Autotask Tools
Written By Christopher Scaminaci
Last updated 7 days ago
Autotask Tools
at_ · 458 tools · Free 298 · Pro 160
Static API headers (ApiIntegrationCode/UserName/Secret); zone auto-discovery; cursor pagination via nextPageUrl; max page size 500.
All connector tools · Autotask setup guide
Autotask tool groups
- Service Tickets — 13 tools
- Ticket Notes and Checklists — 7 tools
- Ticket Charges — 5 tools
- Service Calls — 11 tools
- Ticket Sub-Resources — 16 tools
- Companies — 10 tools
- Company Sub-Resources — 13 tools
- Contacts — 17 tools
- Configuration Items (Assets) — 10 tools
- CI Sub-Resources — 6 tools
- Contracts — 8 tools
- Contract Sub-Resources — 10 tools
- Projects — 8 tools
- Project Sub-Resources — 11 tools
- Time Entries — 8 tools
- Resources (Technicians) — 6 tools
- Opportunities (Sales) — 8 tools
- Quotes and Sales Orders — 9 tools
- Scheduling and Calendar — 5 tools
- Expenses and Purchase Orders — 6 tools
- Invoices and Billing — 6 tools
- Products and Services — 6 tools
- Documents and Attachments — 4 tools
- Attachments — 7 tools
- Knowledge Base — 5 tools
- Surveys and CSAT — 2 tools
- Discovery and Entity Info — 8 tools
- Lookups and Reference Data — 8 tools
- Analytics — 10 tools
- Advanced Analytics — 10 tools
- Premium Analytics — 8 tools
- Intelligence — 11 tools
- Cross-Domain — 4 tools
- Resource Sub-Resources — 13 tools
- Time Off Requests — 8 tools
- Task Sub-Resources — 11 tools
- Webhooks — 14 tools
- Change Management — 8 tools
- Document Sub-Resources — 16 tools
- Knowledge Base Sub-Resources — 14 tools
- Contract Extended — 16 tools
- Invoice Extended — 12 tools
- Inventory — 18 tools
- Tags — 10 tools
- Opportunity/Sales Sub-Resources — 4 tools
- Org Structure — 12 tools
- Financial Config — 12 tools
- Admin — 10 tools
- Expense Extended — 4 tools
Service Tickets
at_count_tickets details
at_count_tickets details
[Autotask] Count tickets matching optional filters. Returns the total number of matching tickets without fetching ticket data. Useful for dashboards, reporting, and checking result set size before paginating with at_list_tickets.
at_create_ticket details
at_create_ticket details
[Autotask] Create a new service ticket. Requires at minimum a title and company ID. Returns the created ticket with its assigned ID. This creates data visible to helpdesk staff and end users. Use at_list_companies to find valid company IDs.
at_get_ticket details
at_get_ticket details
[Autotask] Retrieve a single ticket by its numeric ID. Returns full ticket details including title, status, priority, queue, company, assigned resource, due date, and custom fields. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_list_company_tickets details
at_list_company_tickets details
[Autotask] List tickets for a specific company. Useful for reviewing a client's current issues or full ticket history. Requires a valid company ID -- use at_list_companies to find IDs.
at_list_high_priority_tickets details
at_list_high_priority_tickets details
[Autotask] List open tickets with Critical (priority 1) or High (priority 2) priority. Useful for urgent triage. Note: priority IDs may vary by Autotask instance -- this uses 1 (Critical) and 2 (High) as common defaults.
at_list_open_tickets details
at_list_open_tickets details
[Autotask] List open tickets (status is not Complete). Convenience tool that filters out completed tickets. Note: Autotask status IDs vary by instance -- this uses status != 5 (Complete) as a common default. If your instance uses different status IDs, use at_list_tickets with a custom filter instead.
at_list_past_due_tickets details
at_list_past_due_tickets details
[Autotask] List open tickets that are past their due date. Useful for identifying overdue work items that need immediate attention.
at_list_recently_updated_tickets details
at_list_recently_updated_tickets details
[Autotask] List tickets updated within the last 24 hours. Useful for monitoring recent helpdesk activity without filtering by status or priority.
at_list_resource_tickets details
at_list_resource_tickets details
[Autotask] List tickets assigned to a specific resource. Use this to view a technician's current workload. Requires a valid resource ID -- use at_list_resources to find IDs.
at_list_tickets details
at_list_tickets details
[Autotask] Query tickets with optional filters. Returns paginated ticket summaries including ID, title, status, priority, queue, company, and assigned resource. Use this to browse tickets or narrow results before fetching full details with at_get_ticket. Pass typed filter parameters or a raw filterJson string for advanced queries.
at_list_unassigned_tickets details
at_list_unassigned_tickets details
[Autotask] List open tickets with no assigned resource. Useful for triage queues -- shows tickets waiting to be dispatched.
at_search_tickets details
at_search_tickets details
[Autotask] Search tickets by title keyword. Returns tickets whose title contains the search term. Use this when looking for tickets by keyword or description rather than structured filtering with at_list_tickets.
at_update_ticket details
at_update_ticket details
[Autotask] Update an existing ticket via PATCH. Provide the ticket ID and a JSON object of fields to update. The id field is automatically included. Returns the updated ticket. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
Ticket Notes and Checklists
at_create_ticket_checklist_item details
at_create_ticket_checklist_item details
[Autotask] Add a checklist item to an existing ticket. Checklist items represent discrete tasks or steps within a ticket. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_create_ticket_note details
at_create_ticket_note details
[Autotask] Add a note to an existing ticket. Notes can be internal or published to the customer portal. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_get_ticket_note details
at_get_ticket_note details
[Autotask] Retrieve a single ticket note by its numeric ID. Returns the full note including title, description, note type, publish settings, and timestamps. Requires a valid note ID -- use at_list_ticket_notes to find IDs.
at_list_ticket_checklist_items details
at_list_ticket_checklist_items details
[Autotask] List checklist items for a specific ticket. Returns checklist items including ID, item name, completion status, and sort order. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_list_ticket_notes details
at_list_ticket_notes details
[Autotask] List notes for a specific ticket. Returns paginated note summaries including ID, title, description, note type, and timestamps. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_update_ticket_checklist_item details
at_update_ticket_checklist_item details
[Autotask] Update an existing ticket checklist item via PATCH. Commonly used to mark items as complete. Provide the checklist item ID and a JSON object of fields to update. The id field is automatically included. Requires a valid checklist item ID -- use at_list_ticket_checklist_items to find IDs.
at_update_ticket_note details
at_update_ticket_note details
[Autotask] Update an existing ticket note via PATCH. Provide the note ID and a JSON object of fields to update. The id field is automatically included. Requires a valid note ID -- use at_list_ticket_notes to find IDs.
Ticket Charges
at_create_ticket_charge details
at_create_ticket_charge details
[Autotask] Add a charge to an existing ticket. Charges represent billable or non-billable costs associated with the ticket. Provide a JSON object with charge fields. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_get_ticket_charge details
at_get_ticket_charge details
[Autotask] Retrieve a single ticket charge by its numeric ID. Returns full charge details including charge type, billing code, units, rate, amount, and timestamps. Requires a valid charge ID -- use at_list_ticket_charges to find IDs.
at_list_ticket_additional_contacts details
at_list_ticket_additional_contacts details
[Autotask] List additional contacts associated with a ticket. Returns contact IDs and resource associations beyond the primary contact. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_list_ticket_charges details
at_list_ticket_charges details
[Autotask] List charges on a specific ticket. Returns charge summaries including ID, charge type, billing code, amount, and timestamps. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_update_ticket_charge details
at_update_ticket_charge details
[Autotask] Update an existing ticket charge via PATCH. Provide the charge ID and a JSON object of fields to update. The id field is automatically included. Requires a valid charge ID -- use at_list_ticket_charges to find IDs.
Service Calls
at_count_service_calls details
at_count_service_calls details
[Autotask] Count service calls matching optional filters. Returns the total number of matching service calls without fetching data.
at_create_service_call details
at_create_service_call details
[Autotask] Create a new service call for dispatch/scheduling. Returns the created service call with its assigned ID.
at_create_service_call_task details
at_create_service_call_task details
[Autotask] Create a new task for a service call. Returns the created task with its assigned ID.
at_create_service_call_ticket details
at_create_service_call_ticket details
[Autotask] Link an existing ticket to a service call. Returns the created association record.
at_delete_service_call details
at_delete_service_call details
[Autotask] Delete a service call by its numeric ID. This permanently removes the service call.
at_get_service_call details
at_get_service_call details
[Autotask] Retrieve a single service call by its numeric ID. Returns full service call details including status, scheduled times, and assignments.
at_list_service_call_task_resources details
at_list_service_call_task_resources details
[Autotask] Query resources assigned to service call tasks. Returns resource assignment details. Use filterJson to narrow by service call task ID.
at_list_service_call_tasks details
at_list_service_call_tasks details
[Autotask] Query tasks associated with service calls. Returns task details including assignments and status. Use filterJson to narrow by service call ID.
at_list_service_call_tickets details
at_list_service_call_tickets details
[Autotask] Query tickets linked to service calls. Returns ticket associations. Use filterJson to narrow by service call ID.
at_list_service_calls details
at_list_service_calls details
[Autotask] Query service calls with optional filters. Returns paginated service call summaries used for dispatch and scheduling. Use filterJson for advanced queries.
at_update_service_call details
at_update_service_call details
[Autotask] Update an existing service call. The id field is automatically included. Returns the updated service call.
Ticket Sub-Resources
at_create_ticket_additional_ci details
at_create_ticket_additional_ci details
[Autotask] Link an additional configuration item to a ticket. Returns the created association record. Include ticketID and configurationItemID.
at_create_ticket_change_request_approval details
at_create_ticket_change_request_approval details
[Autotask] Create a change request approval for a ticket. Returns the created approval record.
at_create_ticket_rma_credit details
at_create_ticket_rma_credit details
[Autotask] Create an RMA credit for a ticket. Returns the created RMA credit record.
at_create_ticket_secondary_resource details
at_create_ticket_secondary_resource details
[Autotask] Assign a secondary resource to a ticket. Returns the created assignment record. Include ticketID and resourceID in the JSON.
at_create_ticket_tag_association details
at_create_ticket_tag_association details
[Autotask] Associate a tag with a ticket. Returns the created tag association record. Include ticketID and tagID.
at_delete_ticket_additional_ci details
at_delete_ticket_additional_ci details
at_delete_ticket_secondary_resource details
at_delete_ticket_secondary_resource details
at_delete_ticket_tag_association details
at_delete_ticket_tag_association details
at_get_ticket_note_attachment details
at_get_ticket_note_attachment details
[Autotask] Retrieve a single ticket note attachment by its numeric ID. Returns attachment metadata including filename and content type.
at_list_ticket_additional_cis details
at_list_ticket_additional_cis details
[Autotask] Query additional configuration items linked to tickets. Filter by ticketID to see CIs for a specific ticket.
at_list_ticket_change_request_approvals details
at_list_ticket_change_request_approvals details
[Autotask] Query change request approvals for tickets. Filter by ticketID to see approvals for a specific ticket.
at_list_ticket_history details
at_list_ticket_history details
[Autotask] Query the audit history for tickets. Returns a log of changes including who made changes and when. Filter by ticketID to see history for a specific ticket.
at_list_ticket_note_attachments details
at_list_ticket_note_attachments details
[Autotask] Query attachments on ticket notes. Filter by noteID or ticketID to narrow results.
at_list_ticket_rma_credits details
at_list_ticket_rma_credits details
[Autotask] Query RMA credits associated with tickets. Filter by ticketID to see credits for a specific ticket.
at_list_ticket_secondary_resources details
at_list_ticket_secondary_resources details
[Autotask] Query secondary resources assigned to tickets. Returns resource assignment records. Filter by ticketID to see secondary resources for a specific ticket.
at_list_ticket_tag_associations details
at_list_ticket_tag_associations details
[Autotask] Query tag associations for tickets. Filter by ticketID to see tags on a specific ticket.
