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Ticketing

Kaseya BMS
API integration

Ship Ticketing features without building the integration. Full Kaseya BMS API access via Proxy and 360+ MCP-ready tools for AI agents — extend models and mappings to fit your product.

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Kaseya BMS

Use Cases

Why integrate with Kaseya BMS

Common scenarios for SaaS companies building Kaseya BMS integrations for their customers.

01

Embed MSP quoting and CRM sync

Sales and CPQ platforms can pull accounts, contacts, and product pricing from Kaseya BMS and push back opportunities, quotes, and line items so MSPs build proposals without leaving your product.

02

Route security alerts into the service desk

Cybersecurity and RMM vendors can auto-create prioritized tickets, attach affected hardware assets, append forensic notes, and close tickets programmatically once threats are remediated.

03

Power MSP billing and payment collection

Payment processors and accounting tools can read invoice summaries, mark invoices as sent, and post payments back into BMS's QuickBooks Desktop data model to automate the receivables cycle.

04

Drive AI dispatch and triage bots

Workflow automation tools can read ticket queues, generate AI summaries and resolutions through BMS's native Copilot endpoints, evaluate technician load, and assign tickets to the right engineer.

05

Feed BI dashboards with PSA metrics

Analytics platforms can pull pre-aggregated ticket counts by queue, status, priority, and assignee plus pipeline totals and leaderboards to surface MSP KPIs without recomputing them.

What You Can Build

Ship these features with Truto + Kaseya BMS

Concrete product features your team can ship faster by leveraging Truto’s Kaseya BMS integration instead of building from scratch.

01

Two-way ticket sync

Create, read, update, bulk-update, and delete service desk tickets along with notes, attachments, related tickets, and time logs.

02

Account, contact, and opportunity mirroring

Sync CRM accounts, contacts, opportunities, quotes, and product quote line items between your app and Kaseya BMS in real time.

03

Automated ticket dispatch

Programmatically assign tickets to technicians using assignee lookups and counts, then trigger reassignments based on workload or SLA breach risk.

04

AI-assisted ticket workflows

Generate ticket summaries, draft and refine resolutions, and rephrase technician notes using BMS's native Copilot endpoints from inside your product.

05

Invoice and payment automation

Pull invoice summaries, mark invoices as sent, apply discounts, and post payments, bills, and expenses into the QuickBooks Desktop entities BMS manages.

06

Hardware asset and CMDB integration

Search, create, update, and deactivate hardware assets and link them to tickets for incident, change, and procurement workflows.

SuperAI

Kaseya BMS AI agent tools

Comprehensive AI agent toolset with fine-grained control. Integrates with MCP clients like Cursor and Claude, or frameworks like LangChain.

list_all_kaseya_bms_accountcodes_lookups

List account code lookup entries in Kaseyabms. Returns a collection of account code lookup records. Optionally filter by name, sort results, or exclude specific entries.

list_all_kaseya_bms_accounts_lookups

List kaseyabms CRM accounts via the lookup endpoint. Returns a list of account lookup records. Optionally filter by account IDs, name, security scope, or inactive account inclusion.

list_all_kaseya_bms_accounts_summaries

List account summaries in kaseyabms. Returns a paged collection of account summary objects. Optionally filter by account name, code, type, active status, or creation/modification date range.

get_single_kaseya_bms_accounts_summary_by_id

Get a single account summary from kaseyabms by id. Returns the AccountSummaryOutputDto object for the specified account. Required: id.

list_all_kaseya_bms_locations_lookups

List location lookups for a specific account in Kaseyabms. Returns a list of account location lookup entries. Required: account_id.

list_all_kaseya_bms_system_locations_lookups

List system location lookup entries in Kaseyabms. Returns available location records from the system locations lookup endpoint.

get_single_kaseya_bms_location_by_id

Get a specific location for a kaseyabms CRM account by id. Returns the account location details as an AccountLocationOutputDto. Required: account_id, id.

list_all_kaseya_bms_contacts_lookups

List contacts lookup results for a specific account in kaseyaBMS. Returns a list of contact lookup entries associated with the given account. Required: account_id.

list_all_kaseya_bms_summaryinfos

Get summary information for a specific contact within a KaseyaBMS CRM account. Returns a ContactSummaryInfoOutputDto response. Required: account_id, contact_id.

list_all_kaseya_bms_alerts

List alerts for a specific account in Kaseyabms filtered by alert type. Returns an AccountAlertOutputDto response for the given account. Required: account_id, account_alert_type.

create_a_kaseya_bms_crm_account

Create a new CRM account in kaseyabms. Returns an account summary object on success.

update_a_kaseya_bms_crm_account_by_id

Fully replace an existing CRM account in kaseyabms by id. Returns the updated account summary. Required: id.

kaseya_bms_crm_accounts_partial_update

Partially update an existing CRM account in kaseyabms by id, modifying only the supplied fields. Returns the updated account summary. Required: id.

list_all_kaseya_bms_accounttypes_lookups

List all account type lookup values available in kaseyabms. Returns a collection of account type lookup entries.

list_all_kaseya_bms_agentprocedures

List agent procedures in kaseyabms for a given integration type. Returns a list of agent procedure objects. Required: integration_type_id.

kaseya_bms_agentprocedures_list_logs

List execution logs for a specific kaseyabms agent procedure within a workflow. Returns a paged list of agent procedure log entries. Required: workflow_id, id.

list_all_kaseya_bms_approvalroutes_lookups

List approval route lookup entries in kaseyaBMS. Returns a list of approval route lookup objects.

list_all_kaseya_bms_hr_assignees

List HR assignees in kaseyabms. Returns a collection of assignee records. Optionally filter by Name, Ids, or EmployeesOnly, and control ordering with Sort or exclude specific records with Exclude.

list_all_kaseya_bms_assignees_lookups

List assignee lookup records in kaseyabms. Returns a collection of assignee lookup objects. Supports optional filtering by IDs, name, excluded IDs, or account ID.

list_all_kaseya_bms_assignees_counts

Get the total count of HR assignees in kaseyabms. Returns an integer representing the number of assignees.

list_all_kaseya_bms_roles

List roles assigned to a specific assignee in Kaseyabms. Returns a list of role lookup objects. Required: assignee_id.

list_all_kaseya_bms_system_attachments

List attachments in kaseyabms for a specific module and object. Returns a paged collection of attachment records. Required: module_id, object_id.

