| name | autotask |
| description | Every Autotask entity at the command line, plus a local SQLite mirror that answers ticket-aging, workload, unbilled-time, and account-360 questions no other Autotask tool can. Trigger phrases: `list autotask tickets`, `autotask company 360`, `who is overloaded in autotask`, `unbilled time in autotask`, `autotask ticket aging`, `use autotask`, `run autotask-cli`. |
| author | Damien Stevens |
| license | Apache-2.0 |
| vendor | Autotask |
| argument-hint | <command> [args] | install cli|mcp |
| allowed-tools | Read Bash |
| metadata | {"openclaw":{"requires":{"bins":["autotask-cli"]},"install":[{"kind":"go","bins":["autotask-cli"],"module":"github.com/mvanhorn/printing-press-library/library/project-management/autotask/cmd/autotask-cli"}]}} |
Autotask PSA - Printing Press CLI
Prerequisites: Install the CLI
This skill drives the autotask-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:
- Install via the Printing Press installer. It defaults binaries to
$HOME/.local/bin on macOS/Linux and %LOCALAPPDATA%\Programs\PrintingPress\bin on Windows:
npx -y @mvanhorn/printing-press-library install autotask --cli-only
- Verify:
autotask-cli --version
- Ensure the reported install directory is on
$PATH for the agent/runtime that will invoke this skill.
If the npx install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.4 or newer). This installs into $GOPATH/bin (default $HOME/go/bin), so add that directory to $PATH instead:
go install github.com/mvanhorn/printing-press-library/library/project-management/autotask/cmd/autotask-cli@latest
If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.
Autotask PSA CLI syncs your PSA into a local database and hides Autotask's non-standard query/paging mechanics behind clean list/search/get commands. Beyond CRUD, it ships service-desk intelligence - ticket-aging, workload, sla-breaches, triage - and money views like unbilled and contract-burn, all offline, scriptable, and agent-native.
When to Use This CLI
Use this CLI when an agent or technician needs to read, search, or report on an Autotask PSA tenant from the terminal - service-desk triage, time/billing reconciliation, contract burn, account 360, or any analytics that requires joining across tickets, companies, contracts, and time. Prefer it over raw API calls whenever the answer requires aggregation across many records.
Anti-triggers
Do not use this CLI for:
- Do not use this CLI to administer Autotask configuration (workflows, security levels, UI settings) - it covers the REST entity surface only.
- Do not use the novel analytics commands (triage, unbilled, company-360, reconcile, retainer, ...) without running sync first - they read the local SQLite mirror, not the live API.
- Do not use this CLI for bulk destructive operations across entities; deletes are per-record and require explicit ids.
- For one-off raw API exploration with full control of filters, prefer the per-entity query commands over search - search hits the local FTS index.
Unique Capabilities
These capabilities aren't available in any other tool for this API.
Service-desk intelligence
-
ticket-aging - Bucket open tickets by age so you see how stale the service desk is at a glance.
Reach for this when an agent needs service-desk health, not a raw ticket dump.
autotask-cli ticket-aging --by queue --agent
-
workload - See which technicians are overloaded by open ticket and task hours before you assign more.
Use before dispatch/assignment decisions.
autotask-cli workload --agent
-
sla-breaches - List open tickets past their due date or overdue for first response.
Use to catch SLA risk before the customer does.
autotask-cli sla-breaches --agent
-
stale - Find tickets or projects with no activity in N days.
Use to clean up neglected work.
autotask-cli stale --days 14 --entity tickets --agent
-
since - See what changed across tickets in the last N hours or days.
Use for shift handoff and 'what did I miss'.
autotask-cli since 24h --agent
-
triage - Rank open unassigned tickets by priority and age into a workable queue.
Use as the dispatcher's first command of the day.
autotask-cli triage --agent
Money and contracts
-
unbilled - Surface approved time entries that haven't been invoiced yet - money on the table.
Use for billing reconciliation and revenue recovery.
autotask-cli unbilled --company 1234 --agent
-
contract-burn - Show how much of each contract's hours/blocks are consumed versus purchased.
Use to spot contracts about to run dry before they do.
autotask-cli contract-burn --agent
-
reconcile - One month-end table: approved time vs invoiced, contract blocks consumed vs purchased, and the money left on the table.
