Autotask CRM SKILL.md skillA
Autotask CRM from wyre-ai/msp-claude-plugins is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wyre-ai/msp-claude-plugins/Autotask CRM@git:20260817.2671d27Pins git:20260817.2671d27 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wyre-ai/msp-claude-plugins
- Path
msp-claude-plugins/kaseya/autotask/skills/crm/SKILL.md- Versions recorded
- 5
- Latest version
- git:20260817.2671d27, committed Aug 17, 2026
- First version recorded
- Apr 5, 2026
- Size
- 7,722 bytes
- Repository stars
- 52
- License
- Apache-2.0
Autotask CRM entities - companies (accounts), contacts, and sites/locations - including field references, company type classifications, and how these records underpin tickets, contracts, and projects for MSP account management.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Autotask CRM Management ## Overview Autotask CRM manages the core entities that define your client relationships: companies (accounts), contacts, and sites. Proper CRM data is foundational - tickets, contracts, projects, and billing all depend on accurate company and contact information. ## Anti-triggers - **The same client as a documentation record** — use `itglue-organizations`, and `itglue-contacts` for the people. - **The client's grouping in monitoring or SOC tooling** — Datto RMM calls it a site (`datto-rmm-sites`), RocketCyber calls it an account (`rocketcyber-accounts`). Neither shares IDs with an Autotask company. - **Kaseya BMS accounts and contacts** — a separate PSA with its own client records; use `kaseya-bms-api-patterns`. ## Key Concepts ### Company (Account) The primary entity representing a client organization. | Field | Description | Required | |-------|-------------|----------| | `id` | Unique identifier | System | | `companyName` | Official company name | Yes | | `companyType` | Customer, Lead, Prospect, etc. | Yes | | `phone` | Main phone number | No | | `address1` | Street address | No | | `city` | City | No | …
Read the whole file at its exact version.
How to install
mdr add wyre-ai/msp-claude-plugins/Autotask CRM@sha256:b14ea138b385cfcdThe line at the top of this page pins the label git:20260817.2671d27, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_xmb7jiawok2n75zn)
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Versions
The registry has recorded 5 versions of this file, between Apr 5, 2026 and Aug 17, 2026, about one every 33 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260817.2671d27 latest | 2026-08-17 | 2671d27 | 7,722 B | A | view · diff |
| git:20260804.aeca8ed | 2026-08-04 | aeca8ed | 7,724 B | A | view · diff |
| git:20260728.b7e78fc | 2026-07-28 | b7e78fc | 7,248 B | A | view · diff |
| git:20260713.1fbd3f3 | 2026-07-13 | 1fbd3f3 | 7,357 B | A | view · diff |
| git:20260405.09d00fc | 2026-04-05 | 09d00fc | 7,373 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (7722 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
wyre-ai/msp-claude-plugins · 52 stars · license Apache-2.0 · pushed 2026-11-05 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_xmb7jiawok2n75zn GET https://markdownregistry.com/api/v1/resolve?ref=wyre-ai/msp-claude-plugins/Autotask CRM GET https://markdownregistry.com/api/v1/blob/b14ea138b385cfcd85a42c600cdc45a2b64a9c5dcb39f94ed94c7fb83f7969cd
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.