Companies
at_count_companies details
at_count_companies details
[Autotask] Get total count of companies matching optional filters. Returns a count object. Useful for pagination planning or dashboards.
at_create_company details
at_create_company details
[Autotask] Create a new company record. Returns the created company with its assigned ID. The JSON must include at minimum companyName and companyType. Use at_list_companies to verify creation.
at_get_company details
at_get_company details
[Autotask] Retrieve full details for a single company by ID. Returns company info including name, type, status, address, and custom fields. Requires a valid company ID -- use at_list_companies or at_search_companies to find IDs.
at_list_active_companies details
at_list_active_companies details
[Autotask] List companies that are currently active. Filters on isActive=true. Useful for client roster views and service reporting.
at_list_companies details
at_list_companies details
[Autotask] Query companies with optional filters and pagination. Returns company summaries including ID, name, type, and status. Use this to discover company IDs for filtering contacts, tickets, configurations, and other company-scoped data.
at_list_company_todos details
at_list_company_todos details
[Autotask] List to-do items associated with a specific company. Returns to-do details including title, status, and due date. Requires a valid company ID.
at_list_customer_companies details
at_list_customer_companies details
[Autotask] List companies of type Customer (companyType=1). Useful for client roster views, billing reviews, and service reporting.
at_list_prospect_companies details
at_list_prospect_companies details
[Autotask] List companies of type Prospect (companyType=3). Useful for sales pipeline reviews -- shows companies that are potential customers but not yet active clients.
at_search_companies details
at_search_companies details
[Autotask] Search companies by name. Returns matching companies where the company name contains the search text. Use this when you know the company name but not the ID.
at_update_company details
at_update_company details
[Autotask] Update an existing company's fields. Returns the updated company. The JSON must include the company id field. Use at_get_company to check current values before updating.
Company Sub-Resources
at_create_company_location details
at_create_company_location details
[Autotask] Add a new location to a company. Returns the created location with its assigned ID. The JSON should include at minimum a name and address fields.
at_create_company_note details
at_create_company_note details
[Autotask] Add a note to a company. Returns the created note with its assigned ID. Useful for recording important information about a client. Note: Autotask's CompanyNotes entity marks actionType, assignedResourceID, startDateTime, and endDateTime as required; start/end default to the current time, but many instances also require actionType and assignedResourceID (supply them via the parameters below).
at_get_company_attachment details
at_get_company_attachment details
[Autotask] Retrieve a single company attachment by its numeric ID. Returns attachment metadata including filename, size, and content type.
at_get_company_location details
at_get_company_location details
[Autotask] Retrieve full details for a single company location by ID. Returns location info including name, address, phone, and whether it is the primary location.
at_get_company_site_config details
at_get_company_site_config details
[Autotask] Retrieve a single company site configuration by its numeric ID. Returns full configuration details.
at_list_company_alerts details
at_list_company_alerts details
[Autotask] List alerts for a specific company. Returns alert details including type, severity, and message. Requires a valid company ID.
at_list_company_attachments details
at_list_company_attachments details
[Autotask] List attachments for a specific company. Returns attachment metadata including filename, size, and content type. Filter by parentID (company ID).
at_list_company_locations details
at_list_company_locations details
[Autotask] List locations for a specific company. Returns location details including name, address, and contact info. Requires a valid company ID -- use at_list_companies or at_search_companies to find IDs.
at_list_company_notes details
at_list_company_notes details
[Autotask] List notes for a specific company. Returns note details including title, description, and timestamps. Requires a valid company ID.
at_list_company_site_configs details
at_list_company_site_configs details
[Autotask] List site configurations for a specific company. Returns configuration details for company sites. Filter by companyID.
at_list_company_teams details
at_list_company_teams details
[Autotask] List teams assigned to a specific company. Returns team details including resource assignments. Requires a valid company ID.
at_update_company_location details
at_update_company_location details
[Autotask] Update an existing company location's fields. Returns the updated location. Use at_get_company_location to check current values before updating.
at_update_company_site_config details
at_update_company_site_config details
[Autotask] Update an existing company site configuration. The id field is automatically included. Returns the updated configuration.
Contacts
at_count_contacts details
at_count_contacts details
[Autotask] Get total count of contacts matching optional filters. Returns a count object. Useful for pagination planning or dashboards.
at_create_contact details
at_create_contact details
[Autotask] Create a new contact record. Returns the created contact with its assigned ID. The JSON should include at minimum firstName, lastName, and companyID.
at_create_contact_billing_product details
at_create_contact_billing_product details
at_create_contact_group details
at_create_contact_group details
[Autotask] Create a new contact group. Returns the created group with its assigned ID. Include at minimum a name field.
at_create_contact_group_contact details
at_create_contact_group_contact details
[Autotask] Add a contact to a contact group. Returns the created membership record. Include contactGroupID and contactID.
at_delete_contact_billing_product details
at_delete_contact_billing_product details
at_delete_contact_group details
at_delete_contact_group details
[Autotask] Delete a contact group by its numeric ID. This permanently removes the group.
at_get_contact details
at_get_contact details
[Autotask] Retrieve full details for a single contact by ID. Returns contact info including name, email, phone, company, and custom fields. Requires a valid contact ID -- use at_list_contacts or at_search_contacts to find IDs.
at_list_company_contacts details
at_list_company_contacts details
[Autotask] List contacts belonging to a specific company. Returns contact details including name, email, and phone. Requires a valid company ID -- use at_list_companies or at_search_companies to find IDs.
at_list_contact_billing_products details
at_list_contact_billing_products details
[Autotask] Query billing product associations for contacts. Returns products linked to contacts for billing purposes.
at_list_contact_group_contacts details
at_list_contact_group_contacts details
[Autotask] List contacts belonging to a specific contact group. Filter by contactGroupID to see members.
at_list_contact_groups details
at_list_contact_groups details
[Autotask] List contact groups with optional filters. Returns group details including name and description. Useful for organizing contacts into categories.
at_list_contacts details
at_list_contacts details
[Autotask] Query contacts with optional filters and pagination. Returns contact summaries including ID, name, email, phone, and company association. Use this to discover contact IDs for tickets and other contact-scoped operations.
at_search_contacts details
at_search_contacts details
[Autotask] Search contacts by name or email address. Returns matching contacts where first name, last name, or email contains the search text. Use this when you know the contact name or email but not the ID.
at_update_client_portal_user details
at_update_client_portal_user details
at_update_contact details
at_update_contact details
[Autotask] Update an existing contact's fields. Returns the updated contact. Use at_get_contact to check current values before updating.
at_update_contact_group details
at_update_contact_group details
[Autotask] Update an existing contact group. The id field is automatically included. Returns the updated group.
Configuration Items (Assets)
at_count_configuration_items details
at_count_configuration_items details
[Autotask] Get total count of configuration items matching optional filters. Returns a count object. Useful for pagination planning or asset inventory dashboards.
at_create_ci_note details
at_create_ci_note details
[Autotask] Add a note to a configuration item. Returns the created note with its assigned ID. Useful for documenting asset changes, maintenance records, or audit trails.
at_create_configuration_item details
at_create_configuration_item details
[Autotask] Create a new configuration item (asset) record. Returns the created CI with its assigned ID. The JSON must include at minimum referenceTitle and companyID. Use at_list_ci_types and at_list_ci_categories to find valid reference values.
at_get_configuration_item details
at_get_configuration_item details
[Autotask] Retrieve full details for a single configuration item (asset) by ID. Returns CI info including title, type, serial number, company, and custom fields. Requires a valid CI ID -- use at_list_configuration_items or at_search_configuration_items to find IDs.
at_list_active_configuration_items details
at_list_active_configuration_items details
[Autotask] List configuration items that are currently active. Filters on isActive=true. Useful for current asset inventory views, excluding retired or decommissioned equipment.
at_list_ci_notes details
at_list_ci_notes details
[Autotask] List notes associated with a specific configuration item. Returns note details including title, description, and created date. Requires a valid CI ID.
at_list_company_configuration_items details
at_list_company_configuration_items details
[Autotask] List all configuration items (assets) for a specific company. Filters CIs by companyID. Useful for asset inventory reviews or pre-ticket context gathering.
at_list_configuration_items details
at_list_configuration_items details
[Autotask] Query configuration items (assets) with optional filters and pagination. Returns CI summaries including ID, title, type, company, and status. Use this to discover configuration item IDs for asset management.
at_search_configuration_items details
at_search_configuration_items details
[Autotask] Search configuration items by title, serial number, or reference number. Returns matching CIs where the referenceTitle contains the search text. Use this when you know a device name but not the ID.
at_update_configuration_item details
at_update_configuration_item details
[Autotask] Update an existing configuration item's fields. Returns the updated CI. The JSON must include the CI id field. Use at_get_configuration_item to check current values before updating.
CI Sub-Resources
at_list_ci_categories details
at_list_ci_categories details
[Autotask] List configuration item categories with optional filters. Returns category details including name and description. Useful for discovering valid category values when creating or updating CIs.
at_list_ci_category_udf_associations details
at_list_ci_category_udf_associations details
[Autotask] List user-defined field (UDF) associations for a specific configuration item category. Returns UDF metadata including field names, types, and picklist values. Use at_list_ci_categories to find valid category IDs.
at_list_ci_dns_records details
at_list_ci_dns_records details
[Autotask] List DNS records associated with a configuration item. Returns DNS record details including hostname, record type, and value. Requires a valid CI ID.
at_list_ci_related_items details
at_list_ci_related_items details
at_list_ci_ssl_certificates details
at_list_ci_ssl_certificates details
[Autotask] List SSL certificates associated with a configuration item. Returns certificate details including subject, issuer, and expiration date. Requires a valid CI ID.
at_list_ci_types details
at_list_ci_types details
[Autotask] List configuration item types with optional filters. Returns type details including name and description. Useful for discovering valid type values when creating or updating CIs.