Reach for this when an agent needs the full billing-close picture, not just unbilled hours.
autotask-cli reconcile --company 1234 --agent
-
retainer - Block-hour contracts ranked by percent consumed, with projected run-out dates from recent burn rate.
Use to flag retainers about to run dry before the customer disputes an overage.
autotask-cli retainer --threshold 80 --agent
Account 360
-
company-360 - One view of a company's tickets, contacts, contracts, config items, and opportunities.
Use for account reviews and escalations.
autotask-cli company-360 1234 --agent
-
project-health - Flag projects with overdue tasks or past end dates.
Use for PM standups and status reporting.
autotask-cli project-health --agent
-
account-brief - What changed on one account since a point in time - new tickets, contract burn movement, opportunities, stale items.
Use before an account call to see what moved since the last one; company-360 is the full current snapshot.
autotask-cli account-brief 1234 --since 7d --agent
Data hygiene and metadata
-
data-gaps - Find tickets with no contract, time entries with no ticket, contacts and config items with no company.
Run before billing or reporting to catch the broken links that silently corrupt both.
autotask-cli data-gaps --entity tickets --agent
-
picklist - Print the label-to-ID map for any picklist field (status, priority, queue) from cached field metadata.
Use to translate Autotask integer IDs before building filters; use the entity's query-field-definitions command to list all fields.
autotask-cli picklist Tickets status --agent
Command Reference
appointments - Manage appointments
autotask-cli appointments create-entity - Create entityautotask-cli appointments delete-entity - Delete entityautotask-cli appointments patch-entity - Patch entityautotask-cli appointments query - Queryautotask-cli appointments query-count - Query countautotask-cli appointments query-entity-information - Query entity informationautotask-cli appointments query-field-definitions - Query field definitionsautotask-cli appointments query-item - Query itemautotask-cli appointments query-user-defined-field-definitions - Query user defined field definitionsautotask-cli appointments update-entity - Update entityautotask-cli appointments url-parameter-query - Url parameter queryautotask-cli appointments url-parameter-query-count - Url parameter query count
autotask-psa-version - Manage autotask psa version
autotask-cli autotask-psa-version - Autotask api integration query information
billing-codes - Manage billing codes
autotask-cli billing-codes query - Queryautotask-cli billing-codes query-count - Query countautotask-cli billing-codes query-entity-information - Query entity informationautotask-cli billing-codes query-field-definitions - Query field definitionsautotask-cli billing-codes query-item - Query itemautotask-cli billing-codes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli billing-codes url-parameter-query - Url parameter queryautotask-cli billing-codes url-parameter-query-count - Url parameter query count
companies - Manage companies
autotask-cli companies create-entity - Create entityautotask-cli companies patch-entity - Patch entityautotask-cli companies query - Queryautotask-cli companies query-count - Query countautotask-cli companies query-entity-information - Query entity informationautotask-cli companies query-field-definitions - Query field definitionsautotask-cli companies query-item - Query itemautotask-cli companies query-user-defined-field-definitions - Query user defined field definitionsautotask-cli companies update-entity - Update entityautotask-cli companies url-parameter-query - Url parameter queryautotask-cli companies url-parameter-query-count - Url parameter query count
company-notes - Manage company notes
autotask-cli company-notes query - Queryautotask-cli company-notes query-count - Query countautotask-cli company-notes query-entity-information - Query entity informationautotask-cli company-notes query-field-definitions - Query field definitionsautotask-cli company-notes query-item - Query itemautotask-cli company-notes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli company-notes url-parameter-query - Url parameter queryautotask-cli company-notes url-parameter-query-count - Url parameter query count
configuration-items - Manage configuration items
autotask-cli configuration-items create-entity - Create entityautotask-cli configuration-items patch-entity - Patch entityautotask-cli configuration-items query - Queryautotask-cli configuration-items query-count - Query countautotask-cli configuration-items query-entity-information - Query entity informationautotask-cli configuration-items query-field-definitions - Query field definitionsautotask-cli configuration-items query-item - Query itemautotask-cli configuration-items query-user-defined-field-definitions - Query user defined field definitionsautotask-cli configuration-items update-entity - Update entityautotask-cli configuration-items url-parameter-query - Url parameter queryautotask-cli configuration-items url-parameter-query-count - Url parameter query count