create_a_kaseya_bms_system_attachment

Upload a new attachment in kaseyabms to a specific module object. Accepts a multipart file upload and returns the created attachment records. Required: module_id, object_id.

get_single_kaseya_bms_system_attachment_by_id

Get a single attachment in kaseyabms by id for a specific module and object. Required: module_id, object_id, id.

update_a_kaseya_bms_system_attachment_by_id

Update an existing attachment in kaseyabms identified by id for a specific module and object. Returns an empty 200 response on success. Required: module_id, object_id, id.

delete_a_kaseya_bms_system_attachment_by_id

Delete an attachment in kaseyabms by id for a specific module and object. Returns an empty 200 response on success. Required: module_id, object_id, id.

create_a_kaseya_bms_system_attachments_upload

Upload an attachment to a specific record in Kaseyabms. Required: id (the identifier of the record to attach the file to).

delete_a_kaseya_bms_system_attachments_bulk_by_id

Bulk delete system attachments in kaseyabms. Returns an empty response on success.

list_all_kaseya_bms_downloads

Download an attachment file in kaseyabms identified by its module, object, and attachment. Returns a File object. Required: module_id, object_id, attachment_id. Optionally resize the file by supplying width and height.

delete_a_kaseya_bms_attachments_temp_by_id

Delete one or more temporary attachments in kaseyabms by supplying an array of attachment identifiers. Returns a 200 response on success.

get_single_kaseya_bms_batch_action_log_by_id

Get batch action log entries for a specific job in Kaseyabms. Returns a paged list of job log records. Required: id.

list_all_kaseya_bms_finance_chartofaccounts

List chart of accounts entries in kaseyabms. Returns a paged collection of account records. Optionally filter by id, code, name, type, parent, or active status.

get_single_kaseya_bms_chartofaccounts_lookup_by_id

Get chart of accounts lookup entries in kaseyabms for a given parent account code. Returns a paged list of chart of account lookup items. Required: id (parentAccountCodeId).

list_all_kaseya_bms_types_lookups

List chart of account type lookups in kaseyabms. Returns a paged collection of chart of account type lookup entries.

list_all_kaseya_bms_colors_lookups

List color lookup entries in kaseyaBMS. Returns a collection of color lookup records. Optionally filter by module_id.

list_all_kaseya_bms_admin_companysettings

List company settings in kaseyabms. Returns a dictionary of setting keys mapped to their values. Optionally filter results to a specific setting by supplying `SettingKey`.

update_a_kaseya_bms_admin_companysetting_by_id

Update company settings in kaseyabms. Returns an empty response on success.

list_all_kaseya_bms_contacts_searches

Search and list CRM contacts in kaseyabms using a variety of filters. Returns a list of matching contact records. Supports filtering by contact ids, account, location, name, email, job title, and status flags.

list_all_kaseya_bms_contracts_lookups

List contract lookup records in kaseyabms, optionally filtered by contract IDs, account, name, or expiry status. Returns a list of contract lookup objects.

list_all_kaseya_bms_contracts_summaries

List contract summaries in kaseyabms. Returns a paged collection of contract summary records. Supports filtering by contract type, name, billing cycle, account name, and status.

create_a_kaseya_bms_service

Create one or more recurring services on a Kaseyabms finance contract. Returns a confirmation response for the newly created services. Required: contract_id.

kaseya_bms_finance_contracts_update_activate

Activate a finance contract in kaseyabms. Returns the activated contract details. Required: contract_id.

kaseya_bms_finance_contracts_update_deactivate

Deactivate a finance contract in kaseyabms. Returns the deactivated contract details. Required: contract_id.

list_all_kaseya_bms_copilot_configurations

List all copilot configurations in kaseyabms. Returns a collection of copilot configuration objects.

create_a_kaseya_bms_copilot_configuration

Create a new copilot configuration in kaseyabms. Returns the created copilot configuration object.

update_a_kaseya_bms_copilot_configuration_by_id

Update an existing copilot configuration in kaseyabms by id. Returns the updated copilot configuration object. Required: id.

get_single_kaseya_bms_system_custom_field_by_id

Get the custom field definitions for a kaseyabms module by id. Returns a collection of custom field output records for the specified module. Required: id. Optionally include inactive fields with withInactive.

list_all_kaseya_bms_system_custom_fields

List custom field data values for a specific object within a kaseyabms module. Returns a collection of custom field data records for the given object. Required: module_id and object_id.

update_a_kaseya_bms_custom_fields_datum_by_id

Update custom field data for a specific entity in kaseyabms. Returns the updated custom field data object. Required: module_id, entity_id, and id (the custom field record identifier).

list_all_kaseya_bms_ticketscount_bybasicstatus

List ticket counts grouped by basic status from the KaseyaBMS service desk dashboard. Returns a summary of ticket counts broken down by basic status categories.

list_all_kaseya_bms_ticketscount_bypriorities

List ticket counts grouped by priority from the KaseyaBMS service desk dashboard. Returns a collection of ticket counts per priority level. Optionally filter by StartDate, EndDate, and IncludeCompleted.

list_all_kaseya_bms_ticketscount_byassigneepriorities

List ticket counts grouped by assignee and priority from the KaseyaBMS service desk dashboard. Returns a TicketsCountByAssigneePriorityDataOutputDto response with counts per assignee and priority level.

list_all_kaseya_bms_dashboard_timebytechnicians

List time-logged-by-technician dashboard data from kaseyabms. Returns technician time tracking metrics for the specified period and users.

list_all_kaseya_bms_dashboard_ticketsdues

List due tickets from the KaseyaBMS service desk dashboard. Returns a paged collection of tickets due records.

list_all_kaseya_bms_ticketscount_bystatus

List ticket counts grouped by status from the KaseyaBMS service desk dashboard. Returns a collection of ticket count records per status. Optionally filter by StartDate and EndDate.

list_all_kaseya_bms_dashboard_ticketsupcomings

List upcoming tickets from the KaseyaBMS service desk dashboard. Returns a paged collection of upcoming ticket records.

list_all_kaseya_bms_ticketscount_byqueues

List ticket counts grouped by queue in Kaseyabms. Returns a collection of ticket count records per queue. Optionally filter by StartDate, EndDate, and whether to include completed tickets.

list_all_kaseya_bms_ticketscount_byissuetypes

List ticket counts grouped by issue type from the Kaseyabms service desk dashboard. Returns a breakdown of ticket counts per issue type for the specified date range and filters.

