ahel
Start free

Autotask PSA - Printing Press CLI

SkillDatabases & data

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`.

Available today. Use it from your connected AI after setup.

Connect ahel once, and every AI you use reads what you have installed.

Then ask your AI: use the Autotask PSA - Printing Press CLI skill

What this skill tells your AI

The instructions your AI receives, as published by servosity/msp-skills in skills/autotask/SKILL.md and read by ahel’s review.

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:

  1. macOS / Linux: 
    bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/autotask/install.sh)
  2. Windows (PowerShell): 
    iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/autotask/install.ps1 | iex
  3. Verify: autotask-cli --version
  4. Ensure ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows) is on $PATH.

The installer downloads the autotask-cli and autotask-mcp binaries into ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows). It does not register the skill with your agent and writes no MCP client config - see mcp-install.md for that wire-up.

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 entity
  • autotask-cli appointments delete-entity - Delete entity
  • autotask-cli appointments patch-entity - Patch entity
  • autotask-cli appointments query - Query
  • autotask-cli appointments query-count - Query count
  • autotask-cli appointments query-entity-information - Query entity information
  • autotask-cli appointments query-field-definitions - Query field definitions
  • autotask-cli appointments query-item - Query item
  • autotask-cli appointments query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli appointments update-entity - Update entity
  • autotask-cli appointments url-parameter-query - Url parameter query
  • autotask-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 - Query
  • autotask-cli billing-codes query-count - Query count
  • autotask-cli billing-codes query-entity-information - Query entity information
  • autotask-cli billing-codes query-field-definitions - Query field definitions
  • autotask-cli billing-codes query-item - Query item
  • autotask-cli billing-codes query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli billing-codes url-parameter-query - Url parameter query
  • autotask-cli billing-codes url-parameter-query-count - Url parameter query count

companies - Manage companies

  • autotask-cli companies create-entity - Create entity
  • autotask-cli companies patch-entity - Patch entity
  • autotask-cli companies query - Query
  • autotask-cli companies query-count - Query count
  • autotask-cli companies query-entity-information - Query entity information
  • autotask-cli companies query-field-definitions - Query field definitions
  • autotask-cli companies query-item - Query item
  • autotask-cli companies query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli companies update-entity - Update entity
  • autotask-cli companies url-parameter-query - Url parameter query
  • autotask-cli companies url-parameter-query-count - Url parameter query count

company-notes - Manage company notes

  • autotask-cli company-notes query - Query
  • autotask-cli company-notes query-count - Query count
  • autotask-cli company-notes query-entity-information - Query entity information
  • autotask-cli company-notes query-field-definitions - Query field definitions
  • autotask-cli company-notes query-item - Query item
  • autotask-cli company-notes query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli company-notes url-parameter-query - Url parameter query
  • autotask-cli company-notes url-parameter-query-count - Url parameter query count

configuration-items - Manage configuration items

  • autotask-cli configuration-items create-entity - Create entity
  • autotask-cli configuration-items patch-entity - Patch entity
  • autotask-cli configuration-items query - Query
  • autotask-cli configuration-items query-count - Query count
  • autotask-cli configuration-items query-entity-information - Query entity information
  • autotask-cli configuration-items query-field-definitions - Query field definitions
  • autotask-cli configuration-items query-item - Query item
  • autotask-cli configuration-items query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli configuration-items update-entity - Update entity
  • autotask-cli configuration-items url-parameter-query - Url parameter query
  • autotask-cli configuration-items url-parameter-query-count - Url parameter query count

contact-groups - Manage contact groups

  • autotask-cli contact-groups create-entity - Create entity
  • autotask-cli contact-groups delete-entity - Delete entity
  • autotask-cli contact-groups patch-entity - Patch entity
  • autotask-cli contact-groups query - Query
  • autotask-cli contact-groups query-count - Query count
  • autotask-cli contact-groups query-entity-information - Query entity information
  • autotask-cli contact-groups query-field-definitions - Query field definitions
  • autotask-cli contact-groups query-item - Query item
  • autotask-cli contact-groups query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contact-groups update-entity - Update entity
  • autotask-cli contact-groups url-parameter-query - Url parameter query
  • autotask-cli contact-groups url-parameter-query-count - Url parameter query count

contacts - Manage contacts

  • autotask-cli contacts query - Query
  • autotask-cli contacts query-count - Query count
  • autotask-cli contacts query-entity-information - Query entity information
  • autotask-cli contacts query-field-definitions - Query field definitions
  • autotask-cli contacts query-item - Query item
  • autotask-cli contacts query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contacts url-parameter-query - Url parameter query
  • autotask-cli contacts url-parameter-query-count - Url parameter query count