contact-groups - Manage contact groups
autotask-cli contact-groups create-entity - Create entityautotask-cli contact-groups delete-entity - Delete entityautotask-cli contact-groups patch-entity - Patch entityautotask-cli contact-groups query - Queryautotask-cli contact-groups query-count - Query countautotask-cli contact-groups query-entity-information - Query entity informationautotask-cli contact-groups query-field-definitions - Query field definitionsautotask-cli contact-groups query-item - Query itemautotask-cli contact-groups query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contact-groups update-entity - Update entityautotask-cli contact-groups url-parameter-query - Url parameter queryautotask-cli contact-groups url-parameter-query-count - Url parameter query count
contacts - Manage contacts
autotask-cli contacts query - Queryautotask-cli contacts query-count - Query countautotask-cli contacts query-entity-information - Query entity informationautotask-cli contacts query-field-definitions - Query field definitionsautotask-cli contacts query-item - Query itemautotask-cli contacts query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contacts url-parameter-query - Url parameter queryautotask-cli contacts url-parameter-query-count - Url parameter query count
contract-blocks - Manage contract blocks
autotask-cli contract-blocks query - Queryautotask-cli contract-blocks query-count - Query countautotask-cli contract-blocks query-entity-information - Query entity informationautotask-cli contract-blocks query-field-definitions - Query field definitionsautotask-cli contract-blocks query-item - Query itemautotask-cli contract-blocks query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contract-blocks url-parameter-query - Url parameter queryautotask-cli contract-blocks url-parameter-query-count - Url parameter query count
contract-notes - Manage contract notes
autotask-cli contract-notes query - Queryautotask-cli contract-notes query-count - Query countautotask-cli contract-notes query-entity-information - Query entity informationautotask-cli contract-notes query-field-definitions - Query field definitionsautotask-cli contract-notes query-item - Query itemautotask-cli contract-notes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contract-notes url-parameter-query - Url parameter queryautotask-cli contract-notes url-parameter-query-count - Url parameter query count
contract-rates - Manage contract rates
autotask-cli contract-rates query - Queryautotask-cli contract-rates query-count - Query countautotask-cli contract-rates query-entity-information - Query entity informationautotask-cli contract-rates query-field-definitions - Query field definitionsautotask-cli contract-rates query-item - Query itemautotask-cli contract-rates query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contract-rates url-parameter-query - Url parameter queryautotask-cli contract-rates url-parameter-query-count - Url parameter query count
contract-service-units - Manage contract service units
autotask-cli contract-service-units query - Queryautotask-cli contract-service-units query-count - Query countautotask-cli contract-service-units query-entity-information - Query entity informationautotask-cli contract-service-units query-field-definitions - Query field definitionsautotask-cli contract-service-units query-item - Query itemautotask-cli contract-service-units query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contract-service-units url-parameter-query - Url parameter queryautotask-cli contract-service-units url-parameter-query-count - Url parameter query count
contract-services - Manage contract services
autotask-cli contract-services query - Queryautotask-cli contract-services query-count - Query countautotask-cli contract-services query-entity-information - Query entity informationautotask-cli contract-services query-field-definitions - Query field definitionsautotask-cli contract-services query-item - Query itemautotask-cli contract-services query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contract-services url-parameter-query - Url parameter queryautotask-cli contract-services url-parameter-query-count - Url parameter query count
contracts - Manage contracts
autotask-cli contracts create-entity - Create entityautotask-cli contracts patch-entity - Patch entityautotask-cli contracts query - Queryautotask-cli contracts query-count - Query countautotask-cli contracts query-entity-information - Query entity informationautotask-cli contracts query-field-definitions - Query field definitionsautotask-cli contracts query-item - Query itemautotask-cli contracts query-user-defined-field-definitions - Query user defined field definitionsautotask-cli contracts update-entity - Update entityautotask-cli contracts url-parameter-query - Url parameter queryautotask-cli contracts url-parameter-query-count - Url parameter query count
countries - Manage countries
