n8n-nodes-autotask 2.0.0 → 2.0.2

package/README.md

@@ -1,764 +1,764 @@
-# n8n-nodes-autotask
-
-![n8n-nodes-autotask](https://img.shields.io/badge/n8n--nodes--autotask-2.0.0-blue)
-![License](https://img.shields.io/badge/license-MIT-green)
-
-[![Buy Me A Coffee](https://img.shields.io/badge/Buy%20Me%20A%20Coffee-Support-yellow.svg)](https://buymeacoffee.com/msoukhomlinov)
-
-> **IMPORTANT**: After updating this node to a new version, a restart of your n8n instance is highly recommended to ensure all changes are properly applied.
-
-This is an n8n community node for integrating with Autotask PSA. It provides a comprehensive set of operations to interact with Autotask entities through their REST API.
-
-![Overview of n8n-nodes-autotask](./overview.gif)
-
-[n8n](https://n8n.io/) is a [fair-code licensed](https://docs.n8n.io/reference/license/) workflow automation platform.
-
-[Installation](#installation)  
-[Authentication](#authentication)  
-[Features](#features)  
-[Usage](#usage)  
-[Configuration](#configuration)  
-[Limitations](#limitations)  
-[Troubleshooting](#troubleshooting)  
-[Resources](#resources)  
-[Support](#support)  
-[License](#license)
-
-## Installation
-
-Follow these steps to install this node:
-
-```bash
-# Install with npm
-npm install n8n-nodes-autotask
-
-# Install with pnpm
-pnpm install n8n-nodes-autotask
-```
-
-**Requirements:**
-- n8n version 1.0.0 or later
-- Node.js version 18.10 or later
-- pnpm version 9.1 or later (if using pnpm)
-
-**Autotask AI Tools node:** To use the Autotask AI Tools node with the AI Agent, set `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true` in your n8n environment.
-
-## Authentication
-
-To use this node, you need to have API access to your Autotask instance. Follow these steps to set up authentication:
-
-1. In Autotask, go to **Admin > API User Security**
-2. Create or select an API user
-3. Note the API Integration Code, Username, and Secret
-4. In n8n, create a new credential of type **Autotask API**
-5. Enter your API Integration Code, Username, and Secret
-6. Select your Autotask zone
-7. Select your timezone (affects how dates and times are displayed and entered)
-8. Configure caching options as needed (this will cache dynamically fetched field picklists)
-
-**Australia/New Zealand (Sydney) datacentre:** If you are on the AUS/NZ Sydney datacentre, from 11 March 2026 select the zone **Australia / New Zealand (Sydney — from 11 Mar 2026)** (API: webservices29.autotask.net). For that zone, the URLs are: User interface ww29.autotask.net; API webservices29.autotask.net; Data Warehouse reports29.autotask.net; Performance Analytics workbooks workbooks29.autotask.net.
-
-## Features
-
-### Autotask AI Tools
-
-The **Autotask AI Tools** node exposes Autotask operations as individual tools for the AI Agent. Add one node per resource (e.g. ticket, company, contact), select the operations to expose (get, getMany, count, create, update, delete; plus whoAmI and transferOwnership for Resource, getPosted/getUnposted for Time Entry, searchByDomain for Company, slaHealthCheck for Ticket, moveConfigurationItem for Configuration Items), and connect to an AI Agent. Each operation becomes a separate tool with a flat, typed schema that LLMs handle reliably. Available resources and operations are derived from the same entity metadata as the main Autotask node. Requires `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true` in your n8n environment.
-
-### Supported Resources
-
-The node supports the following Autotask resources:
-
-| Resource | Description |
-|----------|-------------|
-| API Threshold | Check Autotask API usage limits and current usage levels |
-| Appointment | Manage appointments (scheduled calendar work assigned to resources) |
-| Billing Code | Manage billing codes for time entries and charges |
-| Billing Items | Manage Autotask Billing Items, which represent billable items that have been approved and posted for potential invoicing |
-| Checklist Library | Manage modular checklist components that can be applied to tickets or tasks |
-| Checklist Library Checklist Item | Manage individual checklist items within checklist library templates |
-| Classification Icon | Query classification icons used for categorising and visually identifying items |
-| Company | Manage organisations in Autotask. Includes Search by Domain (website/domain with optional contact-email fallback). |
-| Company Alert | Manage alerts associated with companies |
-| Company Location | Manage locations for companies |
-| Company Note | Manage notes attached to companies |
-| Company Site Configuration | Manage company site configurations and user-defined fields for customer companies |
-| Company Webhook | Manage webhooks for company events |
-| Configuration Item | Manage configuration items (CIs) for companies. Includes Move Configuration Item for cross-company CI cloning with optional notes and attachments copy. |
-| Configuration Item Billing Product Association | Manage product associations for configuration items |
-| Configuration Item Category | Manage categories for configuration items |
-| Configuration Item Category UDF Association | Manage UDF associations for CI categories |
-| Configuration Item DNS Record | Manage DNS records for configuration items |
-| Configuration Item Note | Manage notes for configuration items |
-| Configuration Item Related Item | Manage related items for configuration items |
-| Configuration Item SSL Subject Alternative Name | Manage SSL alternative names for configuration items |
-| Configuration Item Type | Manage types for configuration items |
-| Configuration Item Webhook | Manage webhooks for configuration item events |
-| Contact | Manage contacts associated with companies. Includes Move to Company operation for migrating contacts between companies. |
-| Contact Groups | Manage contact groups |
-| Contact Group Contacts | Manage contacts within contact groups |
-| Contact Webhook | Manage webhooks for contact events |
-| Contract | Manage contracts for companies |
-| Contract Billing Rules | Manage billing rules for contracts |
-| Contract Block | Manage block hour contracts |
-| Contract Block Hour Factor | Manage hour factors for block hour contracts |
-| Contract Charge | Manage charges associated with contracts |
-| Contract Exclusion Billing Codes | Manage excluded billing codes for contracts |
-| Contract Exclusion Roles | Manage excluded roles for contracts |
-| Contract Exclusion Set Excluded Roles | Manage excluded roles within exclusion sets |
-| Contract Exclusion Set Excluded Work Types | Manage excluded work types within exclusion sets |
-| Contract Exclusion Sets | Manage reusable sets of excluded roles and work types for contracts |
-| Contract Milestone | Manage milestones for contracts |
-| Contract Note | Manage notes attached to contracts |
-| Contract Rate | Manage rates for contract services |
-| Contract Retainers | Manage retainers for contracts |
-| Contract Role Costs | Manage role costs for contracts |
-| Contract Service | Manage services within contracts |
-| Contract Service Adjustments | Manage adjustments for contract services |
-| Contract Service Bundle Adjustments | Manage adjustments for service bundles |
-| Contract Service Bundles | Manage service bundles within contracts |
-| Contract Service Bundle Units | Manage service bundle units |
-| Contract Service Unit | Manage service units for contracts |
-| Contract Ticket Purchases | Manage ticket purchases for contracts |
-| Countries | Query countries, which are used in address information for companies, contacts, and resources |
-| Domain Registrars | Manage domain registrars |
-| Holiday | Manage holiday dates |
-| Holiday Set | Manage holiday sets for resources |
-| Invoices | Manage invoices |
-| Notification History | View notification history |
-| Opportunity | Manage sales opportunities |
-| Product | Manage products in the catalogue |
-| Product Vendors | Manage vendor associations for products |
-| Project | Manage projects |
-| Project Charge | Manage charges associated with projects |
-| Project Note | Manage notes attached to projects |
-| Project Phase | Manage phases within projects |
-| Project Task | Manage tasks within projects |
-| Project Task Secondary Resources | Manage secondary resource assignments on project tasks |
-| Quote | Manage quotes for opportunities with pricing for products, services, and labour |
-| Quote Item | Manage line items for quotes including products, services, and labour |
-| Quote Location | Manage shipping and billing address information for quotes |
-| Quote Template | Query quote templates that define content and appearance of quotes |
-| Resource | Manage staff resources. Includes Who Am I and Transfer Ownership (companies, opportunities, tickets, tasks, projects, task/secondary and service-call assignments, appointments) with dry run and optional audit notes. |
-| Resource Role | Manage department/role relationships, service desk queues, and service desk roles |
-| Roles | Manage roles in the system |
-| Search Filter | Build advanced search filters |
-| Service | Manage services offered to clients |
-| Service Call | Manage service calls |
-| Service Call Task | Manage tasks associated with service calls |
-| Service Call Task Resource | Manage resources assigned to service call tasks |
-| Service Call Ticket | Manage tickets linked to service calls |
-| Service Call Ticket Resource | Manage resources assigned to service call tickets |
-| Service Level Agreement Result | Query SLA results tracking time and completion data for service level events |
-| Skill | Query skills used for resource competency tracking |
-| Survey | Manage customer surveys |
-| Survey Results | Manage results from customer surveys |
-| Subscription | Manage Subscriptions, which represent recurring service agreements with customers |
-| Subscription Period | Query Subscription Periods, which track billing periods and usage for subscriptions |
-| Tag | Manage ticket and article tags with unique label requirements |
-| Tag Alias | Manage alternative names for tags to improve searchability |
-| Tag Group | Organise tags into categories with display colours and system group protections |