Contracts
at_count_contracts details
at_count_contracts details
[Autotask] Get total count of contracts matching optional filters. Returns a count object. Useful for pagination planning or contract portfolio dashboards.
at_create_contract details
at_create_contract details
[Autotask] Create a new contract record. Returns the created contract with its assigned ID. The JSON must include at minimum contractName, companyID, and contractType. Use at_list_contracts to verify creation.
at_get_contract details
at_get_contract details
[Autotask] Retrieve full details for a single contract by ID. Returns contract info including name, type, status, dates, and billing details. Requires a valid contract ID -- use at_list_contracts or at_search_contracts to find IDs.
at_list_active_contracts details
at_list_active_contracts details
[Autotask] List contracts that are currently active. Filters on status=1 (Active). Useful for service delivery dashboards and identifying contracts that are currently in effect.
at_list_company_contracts details
at_list_company_contracts details
[Autotask] List all contracts for a specific company. Filters contracts by companyID. Useful for service delivery reviews, billing audits, and understanding a company's contract portfolio.
at_list_contracts details
at_list_contracts details
[Autotask] Query contracts with optional filters and pagination. Returns contract summaries including ID, name, type, status, and company. Use this to discover contract IDs for service delivery and billing management.
at_search_contracts details
at_search_contracts details
[Autotask] Search contracts by name. Returns matching contracts where the contract name contains the search text. Use this when you know the contract name but not the ID.
at_update_contract details
at_update_contract details
[Autotask] Update an existing contract's fields. Returns the updated contract. The JSON must include the contract id field. Use at_get_contract to check current values before updating.
Contract Sub-Resources
at_create_contract_charge details
at_create_contract_charge details
[Autotask] Add a charge to a contract. Returns the created charge with its assigned ID. The JSON must include at minimum contractID, name, and unitCost. Use at_list_contract_charges to verify creation.
at_list_contract_billing_rules details
at_list_contract_billing_rules details
[Autotask] List billing rules configured for a contract. Returns rule details including frequency, amount, and effective dates. Useful for understanding recurring billing schedules.
at_list_contract_blocks details
at_list_contract_blocks details
[Autotask] List hour blocks associated with a contract. Returns block details including hours purchased, hours used, and effective dates. Useful for tracking prepaid hour consumption.
at_list_contract_charges details
at_list_contract_charges details
[Autotask] List charges posted against a contract. Returns charge details including description, amount, and date. Useful for billing reviews and expense tracking.
at_list_contract_milestones details
at_list_contract_milestones details
[Autotask] List milestones associated with a contract. Returns milestone details including title, due date, and status. Useful for tracking contract deliverables and project timelines.
at_list_contract_notes details
at_list_contract_notes details
[Autotask] List notes associated with a contract. Returns note details including title, description, and created date. Useful for reviewing contract documentation and communication history.
at_list_contract_rates details
at_list_contract_rates details
[Autotask] List rates configured for a contract. Returns rate details including role, rate amount, and billing type. Useful for billing reviews and rate card analysis.
at_list_contract_retainers details
at_list_contract_retainers details
[Autotask] List retainers associated with a contract. Returns retainer details including amount, period, and usage. Useful for tracking retainer consumption and billing.
at_list_contract_service_bundles details
at_list_contract_service_bundles details
[Autotask] List service bundles associated with a contract. Returns bundle details including name and included services. Useful for reviewing bundled service agreements.
at_list_contract_services details
at_list_contract_services details
[Autotask] List services associated with a contract. Returns service details including name, price, and quantity. Useful for understanding what services are included in a contract.
Projects
at_count_projects details
at_count_projects details
[Autotask] Get total count of projects matching optional filters. Returns a count object. Useful for pagination planning or dashboards.
at_create_project details
at_create_project details
[Autotask] Create a new project record. Returns the created project with its assigned ID. The JSON must include at minimum projectName and companyID. Use at_list_projects to verify creation.
at_get_project details
at_get_project details
[Autotask] Retrieve full details for a single project by ID. Returns project info including name, status, company, dates, budget, and custom fields. Requires a valid project ID -- use at_list_projects or at_search_projects to find IDs.
at_list_active_projects details
at_list_active_projects details
[Autotask] List projects with Active or New status. Filters on status values 1 (New) and 3 (Active). Useful for workload reviews and resource planning -- excludes completed, cancelled, and inactive projects.
at_list_company_projects details
at_list_company_projects details
[Autotask] List all projects for a specific company. Returns projects filtered by company ID. Use at_list_companies or at_search_companies to find valid company IDs.
at_list_projects details
at_list_projects details
[Autotask] Query projects with optional filters and pagination. Returns project summaries including ID, name, status, company, and dates. Use this to discover project IDs for filtering phases, tasks, notes, and charges.
at_search_projects details
at_search_projects details
[Autotask] Search projects by name. Returns matching projects where the project name contains the search text. Use this when you know the project name but not the ID.
at_update_project details
at_update_project details
[Autotask] Update an existing project's fields. Returns the updated project. The project id field is set automatically from the projectId parameter. Use at_get_project to check current values before updating.
Project Sub-Resources
at_create_project_phase details
at_create_project_phase details
[Autotask] Create a phase under a project via POST /Projects//Phases. Provide the phase as a JSON object in fieldsJson. Writable fields: title (required), startDate, dueDate, description, parentPhaseID, externalID. estimatedHours and isScheduled are read-only in Autotask and cannot be set here. Returns Autotask's itemId envelope.
at_create_project_task details
at_create_project_task details
[Autotask] Create a new task within a project. Returns the created task with its assigned ID. The JSON must include at minimum title and projectID. The projectId parameter is merged into the JSON automatically.
at_delete_project_phase details
at_delete_project_phase details
[Autotask] Delete a phase from a project via DELETE /Projects//Phases/. This is permanent. Phases on Baseline-type projects are read-only in Autotask and cannot be deleted. Use at_list_project_phases to find phase IDs.
at_get_project_phase details
at_get_project_phase details
[Autotask] Retrieve full details for a single project phase by ID. Returns phase info including title, dates, status, and description. Requires a valid phase ID -- use at_list_project_phases to find IDs.
at_get_project_task details
at_get_project_task details
[Autotask] Retrieve full details for a single project task by ID. Returns task info including title, status, assigned resource, estimated hours, and description. Requires a valid task ID -- use at_list_project_tasks to find IDs.
at_list_project_charges details
at_list_project_charges details
[Autotask] List charges on a project. Returns charge details including name, amount, date, and billing status. Requires a valid project ID -- use at_list_projects or at_search_projects to find IDs.
at_list_project_notes details
at_list_project_notes details
[Autotask] List notes on a project. Returns note details including title, description, publish type, and created date. Requires a valid project ID -- use at_list_projects or at_search_projects to find IDs.
at_list_project_phases details
at_list_project_phases details
[Autotask] List phases within a project. Returns phase summaries including ID, title, start/end dates, and status. Requires a valid project ID -- use at_list_projects or at_search_projects to find IDs.
at_list_project_tasks details
at_list_project_tasks details
[Autotask] List tasks within a project. Returns task summaries including ID, title, status, assigned resource, and estimated hours. Requires a valid project ID -- use at_list_projects or at_search_projects to find IDs.
at_update_project_phase details
at_update_project_phase details
[Autotask] Update an existing project phase via PATCH /Projects//Phases. fieldsJson must include the phase id along with the fields to change. Writable fields: title, startDate, dueDate, description, parentPhaseID, externalID. estimatedHours and isScheduled are read-only in Autotask and cannot be set here. Use at_get_project_phase to check current values before updating.
at_update_project_task details
at_update_project_task details
[Autotask] Update an existing project task's fields. Returns the updated task. The task id field is set automatically from the taskId parameter. Use at_get_project_task to check current values before updating.
Time Entries
at_count_time_entries details
at_count_time_entries details
[Autotask] Get total count of time entries matching optional filters. Returns a count object. Useful for utilization reporting and pagination planning.
at_create_time_entry details
at_create_time_entry details
[Autotask] Create a new time entry record. Returns the created time entry with its assigned ID. The JSON must include at minimum resourceID, dateWorked, and hoursWorked. Use at_list_time_entries to verify creation.
at_get_time_entry details
at_get_time_entry details
[Autotask] Retrieve full details for a single time entry by ID. Returns time entry info including resource, ticket, date worked, hours, summary, and billing fields. Requires a valid time entry ID -- use at_list_time_entries to find IDs.
at_list_recent_time_entries details
at_list_recent_time_entries details
[Autotask] List time entries from the last N days. Defaults to the last 7 days. Useful for recent activity reviews and timesheet audits across all resources.
at_list_resource_time_entries details
at_list_resource_time_entries details
[Autotask] List time entries for a specific resource within an optional date range. Useful for utilization reports and timesheet reviews. Use at_list_resources to find valid resource IDs.
at_list_ticket_time_entries details
at_list_ticket_time_entries details
[Autotask] List time entries logged against a specific ticket. Returns time entry details including resource, hours, date, and summary. Requires a valid ticket ID -- use at_list_tickets or at_search_tickets to find IDs.
at_list_time_entries details
at_list_time_entries details
[Autotask] Query time entries with optional filters and pagination. Returns time entry summaries including ID, resource, ticket, date worked, hours, and billing status. Use this to browse time entries or narrow results before fetching full details.
at_update_time_entry details
at_update_time_entry details
[Autotask] Update an existing time entry's fields. Returns the updated time entry. The time entry id field is set automatically from the timeEntryId parameter. Use at_get_time_entry to check current values before updating.
Resources (Technicians)
at_get_resource details
at_get_resource details
[Autotask] Retrieve full details for a single resource (technician) by ID. Returns resource info including name, email, title, department, and active status. Requires a valid resource ID -- use at_list_resources or at_search_resources to find IDs.
at_list_active_resources details
at_list_active_resources details
[Autotask] List resources that are currently active. Filters on isActive=true. Useful for staffing views, dispatch boards, and resource assignment -- excludes inactive or terminated staff.
at_list_resource_roles details
at_list_resource_roles details
[Autotask] List resource roles with optional filters. Returns role details including ID, name, and description. Roles define billing rates and capacity for resources on projects and tickets.
at_list_resource_skills details
at_list_resource_skills details
[Autotask] List skills assigned to a specific resource. Returns skill details including skill name and proficiency level. Useful for skill-based routing and capacity planning. Requires a valid resource ID -- use at_list_resources to find IDs.
at_list_resources details
at_list_resources details
[Autotask] List resources (technicians/staff) with optional filters and pagination. Returns resource summaries including ID, name, email, and active status. Use this to discover resource IDs for filtering time entries, tickets, and tasks.
at_search_resources details
at_search_resources details
[Autotask] Search resources by name or email. Returns matching resources where the first name, last name, or email contains the search text. Use this when you know a technician's name or email but not their ID.