list_all_kaseya_bms_dashboard_topopportunities

List top CRM opportunities from the kaseyabms dashboard. Returns a list of dashboard opportunity records. Optionally filter results by StartDate and EndDate.

list_all_kaseya_bms_dashboard_openpipelines

List open pipeline records from the KaseyaBMS CRM dashboard. Returns an OpenPipelinesOutputDtoResponse containing open pipeline data. Optionally filter results by StartDate and EndDate.

list_all_kaseya_bms_dashboard_pipelinetotals

List CRM pipeline totals from the kaseyabms dashboard. Returns aggregated pipeline total data for the specified date range. Optionally filter results by StartDate and EndDate.

list_all_kaseya_bms_dashboard_activitiesdues

List activities due from the kaseyabms CRM dashboard. Returns an ActivitiesDueOutputDtoResponse containing due activity records within the specified date range. Optionally filter by StartDate and EndDate.

list_all_kaseya_bms_performance_totals

List recurring services performance totals from the kaseyabms CRM dashboard. Returns aggregated performance totals for recurring services within an optional date range and pipeline commitment threshold.

list_all_kaseya_bms_dashboard_leaderboards

List sales leaderboard entries from the kaseyabms CRM dashboard. Returns a list of sales leaderboard records for the specified date range. Optional parameters: StartDate, EndDate.

list_all_kaseya_bms_quotations_summaries

List quotations summary data from the kaseyabms CRM dashboard. Returns a summary object containing aggregated quotation metrics.

list_all_kaseya_bms_departments_lookups

List department lookup entries in kaseyabms. Returns a collection of department lookup records from the HR module.

list_all_kaseya_bms_emailtemplates_lookups

List email template lookups in kaseyabms for a specific category. Returns a collection of email template lookup entries associated with the given category. Required: category_id.

list_all_kaseya_bms_itglue_accounts_lookups

List IT Glue account lookup results in KaseyaBMS for a specific account. Returns lookup entries associated with the given account. Required: account_id.

list_all_kaseya_bms_itglue_contacts_lookups

Look up IT Glue contact details in KaseyaBMS for a specific contact. Returns lookup results associated with the given contact. Required: contact_id.

list_all_kaseya_bms_itglue_locations_lookups

List IT Glue location lookup results for a specific location in KaseyaBMS. Returns matched location records associated with the given location. Required: location_id.

list_all_kaseya_bms_employees_lookups

List employees in kaseyaBMS using lookup filters. Returns a list of employee lookup records matching the supplied criteria. All parameters are optional.

list_all_kaseya_bms_employees_searchselects

List kaseyabms employees for search/select use cases. Returns a paged list of employee records. Optionally filter by specific employee IDs, a text search string, or active status using Filter.Ids, Filter.Filter_Text, and Filter.IsActive.

create_a_kaseya_bms_etilize_search

Search the Etilize product catalog in KaseyaBMS by submitting a search request. Returns an EtilizeSearchOutputDto response containing matching product results.

get_single_kaseya_bms_etilize_product_by_id

Get a single Etilize product by id in Kaseyabms. Returns the full product details as an EtilizeProductOutputDto. Required: id.

list_all_kaseya_bms_products_pricings

List product pricing information from the Etilize integration in kaseyabms. Returns a list of distributor product pricing records. Optionally filter by MfrNumber or SkuNumber.

list_all_kaseya_bms_integrations_status

List the integration statuses for Etilize distributors in kaseyabms. Returns a collection of distributor integration status records.

create_a_kaseya_bms_system_event_log

Create a system event log entry in kaseyabms. Returns the created event log object on success.

list_all_kaseya_bms_expensesheets_lookups

List expense sheet lookup entries in kaseyabms. Returns a collection of expense sheet lookup records.

create_a_kaseya_bms_my_expensesheet

Create a new expense sheet in Kaseyabms for the authenticated user. Returns the created expense sheet object on success.

list_all_kaseya_bms_expensetypes_lookups

List all expense type lookup values available in kaseyabms. Returns a collection of expense type lookup entries.

create_a_kaseya_bms_rmm_ticket

Create a new RMM ticket in kaseyabms under a specific integration type. Required: integration_type.

list_all_kaseya_bms_vsaasset_tickets

List tickets associated with a specific VSA asset in Kaseyabms. Required: agent_id.

list_all_kaseya_bms_hardwareasset_searchselects

List hardware assets in kaseyabms using search/select filters. Returns a collection of hardware asset records matching the provided criteria. Supports optional filtering by asset name, category, serial number, IP address, machine group, location, account, contact, and active status.

get_single_kaseya_bms_servicedesk_hardwareasset_by_id

Get a single hardware asset from Kaseyabms by id. Returns the full hardware asset object. Required: id.

update_a_kaseya_bms_servicedesk_hardwareasset_by_id

Update an existing hardware asset in Kaseyabms by id. Returns the updated hardware asset object. Required: id.

create_a_kaseya_bms_servicedesk_hardwareasset

Create a new hardware asset in Kaseyabms. Returns the created hardware asset object.

delete_a_kaseya_bms_servicedesk_hardwareasset_by_id

Delete a hardware asset from Kaseyabms by id. Returns an empty 200 response on success. Required: id.

list_all_kaseya_bms_hardwareasset_status

List statuses for a specific hardware asset in Kaseyabms. Returns status records associated with the given hardware asset. Required: device_id.

list_all_kaseya_bms_rmm_status

List RMM statuses in Kaseyabms for a given integration type. Returns a collection of status records associated with the specified RMM integration. Required: integration_type.

list_all_kaseya_bms_schedulerjobs_status

Get the status of a scheduler job in Kaseyabms. Returns status information for the specified job. Required: job_id.

list_all_kaseya_bms_invoices_summaries

List invoice summaries in kaseyabms. Returns a collection of invoice summary records filterable by invoice id, number, account, status, creation date range, and accounting posting status.

get_single_kaseya_bms_finance_invoice_by_id

Get a single finance invoice by id in kaseyaBMS. Returns the full invoice object. Required: id.

create_a_kaseya_bms_invoices_discount

Create invoice discount line items in kaseyabms by submitting invoice details. Returns a list of invoice discount line items.

update_a_kaseya_bms_invoices_marksent_by_id

Mark one or more kaseyabms invoices as sent in a batch operation. Returns a string response confirming the operation on success.