-| Ticket | Manage service tickets |
-| Ticket Attachment | Manage files attached directly to tickets |
-| Ticket Category | Manage ticket categories with display colors and default field values |
-| Ticket Category Field Default | Query default field values for ticket categories |
-| Ticket Change Request Approval | Manage ticket change request approvals using root and ticket child endpoint scopes |
-| Ticket Charge | Manage charges associated with tickets |
-| Ticket Checklist Item | Manage checklist items on tickets |
-| Ticket Checklist Library | Add all items from a checklist library to a ticket |
-| Ticket History | View historical changes to tickets |
-| Ticket Note | Manage notes attached to tickets |
-| Ticket Note Attachment | Manage files attached to ticket notes |
-| Ticket Note Webhook | Manage webhooks for ticket note events |
-| Ticket Secondary Resource | Manage secondary resource assignments on tickets |
-| Ticket Webhook | Manage webhooks for ticket events |
-| Time Entry | Manage time entries for billing. Includes Get Posted and Get Unposted operations for listing labour entries by posting status with cross-entity filters |
-| Time Entry Attachment | Manage files attached to time entries |
-
-### Operations
-
-For most resources, the following operations are available:
-
-- **Create**: Add new records
-- **Read**: Retrieve a single record by ID
-- **Update**: Modify existing records
-- **Delete**: Remove records
-- **Get Many**: Retrieve multiple records with basic filtering options. This operation allows you to:
-  - Filter records using simple field conditions (equals)
-  - Filtering on User Defined Fields (UDFs)
-  - Automatically paginate through large result sets
-  - Choose to get all results or limit to a specific number (1-500)
-  - Set a maximum number of records to return when not retrieving all records
-  - Select specific columns to return in the response
-  - Add human-readable labels for picklist and reference fields
-  - Flatten User-Defined Fields for easier access in workflows
-- **Get Many Advanced**: Build complex queries with multiple filter conditions and logical operators. This operation provides:
-  - Support for complex AND/OR logic in filters
-  - Nested condition groups for sophisticated queries
-  - Filtering on User Defined Fields (UDFs)
-  - Advanced operators like contains, beginsWith, endsWith, exists, notExists
-  - Support for IN and NOT IN operators with multiple values
-  - Choose to get all results or limit to a specific number (1-500)
-  - Set a maximum number of records to return when not retrieving all records
-  - Select specific columns to return in the response
-  - Add human-readable labels for picklist and reference fields
-  - Flatten User-Defined Fields for easier access in workflows
-  - Date-based filtering with automatic timezone handling
-- **Count**: Get the number of matching records
-- **Get Entity Info**: Retrieve metadata about the entity
-- **Get Field Info**: Retrieve field definitions for the selected entity
-
-For the **Time Entry** resource, additional posting-status operations are available:
-
-- **Get Posted**: List time entries that have been approved and posted as billing items
-- **Get Unposted**: List time entries that have not yet been posted
-
-Both operations cross-reference TimeEntries with BillingItems (Autotask has no posted-status field on TimeEntry itself). They support collapsible filters including Date Range (13 presets), Time Entry Type, Billable Status, Hours Worked range, Resource, Contract Type, Ticket Status, Task Status, Queue, and Account Manager. Date range resolution respects the configured credential timezone and converts to UTC for the API.
-
-For the **Company** resource, **Search by Domain** finds companies by website/domain (domain or full URL; operator: eq, contains, beginsWith, endsWith). If no company website matches and the option is enabled (default), it falls back to contact email domain and returns the most common company. Available on both the main Autotask node and the Autotask AI Tools node.
-
-For the **Ticket** resource, **SLA Health Check** accepts either Ticket ID or Ticket Number, then combines Ticket and Service Level Agreement Result data to return first-response, resolution-plan, and resolution health with a consistent unit of hours (2 decimal places). It supports **Add Picklist Labels** and **Add Reference Labels** for enriched output, includes an SLA-only fallback to resolve `companyID_label` when reference labels are enabled, and lets you choose which ticket fields to include in the ticket payload (default: `id`, `ticketNumber`, `title`, `status`, `companyID`). This operation is available in both the main Autotask node and the Autotask AI Tools node (AI parameter: `ticketFields`).
-
-For the **Configuration Item** resource, **Move Configuration Item** clones a CI to another company (Autotask does not allow companyID changes in place), with optional copying of UDFs, CI attachments, notes, and note attachments. Uses API-driven writable field detection so new Autotask fields are handled automatically. Leaves customisable audit notes on both source and destination CIs with deep links and company names, supports dry-run mode, and can deactivate the source CI after completion checks. Optionally set **Impersonation Resource ID** so created records are attributed to a specific resource. Tickets/tasks/projects/contracts and other associations are explicitly not migrated by this operation.
-
-For webhook resources (Company Webhook, Contact Webhook, Configuration Item Webhook, Ticket Webhook, Ticket Note Webhook), the following operations are available:
-- **Get**: Retrieve a single webhook by ID
-- **Get Many**: Retrieve multiple webhooks with basic filtering
-- **Delete**: Remove a webhook
-
-### Webhook Trigger
-
-The node includes an Autotask Trigger node that can receive webhook events from Autotask. The trigger supports:
-
-- Events for multiple entity types (Companies, Contacts, Tickets, Configuration Items, Ticket Notes)
-- Create, Update, and Delete events
-- Field selection for webhook payloads (specify which fields to include)
-- Resource exclusion (exclude specific resources from triggering the workflow)
-- Email notifications for webhook delivery failures
-- Threshold notifications for monitoring webhook performance
-- Automatic webhook registration and cleanup
-- Secure payload verification with HMAC signatures
-
-### Advanced Features
-
-- **Resource Mapping**: Dynamically map fields based on entity definitions. When Mapping Column Mode is set to "Map automatically" (`autoMapInputData`), the node uses incoming item data directly and passes all fields whose keys match the selected entity's schema IDs, regardless of whether those columns are toggled off in the UI. Node parameter mappings are ignored in this mode (matching n8n's standard resource mapper behaviour). `bodyJson` still takes final precedence as an override.
-- **Advanced Filtering**: Build complex queries with multiple conditions
-- **Column Selection**: Choose specific fields to return in get operations
-- **Picklist Label Enrichment**: Automatically add human-readable labels for picklist fields
-- **Reference Label Enrichment**: Add human-readable labels for reference fields
-- **UDF Flattening**: Bring user-defined fields up to the top level of response objects for easier access
-- **File-based Caching**: Improved performance with persistent caching that can be shared between workflows and runs
-- **Timezone Handling**: Automatic conversion between local time and UTC
-- **API Usage Monitoring**: Check current API usage thresholds and limits using the API Threshold resource to help prevent hitting rate limits and ensure smooth operations
-- **Dry Run Mode**: Preview write operations (create, update, delete) without making actual changes. When enabled, returns a preview of the request that would be sent, useful for testing and validation
-- **Inactive Entity Handling**: When a create or update is rejected because a reference field (e.g. `contactID`, `createdByPersonID`) points to an inactive contact or resource, the node automatically activates the entity, retries the operation, then deactivates it again. This applies to all entities and requires no configuration
-
-### API Threshold Resource
-
-The API Threshold resource provides a simple way to monitor your Autotask API usage limits and current consumption. This helps users:
-- Track how many API requests have been made in the current timeframe
-- See the maximum allowed requests (threshold limit)
-- View the usage as a percentage and categorized level (Normal, Moderate, High, Critical)
-- Calculate remaining available requests
-- Monitor timeframe duration for rate limits
-
-This is particularly useful for workflows that make many API calls, allowing you to implement conditional logic based on current usage levels to avoid hitting rate limits and ensure continuous operation.
-
-### AI Agent Playbook
-
-> **Deprecation notice:** The *Tool* resource and *AI Helper* resource within the main Autotask node are deprecated and will be removed in a future release. Use the dedicated **Autotask AI Tools** node (see [Autotask AI Tools](#autotask-ai-tools) above) for all new AI agent integrations. The helper tools (`describeFields`, `listPicklistValues`) are built into the AI Tools node and do not require a separate aiHelper resource.
-
-This node is optimised for AI agents and tool-calling systems with specialised features designed for autonomous operation.
-
-#### Quick Start for AI Agents
-
-**1. Introspect Resources**
-```javascript
-// Discover available fields and requirements
-operation: aiHelper.describeResource
-params: { resource: "ticket", mode: "write" }
-```
-
-**2. Prepare Data**
-```javascript
-// Use JSON parameters for direct data input
-bodyJson: {
-  "title": "API Integration Issue", 
-  "description": "Customer reporting connection problems",
-  "priority": "Medium",
-  "status": "New"
-}
-```
-
-Note: You may provide labels for picklist/reference fields in `bodyJson` (e.g., `status: "New"`). They are automatically resolved to IDs pre-flight.