Opportunities (Sales)
at_count_opportunities details
at_count_opportunities details
[Autotask] Get total count of opportunities matching optional filters. Returns a count object. Useful for pipeline dashboards and sales reporting.
at_create_opportunity details
at_create_opportunity details
[Autotask] Create a new opportunity record. Returns the created opportunity with its assigned ID. The JSON must include required fields such as title and companyID. Use at_list_opportunities to verify creation.
at_get_opportunity details
at_get_opportunity details
[Autotask] Retrieve full details for a single opportunity by ID. Returns opportunity info including title, status, amount, probability, projected close date, and custom fields. Requires a valid opportunity ID -- use at_list_opportunities or at_search_opportunities to find IDs.
at_list_company_opportunities details
at_list_company_opportunities details
[Autotask] List opportunities for a specific company. Returns all opportunities linked to the given company ID. Useful for account reviews and company-level sales history.
at_list_open_opportunities details
at_list_open_opportunities details
[Autotask] List opportunities that are currently open (not won or lost). Useful for active sales pipeline views and forecasting.
at_list_opportunities details
at_list_opportunities details
[Autotask] Query opportunities with optional filters and pagination. Returns opportunity summaries including ID, title, status, amount, and probability. Use this to discover opportunity IDs for detailed lookups.
at_search_opportunities details
at_search_opportunities details
[Autotask] Search opportunities by title. Returns matching opportunities where the title contains the search text. Use this when you know the opportunity name but not the ID.
at_update_opportunity details
at_update_opportunity details
[Autotask] Update an existing opportunity's fields. Returns the updated opportunity. The JSON must include the opportunity id field. Use at_get_opportunity to check current values before updating.
Quotes and Sales Orders
at_create_quote details
at_create_quote details
[Autotask] Create a new quote record. Returns the created quote with its assigned ID. The JSON must include required fields such as name and opportunityID. Use at_list_quotes to verify creation.
at_create_quote_item details
at_create_quote_item details
[Autotask] Add a line item to an existing quote. Autotask writes quote lines under their quote, so the JSON must include quoteID. Required: quoteID, quantity, isOptional, lineDiscount, percentageDiscount and unitDiscount. Set exactly one of productID, chargeID, laborID, expenseID, shippingID, serviceID or serviceBundleID to say what the line sells. name is required except on Service and Service Bundle lines (quoteItemType 11 or 12). Optional: unitPrice, unitCost, description, isTaxable, periodType, taxCategoryID. averageCost, highestCost, markupRate, sortOrderID and totalEffectiveTax are read-only and are set by Autotask. Returns the created item's ID. Use at_list_quote_items to see the quote's lines.
at_delete_quote_item details
at_delete_quote_item details
[Autotask] Delete one line item from a quote. This cannot be undone: the line and its pricing are removed from the quote. The quote is found from the item itself. Use at_list_quote_items to confirm the item ID first.
at_get_quote details
at_get_quote details
[Autotask] Retrieve full details for a single quote by ID. Returns quote info including name, description, line items, totals, and approval status. Requires a valid quote ID -- use at_list_quotes to find IDs.
at_get_sales_order details
at_get_sales_order details
[Autotask] Retrieve full details for a single sales order by ID. Returns sales order info including status, line items, and linked opportunity. Requires a valid sales order ID -- use at_list_sales_orders to find IDs.
at_list_quotes details
at_list_quotes details
[Autotask] Query quotes with optional filters and pagination. Returns quote summaries including ID, name, status, total, and associated opportunity. Use this to discover quote IDs for detailed lookups.
at_list_sales_orders details
at_list_sales_orders details
[Autotask] Query sales orders with optional filters and pagination. Returns sales order summaries including ID, status, and associated opportunity. Use this to discover sales order IDs for detailed lookups.
at_update_quote details
at_update_quote details
[Autotask] Update an existing quote's fields. Returns the updated quote. The JSON must include the quote id field. Use at_get_quote to check current values before updating.
at_update_quote_item details
at_update_quote_item details
[Autotask] Update fields on one quote line item. Only the fields you send change. The quote is found from the item itself, so quoteID is optional. Read-only fields (averageCost, highestCost, markupRate, sortOrderID, totalEffectiveTax) cannot be set. Returns the updated item's ID. Use at_list_quote_items to find item IDs and check current values.
Scheduling and Calendar
at_create_appointment details
at_create_appointment details
[Autotask] Create a new appointment/calendar entry. Returns the created appointment with its assigned ID. The JSON should include at minimum a title, start date/time, and end date/time. This creates a calendar entry visible to assigned resources.
at_get_appointment details
at_get_appointment details
[Autotask] Retrieve a single appointment by its numeric ID. Returns full appointment details including title, description, start/end times, and assigned resource. Requires a valid appointment ID -- use at_list_appointments to find IDs.
at_list_appointments details
at_list_appointments details
[Autotask] Query appointments with optional filters. Returns paginated appointment summaries including ID, title, start/end times, and assigned resource. Use this to browse calendar entries or narrow results before fetching full details with at_get_appointment.
at_list_resource_appointments details
at_list_resource_appointments details
[Autotask] List appointments for a specific resource within an optional date range. Useful for viewing a technician's calendar or checking availability. Requires a valid resource ID -- use at_list_resources to find IDs.
at_update_appointment details
at_update_appointment details
[Autotask] Update an existing appointment via PATCH. Provide the appointment ID and a JSON object of fields to update. The id field is automatically included. Returns the updated appointment. Requires a valid appointment ID -- use at_list_appointments to find IDs.
Expenses and Purchase Orders
at_create_purchase_order details
at_create_purchase_order details
[Autotask] Create a new purchase order. Returns the created PO with its assigned ID. The JSON must include required fields such as vendorID. Use at_list_purchase_orders to verify creation.
at_get_expense_report details
at_get_expense_report details
[Autotask] Retrieve full details for a single expense report by ID. Returns expense report info including submitter, status, total, line items, and approval details. Requires a valid report ID -- use at_list_expense_reports to find IDs.
at_get_purchase_order details
at_get_purchase_order details
[Autotask] Retrieve full details for a single purchase order by ID. Returns PO info including vendor, status, line items, totals, and shipping details. Requires a valid PO ID -- use at_list_purchase_orders to find IDs.
at_list_expense_items details
at_list_expense_items details
[Autotask] List expense items with optional filters and pagination. Optionally filter by expense report ID to see items for a specific report. Returns expense item details including description, amount, category, and billable status.
at_list_expense_reports details
at_list_expense_reports details
[Autotask] List expense reports with optional filters and pagination. Returns expense report summaries including ID, submitter, status, total, and submission date. Use this to discover report IDs for detailed lookups.
at_list_purchase_orders details
at_list_purchase_orders details
[Autotask] List purchase orders with optional filters and pagination. Returns purchase order summaries including ID, vendor, status, total, and dates. Use this to discover PO IDs for detailed lookups.
Invoices and Billing
at_count_invoices details
at_count_invoices details
[Autotask] Get total count of invoices matching optional filters. Returns a count object. Useful for billing dashboards and financial reporting.
at_get_billing_item details
at_get_billing_item details
[Autotask] Retrieve full details for a single billing item by ID. Returns billing item info including type, amount, dates, and linked entities. Requires a valid billing item ID -- use at_list_billing_items to find IDs.
at_get_invoice details
at_get_invoice details
[Autotask] Retrieve full details for a single invoice by ID. Returns invoice info including number, dates, line items, totals, and payment status. Requires a valid invoice ID -- use at_list_invoices to find IDs.
at_list_billing_items details
at_list_billing_items details
[Autotask] List billing items with optional filters and pagination. Returns billing item details including type, amount, and associated entities. Useful for revenue analysis and billing reconciliation.
at_list_company_invoices details
at_list_company_invoices details
[Autotask] List invoices for a specific company. Returns all invoices linked to the given company ID. Useful for client billing reviews and account reconciliation.
at_list_invoices details
at_list_invoices details
[Autotask] Query invoices with optional filters and pagination. Returns invoice summaries including ID, invoice number, company, total, and status. Use this to discover invoice IDs for detailed lookups.
Products and Services
at_get_product details
at_get_product details
[Autotask] Retrieve full details for a single product by ID. Returns product info including name, SKU, description, unit price, cost, and vendor details. Requires a valid product ID -- use at_list_products or at_search_products to find IDs.
at_list_products details
at_list_products details
[Autotask] List products from the product catalog with optional filters and pagination. Returns product details including ID, name, SKU, unit price, and active status. Use this to discover product IDs for detailed lookups.
at_list_service_bundles details
at_list_service_bundles details
[Autotask] List service bundles with optional filters and pagination. Returns service bundle details including ID, name, and included services. Service bundles group multiple services for simplified billing.
at_list_services details
at_list_services details
[Autotask] List services from the service catalog with optional filters and pagination. Returns service details including ID, name, unit price, and billing period. Useful for viewing recurring service offerings.
at_list_subscriptions details
at_list_subscriptions details
[Autotask] List subscriptions with optional filters and pagination. Returns subscription details including ID, period type, total, and associated company. Useful for recurring revenue analysis and subscription management.
at_search_products details
at_search_products details
[Autotask] Search products by name or SKU. Returns matching products where the name contains the search text. Use this when you know the product name but not the ID.
Documents and Attachments
at_get_document details
at_get_document details
[Autotask] Retrieve a single document by its numeric ID. Returns full document metadata including title, file name, content type, and parent entity reference. Requires a valid document ID -- use at_list_documents or at_search_documents to find IDs.
at_list_documents details
at_list_documents details
[Autotask] Query documents and attachments with optional filters. Returns paginated document summaries including ID, title, file name, and parent entity reference. Use this to browse documents or narrow results before fetching full details with at_get_document.
at_list_entity_documents details
at_list_entity_documents details
[Autotask] List documents attached to a specific parent entity (e.g. Ticket, Company, Project). Builds a filter on the parentDocumentType and parentDocumentID fields to find all documents belonging to the specified entity.
at_search_documents details
at_search_documents details
[Autotask] Search documents by title keyword. Returns documents whose title contains the search term. Use this when looking for documents by name rather than structured filtering with at_list_documents.
Attachments
at_get_attachment details
at_get_attachment details
[Autotask] Retrieve a single attachment info record by its numeric ID. Returns attachment metadata including filename, size, content type, and parent entity reference.
at_list_attachments details
at_list_attachments details
[Autotask] Query attachment info records across all entity types. Returns attachment metadata including filename, size, and parent entity. Use filterJson for advanced queries.
at_list_ci_note_attachments details
at_list_ci_note_attachments details
[Autotask] Query attachments on configuration item notes. Filter by parentID (CI note ID) to narrow results.
at_list_company_note_attachments details
at_list_company_note_attachments details
[Autotask] Query attachments on company notes. Filter by parentID (company note ID) to narrow results.
at_list_contract_note_attachments details
at_list_contract_note_attachments details
[Autotask] Query attachments on contract notes. Filter by parentID (contract note ID) to narrow results.
at_list_project_note_attachments details
at_list_project_note_attachments details
[Autotask] Query attachments on project notes. Filter by parentID (project note ID) to narrow results.
at_list_time_entry_attachments details
at_list_time_entry_attachments details
[Autotask] Query attachments on time entries. Filter by parentID (time entry ID) to narrow results.
