Is Atera Customers safe to install?

SaferSkills independently audited Atera Customers (Agent Skill) and scored it 100/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 0 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.

CategoryWeightCategory scoreContribution

Securityprompt, exec, net, exfil, eval

35%

100

35.0 pts

Supply chainhash, typosquat, maintainer, lockfile

20%

100

20.0 pts

Maintenancestaleness, pinning, CI

15%

100

15.0 pts

TransparencySKILL.md, perms, README

15%

100

15.0 pts

Communityinstalls, verify, response

15%

100

15.0 pts

Findings & checks · 0 flagged

Securityscore 100 · 0 findings

✓—All security checks passedNo findings in this category for the latest scan.pass

Supply chainscore 100 · 0 findings

✓—All supply chain checks passedNo findings in this category for the latest scan.pass

Maintenancescore 100 · 0 findings

✓—All maintenance checks passedNo findings in this category for the latest scan.pass

Transparencyscore 100 · 0 findings

✓—All transparency checks passedNo findings in this category for the latest scan.pass

Communityscore 100 · 0 findings

✓—All community checks passedNo findings in this category for the latest scan.pass

The primary manifest — the file an agent reads to learn what this artifact does.

msp-claude-plugins/atera/atera/skills/customers/SKILL.md · 1 file

msp-claude-plugins/atera/atera/skills/customers/SKILL.md9.0 KB · Markdown

name: "Atera Customers"

description: >

Use this skill when working with Atera customers and contacts - creating,

updating, searching, or managing customer records. Covers customer information,

contact management, custom fields, and customer lifecycle operations.

Essential for MSP account management through Atera.

when_to_use: "When creating, updating, searching, or managing customer records"

triggers:

- atera customer

- atera client

- customer management

- atera contact

- customer record

- create customer atera

- update customer atera

- customer lookup

- contact lookup atera

Atera Customer Management

Overview

Customers in Atera represent the organizations you provide IT services to. Each customer can have multiple contacts (end users), agents (managed devices), contracts, and associated tickets. Proper customer management is essential for organized service delivery.

Customer Fields

Core Fields

Field	Type	Required	Description
`CustomerID`	int	System	Auto-generated unique identifier
`CustomerName`	string	Yes	Company name
`BusinessNumber`	string	No	Tax ID or business registration
`Domain`	string	No	Primary email domain
`Address`	string	No	Street address
`City`	string	No	City name
`State`	string	No	State/province
`Country`	string	No	Country name
`ZipCodeStr`	string	No	Postal/ZIP code
`Phone`	string	No	Main phone number
`Fax`	string	No	Fax number
`Notes`	string	No	Internal notes
`Website`	string	No	Company website URL

Billing Fields

Field	Type	Description
`CreatedOn`	datetime	Customer creation date
`LastModified`	datetime	Last modification date

Contact Fields

Core Fields

Field	Type	Required	Description
`EndUserID`	int	System	Auto-generated unique identifier
`CustomerID`	int	Yes	Parent customer ID
`CustomerName`	string	System	Parent customer name
`FirstName`	string	No	Contact first name
`LastName`	string	No	Contact last name
`Email`	string	Yes	Email address (unique)
`Phone`	string	No	Phone number
`JobTitle`	string	No	Job title/position
`IsContactPerson`	boolean	No	Primary contact flag
`InIgnoreMode`	boolean	No	Ignore emails from contact
`CreatedOn`	datetime	System	Contact creation date

API Patterns

List All Customers (Paginated)

GET /api/v3/customers?page=1&itemsInPage=50
X-API-KEY: {api_key}

Response:

{
  "items": [
    {
      "CustomerID": 12345,
      "CustomerName": "Acme Corporation",
      "Domain": "acme.com",
      "Address": "123 Main Street",
      "City": "New York",
      "State": "NY",
      "Country": "United States",
      "ZipCodeStr": "10001",
      "Phone": "555-123-4567",
      "Website": "https://www.acme.com",
      "CreatedOn": "2023-01-15T10:00:00Z"
    }
  ],
  "totalItems": 150,
  "page": 1,
  "itemsInPage": 50,
  "totalPages": 3
}

Get Customer by ID

GET /api/v3/customers/{customerId}
X-API-KEY: {api_key}

Response:

{
  "CustomerID": 12345,
  "CustomerName": "Acme Corporation",
  "BusinessNumber": "12-3456789",
  "Domain": "acme.com",
  "Address": "123 Main Street",
  "City": "New York",
  "State": "NY",
  "Country": "United States",
  "ZipCodeStr": "10001",
  "Phone": "555-123-4567",
  "Fax": "555-123-4568",
  "Website": "https://www.acme.com",
  "Notes": "Enterprise customer - 24/7 support",
  "CreatedOn": "2023-01-15T10:00:00Z",
  "LastModified": "2024-02-01T14:30:00Z"
}

Create Customer

POST /api/v3/customers
X-API-KEY: {api_key}
Content-Type: application/json

{
  "CustomerName": "New Company Inc",
  "Domain": "newcompany.com",
  "Address": "456 Oak Avenue",
  "City": "Chicago",
  "State": "IL",
  "Country": "United States",
  "ZipCodeStr": "60601",
  "Phone": "555-987-6543",
  "Website": "https://www.newcompany.com",
  "Notes": "Referred by Acme Corporation"
}

Response:

{
  "ActionID": 67890,
  "CustomerID": 67890,
  "CustomerName": "New Company Inc"
}

Update Customer

POST /api/v3/customers/{customerId}
X-API-KEY: {api_key}
Content-Type: application/json

{
  "Phone": "555-987-6544",
  "Notes": "Updated contact information",
  "Address": "789 New Street"
}

Delete Customer

DELETE /api/v3/customers/{customerId}
X-API-KEY: {api_key}

Warning: Deleting a customer removes all associated data including contacts, agents, and tickets.

