// SCAN REPORT

Autotask MCP Server

89 tools. 35 can modify or destroy data without limits.

7 destructive tools with no built-in limits. Policy required.

Last updated:

35 can modify or destroy data
54 read-only
89 tools total

Community server · catalogue entry verified 03/07/2026

How to control Autotask MCP Server ↓

TOOL MAP

What Autotask MCP Server exposes to your agents

Read (54) Write / Execute (28) Destructive / Financial (7)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS
Critical Risk

The most dangerous Autotask MCP Server tools

Financial · High autotask_create_ticket_charge This tool creates billable charges against client tickets, directly committing financial obligations and affecting client billing. Destructive · High autotask_delete_ticket_charge The tool explicitly deletes a ticket charge, which is an irreversible removal of billing/financial data from the PSA system. Destructive · High autotask_delete_quote_item Deletion of quote line items is an irreversible operation that permanently removes data from the Autotask PSA system. Destructive · High autotask_delete_service_call The tool permanently removes a service call record from the Autotask PSA system.

35 of Autotask MCP Server's 89 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control Autotask MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and Autotask MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default
{
  "autotask_create_ticket_charge": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Deny destructive operations
{
  "autotask_delete_quote_item": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "autotask_create_company": {
    "limits": [
      {
        "counter": "autotask_create_company_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "autotask_get_billing_item": {
    "limits": [
      {
        "counter": "autotask_get_billing_item_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Autotask MCP Server — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON AUTOTASK →

Instant setup, no code required.