-
-**3. Preview First (Optional)**
-```javascript
-// Test your request without making API calls
-dryRun: true
-```
-
-**4. Execute with Optimal Output**
-```javascript
-// Choose output format for token efficiency
-outputMode: "rawIds"        // Most efficient
-outputMode: "idsAndLabels"  // Default (balanced)
-outputMode: "labelsOnly"    // Most readable
-```
-
-#### AI Helper Operations
-
-**Introspection Endpoint:**
-- `aiHelper.describeResource(resource, mode)` - Get field metadata, requirements, constraints, and **entity dependencies**
-- `aiHelper.listPicklistValues(resource, fieldId, query, limit, page)` - Get valid values for dropdown fields
-- `aiHelper.validateParameters(resource, mode, fieldValues)` - Validate field values without API calls (pre-flight validation)
-
-**Resource and Time Entry:**
-- `resource.whoAmI` - Resolve the current authenticated API user (use before user-scoped actions)
-- `timeEntry.getPosted` / `timeEntry.getUnposted` - List time entries by posting status (with optional filters)
-
-**Dynamic Dependency Discovery:**
-- **Reference fields** show what entity they link to (e.g., `companyID → company`)
-- **Field dependencies** reveal required relationships (e.g., `contactID requires: companyID`)
-- **Workflow guidance** provides creation order tips (e.g., "Ensure company exists before creating contact")
-
-**Enhanced Validation:**
-- **JSON Schema validation** - Immediate feedback on malformed `bodyJson`/`selectColumnsJson`
-- **Parameter pre-validation** - Validate field values, types, dependencies without API calls
-- **Structured error responses** - Detailed validation results with field-by-field feedback
-
-**JSON Parameter Fallbacks:**
-- `bodyJson` - Override UI mappings for write operations (create/update)
-- `selectColumnsJson` - Specify fields for read operations as JSON array
-
-**Agent-Friendly Features:**
-- `outputMode` - Control response format (rawIds/idsAndLabels/labelsOnly)
-- `dryRun` - Get request preview without API execution
-- Smart error hints with actionable suggestions
-
-#### Tool Configuration for Maximum Effectiveness
-
-For optimal AI agent integration, configure multiple instances of this node as separate tools. This provides focused, reliable access to different resource types.
-
-**Recommended Tool Setup:**
-
-```javascript
-// Tool 1: Resource Discovery and Field Introspection
-{
-  name: "autotask_inspector",
-  description: "Discover Autotask resources, fields, and valid values",
-  resource: "aiHelper",
-  operations: ["describeResource", "listPicklistValues", "validateParameters"]
-}
-
-// Tool 2: Contact Management 
-{
-  name: "autotask_contacts",
-  description: "Read and write Autotask contacts and people",
-  resource: "contact",
-  operations: ["get", "getMany", "create", "update"],
-  defaultParams: {
-    outputMode: "idsAndLabels",
-    selectColumnsJson: ["id", "firstName", "lastName", "emailAddress", "companyID", "title", "phone"]
-  }
-  // Accepts labels in bodyJson; labels are auto-resolved to IDs
-}
-
-// Tool 3: Company/Account Management
-{
-  name: "autotask_companies", 
-  description: "Read and write Autotask companies and accounts",
-  resource: "company",
-  operations: ["get", "getMany", "create", "update"],
-  defaultParams: {
-    outputMode: "idsAndLabels",
-    selectColumnsJson: ["id", "companyName", "companyType", "phone", "address1", "city", "state"]
-  }
-  // Accepts labels in bodyJson; labels are auto-resolved to IDs
-}
-
-// Tool 4: General Resource Access
-{
-  name: "autotask_resources",
-  description: "Access any Autotask resource with full flexibility",
-  allResources: true,
-  defaultParams: {
-    outputMode: "rawIds"  // Most token-efficient for exploratory queries
-  }
-  // Accepts labels in bodyJson; labels are auto-resolved to IDs
-}
-```
-
-**Usage Pattern:**
-1. **Start with Inspector** - Use `autotask_inspector` to understand field requirements
-2. **Use Focused Tools** - Call `autotask_contacts` or `autotask_companies` for CRM related operations  
-3. **Use Specialist Tools** - Use `autotask_resources` for lookups of Autotask MSP staff (resources)
-
-**Benefits:**
-- **Faster execution** - Pre-configured tools reduce parameter complexity
-- **Better reliability** - Focused tools have predictable schemas
-- **Token efficiency** - Default parameters optimised for each use case
-- **Easier debugging** - Clear separation of concerns
-
-#### Environment Setup
-
-For AI tool usage, set this environment variable:
-
-```bash
-N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true
-```
-
-Configuration options:
-- Add to your `.env` file
-- Set in system environment variables  
-- Include in Docker/container configuration
-- Add to startup command: `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true n8n start`
-
-#### Example Agent Workflow
-
-**Scenario: Create a contact for a new company**
-
-```javascript
-// 1. Inspect contact requirements using dedicated tool
-autotask_inspector.call({
-  operation: "describeResource",
-  targetResource: "contact", 
-  mode: "write"
-})
-// Returns: { 
-//   fields: [
-//     { id: "companyID", required: true, isReference: true, referencesEntity: "company" },
-//     { id: "firstName", required: true, type: "string" },
-//     { id: "lastName", required: true, type: "string" }
-//   ],
-//   notes: [
-//     "Required fields for write: companyID, firstName, lastName",
-//     "Reference fields (must reference existing entities): companyID → company",
-//     "Workflow tip: Ensure referenced company exists before creating contact."
-//   ]
-// }
-
-// 2. Check company picklist values if needed
-autotask_inspector.call({
-  operation: "listPicklistValues",
-  targetResource: "contact",
-  fieldId: "companyID",
-  query: "Tech Solutions"  // Search for company
-})
-
-// 2.5. Validate parameters before creation (NEW!)
-autotask_inspector.call({
-  operation: "validateParameters",
-  targetResource: "contact",
-  mode: "create",
-  fieldValues: {
-    "firstName": "John",
-    "lastName": "Smith",
-    "emailAddress": "john.smith@techsolutions.com",
-    "companyID": 12345,
-    "title": "IT Manager"
-  }
-})
-// Returns: {
-//   isValid: true,
-//   errors: [],
-//   warnings: [
-//     { field: "companyID", message: "Reference field 'companyID' points to company. Ensure the referenced record exists.", code: "REFERENCE_EXISTENCE_CHECK" }
-//   ],
-//   summary: { totalFields: 15, providedFields: 5, validFields: 5, requiredFieldsMissing: 0, invalidValues: 0 }
-// }
-
-// 3. Create contact using focused tool
-autotask_contacts.call({
-  operation: "create",
-  bodyJson: {
-    "firstName": "John",
-    "lastName": "Smith", 
-    "emailAddress": "john.smith@techsolutions.com",
-    "companyID": 12345,
-    "title": "IT Manager"
-  },
-  dryRun: true  // Preview first
-})
-// Dry-run response includes a `resolutions` array when labels were resolved to IDs, e.g.:
-// resolutions: [{ field: 'status', from: 'New', to: 1, method: 'picklist' }]
-
-// 4. Execute after validation
-autotask_contacts.call({
-  operation: "create",
-  bodyJson: { /* same data */ },
-  outputMode: "idsAndLabels"
-})
-
-// 5. Retrieve company details using focused tool  
-autotask_companies.call({
-  operation: "get",
-  id: 12345
-})
-```
-
-#### Error Self-Healing
-
-Errors include structured hints to help agents self-correct:
-
-```javascript
-// Error response includes actionable guidance
-{
-  "error": "Field 'priority' has invalid value 'Urgent'",
-  "extensions": {
-    "hint": "Use aiHelper.listPicklistValues('ticket', 'priority') to get valid options, then retry with a valid value.",
-    "suggestions": [
-      "Get valid values: aiHelper.listPicklistValues('ticket', 'priority')",
-      "Use exact values from the picklist response"
-    ]
-  }
-}
-```
-
-#### Best Practices for Agents
-
-- **Configure focused tools** - Set up separate tools for inspector, contacts, companies, and general resources
-- **Start with inspection** - Always call `autotask_inspector.describeResource` first to understand field requirements
-- **Use focused tools** - Prefer `autotask_contacts` or `autotask_companies` over general tools for better reliability
-- **Validate before execution** - Use `autotask_inspector.validateParameters` for pre-flight validation to catch errors early
-- **Optimise responses** - Use `selectColumnsJson` to reduce payload size and `outputMode: "rawIds"` for token efficiency
-- **Double-check with dry-run** - Use `dryRun: true` to preview requests before execution, especially for write operations
-- **Handle errors smartly** - Follow the structured hints in error responses for self-correction
-- **Cache discoveries** - Store field metadata and picklist values to avoid repeated introspection calls
-- **JSON validation** - Invalid JSON in `bodyJson`/`selectColumnsJson` is caught immediately with helpful error messages
-
-#### Troubleshooting
-
-**Tool Not Available:** Ensure `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true` is set
-**No Parameters Visible:** Call `aiHelper.describeResource` to inspect available fields
-**Large Responses:** Use `selectColumnsJson` and `outputMode: "rawIds"` for efficiency
-**Validation Errors:** Follow error hints to resolve field requirement issues
-
-## Usage
-
-### Basic Example: Creating a Ticket
-
-1. Add an **Autotask** node to your workflow
-2. Select **Ticket** as the resource
-3. Select **Create** as the operation
-4. Configure the required fields (Title, Status, etc.)
