity - Patch entity
autotask-cli opportunities query - Query
autotask-cli opportunities query-count - Query count
autotask-cli opportunities query-entity-information - Query entity information
autotask-cli opportunities query-field-definitions - Query field definitions
autotask-cli opportunities query-item - Query item
autotask-cli opportunities query-user-defined-field-definitions - Query user defined field definitions
autotask-cli opportunities update-entity - Update entity
autotask-cli opportunities url-parameter-query - Url parameter query
autotask-cli opportunities url-parameter-query-count - Url parameter query count

phases - Manage phases

autotask-cli phases query - Query
autotask-cli phases query-count - Query count
autotask-cli phases query-entity-information - Query entity information
autotask-cli phases query-field-definitions - Query field definitions
autotask-cli phases query-item - Query item
autotask-cli phases query-user-defined-field-definitions - Query user defined field definitions
autotask-cli phases url-parameter-query - Url parameter query
autotask-cli phases url-parameter-query-count - Url parameter query count

products - Manage products

autotask-cli products create-entity - Create entity
autotask-cli products patch-entity - Patch entity
autotask-cli products query - Query
autotask-cli products query-count - Query count
autotask-cli products query-entity-information - Query entity information
autotask-cli products query-field-definitions - Query field definitions
autotask-cli products query-item - Query item
autotask-cli products query-user-defined-field-definitions - Query user defined field definitions
autotask-cli products update-entity - Update entity
autotask-cli products url-parameter-query - Url parameter query
autotask-cli products url-parameter-query-count - Url parameter query count

project-charges - Manage project charges

autotask-cli project-charges query - Query
autotask-cli project-charges query-count - Query count
autotask-cli project-charges query-entity-information - Query entity information
autotask-cli project-charges query-field-definitions - Query field definitions
autotask-cli project-charges query-item - Query item
autotask-cli project-charges query-user-defined-field-definitions - Query user defined field definitions
autotask-cli project-charges url-parameter-query - Url parameter query
autotask-cli project-charges url-parameter-query-count - Url parameter query count

project-notes - Manage project notes

autotask-cli project-notes query - Query
autotask-cli project-notes query-count - Query count
autotask-cli project-notes query-entity-information - Query entity information
autotask-cli project-notes query-field-definitions - Query field definitions
autotask-cli project-notes query-item - Query item
autotask-cli project-notes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli project-notes url-parameter-query - Url parameter query
autotask-cli project-notes url-parameter-query-count - Url parameter query count

projects - Manage projects

autotask-cli projects create-entity - Create entity
autotask-cli projects patch-entity - Patch entity
autotask-cli projects query - Query
autotask-cli projects query-count - Query count
autotask-cli projects query-entity-information - Query entity information
autotask-cli projects query-field-definitions - Query field definitions
autotask-cli projects query-item - Query item
autotask-cli projects query-user-defined-field-definitions - Query user defined field definitions
autotask-cli projects update-entity - Update entity
autotask-cli projects url-parameter-query - Url parameter query
autotask-cli projects url-parameter-query-count - Url parameter query count

purchase-orders - Manage purchase orders

autotask-cli purchase-orders create-entity - Create entity
autotask-cli purchase-orders patch-entity - Patch entity
autotask-cli purchase-orders query - Query
autotask-cli purchase-orders query-count - Query count
autotask-cli purchase-orders query-entity-information - Query entity information
autotask-cli purchase-orders query-field-definitions - Query field definitions
autotask-cli purchase-orders query-item - Query item
autotask-cli purchase-orders query-user-defined-field-definitions - Query user defined field definitions
autotask-cli purchase-orders update-entity - Update entity
autotask-cli purchase-orders url-parameter-query - Url parameter query
autotask-cli purchase-orders url-parameter-query-count - Url parameter query count

