/search-products

description: Search the Autotask product catalog for products, services, or inventory items
argument-hint: "[search] [type] [active-only] [category]"
arguments: [search, type, active-only, category]

Search Autotask Product Catalog

Prerequisites

• Autotask MCP server connected and authenticated
• API user has read access to product catalog entities

Steps

1. Determine the search type (products, services, or inventory) 2. Build the appropriate search query with filters 3. Execute the search using the corresponding MCP tool 4. Format and display results with key fields

For Products

Tool: autotask_search_products
Args: {
  searchTerm: "$search",
  isActive: $active-only,
  productCategory: $category
}

For Services

Tool: autotask_search_services
Args: {
  searchTerm: "$search",
  isActive: $active-only
}

For Inventory

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.

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | search | string | No | - | Search term for name or SKU | | type | string | No | products | products, services, or inventory | | active-only | boolean | No | true | Filter to active items only | | category | number | No | - | Product category ID filter |

Examples

Search for firewall products

/search-products search="firewall"

Search for managed services

/search-products search="managed" type="services"

Browse all active products in a category

/search-products category=5 active-only=true

Check inventory for a product (answers that stock levels are UI-only)

/search-products search="laptop" type="inventory"

Output

Results displayed as a table:

Found 3 products matching "firewall":

| ID    | Name                    | SKU        | Unit Price | Active |
|-------|-------------------------|------------|------------|--------|
| 12345 | FortiGate 60F           | FG-60F     | $1,299.00  | Yes    |
| 12346 | FortiGate 80F           | FG-80F     | $2,199.00  | Yes    |
| 12347 | SonicWall TZ270         | SW-TZ270   | $599.00    | Yes    |

Error Handling

| Error | Resolution | |-------|------------| | No results found | Try broader search terms or remove filters | | MCP server not connected | Check Autotask MCP server configuration | | Permission denied | Verify API user has product catalog access |

Related Commands

• [check-pricing](/commands/check-pricing) - Get detailed pricing from price lists
• [lookup-company](/commands/lookup-company) - Find company for quoting context
• [check-contract](/commands/check-contract) - Check contract service associations