list_all_kaseya_bms_issuetypes_lookups

List issue type lookup entries in kaseyabms. Returns a collection of issue type lookup records. Optionally filter results by name using the Filter.Name parameter.

list_all_kaseya_bms_issuesubtypes_lookups

List issue subtype lookup values for a given issue type in Kaseyabms. Returns a list of issue subtype lookup entries. Required: issue_type_id.

list_all_kaseya_bms_itglue_accessinfos

List IT Glue access info entries in Kaseya BMS. Returns the ITGAccessInfoDto response object.

list_all_kaseya_bms_servicedesk_ticketsyncs

List kaseyabms IT Glue service desk ticket sync records. Returns a paged collection of ticket sync entries. Optionally filter results by creation or modification date ranges using Filter.CreatedOnFrom, Filter.CreatedOnTo, Filter.ModifiedOnFrom, and Filter.ModifiedOnTo.

get_single_kaseya_bms_servicedesk_ticketsync_by_id

Get a single kaseyabms IT Glue service desk ticket sync record by id. Returns the matching ticket sync entry. Required: id.

list_all_kaseya_bms_servicedesk_globalsearches

Search across kaseyabms service desk tickets globally using a keyword or account filter. Returns a list of matching ticket search results.

list_all_kaseya_bms_suggestedresources

List suggested resources in kaseyabms for a given subject. Returns a collection of suggested resource objects. Required: subject_id and subject_type.

list_all_kaseya_bms_counts

Get the count of suggested IT Glue resources for a specific subject in kaseyabms. Returns a SuggestedResourceCountOutputDto with the resource count. Required: subject_id, subject_type.

list_all_kaseya_bms_itglue_status

Get the ITGlue integration status in KaseyaBMS. Returns the current integration output details.

list_all_kaseya_bms_tasks

List tasks for a specific checklist in Kaseya BMS (IT Glue). Returns a collection of checklist task objects. Required: checklist_id.

list_all_kaseya_bms_itglue_checklists

List IT Glue checklists in KaseyaBMS for a given account. Returns a list of checklist objects. Required: accountId.

list_all_kaseya_bms_itglue_contact_notes

List all notes associated with a specific IT Glue contact in Kaseya BMS. Required: itg_contact_id.

kaseya_bms_itglue_contact_notes_bulk_update

Bulk update notes for a specific IT Glue contact in Kaseya BMS. Required: itg_contact_id.

list_all_kaseya_bms_itglue_account_notes

List IT Glue account notes in Kaseya BMS for a specified account. Returns notes associated with the given account. Required: itg_account_id.

update_a_kaseya_bms_itglue_account_note_by_id

Update IT Glue account notes in Kaseya BMS for a specified account. Required: itg_account_id.

list_all_kaseya_bms_opportunity_notes

List all notes associated with a specific kaseyabms CRM opportunity. Returns the collection of notes for the given opportunity. Required: id (opportunity ID).

create_a_kaseya_bms_opportunity_note

Create a new note on a kaseyabms CRM opportunity. Returns the created note object. Required: id (opportunity ID).

update_a_kaseya_bms_opportunity_note_by_id

Update an existing note on a kaseyabms CRM opportunity. Returns the updated note object. Required: opportunity_id (parent opportunity ID) and id (note ID).

list_all_kaseya_bms_servicedesk_ticket_notes

List all notes associated with a kaseyabms service desk ticket. Required: ticket_id.

create_a_kaseya_bms_servicedesk_ticket_note

Create a new note on a kaseyabms service desk ticket. Required: ticket_id.

get_single_kaseya_bms_servicedesk_ticket_note_by_id

Get a single note from a kaseyabms service desk ticket by its id. Required: ticket_id, id.

update_a_kaseya_bms_servicedesk_ticket_note_by_id

Update an existing note on a kaseyabms service desk ticket by its id. Required: ticket_id, id.

delete_a_kaseya_bms_servicedesk_ticket_note_by_id

Delete a note from a kaseyabms service desk ticket by its id. Returns an empty response on success. Required: ticket_id, id.

create_a_kaseya_bms_clientportal_ticket_note

Create a note on a kaseyabms client portal ticket. Required: ticket_id.

list_all_kaseya_bms_jobtitles_lookups

List job title lookup entries in kaseyabms. Returns a collection of job title lookup records.

list_all_kaseya_bms_accesscontrol_settings

List access control settings in kaseyabms. Returns the current access control settings as a K1AccessControlSettingsOutputDto response object.

create_a_kaseya_bms_accesscontrol_setting

Create access control settings in kaseyabms. Returns the created settings as a K1AccessControlSettingsOutputDto response object.

update_a_kaseya_bms_accesscontrol_setting_by_id

Update access control settings in kaseyabms. Returns the updated settings as a K1AccessControlSettingsOutputDto response object.

list_all_kaseya_bms_accesscontrol_accessgroups

List all access control access groups in Kaseyabms. Returns a collection of access group records.

list_all_kaseya_bms_accesscontrol_launchers

List access control launcher settings in Kaseyabms. Returns the launcher configuration output as defined by the K1AccessControlSettingsLauncherOutputDto response.

create_a_kaseya_bms_centralized_configuration_notification

Create a centralized configuration notification in kaseyabms. Returns a 200 OK response on success.

create_a_kaseya_bms_worktypes_lookup

Create a worktype lookup entry in Kaseyabms via the Kaseya One endpoint. Returns the created lookup output.

get_single_kaseya_bms_worktypes_lookup_by_id

Get a single kaseyabms worktype lookup by id. Returns the lookup output object. Required: id.

list_all_kaseya_bms_worktypes_lookups

List all kaseyabms worktype lookups from the system endpoint. Returns a collection of worktype lookup objects.

create_a_kaseya_bms_resources_lookup

Create a resource lookup in Kaseyabms by submitting lookup input criteria. Returns a lookup result response object.

get_single_kaseya_bms_resources_lookup_by_id

Get a single Kaseyabms resource lookup by id. Returns the lookup output details for the specified record. Required: id.

create_a_kaseya_bms_roles_lookup

Create a roles lookup entry in Kaseyabms by submitting a lookup input payload. Returns a lookup output response object on success.

get_single_kaseya_bms_roles_lookup_by_id

Get a single Kaseyabms roles lookup entry by id. Returns a lookup output object. Required: id.