quotes - Manage quotes

autotask-cli quotes create-entity - Create entity
autotask-cli quotes patch-entity - Patch entity
autotask-cli quotes query - Query
autotask-cli quotes query-count - Query count
autotask-cli quotes query-entity-information - Query entity information
autotask-cli quotes query-field-definitions - Query field definitions
autotask-cli quotes query-item - Query item
autotask-cli quotes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli quotes update-entity - Update entity
autotask-cli quotes url-parameter-query - Url parameter query
autotask-cli quotes url-parameter-query-count - Url parameter query count

resource-roles - Manage resource roles

autotask-cli resource-roles query - Query
autotask-cli resource-roles query-count - Query count
autotask-cli resource-roles query-entity-information - Query entity information
autotask-cli resource-roles query-field-definitions - Query field definitions
autotask-cli resource-roles query-item - Query item
autotask-cli resource-roles query-user-defined-field-definitions - Query user defined field definitions
autotask-cli resource-roles url-parameter-query - Url parameter query
autotask-cli resource-roles url-parameter-query-count - Url parameter query count

resources - Manage resources

autotask-cli resources patch-entity - Patch entity
autotask-cli resources query - Query
autotask-cli resources query-count - Query count
autotask-cli resources query-entity-information - Query entity information
autotask-cli resources query-field-definitions - Query field definitions
autotask-cli resources query-item - Query item
autotask-cli resources query-user-defined-field-definitions - Query user defined field definitions
autotask-cli resources update-entity - Update entity
autotask-cli resources url-parameter-query - Url parameter query
autotask-cli resources url-parameter-query-count - Url parameter query count

roles - Manage roles

autotask-cli roles create-entity - Create entity
autotask-cli roles patch-entity - Patch entity
autotask-cli roles query - Query
autotask-cli roles query-count - Query count
autotask-cli roles query-entity-information - Query entity information
autotask-cli roles query-field-definitions - Query field definitions
autotask-cli roles query-item - Query item
autotask-cli roles query-user-defined-field-definitions - Query user defined field definitions
autotask-cli roles update-entity - Update entity
autotask-cli roles url-parameter-query - Url parameter query
autotask-cli roles url-parameter-query-count - Url parameter query count

service-bundles - Manage service bundles

autotask-cli service-bundles create-entity - Create entity
autotask-cli service-bundles delete-entity - Delete entity
autotask-cli service-bundles patch-entity - Patch entity
autotask-cli service-bundles query - Query
autotask-cli service-bundles query-count - Query count
autotask-cli service-bundles query-entity-information - Query entity information
autotask-cli service-bundles query-field-definitions - Query field definitions
autotask-cli service-bundles query-item - Query item
autotask-cli service-bundles query-user-defined-field-definitions - Query user defined field definitions
autotask-cli service-bundles update-entity - Update entity
autotask-cli service-bundles url-parameter-query - Url parameter query
autotask-cli service-bundles url-parameter-query-count - Url parameter query count

service-calls - Manage service calls

autotask-cli service-calls create-entity - Create entity
autotask-cli service-calls delete-entity - Delete entity
autotask-cli service-calls patch-entity - Patch entity
autotask-cli service-calls query - Query
autotask-cli service-calls query-count - Query count
autotask-cli service-calls query-entity-information - Query entity information
autotask-cli service-calls query-field-definitions - Query field definitions
autotask-cli service-calls query-item - Query item
autotask-cli service-calls query-user-defined-field-definitions - Query user defined field definitions
autotask-cli service-calls update-entity - Update entity
autotask-cli service-calls url-parameter-query - Url parameter query
autotask-cli service-calls url-parameter-query-count - Url parameter query count

services - Manage services

autotask-cli services create-entity - Create entity
autotask-cli services patch-entity - Patch entity
autotask-cli services query - Query
autotask-cli services query-count - Query count
autotask-cli services query-entity-information - Query entity information
autotask-cli services query-field-definitions - Query field definitions
autotask-cli services query-item - Query item
autotask-cli services query-user-defined-field-definitions - Query user defined field definitions
autotask-cli services update-entity - Update entity
autotask-cli services url-parameter-query - Url parameter query
autotask-cli services url-parameter-query-count - Url parameter query count