Knowledge Base
at_create_kb_article details
at_create_kb_article details
[Autotask] Create a new knowledge base article. Returns the created article with its assigned ID. The JSON should include at minimum a title and body content. This creates content visible to support staff and optionally end users.
at_get_kb_article details
at_get_kb_article details
[Autotask] Retrieve a single knowledge base article by its numeric ID. Returns full article details including title, body content, and metadata. Requires a valid article ID -- use at_list_kb_articles or at_search_kb_articles to find IDs.
at_list_kb_articles details
at_list_kb_articles details
[Autotask] Query knowledge base articles with optional filters. Returns paginated KB article summaries including ID, title, and content. Use this to browse articles or narrow results before fetching full details with at_get_kb_article.
at_search_kb_articles details
at_search_kb_articles details
[Autotask] Search knowledge base articles by keyword. Returns articles whose title contains the search term. Use this when looking for KB articles by keyword rather than structured filtering with at_list_kb_articles.
at_update_kb_article details
at_update_kb_article details
[Autotask] Update an existing knowledge base article via PATCH. Provide the article ID and a JSON object of fields to update. The id field is automatically included. Returns the updated article. Requires a valid article ID -- use at_list_kb_articles or at_search_kb_articles to find IDs.
Surveys and CSAT
at_get_survey_result details
at_get_survey_result details
[Autotask] Retrieve a single survey result by its numeric ID. Returns full survey result details including rating, comments, ticket reference, and response metadata. Requires a valid survey result ID -- use at_list_survey_results to find IDs.
at_list_survey_results details
at_list_survey_results details
[Autotask] Query customer satisfaction survey results with optional filters. Returns paginated survey result summaries including ID, rating, ticket reference, and response date. Useful for CSAT reporting and identifying trends in customer feedback.
Discovery and Entity Info
at_get_api_threshold details
at_get_api_threshold details
[Autotask] Get the current API request threshold and usage information. Returns the maximum number of API calls allowed per hour and the current usage count. Useful for monitoring rate limit consumption and planning batch operations.
at_get_entity_info details
at_get_entity_info details
[Autotask] Get entity information including capabilities, field count, and whether the entity supports create/update/delete operations. Useful for understanding what operations are available on an entity before making API calls.
at_get_field_info details
at_get_field_info details
[Autotask] Get detailed field definitions for an entity including data types, required fields, picklist values, and validation rules. Essential for understanding which fields to include when creating or updating records, and for discovering valid picklist values for dropdown fields.
at_get_udf_info details
at_get_udf_info details
[Autotask] Get user-defined field (UDF) definitions for an entity. Returns custom field names, data types, and picklist values configured by the Autotask administrator. UDFs are instance-specific and vary between Autotask tenants.
at_get_zone_info details
at_get_zone_info details
[Autotask] Get the Autotask zone/datacenter URL for this tenant. Returns the correct API base URL for the tenant's geographic zone. Useful for diagnostics and verifying API connectivity.
at_list_picklist_values details
at_list_picklist_values details
[Autotask] Get picklist values for a specific field on an entity. Returns the field definition including its available picklist options with labels and values. Useful for discovering valid values for dropdown fields like status, priority, or type before creating or updating records.
at_list_ticket_categories details
at_list_ticket_categories details
[Autotask] List ticket categories. Returns available ticket category options including ID and name. Categories group tickets into functional areas (e.g. Service Request, Incident, Problem). Use these values when creating or filtering tickets.
at_list_ticket_sources details
at_list_ticket_sources details
[Autotask] List ticket source picklist values. Returns the source field definition from the Tickets entity including all available picklist options. Sources indicate how a ticket was created (e.g. Phone, Email, Portal). Use these values when creating tickets.
Lookups and Reference Data
at_list_billing_codes details
at_list_billing_codes details
[Autotask] List billing codes (work types). Returns billing code records including ID, name, and rate information. Billing codes are used for time entries and charges to categorize work performed. Use these values when creating time entries or charges.
at_list_company_classifications details
at_list_company_classifications details
[Autotask] List company classification picklist values. Returns the classification field definition from the Companies entity including all available classification options. Classifications provide additional categorization beyond company type. Use these values when creating or updating companies.
at_list_company_types details
at_list_company_types details
[Autotask] List company type picklist values. Returns the companyType field definition from the Companies entity including all available type options (e.g. Customer, Lead, Prospect, Vendor). Use these values when creating, updating, or filtering companies by type.
at_list_departments details
at_list_departments details
[Autotask] List all departments. Returns department records including ID, name, and description. Departments are used to organize resources and can be referenced when creating or filtering tickets, time entries, and other records.
at_list_ticket_priorities details
at_list_ticket_priorities details
[Autotask] List ticket priority picklist values. Returns the priority field definition from the Tickets entity including all available priority options with their IDs and labels. Priority IDs vary by Autotask instance. Use these values when creating, updating, or filtering tickets by priority.
at_list_ticket_queues details
at_list_ticket_queues details
[Autotask] List ticket queue picklist values. Returns the queueID field definition from the Tickets entity including all available queue options with their IDs and labels. Queues route tickets to specific dispatch groups. Use these values when creating, updating, or filtering tickets by queue.
at_list_ticket_statuses details
at_list_ticket_statuses details
[Autotask] List ticket status picklist values. Returns the status field definition from the Tickets entity including all available status options with their IDs and labels. Status IDs vary by Autotask instance. Use these values when creating, updating, or filtering tickets by status.
at_list_ticket_types details
at_list_ticket_types details
[Autotask] List ticket type picklist values. Returns the ticketType field definition from the Tickets entity including all available type options with their IDs and labels. Use these values when creating, updating, or filtering tickets by type.
Analytics
at_open_ticket_age_distribution details
at_open_ticket_age_distribution details
[Autotask] Analyze open tickets grouped by age bucket (0-7d, 8-14d, 15-30d, 31-60d, 60d+). Returns bucket names and ticket counts showing the age profile of open work. Use for backlog health assessment.
at_open_ticket_summary details
at_open_ticket_summary details
[Autotask] Quick summary of all open tickets grouped by queue, priority, and age bucket. Use for a fast pulse-check on the service desk backlog.
at_priority_distribution details
at_priority_distribution details
[Autotask] Open ticket count per priority level. Returns a quick dashboard metric showing how open tickets are distributed across priority levels. Use for daily health checks and prioritization.
at_queue_performance_comparison details
at_queue_performance_comparison details
[Autotask] Compare ticket metrics across queues. Returns volume, average resolution time, and SLA compliance per queue. Use for identifying which queues are busiest or slowest.
at_stale_ticket_report details
at_stale_ticket_report details
[Autotask] Identify open tickets with no activity beyond a threshold, indicating potential neglect or bottlenecks. Returns stale tickets sorted by days inactive. Use for daily triage to catch tickets that need attention.
at_team_workload_balance details
at_team_workload_balance details
[Autotask] View open ticket distribution across resources to identify workload imbalances. Returns per-resource open ticket counts and workload percentages. Use for capacity planning or rebalancing assignments.
at_ticket_resolution_analytics details
at_ticket_resolution_analytics details
[Autotask] Analyze resolution metrics for closed tickets in a date range. Returns average and median resolution time, total closed count, and fastest/slowest resolution times. Use for service delivery performance review.
at_ticket_source_analysis details
at_ticket_source_analysis details
[Autotask] Analyze ticket creation sources (email, phone, portal, etc.). Groups tickets by source to show which channels generate the most volume. Use for understanding intake patterns.
at_ticket_volume_trends details
at_ticket_volume_trends details
[Autotask] Track ticket volume over multiple time periods to identify trends. Returns an array of period buckets with start/end dates and ticket counts. Use for weekly or monthly volume reporting.
at_unassigned_ticket_report details
at_unassigned_ticket_report details
[Autotask] Count and list unassigned open tickets grouped by queue. Returns per-queue counts and ticket summaries for tickets with no assigned resource. Use for daily triage to ensure all tickets are assigned.
Advanced Analytics
at_after_hours_impact_report details
at_after_hours_impact_report details
[Autotask] Analyze after-hours ticket volume and impact. Returns ticket counts by source during business vs after-hours, helping identify patterns in off-hours support demand. Use for staffing decisions and after-hours coverage planning.
at_contract_utilization details
at_contract_utilization details
[Autotask] Contract hours used vs allocated. Returns utilization percentages, remaining hours, and burn rate for active contracts. Use for identifying contracts approaching their hour limits or underutilized agreements.
at_csat_report details
at_csat_report details
[Autotask] Customer satisfaction metrics from survey responses. Returns average CSAT scores, response rates, and trends over time. Use for identifying service quality issues and client satisfaction patterns.
at_dispatch_optimizer details
at_dispatch_optimizer details
[Autotask] Rank resources for optimal ticket dispatch. Returns resources sorted by current workload, skill match, and availability. Use for efficient ticket assignment and workload balancing.
at_escalation_analysis details
at_escalation_analysis details
[Autotask] Analyze escalation patterns for tickets in a date range. Returns escalation rates, resolution time differences between escalated and non-escalated tickets, and common escalation triggers. Use for identifying process improvement opportunities.
at_first_response_time_analytics details
at_first_response_time_analytics details
[Autotask] Measure first response times for tickets in a date range. Returns average and median time-to-first-response, distribution by priority, and SLA compliance. Use for SLA and responsiveness assessment.
at_sla_breach_alerts details
at_sla_breach_alerts details
[Autotask] Identify tickets at risk of SLA breach. Returns open tickets approaching or exceeding their SLA targets, sorted by urgency. Use for proactive SLA management and escalation prevention.
at_sla_compliance_dashboard details
at_sla_compliance_dashboard details
[Autotask] SLA compliance metrics for tickets in a date range. Returns compliance rates, breach counts, and near-miss counts based on SLA response and resolution targets. Use for management reporting and service quality assessment.
at_technician_utilization details
at_technician_utilization details
[Autotask] Resource utilization metrics showing billable vs non-billable hours. Returns utilization percentages, hour breakdowns, and comparison against target. Use for capacity planning and performance reviews.
at_timesheet_summary details
at_timesheet_summary details
[Autotask] Time entry aggregation for a date range. Returns total hours, billable/non-billable breakdown, and per-resource summaries. Use for payroll verification, billing reconciliation, and team productivity analysis.
