msp-claude-plugins

Autotask Picklists and Reference Data

Overview

Autotask uses instance-specific picklist values for queues, statuses, priorities, and phases. Before creating tickets or filtering results, retrieve these values to use the correct IDs for your organization's configuration.

API Patterns

List Queues

Tool: autotask_list_queues

Returns all ticket queues configured in your Autotask instance.

Response structure:

[
  { "id": 1, "name": "Service Desk", "isActive": true },
  { "id": 2, "name": "Project Work", "isActive": true },
  { "id": 8, "name": "Monitoring", "isActive": false }
]

Use the id field when creating or filtering tickets by queue.

List Ticket Statuses

Tool: autotask_list_ticket_statuses

Returns all ticket status values configured in your instance.

Response structure:

[
  { "id": 1, "name": "New", "isActive": true },
  { "id": 5, "name": "Complete", "isActive": true },
  { "id": 9, "name": "Waiting Customer", "isActive": true }
]

List Ticket Priorities

Tool: autotask_list_ticket_priorities

Returns all ticket priority values configured in your instance.

Response structure:

[
  { "id": 1, "name": "Critical", "isActive": true },
  { "id": 2, "name": "High", "isActive": true },
  { "id": 3, "name": "Medium", "isActive": true },
  { "id": 4, "name": "Low", "isActive": true }
]

List Phases

Tool: autotask_list_phases

Parameters:

• projectId (required) — The project ID to retrieve phases for

Returns all phases within a specific project, used when creating tasks or assigning work.

Common Workflows

Discover Picklist Values Before Creating a Ticket

1. Call autotask_list_queues to find the queue ID
2. Call autotask_list_ticket_statuses to find status IDs
3. Call autotask_list_ticket_priorities to find priority IDs
4. Use retrieved IDs in autotask_create_ticket

Get Phases for Project Task Assignment

1. Call autotask_list_phases with the project ID
2. Note phase IDs and names
3. Use phase ID when creating tasks with autotask_create_task

Notes

• All picklist values are instance-specific — IDs will differ between Autotask environments
• Active vs inactive values: filter by isActive: true to avoid using deprecated values
• For other entity field picklists not covered here, use autotask_get_field_info to retrieve full picklist data for any entity type
• Cache these values during a session to avoid repeated lookups; they change infrequently