contract-blocks - Manage contract blocks

  • autotask-cli contract-blocks query - Query
  • autotask-cli contract-blocks query-count - Query count
  • autotask-cli contract-blocks query-entity-information - Query entity information
  • autotask-cli contract-blocks query-field-definitions - Query field definitions
  • autotask-cli contract-blocks query-item - Query item
  • autotask-cli contract-blocks query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contract-blocks url-parameter-query - Url parameter query
  • autotask-cli contract-blocks url-parameter-query-count - Url parameter query count

contract-notes - Manage contract notes

  • autotask-cli contract-notes query - Query
  • autotask-cli contract-notes query-count - Query count
  • autotask-cli contract-notes query-entity-information - Query entity information
  • autotask-cli contract-notes query-field-definitions - Query field definitions
  • autotask-cli contract-notes query-item - Query item
  • autotask-cli contract-notes query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contract-notes url-parameter-query - Url parameter query
  • autotask-cli contract-notes url-parameter-query-count - Url parameter query count

contract-rates - Manage contract rates

  • autotask-cli contract-rates query - Query
  • autotask-cli contract-rates query-count - Query count
  • autotask-cli contract-rates query-entity-information - Query entity information
  • autotask-cli contract-rates query-field-definitions - Query field definitions
  • autotask-cli contract-rates query-item - Query item
  • autotask-cli contract-rates query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contract-rates url-parameter-query - Url parameter query
  • autotask-cli contract-rates url-parameter-query-count - Url parameter query count

contract-service-units - Manage contract service units

  • autotask-cli contract-service-units query - Query
  • autotask-cli contract-service-units query-count - Query count
  • autotask-cli contract-service-units query-entity-information - Query entity information
  • autotask-cli contract-service-units query-field-definitions - Query field definitions
  • autotask-cli contract-service-units query-item - Query item
  • autotask-cli contract-service-units query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contract-service-units url-parameter-query - Url parameter query
  • autotask-cli contract-service-units url-parameter-query-count - Url parameter query count

contract-services - Manage contract services

  • autotask-cli contract-services query - Query
  • autotask-cli contract-services query-count - Query count
  • autotask-cli contract-services query-entity-information - Query entity information
  • autotask-cli contract-services query-field-definitions - Query field definitions
  • autotask-cli contract-services query-item - Query item
  • autotask-cli contract-services query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contract-services url-parameter-query - Url parameter query
  • autotask-cli contract-services url-parameter-query-count - Url parameter query count

contracts - Manage contracts

  • autotask-cli contracts create-entity - Create entity
  • autotask-cli contracts patch-entity - Patch entity
  • autotask-cli contracts query - Query
  • autotask-cli contracts query-count - Query count
  • autotask-cli contracts query-entity-information - Query entity information
  • autotask-cli contracts query-field-definitions - Query field definitions
  • autotask-cli contracts query-item - Query item
  • autotask-cli contracts query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli contracts update-entity - Update entity
  • autotask-cli contracts url-parameter-query - Url parameter query
  • autotask-cli contracts url-parameter-query-count - Url parameter query count

countries - Manage countries

  • autotask-cli countries patch-entity - Patch entity
  • autotask-cli countries query - Query
  • autotask-cli countries query-count - Query count
  • autotask-cli countries query-entity-information - Query entity information
  • autotask-cli countries query-field-definitions - Query field definitions
  • autotask-cli countries query-item - Query item
  • autotask-cli countries query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli countries update-entity - Update entity
  • autotask-cli countries url-parameter-query - Url parameter query
  • autotask-cli countries url-parameter-query-count - Url parameter query count

currencies - Manage currencies

  • autotask-cli currencies patch-entity - Patch entity
  • autotask-cli currencies query - Query
  • autotask-cli currencies query-count - Query count
  • autotask-cli currencies query-entity-information - Query entity information
  • autotask-cli currencies query-field-definitions - Query field definitions
  • autotask-cli currencies query-item - Query item
  • autotask-cli currencies query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli currencies update-entity - Update entity
  • autotask-cli currencies url-parameter-query - Url parameter query
  • autotask-cli currencies url-parameter-query-count - Url parameter query count

departments - Manage departments

  • autotask-cli departments create-entity - Create entity
  • autotask-cli departments patch-entity - Patch entity
  • autotask-cli departments query - Query
  • autotask-cli departments query-count - Query count
  • autotask-cli departments query-entity-information - Query entity information
  • autotask-cli departments query-field-definitions - Query field definitions
  • autotask-cli departments query-item - Query item
  • autotask-cli departments query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli departments update-entity - Update entity
  • autotask-cli departments url-parameter-query - Url parameter query
  • autotask-cli departments url-parameter-query-count - Url parameter query count