Premium Analytics
at_client_health_score details
at_client_health_score details
[Autotask] Composite 0-100 health score for a company based on ticket volume trends, resolution times, SLA compliance, and satisfaction. Returns the overall score with component breakdowns. Use for proactive client relationship management.
at_contract_profitability_analysis details
at_contract_profitability_analysis details
[Autotask] Analyze contract profitability by comparing revenue to labor cost. Returns revenue, estimated cost, margin, and effective hourly rate. Use to evaluate whether specific contracts are profitable.
at_effective_hourly_rate details
at_effective_hourly_rate details
[Autotask] Calculate the effective hourly rate across billing for a date range. Compares actual revenue per hour worked against a target rate. Returns rate analysis per resource and contract. Use for pricing strategy validation.
at_mrr_analysis details
at_mrr_analysis details
[Autotask] Monthly recurring revenue analysis from active contracts. Returns total MRR, per-contract breakdown, and trend over recent months. Use for financial forecasting and revenue reporting.
at_qbr_data_pack details
at_qbr_data_pack details
[Autotask] Quarterly Business Review data package for a company. Returns ticket metrics, resolution analytics, SLA compliance, time entry summaries, contract utilization, and satisfaction scores for the specified quarter. Use to prepare QBR presentations.
at_revenue_leakage_scan details
at_revenue_leakage_scan details
[Autotask] Detect unbilled time entries, missed charges, and other revenue leakage. Returns flagged items with estimated lost revenue. Use for billing reconciliation and ensuring all work is properly invoiced.
at_scope_creep_detector details
at_scope_creep_detector details
[Autotask] Detect out-of-scope work and scope creep across contracts and projects. Returns flagged time entries and charges that fall outside contracted scope, with estimated unbilled amounts. Use for contract compliance and billing accuracy.
at_unprofitable_contracts details
at_unprofitable_contracts details
[Autotask] Identify contracts where labor cost exceeds revenue. Returns contract utilization data highlighting agreements that may need renegotiation or scope adjustment. Use for financial reviews and margin improvement.
Intelligence
at_client_offboarding_audit details
at_client_offboarding_audit details
[Autotask] Audit open items before client offboarding. Returns open tickets, active contracts, pending invoices, and configuration items that need attention before disengagement. Use for clean client separation.
at_client_onboarding_checklist details
at_client_onboarding_checklist details
[Autotask] Check onboarding completeness for a company. Returns setup status for contacts, sites, configuration items, contracts, and other essential data. Use for ensuring new clients are properly set up.
at_client_risk_assessment details
at_client_risk_assessment details
[Autotask] Assess risk factors for a client based on ticket trends, SLA compliance, satisfaction scores, and contract status. Returns a risk score with contributing factors. Use for proactive client retention and escalation prevention.
at_company_360_view details
at_company_360_view details
[Autotask] Comprehensive 360-degree view of a company. Fetches company details, open tickets, active contracts, contacts, configuration items, and recent activity in a single composite call. Use for account reviews or before customer calls.
at_contract_renewal_pipeline details
at_contract_renewal_pipeline details
[Autotask] List contracts approaching renewal or expiration. Returns contracts sorted by days until expiration with revenue impact. Use for proactive renewal management and revenue retention.
at_daily_operations_briefing details
at_daily_operations_briefing details
[Autotask] Morning briefing with key operational metrics. Returns today's open tickets, SLA status, resource availability, overdue items, and priority escalations. Use as a daily standup summary or operations dashboard.
at_kb_gap_analysis details
at_kb_gap_analysis details
[Autotask] Identify missing knowledge base topics by analyzing recurring ticket themes that lack KB articles. Returns topic clusters with ticket frequency and suggested KB article titles. Use for improving self-service and reducing repeat tickets.
at_recurring_issue_detector details
at_recurring_issue_detector details
[Autotask] Detect recurring issues based on ticket patterns. Returns clusters of similar tickets with frequency, affected companies, and suggested remediation. Use for root cause analysis and proactive problem management.
at_ticket_similarity_search details
at_ticket_similarity_search details
[Autotask] Find tickets similar to a given ticket based on title, description, and categorization. Returns matching tickets with resolution details to help resolve the current ticket faster. Use for knowledge reuse and faster resolution.
at_ticket_triage_assist details
at_ticket_triage_assist details
[Autotask] Triage assistance for a ticket. Fetches ticket details, similar resolved tickets, and resource context to suggest assignment and priority. Returns the ticket, similar tickets, and recommended actions. Use for efficient ticket routing.
at_unbilled_time_report details
at_unbilled_time_report details
[Autotask] Identify unbilled time entries across companies and contracts. Returns time entries that have not been invoiced, with estimated revenue impact. Use for billing reconciliation and revenue recovery.
Cross-Domain
at_first_contact_resolution details
at_first_contact_resolution details
[Autotask] Calculate first contact resolution (FCR) rate for tickets in a date range. Returns the percentage of tickets resolved on first contact, broken down by queue and priority. Use for measuring service desk efficiency.
at_ticket_backlog_analysis details
at_ticket_backlog_analysis details
[Autotask] Deep analysis of the ticket backlog. Returns backlog size, age distribution, priority breakdown, queue distribution, and trend analysis. Use for operations reviews and backlog reduction planning.
at_ticket_handoff_analysis details
at_ticket_handoff_analysis details
[Autotask] Analyze ticket reassignment patterns for tickets in a date range. Returns reassignment frequency, average handoffs per ticket, and impact on resolution time. Use for identifying routing inefficiencies and improving dispatch.
at_time_entry_anomaly_scan details
at_time_entry_anomaly_scan details
[Autotask] Detect unusual time entry patterns such as excessive hours, after-hours entries, or inconsistent logging. Returns flagged entries with anomaly descriptions. Use for timesheet auditing and compliance.
Resource Sub-Resources
at_create_comanaged_association details
at_create_comanaged_association details
[Autotask] Create a new co-managed association between a resource and a company. Returns the created record with its assigned ID.
at_create_resource_service_desk_role details
at_create_resource_service_desk_role details
[Autotask] Create a new service desk role assignment for a resource. Returns the created record with its assigned ID.
at_delete_comanaged_association details
at_delete_comanaged_association details
[Autotask] Delete a co-managed association by its numeric ID. This permanently removes the association.
at_list_additional_resource_time_off details
at_list_additional_resource_time_off details
[Autotask] Query additional time off records for resources beyond standard requests. Returns supplemental time off data. Use filterJson to narrow by resourceID.
at_list_client_portal_users details
at_list_client_portal_users details
[Autotask] Query client portal user records. Returns portal user details including username, contact association, and security level. Use filterJson for advanced queries.
at_list_comanaged_associations details
at_list_comanaged_associations details
[Autotask] Query co-managed association records. Returns associations between resources and co-managed companies. Use filterJson to narrow by resourceID or companyID.
at_list_resource_attachments details
at_list_resource_attachments details
[Autotask] Query attachment records associated with resources. Returns attachment metadata including filename, size, and content type. Use filterJson to narrow by parentID (resource ID).
at_list_resource_daily_availability details
at_list_resource_daily_availability details
[Autotask] Query daily availability records for resources. Returns availability data including scheduled hours, time off, and capacity. Use filterJson to narrow by resourceID or date range.
at_list_resource_role_departments details
at_list_resource_role_departments details
[Autotask] Query resource role department assignments. Returns mappings between resources, roles, and departments. Use filterJson to narrow by resourceID or departmentID.
at_list_resource_role_queues details
at_list_resource_role_queues details
[Autotask] Query resource role queue assignments. Returns mappings between resources, roles, and queues. Use filterJson to narrow by resourceID or queueID.
at_list_resource_service_desk_roles details
at_list_resource_service_desk_roles details
[Autotask] Query service desk role assignments for resources. Returns role-to-resource mappings including queue and default role settings. Use filterJson to narrow by resourceID.
at_list_resource_time_off_balances details
at_list_resource_time_off_balances details
[Autotask] Query time off balance records for resources. Returns balance details including accrued, used, and remaining hours by time off policy. Use filterJson to narrow by resourceID.
at_list_time_off_request_approvers details
at_list_time_off_request_approvers details
[Autotask] Query time off request approver records. Returns approver assignments including resource and approver resource IDs. Use filterJson to narrow by resourceID.
Time Off Requests
at_approve_time_off_request details
at_approve_time_off_request details
[Autotask] Approve a pending time off request by its numeric ID. Returns the approval result. Only works on requests in a pending approval status.
at_count_time_off_requests details
at_count_time_off_requests details
[Autotask] Count time off requests matching optional filters. Returns the total number of matching requests without fetching data.
at_create_time_off_request details
at_create_time_off_request details
[Autotask] Create a new time off request. Returns the created request with its assigned ID. Include resourceID, startDateTime, endDateTime, and timeOffPolicyID.
at_get_time_off_request details
at_get_time_off_request details
[Autotask] Retrieve a single time off request by its numeric ID. Returns full details including resource, dates, hours, status, and approval information.
at_list_resource_time_off_requests details
at_list_resource_time_off_requests details
[Autotask] List time off requests for a specific resource. Filters by resourceID. Use this to view a technician's time off history and pending requests.
at_list_time_off_requests details
at_list_time_off_requests details
[Autotask] Query time off requests with optional filters. Returns paginated time off request summaries including status, dates, and hours. Use filterJson for advanced queries.
at_reject_time_off_request details
at_reject_time_off_request details
[Autotask] Reject a pending time off request by its numeric ID with a reason. Returns the rejection result. Only works on requests in a pending approval status.
at_update_time_off_request details
at_update_time_off_request details
[Autotask] Update an existing time off request. The id field is automatically included. Returns the updated request.
Task Sub-Resources
at_create_task_note details
at_create_task_note details
[Autotask] Create a new note on a project task. Returns the created note with its assigned ID. REQUIRED fields: taskID, description, AND noteType. noteType is an integer picklist whose valid values are configured per Autotask instance -- there is no universal default -- so discover them first with at_list_picklist_values (entityName='TaskNotes', fieldName='noteType') or at_get_field_info (entityName='TaskNotes'). TaskNotes and TicketNotes have SEPARATE noteType picklists, so discover the values for TaskNotes specifically rather than reusing a value from a ticket note.
at_create_task_predecessor details
at_create_task_predecessor details
[Autotask] Create a new task predecessor dependency. Returns the created dependency record with its assigned ID.
at_create_task_secondary_resource details
at_create_task_secondary_resource details
[Autotask] Assign an additional resource to a task. Returns the created assignment record with its assigned ID.
at_delete_task_predecessor details
at_delete_task_predecessor details
[Autotask] Delete a task predecessor dependency by its numeric ID. This permanently removes the dependency.
at_delete_task_secondary_resource details
at_delete_task_secondary_resource details
[Autotask] Remove a secondary resource assignment from a task by its numeric ID. This permanently removes the assignment.
at_get_task_note details
at_get_task_note details
[Autotask] Retrieve a single task note by its numeric ID. Returns full note details including title, description, creator, and timestamps.
at_list_task_attachments details
at_list_task_attachments details
[Autotask] Query attachment records associated with tasks. Returns attachment metadata including filename, size, and content type. Use filterJson to narrow by parentID (task ID).
at_list_task_notes details
at_list_task_notes details
[Autotask] Query notes on project tasks. Returns note details including title, description, and creator. Use filterJson to narrow by taskID.
at_list_task_predecessors details
at_list_task_predecessors details
[Autotask] Query task predecessor relationships. Returns dependency links between tasks including lag time. Use filterJson to narrow by successorTaskID or predecessorTaskID.
at_list_task_secondary_resources details
at_list_task_secondary_resources details
[Autotask] Query secondary resource assignments on tasks. Returns additional resource assignments beyond the primary. Use filterJson to narrow by taskID or resourceID.
at_update_task_note details
at_update_task_note details
[Autotask] Update an existing task note. The id field is automatically included. Returns the updated note.
