Does it handle contact validation for the Autotask API?

Yes, the skill provides documentation and patterns for handling common API errors like duplicate email addresses and invalid formatting to ensure data integrity.

Can I search for companies based on their assigned account manager?

Yes, the skill includes specific search patterns for filtering companies by the ownerResourceID, making it easy to generate lists for specific account managers.

Is this skill specifically designed for Managed Service Providers?

While optimized for MSPs using Autotask PSA, it can be utilized by any organization leveraging the Autotask CRM module for relationship management.

Can I use this skill to create parent-child company relationships?

Yes, the skill supports company hierarchies by allowing you to define a parentCompanyID when creating or updating company records in Autotask.

Autotask CRM Management

Name: Autotask CRM Management
Author: wyre-technology

bywyre-technology

•

Productivity & Workflow

Manages Autotask companies, contacts, and physical locations to streamline MSP client onboarding and relationship tracking.

The Autotask CRM skill for Claude Code empowers Managed Service Providers (MSPs) to automate and optimize their client relationship data directly from their terminal. It provides a standardized framework for creating and updating company records, managing contact hierarchies, and organizing physical sites, ensuring that foundational data for ticketing, billing, and contracts remains accurate and up-to-date. By leveraging specific API patterns and best practices, this skill reduces manual data entry errors and accelerates complex workflows like client onboarding and account management.

Key Features

01Automated company and account creation with standardized field mapping

02Built-in validation and error handling for Autotask API constraints

03Advanced search filters for finding entities by name, type, or account manager

04Comprehensive contact management including primary contact designation

052 GitHub stars

06Site and location configuration for precise on-site service delivery

Use Cases

01Auditing and updating contact lists to ensure accurate communication and billing across the client base

02Streamlining new MSP client onboarding by programmatically creating company, site, and contact records

03Managing complex company hierarchies and parent-child relationships for enterprise-scale clients

What are Skills?·How to Install

Install with 🐟 Skill.Fish

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

For use in Claude.ai and ChatGPT

Download Skill