About Autotask Dwh MCP Server
Autotask Dwh MCP Server is an MCP server in the Science category: read-only MCP server that exposes the Autotask Report Data Warehouse (Microsoft SQL Server, views only) to AI agents for cross-client reporting on finance, contracts, projects, time, and tickets.
Install
git clone https://github.com/SSIG-IT/autotask-dwh-mcp-serverThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (4)
describe_view(view)Columns + types for one view. Name comes from `list_views`; an unknown name returns closest matches.
Parameters not published.
last_load()Warehouse freshness from `warehouse_last_load`: `Last_Load` (refresh completed — the reliable "fresh" signal) and `Backup_Taken` (data accurate up to). First smoke test after deploy.
Parameters not published.
list_views(filter?)List warehouse views (all `wh_*`) with column counts, from live `INFORMATION_SCHEMA` (bundled snapshot as fallback). Optional case-insensitive name filter. Discovery entry point.
Parameters not published.
query(sql, max_rows?)Execute **one** read-only `SELECT`/`WITH` statement. Returns columns + rows as `structuredContent` plus a compact text table. Rows hard-capped by `max_rows` (ceiling = `MSSQL_MAX_ROWS`, default 500); if more rows match, the result carries `truncated: true` and a note so the count is never mistaken for the total. Every executed statement is logged to stderr (audit).
Parameters not published.
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