Can I manage custom fields with this skill?

Yes, the skill supports getting, setting, and deleting custom values for both customers and contacts within the Atera environment.

Does deleting a customer remove all associated data?

Yes, per Atera API behavior, deleting a customer removes all associated data including contacts, agents, and tickets. This action should be performed with caution.

How does the skill handle duplicate contacts?

The skill follows Atera's validation rules which require a unique email address for every contact. Attempting to create a duplicate will trigger a validation error.

Can I use this skill for bulk onboarding?

Absolutely. The skill provides API patterns and common workflows designed specifically for efficient customer creation and setup.

Atera Customer Management

Name: Atera Customer Management
Author: wyre-technology

bywyre-technology

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Productivity & Workflow

Manages Atera customer records and contact information to streamline MSP account operations and service delivery.

This skill provides comprehensive capabilities for managing the lifecycle of customers and contacts within the Atera platform. It enables Managed Service Providers (MSPs) to programmatically create, update, and search customer records, handle contact details, and manage custom fields. By automating repetitive administrative tasks such as onboarding new clients or updating billing information, it ensures data consistency across the PSA and RMM environments, allowing technicians to focus on service delivery rather than manual data entry.

Key Features

01Advanced search and lookup by name, domain, or unique identifier

022 GitHub stars

03Comprehensive support for managing custom fields and billing data

04Automated contact management including primary contact designations

05Full CRUD operations for Atera customer and contact records

06Standardized workflows for customer onboarding and deactivation

Use Cases

01Retrieving specific customer data to link with tickets, agents, or monitoring alerts

02Performing bulk updates to customer contact information or address details across the database

03Automating new client onboarding by creating customer and contact records simultaneously

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins customers

For use in Claude.ai and ChatGPT

Download Skill