list_all_kaseya_bms_roles_lookups

List all system roles lookup entries in Kaseyabms. Returns a collection of role lookup output objects.

list_all_kaseya_bms_security_roles_lookups

List security role lookup entries in Kaseyabms. Returns available security roles for lookup purposes.

list_all_kaseya_bms_project_statuses_lookups

List available project status lookup values in Kaseya BMS.

list_all_kaseya_bms_system_statuses_lookups

List system status lookup values in kaseyaBMS. Returns a collection of available system status entries for use in referencing or filtering status-related data.

create_a_kaseya_bms_gorgon_instance_provisioning

Create a Gorgon instance provisioning notification in kaseyabms. Returns an OK (200) response on success.

list_all_kaseya_bms_k_1_modules

List all K1 SSO modules in kaseyabms. Returns a collection of K1 SSO module objects.

list_all_kaseya_bms_k_1_status

Get the K1 status in kaseyabms. Returns the current K1 status output.

list_all_kaseya_bms_k_1_organizationmappings

List K1 organization mappings in kaseyabms. Returns a paged collection of organization mapping records. Required: SourceProductId.

create_a_kaseya_bms_k_1_organizationmapping

Create a new K1 organization mapping in kaseyabms. Returns the created organization mapping details.

create_a_kaseya_bms_organizationmappings_search

Search organization mappings in kaseyabms using a filter payload. Returns a paged list of organization mapping records.

create_a_kaseya_bms_action_notification

Create action notifications for a ticket in kaseyabms. Returns a 200 OK response on success.

create_a_kaseya_bms_users_search

Search for users in Kaseyabms by posting filter criteria. Returns an array of user objects matching the supplied search input.

create_a_kaseya_bms_deprovisioning_notification

Create a deprovisioning notification for a user in Kaseya BMS. Returns an OK 200 response on success.

get_single_kaseya_bms_listing_searchcolumn_by_id

Get the search columns for a specific module in Kaseyabms. Returns a list of listing search column definitions for the given module. Required: id (moduleId).

list_all_kaseya_bms_values

List all values for a specific search column in kaseyabms. Returns a collection of search combo items associated with the given column. Required: search_column_id.

get_single_kaseya_bms_listing_listingcolumn_by_id

Get listing columns for a specific module in Kaseyabms. Returns a collection of listing column definitions. Required: id (the module identifier).

list_all_kaseya_bms_system_lookups

List system lookup entries for a specified table in Kaseyabms. Returns a collection of lookup records for the given table. Required: table_name.

list_all_kaseya_bms_servicedesk_mytickets

List service desk tickets associated with the current user in kaseyabms. Returns a paged collection of ticket records. Supports filtering by title, account, status, priority, queue, ticket type, issue type, date ranges, and assignment criteria.

list_all_kaseya_bms_servicedesk_mytickets_searches

Search and list tickets assigned to the current user in the KaseyaBMS service desk. Returns matching ticket records from the my-tickets queue.

list_all_kaseya_bms_clientportal_mytickets_searches

Search and list tickets visible in the kaseyabms client portal for the current user. Returns a collection of matching ticket records.

get_single_kaseya_bms_crm_opportunity_by_id

Get a single kaseyabms CRM opportunity by id. Returns the full opportunity record as an OpportunityOutputDto object. Required: id.

update_a_kaseya_bms_crm_opportunity_by_id

Update an existing kaseyabms CRM opportunity by id. Returns the updated opportunity object. Required: id.

list_all_kaseya_bms_crm_opportunities

List kaseyabms CRM opportunities with optional filtering by status, account, type, sales representative, pipeline inclusion, and creation or modification date ranges. Returns a paged collection of opportunity records.

create_a_kaseya_bms_crm_opportunity

Create a new CRM opportunity in kaseyabms. Returns the created opportunity object.

list_all_kaseya_bms_purchaseorders_lookups

List purchase order lookup records in kaseyabms. Returns a collection of purchase order lookup entries. Optionally filter by purchase order number using Filter.Number.

list_all_kaseya_bms_priorities_lookups

List all priority lookup values available in kaseyaBMS. Returns a collection of priority lookup entries.

list_all_kaseya_bms_productquotes_summaries

List product quote summaries in Kaseyabms. Returns a paged collection of product quotation summary records. Optionally filter by account, status IDs, or creation date range.

get_single_kaseya_bms_crm_productquote_by_id

Get a single product quotation from Kaseyabms by id. Returns the full ProductQuotation object. Required: id.

list_all_kaseya_bms_products_searchselects

Search and list inventory products in kaseyabms using select-style filters. Returns a paged list of matching products filterable by product number, name, SKU, UPC, brand, category, manufacturer, color, serial number, and warehouse.

list_all_kaseya_bms_pricing_levels

List pricing levels for a specific product in kaseyabms. Returns a list of pricing level lookup entries associated with the product. Required: product_index_id.

list_all_kaseya_bms_suppliers_lookups

List supplier lookups for a specific product in kaseyabms. Returns a list of supplier lookup records associated with the given product. Required: product_index_id.

list_all_kaseya_bms_defaultcosts

Get the default cost information for a specific product in Kaseyabms. Returns a DefaultCostOutputDto response for the given product. Required: product_index_id.

list_all_kaseya_bms_stockitems_lookups

List stock item lookups for a specific product in kaseyaBMS. Returns a list of products currently in stock. Required: product_index_id, type_id.

create_a_kaseya_bms_products_category

Create a new product category in kaseyabms. Returns the created product category object.

list_all_kaseya_bms_categories_lookups

List product category lookups in Kaseyabms. Returns a paged list of product categories. Optionally filter by name or active status.

list_all_kaseya_bms_projects_summaries

List project summaries in kaseyabms. Returns a paged collection of project summary records. Optionally filter by account, status IDs, or start date range.

get_single_kaseya_bms_project_project_by_id

Get a single project by id in Kaseyabms. Returns the full project object as a ProjectOutputDto. Required: id.

list_all_kaseya_bms_projects_lookups

List project lookup entries in Kaseyabms. Returns a paged collection of project lookup records. Optionally filter by name using Filter.Name.

create_a_kaseya_bms_statuses_search

Search project statuses in kaseyabms. Returns a paged list of project status records.

get_single_kaseya_bms_project_status_by_id

Get a single project status by id in kaseyabms. Returns the project status object. Required: id.