-5. Connect to a trigger or previous node
-6. Execute the workflow
-
-### Intermediate Example: Querying Projects with Filters
-
-1. Add an **Autotask** node to your workflow
-2. Select **Project** as the resource
-3. Select **Get Many** as the operation
-4. Add filter conditions (e.g., Status equals "Active")
-5. Choose whether to retrieve all results or limit the number:
-   - Toggle "Get All" to true to retrieve all matching records
-   - Toggle "Get All" to false and set "Max Records" (1-500) to limit the results
-6. Connect to a trigger or previous node
-7. Execute the workflow
-
-### Advanced Example: Using Column Selection and Reference Labels
-
-1. Add an **Autotask** node to your workflow
-2. Select **Ticket** as the resource
-3. Select **Get Many** as the operation
-4. Add filter conditions as needed
-5. Enable **Select Columns** to choose specific fields to return
-6. Select only the fields you need in the response (improves performance)
-7. Enable **Add Picklist Labels** to get human-readable values for picklist fields
-8. Enable **Add Reference Labels** to get human-readable values for reference fields
-9. Enable **Flatten User-Defined Fields** to bring UDFs to the top level of response objects
-10. Execute the workflow to get tickets with only the selected fields and human-readable labels
-
-### Advanced Example: Complex Filtering with Get Many Advanced
-
-1. Add an **Autotask** node to your workflow
-2. Select **Ticket** as the resource
-3. Select **Get Many Advanced** as the operation
-4. Build a complex filter, for example:
-   ```json
-   {
-      "filter": [
-      {
-        "op": "and",
-        "items": [
-          {
-            "field": "status",
-            "op": "noteq",
-            "value": 5
-          },
-          {
-            "op": "or",
-            "items": [
-              {
-                "field": "priority",
-                "op": "eq",
-                "value": 6
-              },
-              {
-                "field": "dueDateTime",
-                "op": "lt",
-                "value": "{{ $now.plus(3, 'days').toLocal()}}"
-              }
-             ]
-           }
-         ]
-      }
-    ]
-   }
-   ```
-   [Valid filter operators and filter documentation can be found here](https://ww15.autotask.net/help/DeveloperHelp/Content/APIs/REST/API_Calls/REST_Basic_Query_Calls.htm?Highlight=filter#List2)
-5. Choose whether to retrieve all results or limit the number:
-   - Toggle "Get All" to true to retrieve all matching records
-   - Toggle "Get All" to false and set "Max Records" (1-500) to limit the results
-6. Enable **Select Columns** to choose specific fields to return
-7. Enable **Add Reference Labels** and **Add Picklist Labels** for human-readable values
-8. Execute the workflow to retrieve tickets that are not complete AND either have priority 6 OR are due within the next 3 days
-
-### Example: Monitoring API Usage with API Threshold
-
-1. Add an **Autotask** node to your workflow
-2. Select **API Threshold** as the resource
-3. The operation **Get API Usage** will be automatically selected (it's the only available operation)
-4. Execute the node to receive current API usage information including:
-   - Current usage count
-   - Maximum threshold (limit)
-   - Usage percentage
-   - Usage level (Normal, Moderate, High, Critical)
-   - Remaining requests
-   - Timeframe duration
-5. You can use this information with IF nodes to implement conditional logic:
-   - Pause workflows when usage is too high
-   - Throttle requests during peak usage periods
-   - Log warnings when approaching limits
-   - Only execute non-critical operations when usage is below certain thresholds
-
-### Advanced Example: Working with Parent-Child Relationships
-
-Many Autotask entities have parent-child relationships (e.g., Companies and Contacts). To work with these:
-
-1. First, retrieve or create the parent entity
-2. Use the parent entity's ID in the child entity operations
-3. For example, to create a Contact for a Company:
-   - First node: Get or create the Company
-   - Second node: Create a Contact with the Company ID
-
-### Example: Setting Up a Webhook Trigger
-
-1. Add an **Autotask Trigger** node to your workflow
-2. Select the entity type to monitor (Companies, Contacts, Tickets, etc.)
-3. Select the events to subscribe to (Create, Update, Delete)
-4. Configure the webhook URL (n8n will handle this automatically)
-5. Optionally specify fields to include in the webhook payload
-6. Optionally exclude specific resources from triggering the workflow
-7. Configure email notifications for webhook delivery failures if needed
-8. Save and activate the workflow
-9. The node will automatically register the webhook with Autotask
-10. When events occur in Autotask, they will trigger your workflow
-11. When the workflow is deactivated, the webhook will be automatically removed
-
-## Configuration
-
-### Caching Options
-
-The node includes an enhanced file-based caching system to improve performance by reducing API calls:
-
-- **Enable Field Caching**: Toggle caching on/off
-- **Cache TTL**: How long to cache field values (in seconds)
-- **Cache Entity Info**: Whether to cache entity information and field definitions
-- **Entity Info TTL**: How long to cache entity information
-- **Cache Reference Fields**: Whether to cache reference field values
-- **Reference Fields TTL**: How long to cache reference field values
-- **Cache Picklists**: Whether to cache picklist values
-- **Picklists TTL**: How long to cache picklist values
-- **File-based Cache**: Cache is stored in files that can be shared between workflows and runs
-- **Cache Directory**: Optional path to a directory where cache files will be stored
-
-> **IMPORTANT**: This node uses dynamic picklists and field enrichers to convert numerical values into human-readable labels through dynamic lookups. It's strongly recommended to keep caching enabled to avoid excessive API calls. Without caching, each picklist and reference field lookup requires separate API calls, which can quickly consume your API rate limits, especially in workflows with many operations or large data sets.
-
-### Label Enrichment and Field Processing
-
-The node provides options to enrich entities with human-readable labels and simplify field access:
-
-- **Add Picklist Labels**: Adds "_label" fields for picklist values (e.g., Status_label: "In Progress")
-- **Add Reference Labels**: Adds "_label" fields for reference values (e.g., Company_label: "Acme Corporation")
-- **Flatten User-Defined Fields**: When enabled, brings UDFs up to the top level of each response object for easier access instead of being nested in the userDefinedFields array (maintains the original array for backward compatibility)
-
-### Column Selection
-
-To improve performance and reduce payload size, you can select specific columns to return:
-
-- **Select Columns**: Choose which fields to include in the response
-- Works with all get operations (get, getMany, getManyAdvanced)
-- Compatible with label enrichment features
-
-### Timezone Handling
-
-All dates and times in the Autotask API are in UTC. The node automatically converts between your selected timezone and UTC:
-
-- When creating or updating records, local times are converted to UTC
-- When retrieving records, UTC times are converted to your local timezone
-- The timezone is configured in the credentials
-- For Search Filter operations, input dates are thoroughly converted to UTC using the configured timezone, ensuring consistency with API requirements
-- Output dates from all operations are converted to the configured local timezone for easier workflow handling
-
-## Limitations
-
-### API Limits
-
-- Maximum 500 records per page in query results
-- Maximum 50 pages per query operation
-- Maximum 500 OR conditions in filters
-- Maximum 1 User Defined Field per query
-
-### Entity-Specific Limitations
-
-- Some entities may not support all operations (e.g., Project Phases cannot be deleted)
-- Parent-child relationships require specific handling
-- Some fields may be read-only or have specific validation rules
-
-### Performance Considerations
-
-- Large queries may be slow and should be optimised with filters
-- Column selection can significantly improve performance by reducing payload size
-- Complex workflows with many API calls may hit rate limits
-- Disabling caching when using picklist or reference label enrichment can lead to a high volume of API calls, potentially triggering rate limits. Each field being enriched requires a separate API call when cache is not available.
-
-## Troubleshooting
-
-### Common Issues
-
-- **Authentication Errors**: Verify your API credentials and ensure the API user has appropriate permissions
-- **Field Validation Errors**: Check field requirements in the Autotask API documentation
-- **Rate Limiting**: If you encounter rate limiting, reduce the frequency of API calls or implement retry logic
-
-### Reporting Bugs
-
-If you encounter any bugs or issues with this integration:
-
-1. Check the [GitHub Issues](https://github.com/msoukhomlinov/n8n-nodes-autotask/issues) to see if the problem has already been reported
-2. If not, please submit a new issue with:
-   - A clear description of the problem
-   - Steps to reproduce the issue
-   - Expected vs actual behaviour
-   - Your environment details (n8n version, Node.js version)
-   - Any relevant error messages or screenshots
-
-Bug reports should be submitted via GitHub at: https://github.com/msoukhomlinov/n8n-nodes-autotask/issues
-
-## Resources
-
-- [Autotask API Documentation](https://ww6.autotask.net/help/developerhelp/Content/APIs/REST/REST_API_Home.htm)
-- [n8n Documentation](https://docs.n8n.io/)
-- [GitHub Repository](https://github.com/msoukhomlinov/n8n-nodes-autotask)
-
-## Support
-
-If you find this node helpful and want to support its ongoing development, you can buy me a coffee:
-
-[![Buy Me A Coffee](https://img.shields.io/badge/Buy%20Me%20A%20Coffee-Support-yellow.svg)](https://buymeacoffee.com/msoukhomlinov)
-
-Your support helps maintain this project and develop new features.