Contact Management

List All Contacts (Paginated)

GET /api/v3/contacts?page=1&itemsInPage=50
X-API-KEY: {api_key}

Response:

{
  "items": [
    {
      "EndUserID": 67890,
      "CustomerID": 12345,
      "CustomerName": "Acme Corporation",
      "FirstName": "John",
      "LastName": "Smith",
      "Email": "[email protected]",
      "Phone": "555-123-4567 x101",
      "JobTitle": "IT Manager",
      "IsContactPerson": true,
      "CreatedOn": "2023-01-20T09:00:00Z"
    }
  ],
  "totalItems": 500,
  "page": 1,
  "itemsInPage": 50,
  "totalPages": 10
}

Get Contact by ID

GET /api/v3/contacts/{contactId}
X-API-KEY: {api_key}

Create Contact

POST /api/v3/contacts
X-API-KEY: {api_key}
Content-Type: application/json

{
  "CustomerID": 12345,
  "FirstName": "Jane",
  "LastName": "Doe",
  "Email": "[email protected]",
  "Phone": "555-123-4567 x102",
  "JobTitle": "CFO",
  "IsContactPerson": false
}

Response:

{
  "ActionID": 77777,
  "EndUserID": 77777
}

Update Contact

POST /api/v3/contacts/{contactId}
X-API-KEY: {api_key}
Content-Type: application/json

{
  "Phone": "555-123-4567 x103",
  "JobTitle": "COO",
  "IsContactPerson": true
}

Delete Contact

DELETE /api/v3/contacts/{contactId}
X-API-KEY: {api_key}

Custom Values

Atera supports custom fields for customers and contacts.

Get Custom Values

GET /api/v3/customvalues/customer/{customerId}
X-API-KEY: {api_key}

Set Custom Value

POST /api/v3/customvalues/customer/{customerId}
X-API-KEY: {api_key}
Content-Type: application/json

{
  "FieldName": "ContractType",
  "Value": "Managed Services"
}

Delete Custom Value

DELETE /api/v3/customvalues/customer/{customerId}/{fieldName}
X-API-KEY: {api_key}

Common Workflows

New Customer Onboarding

Create customer record - Add company information
Add primary contact - Create main point of contact
Set custom fields - Add contract type, billing info
Deploy agents - Install on managed devices
Configure alerts - Set up monitoring profiles

Customer Search Flow

Search by name - Query customers endpoint
Filter results - Match by domain or other criteria
Get details - Retrieve full customer record
List contacts - Get associated contacts

Customer Deactivation

Review active tickets - Close or transfer
Remove agents - Delete from managed devices
Archive data - Export if needed for records
Delete customer - Remove from system

Error Handling

Common API Errors

Code	Message	Resolution
400	Invalid customer ID	Verify customer exists
400	Email already exists	Contact email must be unique
401	Unauthorized	Check API key
403	Forbidden	Verify permissions
404	Customer not found	Confirm customer ID
429	Rate limited	Wait and retry (700 req/min)

Validation Errors

Error	Cause	Fix
Name required	Missing CustomerName	Add customer name
Email required	Missing contact email	Add email address
Invalid email	Malformed email address	Fix email format
Duplicate email	Email exists for another contact	Use unique email

Best Practices

Use consistent naming - Follow naming conventions
Complete all fields - Better data = better reporting
Set primary contact - Mark IsContactPerson for main contact
Use custom fields - Track contract and billing info
Keep data current - Update when information changes
Audit regularly - Review and clean stale records
Link domains - Associate email domains for routing

Data Relationships

Customer (CustomerID)
    │
    ├── Contacts (EndUserID)
    │       └── Tickets (as EndUser)
    │
    ├── Agents (AgentID)
    │       └── Alerts
    │
    ├── Contracts (ContractID)
    │
    └── Custom Values

Atera Tickets - Customer ticket management
Atera Agents - Customer device management
Atera Contracts - Service agreements
Atera API Patterns - Authentication and pagination

Atera Customers— agent skill

Is Atera Customers safe to install?

Atera Customer Management

Overview

Customer Fields

Core Fields

Billing Fields

Contact Fields

Core Fields

API Patterns

List All Customers (Paginated)

Get Customer by ID

Create Customer

Update Customer

Delete Customer

Contact Management

List All Contacts (Paginated)

Get Contact by ID

Create Contact

Update Contact

Delete Contact

Custom Values

Get Custom Values

Set Custom Value

Delete Custom Value

Common Workflows

New Customer Onboarding

Customer Search Flow

Customer Deactivation

Error Handling

Common API Errors

Validation Errors

Best Practices

Data Relationships

Audit the pieces. Scan the whole. Decide.

Is Atera Customers safe to install?

Atera Customer Management

Overview

Customer Fields

Core Fields

Billing Fields

Contact Fields

Core Fields

API Patterns

List All Customers (Paginated)

Get Customer by ID

Create Customer

Update Customer

Delete Customer

Contact Management

List All Contacts (Paginated)

Get Contact by ID

Create Contact

Update Contact

Delete Contact

Custom Values

Get Custom Values

Set Custom Value

Delete Custom Value

Common Workflows

New Customer Onboarding

Customer Search Flow

Customer Deactivation

Error Handling

Common API Errors

Validation Errors

Best Practices

Data Relationships

Related Skills

Audit the pieces. Scan the whole. Decide.