update_a_kaseya_bms_project_status_by_id

Update an existing project status by id in kaseyabms. Returns the updated project status object. Required: id.

delete_a_kaseya_bms_project_status_by_id

Delete a project status by id in kaseyabms. Returns a 200 response on success. Required: id.

create_a_kaseya_bms_project_status

Create a new project status in kaseyabms. Returns the created project status object.

update_a_kaseya_bms_reorder_by_id

Reorder a kaseyabms project status by moving it to a specified position. Returns a 200 OK response on success. Required: id, order.

list_all_kaseya_bms_accountcodes_byids

List kaseyabms QuickBooks account codes by their account code numbers. Returns a list of account code export objects. Required: ExternalTenantId, AccountCodeNumbers.

list_all_kaseya_bms_qbd_bills

List QuickBooks Desktop bills in kaseyabms. Returns a paged list of bill export records. Required: ExternalTenantId. Optionally filter by vendor name or date range using Filter.VendorName, Filter.StartDate, and Filter.EndDate.

update_a_kaseya_bms_qbd_bill_by_id

Update QuickBooks Desktop bill references in kaseyabms by submitting an array of bill reference input objects. Returns an empty 200 response on success.

list_all_kaseya_bms_bills_details

List bill details from the kaseyabms QuickBooks Desktop integration. Returns a list of bill detail export records for the specified bills. Required: ExternalTenantId, BillIds.

list_all_kaseya_bms_qbd_classlists

List QuickBooks Desktop class list records in KaseyaBMS. Returns a paged collection of class list export objects. Required: ExternalTenantId.

create_a_kaseya_bms_qbd_classlist

Create QuickBooks Desktop class list entries in KaseyaBMS by submitting an array of class list import objects. Returns a string response confirming the operation result.

list_all_kaseya_bms_classlists_byids

List QuickBooks Desktop class list records in Kaseya BMS by their identifiers. Returns a collection of class list export objects. Required: ExternalTenantId, ClassListNumbers.

list_all_kaseya_bms_qbd_clients

List QBD clients in kaseyabms. Returns a paged list of QB account export records. Required: ExternalTenantId.

create_a_kaseya_bms_qbd_client

Import one or more QBD clients into kaseyabms by posting an array of QB account records. Returns a string response confirming the import result.

list_all_kaseya_bms_clients_byids

List kaseyabms QuickBooks clients by account numbers. Returns a list of QB account export records. Required: ExternalTenantId, AccountNumbers.

list_all_kaseya_bms_qbd_discounts

List QuickBooks Desktop discounts in Kaseyabms. Returns a paged list of discount records. Required: ExternalTenantId. Optionally filter by item name, sort order, or excluded fields.

create_a_kaseya_bms_qbd_discount

Create QuickBooks Desktop discounts in Kaseyabms by submitting an array of item import objects. Returns a string response confirming the operation result.

list_all_kaseya_bms_discounts_byids

List kaseyabms QuickBooks discounts by item numbers. Returns a list of discount type export objects. Required: ExternalTenantId, ItemNumbers.

list_all_kaseya_bms_qbd_expenses

List QBD expenses in Kaseyabms. Returns a paged collection of expense type export records. Required: ExternalTenantId.

create_a_kaseya_bms_qbd_expense

Create QBD expense items in Kaseyabms by submitting an array of item import records. Returns a string response confirming the operation.

list_all_kaseya_bms_expenses_byids

List expenses from kaseyabms QuickBooks Desktop integration by specific item numbers. Returns a collection of expense export records. Required: ExternalTenantId, ItemNumbers.

get_single_kaseya_bms_qbd_jobstatus_by_id

Get the status of a QuickBooks Desktop integration job in Kaseyabms by its job id. Returns the job info including current status and related details. Required: id.

create_a_kaseya_bms_qbd_entitymapping

Create QuickBooks Desktop entity mappings in KaseyaBMS by submitting an array of mapping objects. Returns a 200 OK response on success.

list_all_kaseya_bms_qbd_invoices

List QuickBooks Desktop invoices in Kaseyabms. Returns a paged collection of QB invoice export records. Required: ExternalTenantId. Optionally filter results by invoice number, account name, date range, or class name.

update_a_kaseya_bms_qbd_invoice_by_id

Update QuickBooks Desktop invoice references in Kaseyabms by submitting an array of invoice reference objects. Returns 200 on success.

create_a_kaseya_bms_qbd_payment

Create one or more QuickBooks Desktop payments in kaseyabms by submitting an array of payment import records. Returns a string response confirming the import result.

list_all_kaseya_bms_qbd_products

List QuickBooks Desktop products in Kaseyabms. Returns a paged collection of product records. Required: ExternalTenantId.

create_a_kaseya_bms_qbd_product

Create one or more QuickBooks Desktop products in Kaseyabms by submitting an array of item import objects. Returns a string response confirming the import result.

list_all_kaseya_bms_products_byids

List kaseyabms QuickBooks Desktop products by item numbers. Returns a list of product export objects matching the supplied identifiers. Required: ExternalTenantId, ItemNumbers.

list_all_kaseya_bms_qbd_reimbursements

List QuickBooks Desktop reimbursements in kaseyabms. Returns a paged collection of reimbursement export records. Required: ExternalTenantId.

update_a_kaseya_bms_qbd_reimbursement_by_id

Update QuickBooks Desktop reimbursement reference data in kaseyabms by submitting an array of reimbursement reference input objects. Returns an empty 200 response on success.

list_all_kaseya_bms_reimbursements_details

List reimbursement details from kaseyabms QuickBooks integration. Returns a list of reimbursement detail export records. Required: ExternalTenantId, ReimbursementIds.

list_all_kaseya_bms_qbd_salestaxitems

List QuickBooks Desktop sales tax items in Kaseyabms. Returns a paged collection of sales tax item records. Required: ExternalTenantId.

list_all_kaseya_bms_salestaxitems_byids

List kaseyabms sales tax items by their IDs from QuickBooks Desktop. Returns a list of sales tax item export objects. Required: ExternalTenantId, SalesTaxItemIds.

list_all_kaseya_bms_services_byids

List kaseyabms QuickBooks services by their item numbers. Returns a list of service export objects matching the provided identifiers. Required: ExternalTenantId, ItemNumbers.

list_all_kaseya_bms_qbd_vendors

List QBD vendors in kaseyabms. Returns a paged collection of vendor account records. Required: ExternalTenantId.