autotask-cli countries patch-entity - Patch entityautotask-cli countries query - Queryautotask-cli countries query-count - Query countautotask-cli countries query-entity-information - Query entity informationautotask-cli countries query-field-definitions - Query field definitionsautotask-cli countries query-item - Query itemautotask-cli countries query-user-defined-field-definitions - Query user defined field definitionsautotask-cli countries update-entity - Update entityautotask-cli countries url-parameter-query - Url parameter queryautotask-cli countries url-parameter-query-count - Url parameter query count
currencies - Manage currencies
autotask-cli currencies patch-entity - Patch entityautotask-cli currencies query - Queryautotask-cli currencies query-count - Query countautotask-cli currencies query-entity-information - Query entity informationautotask-cli currencies query-field-definitions - Query field definitionsautotask-cli currencies query-item - Query itemautotask-cli currencies query-user-defined-field-definitions - Query user defined field definitionsautotask-cli currencies update-entity - Update entityautotask-cli currencies url-parameter-query - Url parameter queryautotask-cli currencies url-parameter-query-count - Url parameter query count
departments - Manage departments
autotask-cli departments create-entity - Create entityautotask-cli departments patch-entity - Patch entityautotask-cli departments query - Queryautotask-cli departments query-count - Query countautotask-cli departments query-entity-information - Query entity informationautotask-cli departments query-field-definitions - Query field definitionsautotask-cli departments query-item - Query itemautotask-cli departments query-user-defined-field-definitions - Query user defined field definitionsautotask-cli departments update-entity - Update entityautotask-cli departments url-parameter-query - Url parameter queryautotask-cli departments url-parameter-query-count - Url parameter query count
holidays - Manage holidays
autotask-cli holidays query - Queryautotask-cli holidays query-count - Query countautotask-cli holidays query-entity-information - Query entity informationautotask-cli holidays query-field-definitions - Query field definitionsautotask-cli holidays query-item - Query itemautotask-cli holidays query-user-defined-field-definitions - Query user defined field definitionsautotask-cli holidays url-parameter-query - Url parameter queryautotask-cli holidays url-parameter-query-count - Url parameter query count
invoices - Manage invoices
autotask-cli invoices patch-entity - Patch entityautotask-cli invoices query - Queryautotask-cli invoices query-count - Query countautotask-cli invoices query-entity-information - Query entity informationautotask-cli invoices query-field-definitions - Query field definitionsautotask-cli invoices query-item - Query itemautotask-cli invoices query-user-defined-field-definitions - Query user defined field definitionsautotask-cli invoices update-entity - Update entityautotask-cli invoices url-parameter-query - Url parameter queryautotask-cli invoices url-parameter-query-count - Url parameter query count
opportunities - Manage opportunities
autotask-cli opportunities create-entity - Create entityautotask-cli opportunities patch-entity - Patch entityautotask-cli opportunities query - Queryautotask-cli opportunities query-count - Query countautotask-cli opportunities query-entity-information - Query entity informationautotask-cli opportunities query-field-definitions - Query field definitionsautotask-cli opportunities query-item - Query itemautotask-cli opportunities query-user-defined-field-definitions - Query user defined field definitionsautotask-cli opportunities update-entity - Update entityautotask-cli opportunities url-parameter-query - Url parameter queryautotask-cli opportunities url-parameter-query-count - Url parameter query count
phases - Manage phases
autotask-cli phases query - Queryautotask-cli phases query-count - Query countautotask-cli phases query-entity-information - Query entity informationautotask-cli phases query-field-definitions - Query field definitionsautotask-cli phases query-item - Query itemautotask-cli phases query-user-defined-field-definitions - Query user defined field definitionsautotask-cli phases url-parameter-query - Url parameter queryautotask-cli phases url-parameter-query-count - Url parameter query count
products - Manage products
autotask-cli products create-entity - Create entityautotask-cli products patch-entity - Patch entityautotask-cli products query - Queryautotask-cli products query-count - Query countautotask-cli products query-entity-information - Query entity informationautotask-cli products query-field-definitions - Query field definitionsautotask-cli products query-item - Query itemautotask-cli products query-user-defined-field-definitions - Query user defined field definitionsautotask-cli products update-entity - Update entityautotask-cli products url-parameter-query - Url parameter queryautotask-cli products url-parameter-query-count - Url parameter query count
project-charges - Manage project charges
