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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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msp-claude-plugins
45200 skills146 agents200 commands4 MCP
Install
$ npx -y skills add wyre-technology/msp-claude-plugins --skill picklists --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.
  • Slash command/picklists

Context preview

The summary Claude sees to decide when to auto-load this skill.

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.

SKILL.md

picklists.SKILL.md
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:

[
  { "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
Read more
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One command to supercharge Claude Code for MSP workflows. Then restart Claude Code. That's it. Documentation: mcp.wyre.ai

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