Webhooks
at_create_webhook details
at_create_webhook details
[Autotask] Create a new webhook for a specific entity type. Requires webhook configuration data including URL and event types.
at_create_webhook_field details
at_create_webhook_field details
[Autotask] Add a field to a webhook tracked fields. When this field changes on the entity, the webhook will fire.
at_create_webhook_udf_field details
at_create_webhook_udf_field details
[Autotask] Add a user-defined field to a webhook tracked UDF fields. When this UDF changes on the entity, the webhook will fire.
at_delete_webhook details
at_delete_webhook details
[Autotask] Delete a webhook by its numeric ID and entity type. This permanently removes the webhook configuration.
at_delete_webhook_field details
at_delete_webhook_field details
[Autotask] Remove a field from a webhook tracked fields. The webhook will no longer fire when this field changes. Requires the parent webhook ID -- use at_list_webhooks to find it.
at_delete_webhook_udf_field details
at_delete_webhook_udf_field details
[Autotask] Remove a user-defined field from a webhook tracked UDF fields. Requires the parent webhook ID -- use at_list_webhooks to find it.
at_get_webhook details
at_get_webhook details
[Autotask] Retrieve a single webhook by its numeric ID and entity type. Returns full webhook configuration details.
at_list_webhook_error_logs details
at_list_webhook_error_logs details
[Autotask] Query webhook event error logs. Returns error details for failed webhook deliveries including error messages, timestamps, and related webhook IDs.
at_list_webhook_excluded_resources details
at_list_webhook_excluded_resources details
[Autotask] List resources excluded from triggering a specific webhook. Returns resources whose changes will not fire the webhook.
at_list_webhook_fields details
at_list_webhook_fields details
[Autotask] List fields configured for a specific webhook. Returns the fields that trigger webhook notifications when changed.
at_list_webhook_udf_fields details
at_list_webhook_udf_fields details
[Autotask] List user-defined fields (UDFs) configured for a specific webhook. Returns the UDF fields that trigger webhook notifications when changed.
at_list_webhooks details
at_list_webhooks details
[Autotask] Query webhooks for a specific entity type. Returns paginated webhook configurations including ID, name, URL, and active status. Supported entity types: Company, ConfigurationItem, Contact, Ticket, TicketNote.
at_manage_webhook_excluded_resource details
at_manage_webhook_excluded_resource details
[Autotask] Create or delete an excluded resource for a webhook. Use action create with dataJson to add, or action delete with excludedResourceId to remove.
at_update_webhook details
at_update_webhook details
[Autotask] Update an existing webhook via PATCH. Provide the entity type and a JSON object with the id field and fields to update.
Change Management
at_create_change_order_charge details
at_create_change_order_charge details
[Autotask] Create a new charge on a change order. Requires change order ID and charge details. Returns the created charge record with its assigned ID.
at_create_change_request_link details
at_create_change_request_link details
[Autotask] Create a new link between a change request and another entity. Returns the created link record with its assigned ID.
at_delete_change_order_charge details
at_delete_change_order_charge details
[Autotask] Delete a change order charge by its numeric ID. This permanently removes the charge from the change order.
at_delete_change_request_link details
at_delete_change_request_link details
[Autotask] Delete a change request link by its numeric ID. This permanently removes the link between the change request and the target entity.
at_list_change_order_charges details
at_list_change_order_charges details
[Autotask] Query change order charges with optional filters. Returns paginated charge records associated with change orders including amount, billing code, and description.
at_list_change_request_links details
at_list_change_request_links details
[Autotask] Query change request links with optional filters. Returns links between change requests and other entities such as tickets or configuration items.
at_list_sla_results details
at_list_sla_results details
[Autotask] Query service level agreement results with optional filters. Returns SLA compliance data including target metrics, actual metrics, and pass/fail status for tickets.
at_update_change_order_charge details
at_update_change_order_charge details
[Autotask] Update an existing change order charge via PATCH. Provide a JSON object with the id field and fields to update. Returns the updated charge record.
Document Sub-Resources
at_create_document_category details
at_create_document_category details
[Autotask] Create a new document category. Returns the created category with its assigned ID.
at_create_document_checklist_item details
at_create_document_checklist_item details
[Autotask] Create a new checklist item within a document. Returns the created checklist item with its assigned ID.
at_create_document_note details
at_create_document_note details
[Autotask] Create a new note on a document. Returns the created note with its assigned ID.
at_create_document_tag_association details
at_create_document_tag_association details
[Autotask] Create a new tag association on a document. Returns the created association with its assigned ID.
at_create_document_ticket_association details
at_create_document_ticket_association details
[Autotask] Create a new association between a document and a ticket. Returns the created association with its assigned ID.
at_delete_document_category details
at_delete_document_category details
[Autotask] Delete a document category by its numeric ID. This permanently removes the category.
at_delete_document_ticket_association details
at_delete_document_ticket_association details
[Autotask] Delete an association between a document and a ticket by its numeric ID. Removes the link but does not delete the document or ticket.
at_get_document_plain_text details
at_get_document_plain_text details
[Autotask] Query the plain text content of documents. Returns the extracted text content from documents, useful for searching and indexing.
at_list_checklist_libraries details
at_list_checklist_libraries details
[Autotask] Query checklist libraries with optional filters. Returns available checklist templates that can be applied to documents.
at_list_document_attachments details
at_list_document_attachments details
[Autotask] Query file attachments associated with documents. Returns attachment metadata including file name, size, and content type.
at_list_document_categories details
at_list_document_categories details
[Autotask] Query document categories with optional filters. Returns available categories used to organize and classify documents.
at_list_document_checklist_items details
at_list_document_checklist_items details
[Autotask] Query checklist items within documents. Returns checklist item details including text, completion status, and sort order.
at_list_document_ci_associations details
at_list_document_ci_associations details
[Autotask] Query associations between documents and configuration items. Returns link records showing which documents are attached to which CIs.
at_list_document_notes details
at_list_document_notes details
[Autotask] Query notes attached to documents with optional filters. Returns note content, author, and timestamps.
at_list_document_tag_associations details
at_list_document_tag_associations details
[Autotask] Query tag associations on documents. Returns which tags are applied to which documents.
at_list_document_ticket_associations details
at_list_document_ticket_associations details
[Autotask] Query associations between documents and tickets. Returns link records showing which documents are attached to which tickets.
Knowledge Base Sub-Resources
at_create_kb_article_note details
at_create_kb_article_note details
[Autotask] Create a new note on a knowledge base article. Returns the created note with its assigned ID.
at_create_kb_article_tag_association details
at_create_kb_article_tag_association details
[Autotask] Create a new tag association on a knowledge base article. Returns the created association with its assigned ID.
at_create_kb_article_ticket_association details
at_create_kb_article_ticket_association details
[Autotask] Create a new association between a knowledge base article and a ticket. Returns the created association with its assigned ID.
at_create_kb_category details
at_create_kb_category details
[Autotask] Create a new knowledge base category. Returns the created category with its assigned ID.
at_delete_kb_article_tag_association details
at_delete_kb_article_tag_association details
at_delete_kb_article_ticket_association details
at_delete_kb_article_ticket_association details
at_delete_kb_category details
at_delete_kb_category details
[Autotask] Delete a knowledge base category by its numeric ID. This permanently removes the category.
at_get_kb_article_plain_text details
at_get_kb_article_plain_text details
[Autotask] Query the plain text content of knowledge base articles. Returns extracted text content useful for searching and indexing.
at_list_kb_article_attachments details
at_list_kb_article_attachments details
[Autotask] Query file attachments associated with knowledge base articles. Returns attachment metadata including file name, size, and content type.
at_list_kb_article_document_associations details
at_list_kb_article_document_associations details
[Autotask] Query associations between knowledge base articles and documents. Returns link records showing which articles are related to which documents.
at_list_kb_article_notes details
at_list_kb_article_notes details
[Autotask] Query notes attached to knowledge base articles with optional filters. Returns note content, author, and timestamps.
at_list_kb_article_tag_associations details
at_list_kb_article_tag_associations details
[Autotask] Query tag associations on knowledge base articles. Returns which tags are applied to which articles.
at_list_kb_article_ticket_associations details
at_list_kb_article_ticket_associations details
[Autotask] Query associations between knowledge base articles and tickets. Returns link records showing which articles are related to which tickets.
at_list_kb_categories details
at_list_kb_categories details
[Autotask] Query knowledge base categories with optional filters. Returns available categories used to organize KB articles.
Contract Extended
at_create_contract_exclusion_set details
at_create_contract_exclusion_set details
[Autotask] Create a new contract exclusion set. Returns the created exclusion set with its assigned ID. Used to define which roles or work types are excluded from billing on a contract.
at_create_contract_service_adjustment details
at_create_contract_service_adjustment details
[Autotask] Create a new service adjustment on a contract. Returns the created adjustment with its assigned ID.
at_create_contract_ticket_purchase details
at_create_contract_ticket_purchase details
[Autotask] Create a new ticket purchase on a contract. Returns the created purchase with its assigned ID.
at_delete_contract_exclusion_set details
at_delete_contract_exclusion_set details
[Autotask] Delete a contract exclusion set by ID. Returns a confirmation response. This permanently removes the exclusion set.
at_list_billing_item_approval_levels details
at_list_billing_item_approval_levels details
[Autotask] List billing item approval levels. Returns approval level details including level, approver, and status.
at_list_contract_block_hour_factors details
at_list_contract_block_hour_factors details
[Autotask] List block hour factors for contracts. Returns factor details including role, factor value, and contract association. Useful for understanding hour multipliers on block-hour contracts.
at_list_contract_excluded_roles details
at_list_contract_excluded_roles details
[Autotask] List roles excluded from a contract exclusion set. Returns details about which roles are excluded from billing under the contract.
at_list_contract_excluded_work_types details
at_list_contract_excluded_work_types details
[Autotask] List work types excluded from a contract exclusion set. Returns details about which work types are excluded from billing under the contract.
at_list_contract_exclusion_sets details
at_list_contract_exclusion_sets details
[Autotask] List contract exclusion sets with optional filters. Returns exclusion set details including name, description, and linked contract. Useful for understanding which services or work types are excluded from a contract.
at_list_contract_role_costs details
at_list_contract_role_costs details
[Autotask] List role cost overrides for contracts. Returns cost details including role, cost rate, and contract association. Useful for profitability analysis on managed services contracts.
at_list_contract_service_adjustments details
at_list_contract_service_adjustments details
[Autotask] List service adjustments on contracts. Returns adjustment details including service, adjustment amount, and effective dates.
at_list_contract_service_bundle_units details
at_list_contract_service_bundle_units details
[Autotask] List service bundle units on contracts. Returns bundle unit details including bundle, quantity, and period.
at_list_contract_service_units details
at_list_contract_service_units details
[Autotask] List service units on contracts. Returns unit details including service, quantity, and period.
at_list_contract_ticket_purchases details
at_list_contract_ticket_purchases details
[Autotask] List ticket purchases on contracts. Returns purchase details including quantity, amount, and effective dates.
at_list_subscription_periods details
at_list_subscription_periods details
[Autotask] List subscription periods with optional filters. Returns period details including start/end dates, amount, and status.
at_update_contract_exclusion_set details
at_update_contract_exclusion_set details
[Autotask] Update an existing contract exclusion set. Returns the updated exclusion set. The JSON must include the id field.
