Autotask Picklists
Autotask picklist and reference-data lookups — queues, ticket statuses, ticket priorities, and project phases — the instance-specific configured values required before creating or filtering tickets and other entities.
Install
npx skills add https://github.com/WYRE-AI/msp-claude-plugins/tree/main/msp-claude-plugins/kaseya/autotask/skills/picklists
claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install wyre-ai-msp-claude-plugins@llmmart
git clone https://github.com/WYRE-AI/msp-claude-plugins.git
The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole wyre-ai/msp-claude-plugins collection as a plugin from our marketplace. Git is the plain clone.
Skill manifest
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.
Anti-triggers
- What a status or priority means for SLA, escalation, and
transitions — this skill returns the values, not the behaviour; use
autotask-tickets. - The project/phase/task model rather than the phase list —
autotask_list_phasesreturns phases for one project; the structure around them is inautotask-projects.
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
- Call
autotask_list_queuesto find the queue ID - Call
autotask_list_ticket_statusesto find status IDs - Call
autotask_list_ticket_prioritiesto find priority IDs - Use retrieved IDs in
autotask_create_ticket
Get Phases for Project Task Assignment
- Call
autotask_list_phaseswith the project ID - Note phase IDs and names
- 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: trueto avoid using deprecated values - For other entity field picklists not covered here, use
autotask_get_field_infoto retrieve full picklist data for any entity type - Cache these values during a session to avoid repeated lookups; they change infrequently
Files (msp-claude-plugins)
-
SKILL.md 3.5 KB
--- name: "Autotask Picklists" description: >- Autotask picklist and reference-data lookups — queues, ticket statuses, ticket priorities, and project phases — the instance-specific configured values required before creating or filtering tickets and other entities. when_to_use: >- When you need instance-specific queue, ticket status, ticket priority, or phase values before creating or filtering Autotask tickets and other entities. Use when: autotask queues, autotask ticket statuses, autotask ticket priorities, autotask picklist, list queues autotask, autotask priority values, autotask status values, autotask reference data, autotask lookup values, or autotask phases list. --- # 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. ## Anti-triggers - **What a status or priority means for SLA, escalation, and transitions** — this skill returns the values, not the behaviour; use `autotask-tickets`. - **The project/phase/task model rather than the phase list** — `autotask_list_phases` returns phases for one project; the structure around them is in `autotask-projects`. ## API Patterns ### List Queues Tool: `autotask_list_queues` Returns all ticket queues configured in your Autotask instance. Response structure: ```json [ { "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: ```json [ { "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: ```json [ { "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
Comments (0)
Sign in to join the conversation.
Reviews (0)
No reviews yet.
No comments yet.