skills - Manage skills

autotask-cli skills query - Query
autotask-cli skills query-count - Query count
autotask-cli skills query-entity-information - Query entity information
autotask-cli skills query-field-definitions - Query field definitions
autotask-cli skills query-item - Query item
autotask-cli skills query-user-defined-field-definitions - Query user defined field definitions
autotask-cli skills url-parameter-query - Url parameter query
autotask-cli skills url-parameter-query-count - Url parameter query count

subscriptions - Manage subscriptions

autotask-cli subscriptions create-entity - Create entity
autotask-cli subscriptions delete-entity - Delete entity
autotask-cli subscriptions patch-entity - Patch entity
autotask-cli subscriptions query - Query
autotask-cli subscriptions query-count - Query count
autotask-cli subscriptions query-entity-information - Query entity information
autotask-cli subscriptions query-field-definitions - Query field definitions
autotask-cli subscriptions query-item - Query item
autotask-cli subscriptions query-user-defined-field-definitions - Query user defined field definitions
autotask-cli subscriptions update-entity - Update entity
autotask-cli subscriptions url-parameter-query - Url parameter query
autotask-cli subscriptions url-parameter-query-count - Url parameter query count

task-notes - Manage task notes

autotask-cli task-notes create-entity - Create entity
autotask-cli task-notes patch-entity - Patch entity
autotask-cli task-notes query - Query
autotask-cli task-notes query-count - Query count
autotask-cli task-notes query-entity-information - Query entity information
autotask-cli task-notes query-field-definitions - Query field definitions
autotask-cli task-notes query-item - Query item
autotask-cli task-notes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli task-notes update-entity - Update entity
autotask-cli task-notes url-parameter-query - Url parameter query
autotask-cli task-notes url-parameter-query-count - Url parameter query count

tasks - Manage tasks

autotask-cli tasks query - Query
autotask-cli tasks query-count - Query count
autotask-cli tasks query-entity-information - Query entity information
autotask-cli tasks query-field-definitions - Query field definitions
autotask-cli tasks query-item - Query item
autotask-cli tasks query-user-defined-field-definitions - Query user defined field definitions
autotask-cli tasks url-parameter-query - Url parameter query
autotask-cli tasks url-parameter-query-count - Url parameter query count

ticket-categories - Manage ticket categories

autotask-cli ticket-categories patch-entity - Patch entity
autotask-cli ticket-categories query - Query
autotask-cli ticket-categories query-count - Query count
autotask-cli ticket-categories query-entity-information - Query entity information
autotask-cli ticket-categories query-field-definitions - Query field definitions
autotask-cli ticket-categories query-item - Query item
autotask-cli ticket-categories query-user-defined-field-definitions - Query user defined field definitions
autotask-cli ticket-categories update-entity - Update entity
autotask-cli ticket-categories url-parameter-query - Url parameter query
autotask-cli ticket-categories url-parameter-query-count - Url parameter query count

ticket-charges - Manage ticket charges

autotask-cli ticket-charges query - Query
autotask-cli ticket-charges query-count - Query count
autotask-cli ticket-charges query-entity-information - Query entity information
autotask-cli ticket-charges query-field-definitions - Query field definitions
autotask-cli ticket-charges query-item - Query item
autotask-cli ticket-charges query-user-defined-field-definitions - Query user defined field definitions
autotask-cli ticket-charges url-parameter-query - Url parameter query
autotask-cli ticket-charges url-parameter-query-count - Url parameter query count

ticket-history - Manage ticket history

autotask-cli ticket-history query - Query
autotask-cli ticket-history query-count - Query count
autotask-cli ticket-history query-entity-information - Query entity information
autotask-cli ticket-history query-field-definitions - Query field definitions
autotask-cli ticket-history query-item - Query item
autotask-cli ticket-history query-user-defined-field-definitions - Query user defined field definitions
autotask-cli ticket-history url-parameter-query - Url parameter query
autotask-cli ticket-history url-parameter-query-count - Url parameter query count

