Autotask PSA
Full-featured integration for Kaseya Autotask PSA — tickets, contracts, projects, CRM, billing, and more.
GET CONNECTEDSkills
Skills are pre-built knowledge packages that teach Claude how to use Autotask PSA correctly — the right API calls, field values, and workflows for each domain.
billing Invoice retrieval and approval tracking
tickets Service desk operations — create, search, update, note
contracts Recurring services and block hours
crm Company and contact management
projects Task and resource management
quotes Proposal generation with line items
service-calls Scheduling and dispatch operations
time-entry Time tracking and labor reporting
assets Configuration item tracking
opportunities Sales pipeline management
products Catalog and pricing lookups
expenses Expense tracking and approval
resources Technician and staff management
tasks Project task creation and assignment
api-patterns Autotask-specific authentication and pagination patterns
Slash Commands
Use these slash commands in Claude to quickly invoke common Autotask PSA operations.
/create-ticket/update-ticket/search-tickets/add-note/time-entry/create-quote/check-pricing/lookup-company/lookup-contact/lookup-asset/check-contract/expenses/create-opportunity/project-status/service-call/dispatch Agents
Purpose-built Claude agents for specific Autotask PSA workflows. Invoke with the agent name as a slash command.
/contract-renewal-tracker Monitors expiring contracts and surfaces MRR/ARR trends
/ticket-dispatcher Manages queue priorities, SLAs, and technician assignments
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