-
-## License
-
-[MIT](LICENSE)
+# n8n-nodes-autotask
+
+![n8n-nodes-autotask](https://img.shields.io/badge/n8n--nodes--autotask-2.0.0-blue)
+![License](https://img.shields.io/badge/license-MIT-green)
+
+[![Buy Me A Coffee](https://img.shields.io/badge/Buy%20Me%20A%20Coffee-Support-yellow.svg)](https://buymeacoffee.com/msoukhomlinov)
+
+> **IMPORTANT**: After updating this node to a new version, a restart of your n8n instance is highly recommended to ensure all changes are properly applied.
+
+This is an n8n community node for integrating with Autotask PSA. It provides a comprehensive set of operations to interact with Autotask entities through their REST API.
+
+![Overview of n8n-nodes-autotask](./overview.gif)
+
+[n8n](https://n8n.io/) is a [fair-code licensed](https://docs.n8n.io/reference/license/) workflow automation platform.
+
+[Installation](#installation)  
+[Authentication](#authentication)  
+[Features](#features)  
+[Usage](#usage)  
+[Configuration](#configuration)  
+[Limitations](#limitations)  
+[Troubleshooting](#troubleshooting)  
+[Resources](#resources)  
+[Support](#support)  
+[License](#license)
+
+## Installation
+
+Follow these steps to install this node:
+
+```bash
+# Install with npm
+npm install n8n-nodes-autotask
+
+# Install with pnpm
+pnpm install n8n-nodes-autotask
+```
+
+**Requirements:**
+- n8n version 1.0.0 or later
+- Node.js version 18.10 or later
+- pnpm version 9.1 or later (if using pnpm)
+
+**Autotask AI Tools node:** To use the Autotask AI Tools node with the AI Agent, set `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true` in your n8n environment.
+
+## Authentication
+
+To use this node, you need to have API access to your Autotask instance. Follow these steps to set up authentication:
+
+1. In Autotask, go to **Admin > API User Security**
+2. Create or select an API user
+3. Note the API Integration Code, Username, and Secret
+4. In n8n, create a new credential of type **Autotask API**
+5. Enter your API Integration Code, Username, and Secret
+6. Select your Autotask zone
+7. Select your timezone (affects how dates and times are displayed and entered)
+8. Configure caching options as needed (this will cache dynamically fetched field picklists)
+
+**Australia/New Zealand (Sydney) datacentre:** If you are on the AUS/NZ Sydney datacentre, from 11 March 2026 select the zone **Australia / New Zealand (Sydney — from 11 Mar 2026)** (API: webservices29.autotask.net). For that zone, the URLs are: User interface ww29.autotask.net; API webservices29.autotask.net; Data Warehouse reports29.autotask.net; Performance Analytics workbooks workbooks29.autotask.net.
+
+## Features
+
+### Autotask AI Tools
+
+The **Autotask AI Tools** node exposes Autotask operations as individual tools for the AI Agent. Add one node per resource (e.g. ticket, company, contact), select the operations to expose (get, getMany, count, create, update, delete; plus whoAmI and transferOwnership for Resource, getPosted/getUnposted for Time Entry, searchByDomain for Company, slaHealthCheck for Ticket, moveConfigurationItem for Configuration Items), and connect to an AI Agent. Each operation becomes a separate tool with a flat, typed schema that LLMs handle reliably. Available resources and operations are derived from the same entity metadata as the main Autotask node. Requires `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true` in your n8n environment.
+
+### Supported Resources
+
+The node supports the following Autotask resources:
+
+| Resource | Description |
+|----------|-------------|
+| API Threshold | Check Autotask API usage limits and current usage levels |
+| Appointment | Manage appointments (scheduled calendar work assigned to resources) |
+| Billing Code | Manage billing codes for time entries and charges |
+| Billing Items | Manage Autotask Billing Items, which represent billable items that have been approved and posted for potential invoicing |
+| Checklist Library | Manage modular checklist components that can be applied to tickets or tasks |
+| Checklist Library Checklist Item | Manage individual checklist items within checklist library templates |
+| Classification Icon | Query classification icons used for categorising and visually identifying items |
+| Company | Manage organisations in Autotask. Includes Search by Domain (website/domain with optional contact-email fallback). |
+| Company Alert | Manage alerts associated with companies |
+| Company Location | Manage locations for companies |
+| Company Note | Manage notes attached to companies |
+| Company Site Configuration | Manage company site configurations and user-defined fields for customer companies |
+| Company Webhook | Manage webhooks for company events |
+| Configuration Item | Manage configuration items (CIs) for companies. Includes Move Configuration Item for cross-company CI cloning with optional notes and attachments copy. |
+| Configuration Item Billing Product Association | Manage product associations for configuration items |
+| Configuration Item Category | Manage categories for configuration items |
+| Configuration Item Category UDF Association | Manage UDF associations for CI categories |
+| Configuration Item DNS Record | Manage DNS records for configuration items |
+| Configuration Item Note | Manage notes for configuration items |
+| Configuration Item Related Item | Manage related items for configuration items |
+| Configuration Item SSL Subject Alternative Name | Manage SSL alternative names for configuration items |
+| Configuration Item Type | Manage types for configuration items |
+| Configuration Item Webhook | Manage webhooks for configuration item events |
+| Contact | Manage contacts associated with companies. Includes Move to Company operation for migrating contacts between companies. |
+| Contact Groups | Manage contact groups |
+| Contact Group Contacts | Manage contacts within contact groups |
+| Contact Webhook | Manage webhooks for contact events |
+| Contract | Manage contracts for companies |
+| Contract Billing Rules | Manage billing rules for contracts |
+| Contract Block | Manage block hour contracts |
+| Contract Block Hour Factor | Manage hour factors for block hour contracts |
+| Contract Charge | Manage charges associated with contracts |
+| Contract Exclusion Billing Codes | Manage excluded billing codes for contracts |
+| Contract Exclusion Roles | Manage excluded roles for contracts |
+| Contract Exclusion Set Excluded Roles | Manage excluded roles within exclusion sets |
+| Contract Exclusion Set Excluded Work Types | Manage excluded work types within exclusion sets |
+| Contract Exclusion Sets | Manage reusable sets of excluded roles and work types for contracts |
+| Contract Milestone | Manage milestones for contracts |
+| Contract Note | Manage notes attached to contracts |
+| Contract Rate | Manage rates for contract services |
+| Contract Retainers | Manage retainers for contracts |
+| Contract Role Costs | Manage role costs for contracts |
+| Contract Service | Manage services within contracts |
+| Contract Service Adjustments | Manage adjustments for contract services |
+| Contract Service Bundle Adjustments | Manage adjustments for service bundles |
+| Contract Service Bundles | Manage service bundles within contracts |
+| Contract Service Bundle Units | Manage service bundle units |
+| Contract Service Unit | Manage service units for contracts |
+| Contract Ticket Purchases | Manage ticket purchases for contracts |
+| Countries | Query countries, which are used in address information for companies, contacts, and resources |
+| Domain Registrars | Manage domain registrars |
+| Holiday | Manage holiday dates |
+| Holiday Set | Manage holiday sets for resources |
+| Invoices | Manage invoices |
+| Notification History | View notification history |
+| Opportunity | Manage sales opportunities |
+| Product | Manage products in the catalogue |
+| Product Vendors | Manage vendor associations for products |
+| Project | Manage projects |
+| Project Charge | Manage charges associated with projects |
+| Project Note | Manage notes attached to projects |
+| Project Phase | Manage phases within projects |
+| Project Task | Manage tasks within projects |
+| Project Task Secondary Resources | Manage secondary resource assignments on project tasks |
+| Quote | Manage quotes for opportunities with pricing for products, services, and labour |
+| Quote Item | Manage line items for quotes including products, services, and labour |
+| Quote Location | Manage shipping and billing address information for quotes |
+| Quote Template | Query quote templates that define content and appearance of quotes |
+| Resource | Manage staff resources. Includes Who Am I and Transfer Ownership (companies, opportunities, tickets, tasks, projects, task/secondary and service-call assignments, appointments) with dry run and optional audit notes. |
+| Resource Role | Manage department/role relationships, service desk queues, and service desk roles |
+| Roles | Manage roles in the system |
+| Search Filter | Build advanced search filters |
+| Service | Manage services offered to clients |
+| Service Call | Manage service calls |
+| Service Call Task | Manage tasks associated with service calls |
+| Service Call Task Resource | Manage resources assigned to service call tasks |
+| Service Call Ticket | Manage tickets linked to service calls |
+| Service Call Ticket Resource | Manage resources assigned to service call tickets |
+| Service Level Agreement Result | Query SLA results tracking time and completion data for service level events |
+| Skill | Query skills used for resource competency tracking |
+| Survey | Manage customer surveys |
+| Survey Results | Manage results from customer surveys |
+| Subscription | Manage Subscriptions, which represent recurring service agreements with customers |
+| Subscription Period | Query Subscription Periods, which track billing periods and usage for subscriptions |
+| Tag | Manage ticket and article tags with unique label requirements |
+| Tag Alias | Manage alternative names for tags to improve searchability |
+| Tag Group | Organise tags into categories with display colours and system group protections |