create_a_kaseya_bms_qbd_vendor

Create one or more QBD vendors in kaseyabms by submitting an array of vendor account import records. Returns a string response indicating the result of the import.

list_all_kaseya_bms_vendors_byids

List kaseyabms vendors by their account numbers. Returns a list of vendor account export records matching the provided identifiers. Required: ExternalTenantId, AccountNumbers.

list_all_kaseya_bms_qbd_worktypes

List QuickBooks Desktop work types in kaseyabms. Returns a paged collection of work type records. Required: ExternalTenantId.

create_a_kaseya_bms_qbd_worktype

Create one or more QuickBooks Desktop work types in kaseyabms by submitting an array of item import objects. Returns a string response confirming the operation.

list_all_kaseya_bms_worktypes_byids

List work types from kaseyabms QuickBooks integration by item numbers. Returns a list of work type export objects. Required: ExternalTenantId, ItemNumbers.

list_all_kaseya_bms_queues_lookups

List queue lookup entries in kaseyaBMS. Returns a collection of queue lookup records.

list_all_kaseya_bms_servicedesk_queuetickets

List service desk queue tickets in kaseyabms with optional filtering by account, assignee, status, priority, queue, ticket type, date ranges, and more. Returns a paged collection of ticket list objects.

create_a_kaseya_bms_queuetickets_search

Search kaseyabms queue tickets by posting search criteria. Returns a paginated list of matching ticket records.

list_all_kaseya_bms_quotes_summaries

List quote summaries in kaseyabms. Returns a paged collection of quote summary records. Optionally filter by account, status IDs, or creation date range.

get_single_kaseya_bms_crm_quote_by_id

Get a single CRM quote by id in kaseyabms. Returns the full quotation object. Required: id.

get_single_kaseya_bms_line_item_by_id

Get a single line item from a kaseyabms CRM quote. Returns the QuotationLineItemOutputDto for the matched record. Required: quotation_id, id.

update_a_kaseya_bms_line_item_by_id

Update an existing line item on a kaseyabms CRM quote by id. Returns the updated QuotationLineItemOutputDto. Required: quotation_id, id.

create_a_kaseya_bms_line_item

Create a new line item on a kaseyabms CRM quote. Returns the created QuotationLineItemOutputDto. Required: quotation_id, item_type_id, distributer_type_id.

list_all_kaseya_bms_rmms

List RMM integration settings in Kaseyabms for a given integration type. Required: integration_type.

create_a_kaseya_bms_rmm

Create RMM integration settings in Kaseyabms for the specified integration type. Required: integration_type.

update_a_kaseya_bms_rmm_by_id

Replace RMM integration settings in Kaseyabms for the specified integration type. Required: integration_type.

kaseya_bms_rmms_partial_update

Partially update RMM integration settings in Kaseyabms for the specified integration type. Required: integration_type.

list_all_kaseya_bms_rmm_integrations

List all RMM integrations configured in Kaseya BMS. Returns a collection of RMM settings objects.

create_a_kaseya_bms_tickets_resolve

Resolve one or more RMM tickets in kaseyabms for a given integration type. Returns an integration job output object. Required: integration_type.

create_a_kaseya_bms_tickets_duplicate

Create ticket duplicate entries in kaseyabms for a given RMM integration type. Returns an integration job output response. Required: integration_type.

list_all_kaseya_bms_tickets_status

Get the ticket job status for a specific RMM integration in Kaseyabms. Returns the job status details for the given job. Required: integration_type, job_id.

update_a_kaseya_bms_assets_deactivate_by_id

Deactivate one or more RMM assets in kaseyabms for a given integration type. Returns a job output response. Required: integration_type.

list_all_kaseya_bms_assets_status

Get the status of an asset import job in Kaseyabms for a given integration type. Returns the job status details via the IntegrationAssetJobStatusOutputDto response. Required: integration_type, job_id.

list_all_kaseya_bms_remotesessions

List remote sessions for a specific asset in Kaseyabms. Returns the remote sessions output for the given asset. Required: integration_type, asset_id.

list_all_kaseya_bms_mappings

List RMM entity mappings in kaseyabms for a given integration type and entity type. Required: integration_type, entity_type.

create_a_kaseya_bms_mapping

Create RMM entity mappings in kaseyabms for the specified integration type and entity type by submitting an array of mapping objects. Required: integration_type, entity_type.

delete_a_kaseya_bms_mapping_by_id

Delete RMM entity mappings in kaseyabms for the specified integration type and entity type by submitting an array of mapping identifiers. Required: integration_type, entity_type.

list_all_kaseya_bms_mappings_status

Get the status of a mappings job in Kaseyabms for a given integration type. Required: integration_type, job_id.

create_a_kaseya_bms_dattormm_alert

Create a new DattoRMM alert in Kaseyabms. Returns an integration job output object that can be used to track the resulting operation.

list_all_kaseya_bms_dashboard_data

List Sales Accelerator dashboard data from kaseyabms, returning a paged collection of account services entries. Supports optional filtering by account name, service name, account type, service category, sub-category, and unit of measure.

create_a_kaseya_bms_security_authenticate

Authenticate with kaseyabms and obtain an access token using the password grant flow. Returns a token result object from the kaseyabms security endpoint. Required: GrantType (pre-filled as "password" by the integration configuration).

list_all_kaseya_bms_security_ssostatus

Get the SSO status for a tenant in Kaseyabms. Returns an SsoStatusResponse object indicating the current single sign-on configuration. Required: Tenant.

create_a_kaseya_bms_security_refreshtoken

Refresh an access token in KaseyaBMS using an existing access token and refresh token. Returns a new token output object. Required: access_token.

list_all_kaseya_bms_security_userinfos

Get the current authenticated user's info in kaseyabms. Returns a UserInfoOutputDto object with details about the authenticated user.

list_all_kaseya_bms_services_lookups

List service lookup entries in kaseyaBMS. Returns a paged collection of service lookup records including their id and name. Optionally filter by Filter.Id or Filter.Name.

list_all_kaseya_bms_backgroundjobs

List background jobs for a specific finance service in Kaseyabms. Returns a ServiceBackgroundJobOutputDto response containing background job details. Required: service_id.

create_a_kaseya_bms_services_service

Create a new service in kaseyabms. Returns the created service object wrapped in a ServiceOutputDtoResponse.

