# Autotask PSA — Pipedream Connect

> Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based IT service management platform providing a singular view of your entire operation.

- API slug: `autotask_psa` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: Business Management
- Website: https://www.datto.com/products/autotask-psa/
- This page (HTML): https://pipedream.com/apps/autotask-psa
- Tools: 10 actions · 0 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: autotask_psa`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "autotask_psa",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Get Companies Count:
const result = await mcp.callTool({
  name: "autotask_psa-get-companies-count",
  arguments: {
    filter: "Filter",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Autotask PSA endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "autotask_psa-get-companies-count",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    autotask_psa: { authProvisionId: "apn_xxxxxxx" },
    filter: "Filter",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (10)

### `autotask_psa-get-companies-count` — Get Companies Count (Read-only)

Get count of companies in Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/get-companies-count.md

### `autotask_psa-get-tickets-count` — Get Tickets Count (Read-only)

Get count of tickets in Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/get-tickets-count.md

### `autotask_psa-list-billing-items` — List Billing Items (Read-only)

Query billing items from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-billing-items.md

### `autotask_psa-list-companies` — List Companies (Read-only)

Query companies from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-companies.md

### `autotask_psa-list-contracts` — List Contracts (Read-only)

Query contracts from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-contracts.md

### `autotask_psa-list-resources` — List Resources (Read-only)

Query resources from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-resources.md

### `autotask_psa-list-service-call-tickets` — List Service Call Tickets (Read-only)

Query service call tickets from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-service-call-tickets.md

### `autotask_psa-list-ticket-notes` — List Ticket Notes (Read-only)

Query ticket notes from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-ticket-notes.md

### `autotask_psa-list-tickets` — List Tickets (Read-only)

Query tickets from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-tickets.md

### `autotask_psa-list-time-entries` — List Time Entries (Read-only)

Query time entries from Autotask PSA. See the documentation

Full schema: https://pipedream.com/apps/autotask-psa/actions/list-time-entries.md

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