+| Ticket | Manage service tickets |
+| Ticket Attachment | Manage files attached directly to tickets |
+| Ticket Category | Manage ticket categories with display colors and default field values |
+| Ticket Category Field Default | Query default field values for ticket categories |
+| Ticket Change Request Approval | Manage ticket change request approvals using root and ticket child endpoint scopes |
+| Ticket Charge | Manage charges associated with tickets |
+| Ticket Checklist Item | Manage checklist items on tickets |
+| Ticket Checklist Library | Add all items from a checklist library to a ticket |
+| Ticket History | View historical changes to tickets |
+| Ticket Note | Manage notes attached to tickets |
+| Ticket Note Attachment | Manage files attached to ticket notes |
+| Ticket Note Webhook | Manage webhooks for ticket note events |
+| Ticket Secondary Resource | Manage secondary resource assignments on tickets |
+| Ticket Webhook | Manage webhooks for ticket events |
+| Time Entry | Manage time entries for billing. Includes Get Posted and Get Unposted operations for listing labour entries by posting status with cross-entity filters |
+| Time Entry Attachment | Manage files attached to time entries |
+
+### Operations
+
+For most resources, the following operations are available:
+
+- **Create**: Add new records
+- **Read**: Retrieve a single record by ID
+- **Update**: Modify existing records
+- **Delete**: Remove records
+- **Get Many**: Retrieve multiple records with basic filtering options. This operation allows you to:
+  - Filter records using simple field conditions (equals)
+  - Filtering on User Defined Fields (UDFs)
+  - Automatically paginate through large result sets
+  - Choose to get all results or limit to a specific number (1-500)
+  - Set a maximum number of records to return when not retrieving all records
+  - Select specific columns to return in the response
+  - Add human-readable labels for picklist and reference fields
+  - Flatten User-Defined Fields for easier access in workflows
+- **Get Many Advanced**: Build complex queries with multiple filter conditions and logical operators. This operation provides:
+  - Support for complex AND/OR logic in filters
+  - Nested condition groups for sophisticated queries
+  - Filtering on User Defined Fields (UDFs)
+  - Advanced operators like contains, beginsWith, endsWith, exists, notExists
+  - Support for IN and NOT IN operators with multiple values
+  - Choose to get all results or limit to a specific number (1-500)
+  - Set a maximum number of records to return when not retrieving all records
+  - Select specific columns to return in the response
+  - Add human-readable labels for picklist and reference fields
+  - Flatten User-Defined Fields for easier access in workflows
+  - Date-based filtering with automatic timezone handling
+- **Count**: Get the number of matching records
+- **Get Entity Info**: Retrieve metadata about the entity
+- **Get Field Info**: Retrieve field definitions for the selected entity
+
+For the **Time Entry** resource, additional posting-status operations are available:
+
+- **Get Posted**: List time entries that have been approved and posted as billing items
+- **Get Unposted**: List time entries that have not yet been posted
+
+Both operations cross-reference TimeEntries with BillingItems (Autotask has no posted-status field on TimeEntry itself). They support collapsible filters including Date Range (13 presets), Time Entry Type, Billable Status, Hours Worked range, Resource, Contract Type, Ticket Status, Task Status, Queue, and Account Manager. Date range resolution respects the configured credential timezone and converts to UTC for the API.
+
+For the **Company** resource, **Search by Domain** finds companies by website/domain (domain or full URL; operator: eq, contains, beginsWith, endsWith). If no company website matches and the option is enabled (default), it falls back to contact email domain and returns the most common company. Available on both the main Autotask node and the Autotask AI Tools node.
+
+For the **Ticket** resource, **SLA Health Check** accepts either Ticket ID or Ticket Number, then combines Ticket and Service Level Agreement Result data to return first-response, resolution-plan, and resolution health with a consistent unit of hours (2 decimal places). It supports **Add Picklist Labels** and **Add Reference Labels** for enriched output, includes an SLA-only fallback to resolve `companyID_label` when reference labels are enabled, and lets you choose which ticket fields to include in the ticket payload (default: `id`, `ticketNumber`, `title`, `status`, `companyID`). This operation is available in both the main Autotask node and the Autotask AI Tools node (AI parameter: `ticketFields`).
+
+For the **Configuration Item** resource, **Move Configuration Item** clones a CI to another company (Autotask does not allow companyID changes in place), with optional copying of UDFs, CI attachments, notes, and note attachments. Uses API-driven writable field detection so new Autotask fields are handled automatically. Leaves customisable audit notes on both source and destination CIs with deep links and company names, supports dry-run mode, and can deactivate the source CI after completion checks. Optionally set **Impersonation Resource ID** so created records are attributed to a specific resource. Tickets/tasks/projects/contracts and other associations are explicitly not migrated by this operation.
+
+For webhook resources (Company Webhook, Contact Webhook, Configuration Item Webhook, Ticket Webhook, Ticket Note Webhook), the following operations are available:
+- **Get**: Retrieve a single webhook by ID
+- **Get Many**: Retrieve multiple webhooks with basic filtering
+- **Delete**: Remove a webhook
+
+### Webhook Trigger
+
+The node includes an Autotask Trigger node that can receive webhook events from Autotask. The trigger supports:
+
+- Events for multiple entity types (Companies, Contacts, Tickets, Configuration Items, Ticket Notes)
+- Create, Update, and Delete events
+- Field selection for webhook payloads (specify which fields to include)
+- Resource exclusion (exclude specific resources from triggering the workflow)
+- Email notifications for webhook delivery failures
+- Threshold notifications for monitoring webhook performance
+- Automatic webhook registration and cleanup
+- Secure payload verification with HMAC signatures
+
+### Advanced Features
+
+- **Resource Mapping**: Dynamically map fields based on entity definitions. When Mapping Column Mode is set to "Map automatically" (`autoMapInputData`), the node uses incoming item data directly and passes all fields whose keys match the selected entity's schema IDs, regardless of whether those columns are toggled off in the UI. Node parameter mappings are ignored in this mode (matching n8n's standard resource mapper behaviour). `bodyJson` still takes final precedence as an override.
+- **Advanced Filtering**: Build complex queries with multiple conditions
+- **Column Selection**: Choose specific fields to return in get operations
+- **Picklist Label Enrichment**: Automatically add human-readable labels for picklist fields
+- **Reference Label Enrichment**: Add human-readable labels for reference fields
+- **UDF Flattening**: Bring user-defined fields up to the top level of response objects for easier access
+- **File-based Caching**: Improved performance with persistent caching that can be shared between workflows and runs
+- **Timezone Handling**: Automatic conversion between local time and UTC
+- **API Usage Monitoring**: Check current API usage thresholds and limits using the API Threshold resource to help prevent hitting rate limits and ensure smooth operations
+- **Dry Run Mode**: Preview write operations (create, update, delete) without making actual changes. When enabled, returns a preview of the request that would be sent, useful for testing and validation
+- **Inactive Entity Handling**: When a create or update is rejected because a reference field (e.g. `contactID`, `createdByPersonID`) points to an inactive contact or resource, the node automatically activates the entity, retries the operation, then deactivates it again. This applies to all entities and requires no configuration
+
+### API Threshold Resource
+
+The API Threshold resource provides a simple way to monitor your Autotask API usage limits and current consumption. This helps users:
+- Track how many API requests have been made in the current timeframe
+- See the maximum allowed requests (threshold limit)
+- View the usage as a percentage and categorized level (Normal, Moderate, High, Critical)
+- Calculate remaining available requests
+- Monitor timeframe duration for rate limits
+
+This is particularly useful for workflows that make many API calls, allowing you to implement conditional logic based on current usage levels to avoid hitting rate limits and ensure continuous operation.
+
+### AI Agent Playbook
+
+> **Deprecation notice:** The *Tool* resource and *AI Helper* resource within the main Autotask node are deprecated and will be removed in a future release. Use the dedicated **Autotask AI Tools** node (see [Autotask AI Tools](#autotask-ai-tools) above) for all new AI agent integrations. The helper tools (`describeFields`, `listPicklistValues`) are built into the AI Tools node and do not require a separate aiHelper resource.
+
+This node is optimised for AI agents and tool-calling systems with specialised features designed for autonomous operation.
+
+#### Quick Start for AI Agents
+
+**1. Introspect Resources**
+```javascript
+// Discover available fields and requirements
+operation: aiHelper.describeResource
+params: { resource: "ticket", mode: "write" }
+```
+
+**2. Prepare Data**
+```javascript
+// Use JSON parameters for direct data input
+bodyJson: {
+  "title": "API Integration Issue", 
+  "description": "Customer reporting connection problems",
+  "priority": "Medium",
+  "status": "New"
+}
+```
+
+Note: You may provide labels for picklist/reference fields in `bodyJson` (e.g., `status: "New"`). They are automatically resolved to IDs pre-flight.
