Is Autotask Projects safe to install?

SaferSkills independently audited Autotask Projects (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/kaseya/autotask/skills/projects/SKILL.md · 1 file

msp-claude-plugins/kaseya/autotask/skills/projects/SKILL.md6.4 KB · Markdown

name: "Autotask Projects"

description: >

Use this skill when working with Autotask projects - creating projects,

managing tasks, phases, milestones, and resource assignments. Essential

for MSP project managers handling client implementations, migrations,

and scheduled work in Autotask PSA.

when_to_use: "When creating projects, managing tasks, phases, milestones, and resource assignments"

triggers:

- autotask project

- autotask task

- project management

- project phase

- project milestone

- resource assignment

- project billing

- project timeline

Autotask Projects Management

Overview

Autotask Projects extend beyond simple ticketing to handle structured work with defined phases, tasks, dependencies, and resource assignments. Projects are used for implementations, migrations, onboarding, and any work requiring planning and tracking.

Key Concepts

Project Structure

Project
├── Phase 1
│   ├── Task 1.1
│   ├── Task 1.2
│   └── Milestone: Phase 1 Complete
├── Phase 2
│   ├── Task 2.1
│   ├── Task 2.2
│   └── Milestone: Phase 2 Complete
└── Final Milestone: Project Complete

Project Fields

Field	Description	Required
`id`	Unique identifier	System
`projectName`	Project name	Yes
`companyID`	Client company	Yes
`projectType`	Type category	Yes
`status`	Project status	Yes
`startDate`	Planned start	No
`endDate`	Planned end	No
`projectLeadResourceID`	Project manager	No
`department`	Department	No
`estimatedRevenue`	Expected revenue	No
`contractID`	Associated contract	No

Project Status Values

ID	Status	Description
1	New	Just created
5	Active	In progress
8	On Hold	Temporarily paused
10	Complete	Finished
12	Cancelled	Terminated

Task Fields

Field	Description	Required
`id`	Unique identifier	System
`projectID`	Parent project	Yes
`phaseID`	Parent phase	No
`taskName`	Task title	Yes
`status`	Task status	Yes
`assignedResourceID`	Assigned tech	No
`estimatedHours`	Estimated effort	No
`startDate`	Task start	No
`endDate`	Task due date	No
`priority`	Task priority	No

API Patterns

Creating a Project

POST /v1.0/Projects
Content-Type: application/json

{
  "projectName": "Acme Corp - Office 365 Migration",
  "companyID": 12345,
  "projectType": 1,
  "status": 1,
  "startDate": "2024-03-01",
  "endDate": "2024-04-15",
  "projectLeadResourceID": 29744150,
  "description": "Migrate from on-prem Exchange to Office 365",
  "estimatedRevenue": 15000.00,
  "contractID": 54321
}

Creating a Phase

POST /v1.0/Phases
Content-Type: application/json

{
  "projectID": 98765,
  "title": "Phase 1: Planning & Assessment",
  "description": "Initial assessment and migration planning",
  "startDate": "2024-03-01",
  "dueDate": "2024-03-08",
  "estimatedHours": 16
}

Creating a Task

POST /v1.0/ProjectTasks
Content-Type: application/json

{
  "projectID": 98765,
  "phaseID": 11111,
  "taskName": "Document current Exchange environment",
  "status": 1,
  "assignedResourceID": 29744150,
  "estimatedHours": 4,
  "startDate": "2024-03-01",
  "endDate": "2024-03-02",
  "priority": 2
}

Searching Projects

Active projects for a company:

{
  "filter": [
    {"field": "companyID", "op": "eq", "value": 12345},
    {"field": "status", "op": "eq", "value": 5}
  ]
}

Projects by lead:

{
  "filter": [
    {"field": "projectLeadResourceID", "op": "eq", "value": 29744150},
    {"field": "status", "op": "in", "value": [1, 5]}
  ]
}

Creating Time Entry on Task

POST /v1.0/TimeEntries
Content-Type: application/json

{
  "taskID": 22222,
  "resourceID": 29744150,
  "dateWorked": "2024-03-01",
  "startDateTime": "2024-03-01T09:00:00Z",
  "endDateTime": "2024-03-01T12:00:00Z",
  "hoursWorked": 3,
  "summaryNotes": "Documented Exchange server configuration",
  "billingCodeID": 29683556
}

Updating Project Status

PATCH /v1.0/Projects
Content-Type: application/json

{
  "id": 98765,
  "status": 5,
  "actualStartDate": "2024-03-01"
}

Common Workflows

Project Setup

Create project

Link to company and contract
Set project lead
Define timeline

Create phases

Logical groupings of work
Sequential ordering

Create tasks

Assign to phases
Estimate hours
Set dependencies

Assign resources

Assign tasks to techs
Balance workload

Project Execution

Start project - Update status to Active
Work tasks - Log time entries
Complete tasks - Update task status
Track progress - Monitor vs estimates
Complete phases - Mark milestones
Close project - Final status update

Project Billing

Projects can be billed:

Fixed Fee - Set project price
Time & Materials - Bill actual time
Against Contract - Deduct from prepaid hours

Always associate project with contract for proper billing flow.

Error Handling

Common API Errors

Code	Message	Resolution
400	Invalid projectType	Use valid project type ID
400	EndDate before StartDate	Fix date sequence
404	Project not found	Verify project ID
409	Cannot delete - has time entries	Archive instead of delete

Validation Errors

"ProjectName is required" - Project name cannot be empty

"Invalid companyID" - Company must exist and be active

"PhaseID does not belong to Project" - Task's phase must be in same project

Best Practices

Use phases - Organize work logically
Estimate accurately - Track estimates vs actuals
Assign tasks - Don't leave tasks unassigned
Update status - Keep project status current
Link to contracts - Ensure billing flows correctly
Document milestones - Define clear completion criteria
Regular reviews - Weekly project status checks

Autotask Tickets - Ad-hoc service work
Autotask Contracts - Project billing
Autotask CRM - Company relationships

Autotask Projects— agent skill

Is Autotask Projects safe to install?

Autotask Projects Management

Overview

Key Concepts

Project Structure

Project Fields

Project Status Values

Task Fields

API Patterns

Creating a Project

Creating a Phase

Creating a Task

Searching Projects

Creating Time Entry on Task

Updating Project Status

Common Workflows

Project Setup

Project Execution

Project Billing

Error Handling

Common API Errors

Validation Errors

Best Practices

Audit the pieces. Scan the whole. Decide.

Is Autotask Projects safe to install?

Autotask Projects Management

Overview

Key Concepts

Project Structure

Project Fields

Project Status Values

Task Fields

API Patterns

Creating a Project

Creating a Phase

Creating a Task

Searching Projects

Creating Time Entry on Task

Updating Project Status

Common Workflows

Project Setup

Project Execution

Project Billing

Error Handling

Common API Errors

Validation Errors

Best Practices

Related Skills

Audit the pieces. Scan the whole. Decide.