# Autotask

Connect an AI agent to Autotask PSA to find tickets, log time, and work with projects through natural-language requests.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 58
- Author: WYRE-AI
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/WYRE-AI/autotask-mcp
- Updated: 2026-10-21
- HTML: https://affpapa.org/en/nevibecode/mcp/autotask

## What it does

The server gives an agent tools for handling companies, contacts, tickets, projects, billing items, time entries, and notes. It supports searches and create or update operations for core records. In MCP Apps hosts, ticket details can also appear as an interactive card.

Setup uses an Autotask username, secret, and integration code, along with `AUTOTASK_API_URL` and `MCP_TRANSPORT`. Claude Code runs the server in Docker over stdio. The agent needs valid Autotask credentials to access the account.

## Requirements
- Needs: Docker
- Environment variables: `AUTOTASK_USERNAME`, `AUTOTASK_SECRET`, `AUTOTASK_INTEGRATION_CODE`, `AUTOTASK_API_URL`, `MCP_TRANSPORT`, `AUTH_MODE`, `LOG_LEVEL` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add --env AUTOTASK_USERNAME=<AUTOTASK_USERNAME> --env AUTOTASK_SECRET=<AUTOTASK_SECRET> --env AUTOTASK_INTEGRATION_CODE=<AUTOTASK_INTEGRATION_CODE> --env AUTOTASK_API_URL=<AUTOTASK_API_URL> --env MCP_TRANSPORT=<MCP_TRANSPORT> --transport stdio autotask -- docker run -i --rm -e AUTOTASK_USERNAME -e AUTOTASK_SECRET -e AUTOTASK_INTEGRATION_CODE -e AUTOTASK_API_URL -e MCP_TRANSPORT ghcr.io/wyre-ai/autotask-mcp:v2.39.8
```
Replace <…> with your own values. 2 more environment variables are in the server README

### Codex

**Platform CLI**
```bash
codex mcp add autotask --env AUTOTASK_USERNAME=<AUTOTASK_USERNAME> --env AUTOTASK_SECRET=<AUTOTASK_SECRET> --env AUTOTASK_INTEGRATION_CODE=<AUTOTASK_INTEGRATION_CODE> --env AUTOTASK_API_URL=<AUTOTASK_API_URL> --env MCP_TRANSPORT=<MCP_TRANSPORT> -- docker run -i --rm -e AUTOTASK_USERNAME -e AUTOTASK_SECRET -e AUTOTASK_INTEGRATION_CODE -e AUTOTASK_API_URL -e MCP_TRANSPORT ghcr.io/wyre-ai/autotask-mcp:v2.39.8
```
Replace <…> with your own values. 2 more environment variables are in the server README

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "autotask": {
            "command": "docker",
            "args": [
                "run",
                "-i",
                "--rm",
                "-e",
                "AUTOTASK_USERNAME",
                "-e",
                "AUTOTASK_SECRET",
                "-e",
                "AUTOTASK_INTEGRATION_CODE",
                "-e",
                "AUTOTASK_API_URL",
                "-e",
                "MCP_TRANSPORT",
                "ghcr.io/wyre-ai/autotask-mcp:v2.39.8"
            ],
            "env": {
                "AUTOTASK_USERNAME": "<AUTOTASK_USERNAME>",
                "AUTOTASK_SECRET": "<AUTOTASK_SECRET>",
                "AUTOTASK_INTEGRATION_CODE": "<AUTOTASK_INTEGRATION_CODE>",
                "AUTOTASK_API_URL": "<AUTOTASK_API_URL>",
                "MCP_TRANSPORT": "<MCP_TRANSPORT>"
            }
        }
    }
}
```
Replace <…> with your own values. 2 more environment variables are in the server README

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "autotask": {
            "type": "stdio",
            "command": "docker",
            "args": [
                "run",
                "-i",
                "--rm",
                "-e",
                "AUTOTASK_USERNAME",
                "-e",
                "AUTOTASK_SECRET",
                "-e",
                "AUTOTASK_INTEGRATION_CODE",
                "-e",
                "AUTOTASK_API_URL",
                "-e",
                "MCP_TRANSPORT",
                "ghcr.io/wyre-ai/autotask-mcp:v2.39.8"
            ],
            "env": {
                "AUTOTASK_USERNAME": "<AUTOTASK_USERNAME>",
                "AUTOTASK_SECRET": "<AUTOTASK_SECRET>",
                "AUTOTASK_INTEGRATION_CODE": "<AUTOTASK_INTEGRATION_CODE>",
                "AUTOTASK_API_URL": "<AUTOTASK_API_URL>",
                "MCP_TRANSPORT": "<MCP_TRANSPORT>"
            }
        }
    }
}
```
Replace <…> with your own values. 2 more environment variables are in the server README

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e AUTOTASK_USERNAME=<AUTOTASK_USERNAME> -e AUTOTASK_SECRET=<AUTOTASK_SECRET> -e AUTOTASK_INTEGRATION_CODE=<AUTOTASK_INTEGRATION_CODE> -e AUTOTASK_API_URL=<AUTOTASK_API_URL> -e MCP_TRANSPORT=<MCP_TRANSPORT> autotask docker run -i --rm -e AUTOTASK_USERNAME -e AUTOTASK_SECRET -e AUTOTASK_INTEGRATION_CODE -e AUTOTASK_API_URL -e MCP_TRANSPORT ghcr.io/wyre-ai/autotask-mcp:v2.39.8
```
Replace <…> with your own values. 2 more environment variables are in the server README

## When to use it
- search tickets using filters
- record time against a ticket
- look up company and contact details
- update a project or ticket

## Example prompts
- Find this company's open tickets and show their priorities.
- Add a time entry to this ticket.
- Show the ticket details with its contact and recent notes.

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