autotask-cli project-charges query - Queryautotask-cli project-charges query-count - Query countautotask-cli project-charges query-entity-information - Query entity informationautotask-cli project-charges query-field-definitions - Query field definitionsautotask-cli project-charges query-item - Query itemautotask-cli project-charges query-user-defined-field-definitions - Query user defined field definitionsautotask-cli project-charges url-parameter-query - Url parameter queryautotask-cli project-charges url-parameter-query-count - Url parameter query count
project-notes - Manage project notes
autotask-cli project-notes query - Queryautotask-cli project-notes query-count - Query countautotask-cli project-notes query-entity-information - Query entity informationautotask-cli project-notes query-field-definitions - Query field definitionsautotask-cli project-notes query-item - Query itemautotask-cli project-notes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli project-notes url-parameter-query - Url parameter queryautotask-cli project-notes url-parameter-query-count - Url parameter query count
projects - Manage projects
autotask-cli projects create-entity - Create entityautotask-cli projects patch-entity - Patch entityautotask-cli projects query - Queryautotask-cli projects query-count - Query countautotask-cli projects query-entity-information - Query entity informationautotask-cli projects query-field-definitions - Query field definitionsautotask-cli projects query-item - Query itemautotask-cli projects query-user-defined-field-definitions - Query user defined field definitionsautotask-cli projects update-entity - Update entityautotask-cli projects url-parameter-query - Url parameter queryautotask-cli projects url-parameter-query-count - Url parameter query count
purchase-orders - Manage purchase orders
autotask-cli purchase-orders create-entity - Create entityautotask-cli purchase-orders patch-entity - Patch entityautotask-cli purchase-orders query - Queryautotask-cli purchase-orders query-count - Query countautotask-cli purchase-orders query-entity-information - Query entity informationautotask-cli purchase-orders query-field-definitions - Query field definitionsautotask-cli purchase-orders query-item - Query itemautotask-cli purchase-orders query-user-defined-field-definitions - Query user defined field definitionsautotask-cli purchase-orders update-entity - Update entityautotask-cli purchase-orders url-parameter-query - Url parameter queryautotask-cli purchase-orders url-parameter-query-count - Url parameter query count
quotes - Manage quotes
autotask-cli quotes create-entity - Create entityautotask-cli quotes patch-entity - Patch entityautotask-cli quotes query - Queryautotask-cli quotes query-count - Query countautotask-cli quotes query-entity-information - Query entity informationautotask-cli quotes query-field-definitions - Query field definitionsautotask-cli quotes query-item - Query itemautotask-cli quotes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli quotes update-entity - Update entityautotask-cli quotes url-parameter-query - Url parameter queryautotask-cli quotes url-parameter-query-count - Url parameter query count
resource-roles - Manage resource roles
autotask-cli resource-roles query - Queryautotask-cli resource-roles query-count - Query countautotask-cli resource-roles query-entity-information - Query entity informationautotask-cli resource-roles query-field-definitions - Query field definitionsautotask-cli resource-roles query-item - Query itemautotask-cli resource-roles query-user-defined-field-definitions - Query user defined field definitionsautotask-cli resource-roles url-parameter-query - Url parameter queryautotask-cli resource-roles url-parameter-query-count - Url parameter query count
resources - Manage resources
autotask-cli resources patch-entity - Patch entityautotask-cli resources query - Queryautotask-cli resources query-count - Query countautotask-cli resources query-entity-information - Query entity informationautotask-cli resources query-field-definitions - Query field definitionsautotask-cli resources query-item - Query itemautotask-cli resources query-user-defined-field-definitions - Query user defined field definitionsautotask-cli resources update-entity - Update entityautotask-cli resources url-parameter-query - Url parameter queryautotask-cli resources url-parameter-query-count - Url parameter query count
roles - Manage roles
autotask-cli roles create-entity - Create entityautotask-cli roles patch-entity - Patch entityautotask-cli roles query - Queryautotask-cli roles query-count - Query countautotask-cli roles query-entity-information - Query entity informationautotask-cli roles query-field-definitions - Query field definitionsautotask-cli roles query-item - Query itemautotask-cli roles query-user-defined-field-definitions - Query user defined field definitionsautotask-cli roles update-entity - Update entityautotask-cli roles url-parameter-query - Url parameter queryautotask-cli roles url-parameter-query-count - Url parameter query count
service-bundles - Manage service bundles
