Claude Skill

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.

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Part of wyre-ai/msp-claude-plugins — 48 skills

Install

skills CLI npx skills add https://github.com/WYRE-AI/msp-claude-plugins/tree/main/msp-claude-plugins/kaseya/autotask/skills/picklists
Claude Code claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install wyre-ai-msp-claude-plugins@llmmart
Git 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_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:

[
  { "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
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
    

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