+
+**3. Preview First (Optional)**
+```javascript
+// Test your request without making API calls
+dryRun: true
+```
+
+**4. Execute with Optimal Output**
+```javascript
+// Choose output format for token efficiency
+outputMode: "rawIds"        // Most efficient
+outputMode: "idsAndLabels"  // Default (balanced)
+outputMode: "labelsOnly"    // Most readable
+```
+
+#### AI Helper Operations
+
+**Introspection Endpoint:**
+- `aiHelper.describeResource(resource, mode)` - Get field metadata, requirements, constraints, and **entity dependencies**
+- `aiHelper.listPicklistValues(resource, fieldId, query, limit, page)` - Get valid values for dropdown fields
+- `aiHelper.validateParameters(resource, mode, fieldValues)` - Validate field values without API calls (pre-flight validation)
+
+**Resource and Time Entry:**
+- `resource.whoAmI` - Resolve the current authenticated API user (use before user-scoped actions)
+- `timeEntry.getPosted` / `timeEntry.getUnposted` - List time entries by posting status (with optional filters)
+
+**Dynamic Dependency Discovery:**
+- **Reference fields** show what entity they link to (e.g., `companyID → company`)
+- **Field dependencies** reveal required relationships (e.g., `contactID requires: companyID`)
+- **Workflow guidance** provides creation order tips (e.g., "Ensure company exists before creating contact")
+
+**Enhanced Validation:**
+- **JSON Schema validation** - Immediate feedback on malformed `bodyJson`/`selectColumnsJson`
+- **Parameter pre-validation** - Validate field values, types, dependencies without API calls
+- **Structured error responses** - Detailed validation results with field-by-field feedback
+
+**JSON Parameter Fallbacks:**
+- `bodyJson` - Override UI mappings for write operations (create/update)
+- `selectColumnsJson` - Specify fields for read operations as JSON array
+
+**Agent-Friendly Features:**
+- `outputMode` - Control response format (rawIds/idsAndLabels/labelsOnly)
+- `dryRun` - Get request preview without API execution
+- Smart error hints with actionable suggestions
+
+#### Tool Configuration for Maximum Effectiveness
+
+For optimal AI agent integration, configure multiple instances of this node as separate tools. This provides focused, reliable access to different resource types.
+
+**Recommended Tool Setup:**
+
+```javascript
+// Tool 1: Resource Discovery and Field Introspection
+{
+  name: "autotask_inspector",
+  description: "Discover Autotask resources, fields, and valid values",
+  resource: "aiHelper",
+  operations: ["describeResource", "listPicklistValues", "validateParameters"]
+}
+
+// Tool 2: Contact Management 
+{
+  name: "autotask_contacts",
+  description: "Read and write Autotask contacts and people",
+  resource: "contact",
+  operations: ["get", "getMany", "create", "update"],
+  defaultParams: {
+    outputMode: "idsAndLabels",
+    selectColumnsJson: ["id", "firstName", "lastName", "emailAddress", "companyID", "title", "phone"]
+  }
+  // Accepts labels in bodyJson; labels are auto-resolved to IDs
+}
+
+// Tool 3: Company/Account Management
+{
+  name: "autotask_companies", 
+  description: "Read and write Autotask companies and accounts",
+  resource: "company",
+  operations: ["get", "getMany", "create", "update"],
+  defaultParams: {
+    outputMode: "idsAndLabels",
+    selectColumnsJson: ["id", "companyName", "companyType", "phone", "address1", "city", "state"]
+  }
+  // Accepts labels in bodyJson; labels are auto-resolved to IDs
+}
+
+// Tool 4: General Resource Access
+{
+  name: "autotask_resources",
+  description: "Access any Autotask resource with full flexibility",
+  allResources: true,
+  defaultParams: {
+    outputMode: "rawIds"  // Most token-efficient for exploratory queries
+  }
+  // Accepts labels in bodyJson; labels are auto-resolved to IDs
+}
+```
+
+**Usage Pattern:**
+1. **Start with Inspector** - Use `autotask_inspector` to understand field requirements
+2. **Use Focused Tools** - Call `autotask_contacts` or `autotask_companies` for CRM related operations  
+3. **Use Specialist Tools** - Use `autotask_resources` for lookups of Autotask MSP staff (resources)
+
+**Benefits:**
+- **Faster execution** - Pre-configured tools reduce parameter complexity
+- **Better reliability** - Focused tools have predictable schemas
+- **Token efficiency** - Default parameters optimised for each use case
+- **Easier debugging** - Clear separation of concerns
+
+#### Environment Setup
+
+For AI tool usage, set this environment variable:
+
+```bash
+N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true
+```
+
+Configuration options:
+- Add to your `.env` file
+- Set in system environment variables  
+- Include in Docker/container configuration
+- Add to startup command: `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true n8n start`
+
+#### Example Agent Workflow
+
+**Scenario: Create a contact for a new company**
+
+```javascript
+// 1. Inspect contact requirements using dedicated tool
+autotask_inspector.call({
+  operation: "describeResource",
+  targetResource: "contact", 
+  mode: "write"
+})
+// Returns: { 
+//   fields: [
+//     { id: "companyID", required: true, isReference: true, referencesEntity: "company" },
+//     { id: "firstName", required: true, type: "string" },
+//     { id: "lastName", required: true, type: "string" }
+//   ],
+//   notes: [
+//     "Required fields for write: companyID, firstName, lastName",
+//     "Reference fields (must reference existing entities): companyID → company",
+//     "Workflow tip: Ensure referenced company exists before creating contact."
+//   ]
+// }
+
+// 2. Check company picklist values if needed
+autotask_inspector.call({
+  operation: "listPicklistValues",
+  targetResource: "contact",
+  fieldId: "companyID",
+  query: "Tech Solutions"  // Search for company
+})
+
+// 2.5. Validate parameters before creation (NEW!)
+autotask_inspector.call({
+  operation: "validateParameters",
+  targetResource: "contact",
+  mode: "create",
+  fieldValues: {
+    "firstName": "John",
+    "lastName": "Smith",
+    "emailAddress": "john.smith@techsolutions.com",
+    "companyID": 12345,
+    "title": "IT Manager"
+  }
+})
+// Returns: {
+//   isValid: true,
+//   errors: [],
+//   warnings: [
+//     { field: "companyID", message: "Reference field 'companyID' points to company. Ensure the referenced record exists.", code: "REFERENCE_EXISTENCE_CHECK" }
+//   ],
+//   summary: { totalFields: 15, providedFields: 5, validFields: 5, requiredFieldsMissing: 0, invalidValues: 0 }
+// }
+
+// 3. Create contact using focused tool
+autotask_contacts.call({
+  operation: "create",
+  bodyJson: {
+    "firstName": "John",
+    "lastName": "Smith", 
+    "emailAddress": "john.smith@techsolutions.com",
+    "companyID": 12345,
+    "title": "IT Manager"
+  },
+  dryRun: true  // Preview first
+})
+// Dry-run response includes a `resolutions` array when labels were resolved to IDs, e.g.:
+// resolutions: [{ field: 'status', from: 'New', to: 1, method: 'picklist' }]
+
+// 4. Execute after validation
+autotask_contacts.call({
+  operation: "create",
+  bodyJson: { /* same data */ },
+  outputMode: "idsAndLabels"
+})
+
+// 5. Retrieve company details using focused tool  
+autotask_companies.call({
+  operation: "get",
+  id: 12345
+})
+```
+
+#### Error Self-Healing
+
+Errors include structured hints to help agents self-correct:
+
+```javascript
+// Error response includes actionable guidance
+{
+  "error": "Field 'priority' has invalid value 'Urgent'",
+  "extensions": {
+    "hint": "Use aiHelper.listPicklistValues('ticket', 'priority') to get valid options, then retry with a valid value.",
+    "suggestions": [
+      "Get valid values: aiHelper.listPicklistValues('ticket', 'priority')",
+      "Use exact values from the picklist response"
+    ]
+  }
+}
+```
+
+#### Best Practices for Agents
+
+- **Configure focused tools** - Set up separate tools for inspector, contacts, companies, and general resources
+- **Start with inspection** - Always call `autotask_inspector.describeResource` first to understand field requirements
+- **Use focused tools** - Prefer `autotask_contacts` or `autotask_companies` over general tools for better reliability
+- **Validate before execution** - Use `autotask_inspector.validateParameters` for pre-flight validation to catch errors early
+- **Optimise responses** - Use `selectColumnsJson` to reduce payload size and `outputMode: "rawIds"` for token efficiency
+- **Double-check with dry-run** - Use `dryRun: true` to preview requests before execution, especially for write operations
+- **Handle errors smartly** - Follow the structured hints in error responses for self-correction
+- **Cache discoveries** - Store field metadata and picklist values to avoid repeated introspection calls
+- **JSON validation** - Invalid JSON in `bodyJson`/`selectColumnsJson` is caught immediately with helpful error messages
+
+#### Troubleshooting
+
+**Tool Not Available:** Ensure `N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true` is set
+**No Parameters Visible:** Call `aiHelper.describeResource` to inspect available fields
+**Large Responses:** Use `selectColumnsJson` and `outputMode: "rawIds"` for efficiency
+**Validation Errors:** Follow error hints to resolve field requirement issues
+
+## Usage
+
+### Basic Example: Creating a Ticket
+
+1. Add an **Autotask** node to your workflow
+2. Select **Ticket** as the resource
+3. Select **Create** as the operation
+4. Configure the required fields (Title, Status, etc.)