ticket-notes - Manage ticket notes

autotask-cli ticket-notes query - Query
autotask-cli ticket-notes query-count - Query count
autotask-cli ticket-notes query-entity-information - Query entity information
autotask-cli ticket-notes query-field-definitions - Query field definitions
autotask-cli ticket-notes query-item - Query item
autotask-cli ticket-notes query-user-defined-field-definitions - Query user defined field definitions
autotask-cli ticket-notes url-parameter-query - Url parameter query
autotask-cli ticket-notes url-parameter-query-count - Url parameter query count

ticket-secondary-resources - Manage ticket secondary resources

autotask-cli ticket-secondary-resources query - Query
autotask-cli ticket-secondary-resources query-count - Query count
autotask-cli ticket-secondary-resources query-entity-information - Query entity information
autotask-cli ticket-secondary-resources query-field-definitions - Query field definitions
autotask-cli ticket-secondary-resources query-item - Query item
autotask-cli ticket-secondary-resources query-user-defined-field-definitions - Query user defined field definitions
autotask-cli ticket-secondary-resources url-parameter-query - Url parameter query
autotask-cli ticket-secondary-resources url-parameter-query-count - Url parameter query count

tickets - Manage tickets

autotask-cli tickets create-entity - Create entity
autotask-cli tickets patch-entity - Patch entity
autotask-cli tickets query - Query
autotask-cli tickets query-count - Query count
autotask-cli tickets query-entity-information - Query entity information
autotask-cli tickets query-field-definitions - Query field definitions
autotask-cli tickets query-item - Query item
autotask-cli tickets query-user-defined-field-definitions - Query user defined field definitions
autotask-cli tickets update-entity - Update entity
autotask-cli tickets url-parameter-query - Url parameter query
autotask-cli tickets url-parameter-query-count - Url parameter query count

time-entries - Manage time entries

autotask-cli time-entries create-entity - Create entity
autotask-cli time-entries delete-entity - Delete entity
autotask-cli time-entries patch-entity - Patch entity
autotask-cli time-entries query - Query
autotask-cli time-entries query-count - Query count
autotask-cli time-entries query-entity-information - Query entity information
autotask-cli time-entries query-field-definitions - Query field definitions
autotask-cli time-entries query-item - Query item
autotask-cli time-entries query-user-defined-field-definitions - Query user defined field definitions
autotask-cli time-entries update-entity - Update entity
autotask-cli time-entries url-parameter-query - Url parameter query
autotask-cli time-entries url-parameter-query-count - Url parameter query count

Finding the right command

When you know what you want to do but not which command does it, ask the CLI directly:

autotask-cli which "<capability in your own words>"

which resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code 0 means at least one match; exit code 2 means no confident match - fall back to --help or use a narrower query.

Recipes

Morning dispatch

autotask-cli triage --agent

Open unassigned tickets ranked by priority and age.

Service-desk health

autotask-cli ticket-aging --by queue --agent

Open tickets bucketed by age, broken down by queue.

Find money on the table

autotask-cli unbilled --agent

Approved time entries not yet invoiced.

Account review

autotask-cli company-360 1234 --agent

One company's tickets, contacts, contracts, config items, and opportunities.

Offline search

autotask-cli search "vpn outage"

Full-text search across synced tickets and companies with no API call.

Auth Setup

Autotask uses three headers on every call: ApiIntegrationCode, UserName, and Secret (set AUTOTASK_PSA_API_INTEGRATION_CODE, AUTOTASK_PSA_USER_NAME, AUTOTASK_PSA_SECRET). Your tenant lives in a numbered zone; run autotask-cli zone --user <api-user-email> once to discover and cache the zone base URL (or set AUTOTASK_ZONE_URL).

