Atera Customers

Manage customer and contact records via the Atera API.

39|17|Updated Feb 4, 2026

Search Tags:#CRM #account management #contact management #MSP #customer management #atera

Ready to run

npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill atera-customers

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Atera Customers
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/atera/atera/skills/customers
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill atera-customers

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the management of customer and contact information within Atera, reducing manual data entry and improving account organization.

Core Features & Use Cases

Customer Management: Create, update, search, and delete customer records.
Contact Management: Manage contacts associated with customers, including creating, updating, and deleting them.
Custom Fields: Utilize and manage custom fields for enhanced customer data tracking.
Use Case: Quickly add a new client to Atera, including their billing address and primary contact details, ensuring all essential information is captured for service delivery.

Quick Start

Use the Atera Customers skill to create a new customer named 'Example Corp' with the email '[email protected]'.

Frequently Asked Questions about Atera Customers

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I manage Atera customers and contacts via API?▼

You can manage Atera customers and contacts by performing CRUD operations through the Atera API, which supports creating, updating, searching, and deleting customer records and their associated contacts.

Can I create a new Atera customer with billing address and contact details?▼

Yes, you can create a new Atera customer and include essential information such as billing addresses and primary contact details, ensuring all data is captured for service delivery.

How do I handle custom fields for customer management in Atera?▼

Handling custom fields for customer management in Atera is supported directly, allowing you to utilize and manage custom fields for enhanced customer data tracking during record updates or creation.

Does the Atera API support pagination for retrieving customer records?▼

Yes, the Atera API supports pagination for retrieving customer records, allowing you to efficiently retrieve and manage large sets of customer and contact entities.

What is the best way to update contact information associated with an Atera customer?▼

The best way to update contact information for an Atera customer is by utilizing the dedicated API endpoints to update contact entities while associating the data directly with the parent customer record.

Can I delete customer records and their associated contacts in Atera?▼

Yes, you can delete customer records and their associated contacts in Atera using the supported CRUD operations provided by the API endpoints for customer and contact entities.