FULL CATALOGUE

All 89 Autotask MCP Server tools

FINANCIAL 1 tools
Financial autotask_create_ticket_charge Create a charge (material, cost, or expense) on a ticket. Used to bill clients for parts, travel, or other non
DESTRUCTIVE 6 tools
Destructive autotask_delete_quote_item Delete a quote item (line item) from a quote Destructive autotask_delete_service_call Delete a service call from Autotask Destructive autotask_delete_service_call_ticket Unlink a ticket from a service call Destructive autotask_delete_service_call_ticket_resource Unassign a resource (technician) from a service call ticket Destructive autotask_delete_ticket_charge Delete a ticket charge by ID. Requires both the parent ticket ID and charge ID. Destructive autotask_delete_ticket_checklist_item Delete a checklist item from a ticket.
EXECUTE 1 tools
Execute autotask_execute_tool Execute any Autotask tool by name. Use after discovering tools via autotask_list_category_tools.
WRITE 27 tools
Write autotask_create_company Create a new company in Autotask Write autotask_create_company_note Create a new note for a company Write autotask_create_contact Create a new contact in Autotask Write autotask_create_expense_item Create an expense item on an existing expense report Write autotask_create_expense_report Create a new expense report Write autotask_create_opportunity Create a new sales opportunity in Autotask Write autotask_create_phase Create a new phase in an Autotask project Write autotask_create_project Create a new project in Autotask Write autotask_create_project_note Create a new note for a project Write autotask_create_quote Create a new quote Write autotask_create_quote_item Create a line item on a quote. Set exactly ONE item reference (serviceID, productID, or serviceBundleID). Requ Write autotask_create_service_call Create a new service call in Autotask Write autotask_create_service_call_ticket Link a ticket to a service call Write autotask_create_service_call_ticket_resource Assign a resource (technician) to a service call ticket Write autotask_create_task Create a new task in Autotask Write autotask_create_ticket Create a new ticket in Autotask Write autotask_create_ticket_checklist_item Add a new checklist item to a ticket. Write autotask_create_ticket_note Create a new note for a ticket Write autotask_create_time_entry Create a time entry in Autotask. Can be tied to a ticket, task, or project, OR created as Write autotask_update_company Update an existing company in Autotask Write autotask_update_company_site_configuration Update fields on a company site configuration record. The set of available fields is tenant-defined, so caller Write autotask_update_project Update an existing project in Autotask. Only the fields you provide will be updated. Common use case: set stat Write autotask_update_quote_item Update an existing quote item (quantity, price, etc.) Write autotask_update_service_call Update an existing service call in Autotask Write autotask_update_ticket Update fields on an existing Autotask ticket. Only supply the fields you want to change. Write autotask_update_ticket_charge Update an existing ticket charge. Only fields provided will be changed. Write autotask_update_ticket_checklist_item Update a checklist item on a ticket — edit text, mark complete/incomplete, or change position.
READ 54 tools
Read autotask_get_billing_item Get detailed information for a specific billing item by ID Read autotask_get_company_note Get a specific company note by company ID and note ID Read autotask_get_company_site_configuration Get the site configuration record(s) for a company in Autotask. Site configurations contain tenant-defined fie Read autotask_get_expense_report Get a specific expense report by ID Read autotask_get_field_info Get field definitions for an Autotask entity type, including picklist values. Useful for discovering valid val Read autotask_get_invoice_details Get a single Autotask invoice with its nested line items (billing items posted to the invoice). Use for financ Read autotask_get_opportunity Get a specific opportunity by ID Read autotask_get_product Get a specific product by ID Read autotask_get_project_note Get a specific project note by project ID and note ID Read autotask_get_quote Get a specific quote by ID Read autotask_get_quote_item Get a specific quote item by ID Read autotask_get_service Get a specific service by ID Read autotask_get_service_bundle Get a specific service bundle by ID Read autotask_get_service_call Get detailed information for a specific service call by ID. Read autotask_get_ticket_attachment Get a specific ticket attachment by ticket ID and attachment ID Read autotask_get_ticket_charge Get a specific ticket charge by ID Read autotask_get_ticket_details Get detailed information for a specific ticket by ID. Use this for full ticket data when needed. Read autotask_get_ticket_note Get a specific ticket note by ticket ID and note ID Read autotask_list_categories List available tool categories. Use this to discover what types of Autotask operations are available before lo Read autotask_list_category_tools List tools in a specific category with full schemas. Use after autotask_list_categories to see available tools Read autotask_list_phases List phases for a project in Autotask Read autotask_list_queues List all available ticket queues in Autotask. Use this to find queue IDs for filtering tickets by queue. Read autotask_list_ticket_priorities List all available ticket priorities in Autotask. Use this to find priority values for filtering or creating t Read autotask_list_ticket_statuses List all available ticket statuses in Autotask. Use this to find status values for filtering or creating ticke Read autotask_router Intelligent tool router - describe what you want to do and get the right tool suggestion with pre-filled param Read autotask_search_billing_item_approval_levels Search for billing item approval levels. These describe multi-level approval records for Autotask time entries Read autotask_search_billing_items Search for billing items in Autotask. Billing items represent approved and posted billable items from the Read autotask_search_companies Search for companies in Autotask. Returns 25 results per page by default. Use page parameter for more results. Read autotask_search_company_notes Search for notes on a specific company Read autotask_search_configuration_items Search for configuration items in Autotask with optional filters Read autotask_search_contacts Search for contacts in Autotask. Returns 25 results per page by default. Use page parameter for more results. Read autotask_search_contracts Search for contracts in Autotask with optional filters Read autotask_search_expense_reports Search for expense reports with optional filters Read autotask_search_invoices Search for invoices in Autotask with optional filters Read autotask_search_opportunities Search for opportunities with optional filters Read autotask_search_products Search for products with optional filters Read autotask_search_project_notes Search for notes on a specific project Read autotask_search_projects Search for projects in Autotask. Returns 25 results per page by default. Use page parameter for more results. Read autotask_search_quote_items Search for quote items, typically filtered by quote ID Read autotask_search_quotes Search for quotes with optional filters Read autotask_search_resources Search for resources (users) in Autotask. Returns 25 results per page by default. Use page parameter for more Read autotask_search_service_bundles Search for service bundles with optional filters Read autotask_search_service_call_ticket_resources Search for resource assignments on service call tickets. Use to find which technicians are assigned to a servi Read autotask_search_service_call_tickets Search for ticket associations on service calls. Use to find which tickets are linked to a service call. Read autotask_search_service_calls Search for service calls in Autotask. Returns 25 results per page by default. Use page parameter for more resu Read autotask_search_services Search for services with optional filters Read autotask_search_tasks Search for tasks in Autotask. Returns 25 results per page by default. Use page parameter for more results. Read autotask_search_ticket_attachments Search for attachments on a specific ticket Read autotask_search_ticket_charges Search for charges on a specific ticket. Charges represent materials, costs, or expenses billed against a tick Read autotask_search_ticket_checklist_items List all checklist items on a ticket, including their completion status. Checklist items are a sub-resource of Read autotask_search_ticket_notes Search for notes on a specific ticket Read autotask_search_tickets Search for tickets in Autotask. Returns 25 results per page by default. Use page parameter for more results. U Read autotask_search_time_entries Search for time entries in Autotask. Returns 25 results per page by default. Time entries can be filtered by r Read autotask_test_connection Test the connection to Autotask API
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FAQ

Questions about Autotask MCP Server

Can an AI agent move money through the Autotask MCP Server MCP server? +

Yes. The Autotask MCP Server server exposes 1 financial tools including autotask_create_ticket_charge. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

Can an AI agent delete data through the Autotask MCP Server MCP server? +

Yes. The Autotask MCP Server server exposes 6 destructive tools including autotask_delete_quote_item, autotask_delete_service_call, autotask_delete_service_call_ticket. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Autotask MCP Server? +

The Autotask MCP Server server has 27 write tools including autotask_create_company, autotask_create_company_note, autotask_create_contact. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Autotask MCP Server.

How many tools does the Autotask MCP Server MCP server expose? +

89 tools across 5 categories: Destructive, Execute, Financial, Read, Write. 54 are read-only. 35 can modify, create, or delete data.

How do I enforce a policy on Autotask MCP Server? +

Register the Autotask MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Autotask MCP Server tool call.

Deterministic rules across all 89 Autotask MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON AUTOTASK →

Instant setup, no code required.

89 Autotask MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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