Autotask CRM Management

Create, search, and update Autotask CRM companies, contacts, and sites.

39|17|Updated Feb 4, 2026

Search Tags:#crm #client management #company #site #contact #autotask

Ready to run

npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill autotask-crm-management

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Autotask CRM Management
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/kaseya/autotask/skills/crm
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill autotask-crm-management

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the management of core client information within Autotask PSA, ensuring accurate data for all downstream processes.

Core Features & Use Cases

Company Management: Create, search, and update client company records, including types, addresses, and contact information.
Contact Management: Add, find, and manage individual contacts associated with companies, including their roles and contact details.
Site Management: Define and manage physical service locations for clients.
Use Case: When onboarding a new client, use this Skill to create their company profile, add key contacts, and establish their primary service location, laying the foundation for all future interactions and service delivery.

Quick Start

Use the Autotask CRM skill to create a new company named 'Example Corp' with type 'Customer' and primary contact 'Jane Doe'.

Frequently Asked Questions about Autotask CRM Management

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

FAQPage Schema

How do I manage Autotask CRM companies and contacts for MSP accounts?▼

Autotask CRM management allows you to create, search, and update client company records and associated contacts. It ensures accurate client relationship data is maintained for all downstream ticket, contract, and billing operations.

What is the best way to onboard a new client in Autotask PSA?▼

Onboarding a new client in Autotask PSA involves creating their company profile, adding key individual contacts, and establishing physical service locations. This foundation supports all future interactions and service delivery.

Can I create and manage physical service locations for clients in Autotask?▼

Yes, site management is supported for defining and managing physical service locations for clients. You can establish primary service sites alongside company and contact records during client onboarding.

Why does Autotask CRM management require accurate company and contact data?▼

Accurate company and contact data is required because these core CRM entities serve as the foundation for all downstream ticket, contract, and billing operations. Inaccurate client information disrupts subsequent service delivery processes.

Does Autotask CRM management support updating existing client company records?▼

Yes, updating existing client company records is supported. You can modify company types, addresses, and contact information to maintain accurate client data within the Autotask PSA system.

How do I search for specific contacts associated with a company in Autotask?▼

Contact management features allow you to find and manage individual contacts associated with specific companies. You can search for contacts, view their roles, and access their contact details.