Invoice Extended
at_get_company_invoice_settings details
at_get_company_invoice_settings details
[Autotask] Retrieve invoice settings for a specific company. Returns invoice configuration including template, payment terms, and delivery preferences.
at_get_invoice_html details
at_get_invoice_html details
[Autotask] Retrieve the rendered HTML markup for an invoice. Returns the invoice content formatted as HTML.
at_get_invoice_pdf details
at_get_invoice_pdf details
[Autotask] Retrieve the PDF content for an invoice. Returns the invoice as a PDF document (may be base64-encoded).
at_get_invoice_xml details
at_get_invoice_xml details
[Autotask] Retrieve the rendered XML markup for an invoice. Returns the invoice content formatted as XML.
at_list_additional_invoice_field_values details
at_list_additional_invoice_field_values details
[Autotask] List additional invoice field values with optional filters. Returns custom field values associated with invoices.
at_list_invoice_templates details
at_list_invoice_templates details
[Autotask] List available invoice templates. Returns template details including name and format.
at_list_quote_items details
at_list_quote_items details
[Autotask] List quote line items with optional filters. Returns item details including product, quantity, unit price, and total.
at_list_quote_locations details
at_list_quote_locations details
[Autotask] List quote locations with optional filters. Returns location details associated with quotes.
at_list_quote_templates details
at_list_quote_templates details
[Autotask] List available quote templates. Returns template details including name and format.
at_update_billing_item details
at_update_billing_item details
[Autotask] Update an existing billing item via PATCH. Returns the updated billing item.
at_update_company_invoice_settings details
at_update_company_invoice_settings details
[Autotask] Update invoice settings for a specific company via PUT. Returns the updated settings.
at_update_invoice details
at_update_invoice details
[Autotask] Update an existing invoice via PUT. Provide the invoice ID and a JSON object of fields to update. Returns the updated invoice.
Inventory
at_add_inventory_stock details
at_add_inventory_stock details
[Autotask] Add stock to an inventory product. Posts to the StockedItemsAdd child endpoint.
at_create_inventory_location details
at_create_inventory_location details
[Autotask] Create a new inventory location. Returns the created location with its assigned ID.
at_create_purchase_order_item details
at_create_purchase_order_item details
[Autotask] Create a new line item on a purchase order. Returns the created item with its assigned ID.
at_get_inventory_item details
at_get_inventory_item details
at_list_inventory_items details
at_list_inventory_items details
[Autotask] List inventory items with optional filters. Returns item details including product, location, quantity, and serial number.
at_list_inventory_locations details
at_list_inventory_locations details
at_list_inventory_products details
at_list_inventory_products details
at_list_inventory_serial_numbers details
at_list_inventory_serial_numbers details
at_list_inventory_stocked_items details
at_list_inventory_stocked_items details
at_list_inventory_transfers details
at_list_inventory_transfers details
at_list_product_notes details
at_list_product_notes details
[Autotask] List notes associated with products. Returns note details including title, description, and creation date.
at_list_product_tiers details
at_list_product_tiers details
[Autotask] List product pricing tiers. Returns tier details including quantity ranges and unit prices.
at_list_product_vendors details
at_list_product_vendors details
[Autotask] List product-vendor associations. Returns vendor details for each product.
at_list_purchase_approvals details
at_list_purchase_approvals details
at_list_purchase_order_items details
at_list_purchase_order_items details
at_remove_inventory_stock details
at_remove_inventory_stock details
[Autotask] Remove stock from an inventory product. Posts to the StockedItemsRemove child endpoint.
at_transfer_inventory_stock details
at_transfer_inventory_stock details
[Autotask] Transfer stock between inventory locations. Posts to the StockedItemsTransfer child endpoint.
at_update_purchase_order_item details
at_update_purchase_order_item details
[Autotask] Update an existing purchase order line item. Returns the updated item.
Tags
at_create_tag details
at_create_tag details
[Autotask] Create a new tag. Returns the created tag with its assigned ID.
at_create_tag_alias details
at_create_tag_alias details
[Autotask] Create a new tag alias. Aliases provide alternative names for existing tags.
at_create_tag_group details
at_create_tag_group details
[Autotask] Create a new tag group. Returns the created group with its assigned ID.
at_delete_tag details
at_delete_tag details
[Autotask] Delete a tag by ID. This permanently removes the tag and any entity associations.
at_get_tag details
at_get_tag details
at_list_tag_aliases details
at_list_tag_aliases details
[Autotask] List tag aliases with optional filters. Tag aliases allow alternative names for tags.
at_list_tag_groups details
at_list_tag_groups details
[Autotask] List tag groups with optional filters. Tag groups organize related tags.
at_list_tags details
at_list_tags details
[Autotask] List tags with optional filters. Tags are used to categorize and organize entities across Autotask.
at_update_tag details
at_update_tag details
[Autotask] Update an existing tag. Returns the updated tag.
at_update_tag_group details
at_update_tag_group details
[Autotask] Update an existing tag group. Returns the updated group.
Opportunity/Sales Sub-Resources
at_list_opportunity_attachments details
at_list_opportunity_attachments details
at_list_opportunity_categories details
at_list_opportunity_categories details
[Autotask] List opportunity categories. Returns category details including name and description.
at_list_opportunity_sales_orders details
at_list_opportunity_sales_orders details
at_list_sales_order_attachments details
at_list_sales_order_attachments details
Org Structure
at_get_internal_location_business_hours details
at_get_internal_location_business_hours details
[Autotask] Retrieve business hours for internal locations. Returns schedule including days and time ranges.
at_get_role details
at_get_role details
at_list_action_types details
at_list_action_types details
[Autotask] List action types with optional filters. Action types categorize activities and time entries.
at_list_classification_icons details
at_list_classification_icons details
[Autotask] List classification icons with optional filters. Classification icons visually categorize companies and contacts.
at_list_holiday_sets details
at_list_holiday_sets details
[Autotask] List holiday sets with optional filters. Holiday sets define groups of holidays used for scheduling and SLA calculations.
at_list_holidays details
at_list_holidays details
[Autotask] List holidays with optional filters. Useful for reviewing scheduled holidays that affect SLA and business hour calculations.
at_list_internal_locations details
at_list_internal_locations details
[Autotask] List internal (office) locations with optional filters. Internal locations represent your company offices.
at_list_org_level_associations details
at_list_org_level_associations details
[Autotask] List organizational level associations. Returns associations linking resources or entities to organizational levels.
at_list_organizational_level2s details
at_list_organizational_level2s details
[Autotask] List second-level organizational levels. These are subdivisions within top-level organizational levels.
at_list_organizational_levels details
at_list_organizational_levels details
[Autotask] List top-level organizational levels (Level 1). Organizational levels define your company hierarchy.
at_list_roles details
at_list_roles details
[Autotask] List roles with optional filters. Roles define billing rates and are used for time entry and contract rate assignments.
at_list_skills details
at_list_skills details
[Autotask] List skills with optional filters. Skills are assigned to resources for competency tracking.
Financial Config
at_list_countries details
at_list_countries details
[Autotask] List countries configured in Autotask. Returns country details including name, ISO code, and active status.
at_list_currencies details
at_list_currencies details
[Autotask] List currencies configured in Autotask. Returns currency details including code, name, and exchange rate.
at_list_domain_registrars details
at_list_domain_registrars details
[Autotask] List domain registrars configured in Autotask. Useful for domain management tracking.
at_list_payment_terms details
at_list_payment_terms details
[Autotask] List payment terms configured in Autotask. Payment terms define invoice due date calculations (e.g., Net 30).
at_list_price_list_products details
at_list_price_list_products details
[Autotask] List price list entries for products. Returns product pricing details.
at_list_price_list_roles details
at_list_price_list_roles details
[Autotask] List price list entries for roles. Returns role pricing details including hourly rate.
at_list_price_list_services details
at_list_price_list_services details
[Autotask] List price list entries for services. Returns service pricing details.
at_list_shipping_types details
at_list_shipping_types details
[Autotask] List shipping types configured in Autotask. Used when creating purchase orders and sales orders.
at_list_tax_categories details
at_list_tax_categories details
[Autotask] List tax categories configured in Autotask. Tax categories group products and services for tax calculation.
at_list_tax_regions details
at_list_tax_regions details
[Autotask] List tax regions configured in Autotask. Tax regions define geographic areas with specific tax rules.
at_list_taxes details
at_list_taxes details
[Autotask] List individual tax entries with optional filters. Returns tax details including name, rate, and region.
at_list_work_type_modifiers details
at_list_work_type_modifiers details
[Autotask] List work type modifiers with optional filters. Work type modifiers adjust billing rates (e.g., overtime).
Admin
at_create_udf_definition details
at_create_udf_definition details
[Autotask] Create a new user-defined field definition. Returns the created UDF with its assigned ID.
at_list_deleted_task_activity_logs details
at_list_deleted_task_activity_logs details
[Autotask] List deleted task activity log entries with optional filters. Useful for project audit trails.
at_list_deleted_ticket_activity_logs details
at_list_deleted_ticket_activity_logs details
[Autotask] List deleted ticket activity log entries with optional filters. Useful for audit trails.
at_list_deleted_ticket_logs details
at_list_deleted_ticket_logs details
[Autotask] List deleted ticket log entries with optional filters. Useful for audit trails and compliance.
at_list_integration_vendor_insights details
at_list_integration_vendor_insights details
[Autotask] List integration vendor insights with optional filters. Returns insight data from third-party integrations.
at_list_integration_vendor_widgets details
at_list_integration_vendor_widgets details
[Autotask] List integration vendor widgets with optional filters. Returns widget configuration data from integrations.
at_list_notification_history details
at_list_notification_history details
[Autotask] List notification history with optional filters. Useful for auditing email and alert delivery.
at_list_udf_definitions details
at_list_udf_definitions details
[Autotask] List user-defined field (UDF) definitions with optional filters. Returns UDF details including name, data type, and entity type.
at_list_udf_list_items details
at_list_udf_list_items details
[Autotask] List picklist items for user-defined fields. Returns item details including value, label, and sort order.
at_update_udf_definition details
at_update_udf_definition details
[Autotask] Update an existing user-defined field definition. Returns the updated UDF.
Expense Extended
at_create_expense_item details
at_create_expense_item details
[Autotask] Create a new expense item. Returns the created expense item with its assigned ID.
at_list_expense_item_attachments details
at_list_expense_item_attachments details
[Autotask] List attachments associated with expense items. Useful for reviewing receipts on line items.
at_list_expense_report_attachments details
at_list_expense_report_attachments details
[Autotask] List attachments associated with expense reports. Useful for reviewing receipts.
at_update_expense_item details
at_update_expense_item details
[Autotask] Update an existing expense item. Returns the updated expense item.
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