+5. Connect to a trigger or previous node
+6. Execute the workflow
+
+### Intermediate Example: Querying Projects with Filters
+
+1. Add an **Autotask** node to your workflow
+2. Select **Project** as the resource
+3. Select **Get Many** as the operation
+4. Add filter conditions (e.g., Status equals "Active")
+5. Choose whether to retrieve all results or limit the number:
+   - Toggle "Get All" to true to retrieve all matching records
+   - Toggle "Get All" to false and set "Max Records" (1-500) to limit the results
+6. Connect to a trigger or previous node
+7. Execute the workflow
+
+### Advanced Example: Using Column Selection and Reference Labels
+
+1. Add an **Autotask** node to your workflow
+2. Select **Ticket** as the resource
+3. Select **Get Many** as the operation
+4. Add filter conditions as needed
+5. Enable **Select Columns** to choose specific fields to return
+6. Select only the fields you need in the response (improves performance)
+7. Enable **Add Picklist Labels** to get human-readable values for picklist fields
+8. Enable **Add Reference Labels** to get human-readable values for reference fields
+9. Enable **Flatten User-Defined Fields** to bring UDFs to the top level of response objects
+10. Execute the workflow to get tickets with only the selected fields and human-readable labels
+
+### Advanced Example: Complex Filtering with Get Many Advanced
+
+1. Add an **Autotask** node to your workflow
+2. Select **Ticket** as the resource
+3. Select **Get Many Advanced** as the operation
+4. Build a complex filter, for example:
+   ```json
+   {
+      "filter": [
+      {
+        "op": "and",
+        "items": [
+          {
+            "field": "status",
+            "op": "noteq",
+            "value": 5
+          },
+          {
+            "op": "or",
+            "items": [
+              {
+                "field": "priority",
+                "op": "eq",
+                "value": 6
+              },
+              {
+                "field": "dueDateTime",
+                "op": "lt",
+                "value": "{{ $now.plus(3, 'days').toLocal()}}"
+              }
+             ]
+           }
+         ]
+      }
+    ]
+   }
+   ```
+   [Valid filter operators and filter documentation can be found here](https://ww15.autotask.net/help/DeveloperHelp/Content/APIs/REST/API_Calls/REST_Basic_Query_Calls.htm?Highlight=filter#List2)
+5. Choose whether to retrieve all results or limit the number:
+   - Toggle "Get All" to true to retrieve all matching records
+   - Toggle "Get All" to false and set "Max Records" (1-500) to limit the results
+6. Enable **Select Columns** to choose specific fields to return
+7. Enable **Add Reference Labels** and **Add Picklist Labels** for human-readable values
+8. Execute the workflow to retrieve tickets that are not complete AND either have priority 6 OR are due within the next 3 days
+
+### Example: Monitoring API Usage with API Threshold
+
+1. Add an **Autotask** node to your workflow
+2. Select **API Threshold** as the resource
+3. The operation **Get API Usage** will be automatically selected (it's the only available operation)
+4. Execute the node to receive current API usage information including:
+   - Current usage count
+   - Maximum threshold (limit)
+   - Usage percentage
+   - Usage level (Normal, Moderate, High, Critical)
+   - Remaining requests
+   - Timeframe duration
+5. You can use this information with IF nodes to implement conditional logic:
+   - Pause workflows when usage is too high
+   - Throttle requests during peak usage periods
+   - Log warnings when approaching limits
+   - Only execute non-critical operations when usage is below certain thresholds
+
+### Advanced Example: Working with Parent-Child Relationships
+
+Many Autotask entities have parent-child relationships (e.g., Companies and Contacts). To work with these:
+
+1. First, retrieve or create the parent entity
+2. Use the parent entity's ID in the child entity operations
+3. For example, to create a Contact for a Company:
+   - First node: Get or create the Company
+   - Second node: Create a Contact with the Company ID
+
+### Example: Setting Up a Webhook Trigger
+
+1. Add an **Autotask Trigger** node to your workflow
+2. Select the entity type to monitor (Companies, Contacts, Tickets, etc.)
+3. Select the events to subscribe to (Create, Update, Delete)
+4. Configure the webhook URL (n8n will handle this automatically)
+5. Optionally specify fields to include in the webhook payload
+6. Optionally exclude specific resources from triggering the workflow
+7. Configure email notifications for webhook delivery failures if needed
+8. Save and activate the workflow
+9. The node will automatically register the webhook with Autotask
+10. When events occur in Autotask, they will trigger your workflow
+11. When the workflow is deactivated, the webhook will be automatically removed
+
+## Configuration
+
+### Caching Options
+
+The node includes an enhanced file-based caching system to improve performance by reducing API calls:
+
+- **Enable Field Caching**: Toggle caching on/off
+- **Cache TTL**: How long to cache field values (in seconds)
+- **Cache Entity Info**: Whether to cache entity information and field definitions
+- **Entity Info TTL**: How long to cache entity information
+- **Cache Reference Fields**: Whether to cache reference field values
+- **Reference Fields TTL**: How long to cache reference field values
+- **Cache Picklists**: Whether to cache picklist values
+- **Picklists TTL**: How long to cache picklist values
+- **File-based Cache**: Cache is stored in files that can be shared between workflows and runs
+- **Cache Directory**: Optional path to a directory where cache files will be stored
+
+> **IMPORTANT**: This node uses dynamic picklists and field enrichers to convert numerical values into human-readable labels through dynamic lookups. It's strongly recommended to keep caching enabled to avoid excessive API calls. Without caching, each picklist and reference field lookup requires separate API calls, which can quickly consume your API rate limits, especially in workflows with many operations or large data sets.
+
+### Label Enrichment and Field Processing
+
+The node provides options to enrich entities with human-readable labels and simplify field access:
+
+- **Add Picklist Labels**: Adds "_label" fields for picklist values (e.g., Status_label: "In Progress")
+- **Add Reference Labels**: Adds "_label" fields for reference values (e.g., Company_label: "Acme Corporation")
+- **Flatten User-Defined Fields**: When enabled, brings UDFs up to the top level of each response object for easier access instead of being nested in the userDefinedFields array (maintains the original array for backward compatibility)
+
+### Column Selection
+
+To improve performance and reduce payload size, you can select specific columns to return:
+
+- **Select Columns**: Choose which fields to include in the response
+- Works with all get operations (get, getMany, getManyAdvanced)
+- Compatible with label enrichment features
+
+### Timezone Handling
+
+All dates and times in the Autotask API are in UTC. The node automatically converts between your selected timezone and UTC:
+
+- When creating or updating records, local times are converted to UTC
+- When retrieving records, UTC times are converted to your local timezone
+- The timezone is configured in the credentials
+- For Search Filter operations, input dates are thoroughly converted to UTC using the configured timezone, ensuring consistency with API requirements
+- Output dates from all operations are converted to the configured local timezone for easier workflow handling
+
+## Limitations
+
+### API Limits
+
+- Maximum 500 records per page in query results
+- Maximum 50 pages per query operation
+- Maximum 500 OR conditions in filters
+- Maximum 1 User Defined Field per query
+
+### Entity-Specific Limitations
+
+- Some entities may not support all operations (e.g., Project Phases cannot be deleted)
+- Parent-child relationships require specific handling
+- Some fields may be read-only or have specific validation rules
+
+### Performance Considerations
+
+- Large queries may be slow and should be optimised with filters
+- Column selection can significantly improve performance by reducing payload size
+- Complex workflows with many API calls may hit rate limits
+- Disabling caching when using picklist or reference label enrichment can lead to a high volume of API calls, potentially triggering rate limits. Each field being enriched requires a separate API call when cache is not available.
+
+## Troubleshooting
+
+### Common Issues
+
+- **Authentication Errors**: Verify your API credentials and ensure the API user has appropriate permissions
+- **Field Validation Errors**: Check field requirements in the Autotask API documentation
+- **Rate Limiting**: If you encounter rate limiting, reduce the frequency of API calls or implement retry logic
+
+### Reporting Bugs
+
+If you encounter any bugs or issues with this integration:
+
+1. Check the [GitHub Issues](https://github.com/msoukhomlinov/n8n-nodes-autotask/issues) to see if the problem has already been reported
+2. If not, please submit a new issue with:
+   - A clear description of the problem
+   - Steps to reproduce the issue
+   - Expected vs actual behaviour
+   - Your environment details (n8n version, Node.js version)
+   - Any relevant error messages or screenshots
+
+Bug reports should be submitted via GitHub at: https://github.com/msoukhomlinov/n8n-nodes-autotask/issues
+
+## Resources
+
+- [Autotask API Documentation](https://ww6.autotask.net/help/developerhelp/Content/APIs/REST/REST_API_Home.htm)
+- [n8n Documentation](https://docs.n8n.io/)
+- [GitHub Repository](https://github.com/msoukhomlinov/n8n-nodes-autotask)
+
+## Support
+
+If you find this node helpful and want to support its ongoing development, you can buy me a coffee:
+
+[![Buy Me A Coffee](https://img.shields.io/badge/Buy%20Me%20A%20Coffee-Support-yellow.svg)](https://buymeacoffee.com/msoukhomlinov)
+
+Your support helps maintain this project and develop new features.
+
+## License
+
+[MIT](LICENSE)