autotask-cli service-bundles create-entity - Create entityautotask-cli service-bundles delete-entity - Delete entityautotask-cli service-bundles patch-entity - Patch entityautotask-cli service-bundles query - Queryautotask-cli service-bundles query-count - Query countautotask-cli service-bundles query-entity-information - Query entity informationautotask-cli service-bundles query-field-definitions - Query field definitionsautotask-cli service-bundles query-item - Query itemautotask-cli service-bundles query-user-defined-field-definitions - Query user defined field definitionsautotask-cli service-bundles update-entity - Update entityautotask-cli service-bundles url-parameter-query - Url parameter queryautotask-cli service-bundles url-parameter-query-count - Url parameter query count
service-calls - Manage service calls
autotask-cli service-calls create-entity - Create entityautotask-cli service-calls delete-entity - Delete entityautotask-cli service-calls patch-entity - Patch entityautotask-cli service-calls query - Queryautotask-cli service-calls query-count - Query countautotask-cli service-calls query-entity-information - Query entity informationautotask-cli service-calls query-field-definitions - Query field definitionsautotask-cli service-calls query-item - Query itemautotask-cli service-calls query-user-defined-field-definitions - Query user defined field definitionsautotask-cli service-calls update-entity - Update entityautotask-cli service-calls url-parameter-query - Url parameter queryautotask-cli service-calls url-parameter-query-count - Url parameter query count
services - Manage services
autotask-cli services create-entity - Create entityautotask-cli services patch-entity - Patch entityautotask-cli services query - Queryautotask-cli services query-count - Query countautotask-cli services query-entity-information - Query entity informationautotask-cli services query-field-definitions - Query field definitionsautotask-cli services query-item - Query itemautotask-cli services query-user-defined-field-definitions - Query user defined field definitionsautotask-cli services update-entity - Update entityautotask-cli services url-parameter-query - Url parameter queryautotask-cli services url-parameter-query-count - Url parameter query count
skills - Manage skills
autotask-cli skills query - Queryautotask-cli skills query-count - Query countautotask-cli skills query-entity-information - Query entity informationautotask-cli skills query-field-definitions - Query field definitionsautotask-cli skills query-item - Query itemautotask-cli skills query-user-defined-field-definitions - Query user defined field definitionsautotask-cli skills url-parameter-query - Url parameter queryautotask-cli skills url-parameter-query-count - Url parameter query count
subscriptions - Manage subscriptions
autotask-cli subscriptions create-entity - Create entityautotask-cli subscriptions delete-entity - Delete entityautotask-cli subscriptions patch-entity - Patch entityautotask-cli subscriptions query - Queryautotask-cli subscriptions query-count - Query countautotask-cli subscriptions query-entity-information - Query entity informationautotask-cli subscriptions query-field-definitions - Query field definitionsautotask-cli subscriptions query-item - Query itemautotask-cli subscriptions query-user-defined-field-definitions - Query user defined field definitionsautotask-cli subscriptions update-entity - Update entityautotask-cli subscriptions url-parameter-query - Url parameter queryautotask-cli subscriptions url-parameter-query-count - Url parameter query count
task-notes - Manage task notes
autotask-cli task-notes create-entity - Create entityautotask-cli task-notes patch-entity - Patch entityautotask-cli task-notes query - Queryautotask-cli task-notes query-count - Query countautotask-cli task-notes query-entity-information - Query entity informationautotask-cli task-notes query-field-definitions - Query field definitionsautotask-cli task-notes query-item - Query itemautotask-cli task-notes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli task-notes update-entity - Update entityautotask-cli task-notes url-parameter-query - Url parameter queryautotask-cli task-notes url-parameter-query-count - Url parameter query count
tasks - Manage tasks
autotask-cli tasks query - Queryautotask-cli tasks query-count - Query countautotask-cli tasks query-entity-information - Query entity informationautotask-cli tasks query-field-definitions - Query field definitionsautotask-cli tasks query-item - Query itemautotask-cli tasks query-user-defined-field-definitions - Query user defined field definitionsautotask-cli tasks url-parameter-query - Url parameter queryautotask-cli tasks url-parameter-query-count - Url parameter query count
ticket-categories - Manage ticket categories
autotask-cli ticket-categories patch-entity - Patch entityautotask-cli ticket-categories query - Queryautotask-cli ticket-categories query-count - Query countautotask-cli ticket-categories query-entity-information - Query entity informationautotask-cli ticket-categories query-field-definitions - Query field definitionsautotask-cli ticket-categories query-item - Query itemautotask-cli ticket-categories query-user-defined-field-definitions - Query user defined field definitionsautotask-cli ticket-categories update-entity - Update entityautotask-cli ticket-categories url-parameter-query - Url parameter queryautotask-cli ticket-categories url-parameter-query-count - Url parameter query count
