/check-pricing

description: Check pricing details for an Autotask product or service (price-list overrides are UI-only)
argument-hint: "<product> [type]"
arguments: [product, type]

Check Autotask Pricing

Prerequisites

• Autotask MCP server connected and authenticated
• API user has read access to products and price lists

Steps

1. Resolve the product/service (search by name/SKU if not an ID) 2. Get the item's base pricing (unitCost, unitPrice, MSRP) 3. Note that price-list overrides are not reachable through the connector (Autotask UI only) 4. Display cost, price, MSRP and margin from the product or service record

Step 1: Find the Product/Service

If the input is not a numeric ID, search for it:

Tool: autotask_search_products
Args: { searchTerm: "$product" }

Or for services:

Tool: autotask_search_services
Args: { searchTerm: "$product" }

Step 2: Get Full Details

For a product:

Tool: autotask_get_product
Args: { productId: <resolved_id> }

For a service (`type="service"`, or an ID resolved from `autotask_search_services`):

Tool: autotask_get_service
Args: { serviceId: <resolved_id> }

Product and service IDs are separate sequences, so never look a service ID up as a product.

Step 3: Price-list overrides

There is no MCP tool for Autotask Price Lists or Inventory Items (both are real Autotask entities, but the connector does not expose them). Check price-list overrides and stock levels directly in the Autotask UI, and say so in the answer rather than guessing.

Step 4: Calculate and Display

Show: unit cost, default price, MSRP, and margin percentage from the product or service record. Note that any customer price-list override must be checked in the Autotask UI. A service sold on a recurring contract can carry its own unit price on the contract service line; for what a specific customer pays, read it with the `autotask-contract-services` skill rather than quoting the catalog price.

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | product | string | Yes | - | Product name, SKU, or numeric ID | | type | string | No | product | product or service |

Examples

Check pricing by name

/check-pricing product="FortiGate 60F"

Check pricing by ID

/check-pricing product=12345

Check service pricing

/check-pricing product="Managed Endpoint" type="service"

Output

Pricing for: FortiGate 60F (SKU: FG-60F)

Base Pricing:
  Unit Cost:  $850.00
  Unit Price: $1,299.00 (default)
  MSRP:       $1,499.00

Price list overrides: check in the Autotask UI (not available through the connector)

Margins:
  Default margin: 34.6%
  vs MSRP discount: 20.0%

Error Handling

| Error | Resolution | |-------|------------| | Product not found | Verify name/SKU spelling, try partial search | | No price list entry | Product uses default unitPrice for billing | | Multiple matches | Results shown for selection, re-run with specific ID |

Related Commands

• [search-products](/commands/search-products) - Browse the product catalog
• [lookup-company](/commands/lookup-company) - Find company for context