Run autotask-cli doctor to verify setup.

Agent Mode

Add --agent to any command. Expands to: --json --compact --no-input --no-color --yes.

Pipeable - JSON on stdout, errors on stderr
Filterable - --select keeps a subset of fields. Dotted paths descend into nested structures; arrays traverse element-wise. Critical for keeping context small on verbose APIs:
```
autotask-cli appointments query --agent --select id,name,status
```
Previewable - --dry-run shows the request without sending
Offline-friendly - sync/search commands can use the local SQLite store when available
Non-interactive - never prompts, every input is a flag
Explicit retries - use --idempotent only when an already-existing create should count as success, and --ignore-missing only when a missing delete target should count as success

Response envelope

Commands that read from the local store or the API wrap output in a provenance envelope:

{
  "meta": {"source": "live" | "local", "synced_at": "...", "reason": "..."},
  "results": <data>
}

Parse .results for data and .meta.source to know whether it's live or local. A human-readable N results (live) summary is printed to stderr only when stdout is a terminal AND no machine-format flag (--json, --csv, --compact, --quiet, --plain, --select) is set - piped/agent consumers and explicit-format runs get pure JSON on stdout.

Agent Feedback

When you (or the agent) notice something off about this CLI, record it:

autotask-cli feedback "the --since flag is inclusive but docs say exclusive"
autotask-cli feedback --stdin < notes.txt
autotask-cli feedback list --json --limit 10

Entries are stored locally at ~/.local/share/autotask-cli/feedback.jsonl. They are never POSTed unless AUTOTASK_FEEDBACK_ENDPOINT is set AND either --send is passed or AUTOTASK_FEEDBACK_AUTO_SEND=true. Default behavior is local-only.

Write what surprised you, not a bug report. Short, specific, one line: that is the part that compounds.

Output Delivery

Every command accepts --deliver <sink>. The output goes to the named sink in addition to (or instead of) stdout, so agents can route command results without hand-piping. Three sinks are supported:

Sink	Effect
`stdout`	Default; write to stdout only
`file:<path>`	Atomically write output to `<path>` (tmp + rename)
`webhook:<url>`	POST the output body to the URL (`application/json` or `application/x-ndjson` when `--compact`)

Unknown schemes are refused with a structured error naming the supported set. Webhook failures return non-zero and log the URL + HTTP status on stderr.

Named Profiles

A profile is a saved set of flag values, reused across invocations. Use it when a scheduled agent calls the same command every run with the same configuration - HeyGen's "Beacon" pattern.

autotask-cli profile save briefing --json
autotask-cli --profile briefing appointments query
autotask-cli profile list --json
autotask-cli profile show briefing
autotask-cli profile delete briefing --yes

Explicit flags always win over profile values; profile values win over defaults. agent-context lists all available profiles under available_profiles so introspecting agents discover them at runtime.

Exit Codes

Code	Meaning
0	Success
2	Usage error (wrong arguments)
3	Resource not found
4	Authentication required
5	API error (upstream issue)
7	Rate limited (wait and retry)
10	Config error

Argument Parsing

Parse $ARGUMENTS:

Empty, help, or --help → show autotask-cli --help output
Starts with install → ends with mcp → MCP installation; otherwise → see Prerequisites above
Anything else → Direct Use (execute as CLI command with --agent)

MCP Server Installation

Install the MCP server:

go install github.com/mvanhorn/printing-press-library/library/project-management/autotask/cmd/autotask-mcp@latest

Register with Claude Code:

claude mcp add autotask-mcp -- autotask-mcp

Verify: claude mcp list

Direct Use

Check if installed: which autotask-cli If not found, offer to install (see Prerequisites at the top of this skill).
Match the user query to the best command from the Unique Capabilities and Command Reference above.

Execute with the --agent flag:

autotask-cli <command> [subcommand] [args] --agent

If ambiguous, drill into subcommand help: autotask-cli <command> --help.