ticket-charges - Manage ticket charges
autotask-cli ticket-charges query - Queryautotask-cli ticket-charges query-count - Query countautotask-cli ticket-charges query-entity-information - Query entity informationautotask-cli ticket-charges query-field-definitions - Query field definitionsautotask-cli ticket-charges query-item - Query itemautotask-cli ticket-charges query-user-defined-field-definitions - Query user defined field definitionsautotask-cli ticket-charges url-parameter-query - Url parameter queryautotask-cli ticket-charges url-parameter-query-count - Url parameter query count
ticket-history - Manage ticket history
autotask-cli ticket-history query - Queryautotask-cli ticket-history query-count - Query countautotask-cli ticket-history query-entity-information - Query entity informationautotask-cli ticket-history query-field-definitions - Query field definitionsautotask-cli ticket-history query-item - Query itemautotask-cli ticket-history query-user-defined-field-definitions - Query user defined field definitionsautotask-cli ticket-history url-parameter-query - Url parameter queryautotask-cli ticket-history url-parameter-query-count - Url parameter query count
ticket-notes - Manage ticket notes
autotask-cli ticket-notes query - Queryautotask-cli ticket-notes query-count - Query countautotask-cli ticket-notes query-entity-information - Query entity informationautotask-cli ticket-notes query-field-definitions - Query field definitionsautotask-cli ticket-notes query-item - Query itemautotask-cli ticket-notes query-user-defined-field-definitions - Query user defined field definitionsautotask-cli ticket-notes url-parameter-query - Url parameter queryautotask-cli ticket-notes url-parameter-query-count - Url parameter query count
ticket-secondary-resources - Manage ticket secondary resources
autotask-cli ticket-secondary-resources query - Queryautotask-cli ticket-secondary-resources query-count - Query countautotask-cli ticket-secondary-resources query-entity-information - Query entity informationautotask-cli ticket-secondary-resources query-field-definitions - Query field definitionsautotask-cli ticket-secondary-resources query-item - Query itemautotask-cli ticket-secondary-resources query-user-defined-field-definitions - Query user defined field definitionsautotask-cli ticket-secondary-resources url-parameter-query - Url parameter queryautotask-cli ticket-secondary-resources url-parameter-query-count - Url parameter query count
tickets - Manage tickets
autotask-cli tickets create-entity - Create entityautotask-cli tickets patch-entity - Patch entityautotask-cli tickets query - Queryautotask-cli tickets query-count - Query countautotask-cli tickets query-entity-information - Query entity informationautotask-cli tickets query-field-definitions - Query field definitionsautotask-cli tickets query-item - Query itemautotask-cli tickets query-user-defined-field-definitions - Query user defined field definitionsautotask-cli tickets update-entity - Update entityautotask-cli tickets url-parameter-query - Url parameter queryautotask-cli tickets url-parameter-query-count - Url parameter query count
time-entries - Manage time entries
autotask-cli time-entries create-entity - Create entityautotask-cli time-entries delete-entity - Delete entityautotask-cli time-entries patch-entity - Patch entityautotask-cli time-entries query - Queryautotask-cli time-entries query-count - Query countautotask-cli time-entries query-entity-information - Query entity informationautotask-cli time-entries query-field-definitions - Query field definitionsautotask-cli time-entries query-item - Query itemautotask-cli time-entries query-user-defined-field-definitions - Query user defined field definitionsautotask-cli time-entries update-entity - Update entityautotask-cli time-entries url-parameter-query - Url parameter queryautotask-cli time-entries url-parameter-query-count - Url parameter query count
Finding the right command
When you know what you want to do but not which command does it, ask the CLI directly:
autotask-cli which "<capability in your own words>"
which resolves a natural-language capability query to the best matching command from this CLI's curated feature index. Exit code 0 means at least one match; exit code 2 means no confident match - fall back to --help or use a narrower query.
Recipes
Morning dispatch
autotask-cli triage --agent
Open unassigned tickets ranked by priority and age.
Service-desk health
autotask-cli ticket-aging --by queue --agent
Open tickets bucketed by age, broken down by queue.
Find money on the table
autotask-cli unbilled --agent
Approved time entries not yet invoiced.
Account review
autotask-cli company-360 1234 --agent
One company's tickets, contacts, contracts, config items, and opportunities.
Offline search
autotask-cli search "vpn outage"
Full-text search across synced tickets and companies with no API call.