holidays - Manage holidays

  • autotask-cli holidays query - Query
  • autotask-cli holidays query-count - Query count
  • autotask-cli holidays query-entity-information - Query entity information
  • autotask-cli holidays query-field-definitions - Query field definitions
  • autotask-cli holidays query-item - Query item
  • autotask-cli holidays query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli holidays url-parameter-query - Url parameter query
  • autotask-cli holidays url-parameter-query-count - Url parameter query count

invoices - Manage invoices

  • autotask-cli invoices patch-entity - Patch entity
  • autotask-cli invoices query - Query
  • autotask-cli invoices query-count - Query count
  • autotask-cli invoices query-entity-information - Query entity information
  • autotask-cli invoices query-field-definitions - Query field definitions
  • autotask-cli invoices query-item - Query item
  • autotask-cli invoices query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli invoices update-entity - Update entity
  • autotask-cli invoices url-parameter-query - Url parameter query
  • autotask-cli invoices url-parameter-query-count - Url parameter query count

opportunities - Manage opportunities

  • autotask-cli opportunities create-entity - Create entity
  • autotask-cli opportunities patch-entity - Patch entity
  • autotask-cli opportunities query - Query
  • autotask-cli opportunities query-count - Query count
  • autotask-cli opportunities query-entity-information - Query entity information
  • autotask-cli opportunities query-field-definitions - Query field definitions
  • autotask-cli opportunities query-item - Query item
  • autotask-cli opportunities query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli opportunities update-entity - Update entity
  • autotask-cli opportunities url-parameter-query - Url parameter query
  • autotask-cli opportunities url-parameter-query-count - Url parameter query count

phases - Manage phases

  • autotask-cli phases query - Query
  • autotask-cli phases query-count - Query count
  • autotask-cli phases query-entity-information - Query entity information
  • autotask-cli phases query-field-definitions - Query field definitions
  • autotask-cli phases query-item - Query item
  • autotask-cli phases query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli phases url-parameter-query - Url parameter query
  • autotask-cli phases url-parameter-query-count - Url parameter query count

products - Manage products

  • autotask-cli products create-entity - Create entity
  • autotask-cli products patch-entity - Patch entity
  • autotask-cli products query - Query
  • autotask-cli products query-count - Query count
  • autotask-cli products query-entity-information - Query entity information
  • autotask-cli products query-field-definitions - Query field definitions
  • autotask-cli products query-item - Query item
  • autotask-cli products query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli products update-entity - Update entity
  • autotask-cli products url-parameter-query - Url parameter query
  • autotask-cli products url-parameter-query-count - Url parameter query count

project-charges - Manage project charges

  • autotask-cli project-charges query - Query
  • autotask-cli project-charges query-count - Query count
  • autotask-cli project-charges query-entity-information - Query entity information
  • autotask-cli project-charges query-field-definitions - Query field definitions
  • autotask-cli project-charges query-item - Query item
  • autotask-cli project-charges query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli project-charges url-parameter-query - Url parameter query
  • autotask-cli project-charges url-parameter-query-count - Url parameter query count

project-notes - Manage project notes

  • autotask-cli project-notes query - Query
  • autotask-cli project-notes query-count - Query count
  • autotask-cli project-notes query-entity-information - Query entity information
  • autotask-cli project-notes query-field-definitions - Query field definitions
  • autotask-cli project-notes query-item - Query item
  • autotask-cli project-notes query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli project-notes url-parameter-query - Url parameter query
  • autotask-cli project-notes url-parameter-query-count - Url parameter query count

projects - Manage projects

  • autotask-cli projects create-entity - Create entity
  • autotask-cli projects patch-entity - Patch entity
  • autotask-cli projects query - Query
  • autotask-cli projects query-count - Query count
  • autotask-cli projects query-entity-information - Query entity information
  • autotask-cli projects query-field-definitions - Query field definitions
  • autotask-cli projects query-item - Query item
  • autotask-cli projects query-user-defined-field-definitions - Query user defined field definitions
  • autotask-cli projects update-entity - Update entity
  • autotask-cli projects url-parameter-query - Url parameter query
  • autotask-cli projects url-parameter-query-count - Url parameter query count

purchase-orders - Manage purchase orders

Shortened here. Read the whole file on GitHub.

Signals

GitHub stars
39
Forks
8
Last commit
Sep 2026
Advanced
Catalog kind
skill
Gateway key
autotask
Source
github.com/servosity/msp-skills

github.com/servosity/msp-skills

More in Databases & data

clickhouse-io
Skill · affaan-mnodejs-backend-patterns
Skill · wshobsonazure-kusto
Skill · microsoftagentic-os
Skill · affaan-mai-regression-testing
Skill · affaan-mbackend-patterns
Skill · affaan-m