Connect Autotask to Your AI Agent

Give ticket filters or company and contact IDs. AI can organize the selected records into a support summary with clear follow-up identifiers.

4 tools API key

Connect Autotask Install OOMOL

Try a Autotask Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Autotask

Prepare a Ticket Review

Query matching tickets and organize them by the fields relevant to your support review.

/oo Autotask: Query Autotask Tickets using [filter criteria]. Summarize [fields to review], identify missing information, and include ticket IDs for follow-up.

Prepare Customer Context

Read known company and contact records to prepare a concise support brief.

/oo Autotask: Read Autotask Company [company ID] and Contacts [contact IDs]. Prepare a customer context brief using the returned records and this support question: [question].

Start Working with Autotask

Install OOMOL

Set up oo CLI and the oo Skill in your agent.
Install OOMOL →
Connect Autotask

Connect with an Autotask API-only username, secret, and integration code.
Connect Autotask →
Give Your Agent a Task

Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →

Choose Your Agent

Codex Claude Code Cursor Hermes

An Autotask API-only user and its secret and integration code.

Autotask Tools

Autotask Companies, Contacts, and Tickets provide customer and support context. Their field metadata helps select the information needed for a focused review.

Query and Read Records

Query Companies, Contacts, or Tickets and retrieve a record by ID.

Read Entity Metadata

Retrieve field and entity information to guide record queries.

4 tools

Get Zone Information

Return the Autotask REST API zone URL for the connected API user.

autotask.get_zone_information

Query Records

Query Autotask Companies, Contacts, or Tickets with optional filter, IncludeFields, and MaxRecords parameters.

autotask.query_records

Get Record

Get one Autotask Company, Contact, or Ticket by numeric ID.

autotask.get_record

Get Entity Information

Get Autotask entityInformation metadata for Companies, Contacts, or Tickets.

autotask.get_entity_information

Frequently Asked Questions

Can I choose the fields for a ticket summary?

Yes. Provide the fields and filters you need. Entity metadata can help identify valid fields.

Can AI combine company and contact context?

Yes. Supply their record IDs and the question the brief should answer.

Will this update or close tickets?

No. The supported operations query and read records and metadata.