Auth Setup
Autotask uses three headers on every call: ApiIntegrationCode, UserName, and Secret (set AUTOTASK_PSA_API_INTEGRATION_CODE, AUTOTASK_PSA_USER_NAME, AUTOTASK_PSA_SECRET). Your tenant lives in a numbered zone; run autotask-cli zone --user <api-user-email> once to discover and cache the zone base URL (or set AUTOTASK_ZONE_URL).
Run autotask-cli doctor to verify setup.
Agent Mode
Add --agent to any command. Expands to: --json --compact --no-input --no-color --yes.
-
Pipeable - JSON on stdout, errors on stderr
-
Filterable - --select keeps a subset of fields. Dotted paths descend into nested structures; arrays traverse element-wise. Critical for keeping context small on verbose APIs:
autotask-cli appointments query --agent --select id,name,status
-
Previewable - --dry-run shows the request without sending
-
Offline-friendly - sync/search commands can use the local SQLite store when available
-
Non-interactive - never prompts, every input is a flag
-
Explicit retries - use --idempotent only when an already-existing create should count as success, and --ignore-missing only when a missing delete target should count as success
Response envelope
Commands that read from the local store or the API wrap output in a provenance envelope:
{
"meta": {"source": "live" | "local", "synced_at": "...", "reason": "..."},
"results": <data>
}
Parse .results for data and .meta.source to know whether it's live or local. A human-readable N results (live) summary is printed to stderr only when stdout is a terminal AND no machine-format flag (--json, --csv, --compact, --quiet, --plain, --select) is set - piped/agent consumers and explicit-format runs get pure JSON on stdout.
Agent Feedback
When you (or the agent) notice something off about this CLI, record it:
autotask-cli feedback "the --since flag is inclusive but docs say exclusive"
autotask-cli feedback --stdin < notes.txt
autotask-cli feedback list --json --limit 10
Entries are stored locally at ~/.local/share/autotask-cli/feedback.jsonl. They are never POSTed unless AUTOTASK_FEEDBACK_ENDPOINT is set AND either --send is passed or AUTOTASK_FEEDBACK_AUTO_SEND=true. Default behavior is local-only.
Write what surprised you, not a bug report. Short, specific, one line: that is the part that compounds.
Output Delivery
Every command accepts --deliver <sink>. The output goes to the named sink in addition to (or instead of) stdout, so agents can route command results without hand-piping. Three sinks are supported:
| Sink | Effect |
|---|
stdout | Default; write to stdout only |
file:<path> | Atomically write output to <path> (tmp + rename) |
webhook:<url> | POST the output body to the URL (application/json or application/x-ndjson when --compact) |
Unknown schemes are refused with a structured error naming the supported set. Webhook failures return non-zero and log the URL + HTTP status on stderr.
Named Profiles
A profile is a saved set of flag values, reused across invocations. Use it when a scheduled agent calls the same command every run with the same configuration - HeyGen's "Beacon" pattern.
autotask-cli profile save briefing --json
autotask-cli --profile briefing appointments query
autotask-cli profile list --json
autotask-cli profile show briefing
autotask-cli profile delete briefing --yes
Explicit flags always win over profile values; profile values win over defaults. agent-context lists all available profiles under available_profiles so introspecting agents discover them at runtime.
Exit Codes
| Code | Meaning |
|---|
| 0 | Success |
| 2 | Usage error (wrong arguments) |
| 3 | Resource not found |
| 4 | Authentication required |
| 5 | API error (upstream issue) |
| 7 | Rate limited (wait and retry) |
| 10 | Config error |
Argument Parsing
Parse $ARGUMENTS:
- Empty,
help, or --help → show autotask-cli --help output
- Starts with
install → ends with mcp → MCP installation; otherwise → see Prerequisites above
- Anything else → Direct Use (execute as CLI command with
--agent)
MCP Server Installation
- Install the MCP server:
go install github.com/mvanhorn/printing-press-library/library/project-management/autotask/cmd/autotask-mcp@latest
- Register with Claude Code:
claude mcp add autotask-mcp -- autotask-mcp
- Verify:
claude mcp list
Direct Use
- Check if installed:
which autotask-cli
If not found, offer to install (see Prerequisites at the top of this skill).
- Match the user query to the best command from the Unique Capabilities and Command Reference above.
- Execute with the
--agent flag:
autotask-cli <command> [subcommand] [args] --agent
- If ambiguous, drill into subcommand help:
autotask-cli <command> --help.