create_a_kaseya_bms_services_search

Search finance services in kaseyabms using filter criteria. Returns a paged list of service records.

create_a_kaseya_bms_relatedservices_search

Search for related services associated with a specific service in kaseyabms. Returns a paged list of related service records. Required: service_id.

create_a_kaseya_bms_relatedservices_bulkupdate

Bulk update related services for a specific service in kaseyabms. Returns a string response confirming the operation. Required: service_id.

list_all_kaseya_bms_servicecategory_lookups

List all service category lookup entries in Kaseyabms. Returns a collection of service category lookup objects.

list_all_kaseya_bms_servicesubcategory_lookups

List service subcategory lookup entries for a given service category in Kaseyabms. Returns a collection of service subcategory lookup records. Required: category_id.

list_all_kaseya_bms_tickets_lookups

List ticket template lookup entries in Kaseya BMS. Returns a collection of ticket template lookup objects.

list_all_kaseya_bms_notes_lookups

List available note template lookup values in kaseyabms. Returns a collection of ticket note template lookup entries.

list_all_kaseya_bms_templates_notes

List note template details for a specific ticket and template in kaseyabms. Returns a collection of ticket note template detail objects. Required: template_id, ticket_id.

list_all_kaseya_bms_timelogs_lookups

List timelog template lookup entries in kaseyabms. Returns a collection of ticket time entry template lookup records.

list_all_kaseya_bms_templates_timelogs

List time entry template details for a specific ticket in KaseyaBMS. Returns a collection of ticket time entry template detail records. Required: template_id, ticket_id.

list_all_kaseya_bms_system_settings

List system settings in Kaseyabms. Returns the system settings configuration object.

list_all_kaseya_bms_slas_lookups

List SLA lookup entries in kaseyaBMS. Returns a collection of SLA lookup records.

list_all_kaseya_bms_software_assets_searchselects

List software assets in kaseyabms using the search-select endpoint. Returns a collection of software asset records matching the applied filters. Optional filters include category IDs, software name, account ID, contact ID, contact name, and an excluded asset ID.

list_all_kaseya_bms_integrations_surveyhistories

List survey history records in Kaseyabms. Returns a collection of survey settings output objects.

create_a_kaseya_bms_tasks_searchselect

Search and retrieve a list of tasks in kaseyabms using search-select criteria. Returns an enumerable collection of task records matching the supplied search input.

create_a_kaseya_bms_project_task

Create project tasks in kaseyabms by submitting a task input payload. Returns a list of task output objects on success.

list_all_kaseya_bms_relateditems

List related items for a specific task in Kaseyabms. Returns a TaskRelatedItemsOutputDto response containing the related items associated with the task. Required: task_id.

create_a_kaseya_bms_teamschannel_search

Search Teams channels in kaseyabms. Returns a list of Teams channel objects matching the provided search criteria.

list_all_kaseya_bms_teamschannel_lookups

List Teams channel lookup entries in Kaseyabms. Returns a list of channel lookup records matching the specified filters. Optionally filter by Ids or Name.

create_a_kaseya_bms_teamschannel_status

Create a Teams channel status entry in KaseyaBMS. Returns a status output object confirming the operation.

list_all_kaseya_bms_teamschannel_logs_searches

Search logs for a KaseyaBMS Teams channel. Returns log entries matching the search criteria for the specified channel. Required: teamschannelid.

list_all_kaseya_bms_webhooks_logs_searches

Search webhook logs for a specific kaseyabms webhook. Returns log entries associated with the given webhook. Required: webhook_id.

list_all_kaseya_bms_system_tenantlookups

List tenant lookup entries from a kaseyabms lookup table. Returns a collection of tenant lookup records. Required: table_name.

create_a_kaseya_bms_system_tenantlookup

Create a new tenant lookup entry in a kaseyabms lookup table. Returns the resulting tenant lookup records. Required: table_name.

create_a_kaseya_bms_assignticket

Assign a kaseyabms service desk ticket to an agent or team. Returns a 200 OK response on success. Required: ticket_id.

create_a_kaseya_bms_resolve

Resolve a kaseyabms service desk ticket by ticket ID. Returns the updated ticket output object on success. Required: ticket_id.

list_all_kaseya_bms_all_timelogs

List timelogs in Kaseyabms. Returns a collection of timelog records.

list_all_kaseya_bms_servicedesk_tickets

List service desk tickets in Kaseyabms. Returns a paged collection of ticket records. Supports optional filtering by account, status, priority, queue, assignee, date ranges, SLA, hardware asset, and more.

create_a_kaseya_bms_servicedesk_ticket

Create a new service desk ticket in Kaseyabms. Returns the created ticket object including its id and full ticket details.

kaseya_bms_servicedesk_tickets_bulk_update

Bulk update multiple service desk tickets in Kaseyabms in a single request. Returns a string response confirming the operation.

kaseya_bms_servicedesk_tickets_bulk_delete

Bulk delete multiple service desk tickets in Kaseyabms by their IDs in a single request. Returns a string response confirming the operation.

delete_a_kaseya_bms_servicedesk_ticket_by_id

Delete a service desk ticket in Kaseyabms by id. Returns a 200 response on success. Required: id.

create_a_kaseya_bms_tickets_search

Search kaseyabms service desk tickets by posting filter criteria. Returns a paged list of ticket objects.

list_all_kaseya_bms_tickets_summaries

List ticket summaries from the kaseyabms service desk. Returns a collection of ticket summary objects including SLA event status and account/contact associations. No required parameters.

list_all_kaseya_bms_tickets_searchselects

List kaseyabms service desk tickets optimized for search-select use cases, with optional filters for title, ticket number, assignee, queue, status, account, and open date range. Returns a list of matching ticket records.

list_all_kaseya_bms_tickets_counts

Get the total count of kaseyabms service desk tickets matching optional filters. Returns a ticket count value. No parameters are required; results can be narrowed by account, assignee, status, priority, queue, ticket type, date ranges, and more.

list_all_kaseya_bms_servicecallstodos

List service call to-dos for a kaseyabms ticket. Returns a paged collection of service call to-do items associated with the specified ticket. Required: ticket_id.

delete_a_kaseya_bms_servicecallstodo_by_id

Delete service call to-dos for a kaseyabms ticket. Returns a 200 response on success. Required: ticket_id.

get_single_kaseya_bms_todo_by_id

Get a single todo from a kaseyabms service desk ticket. Returns the todo details. Required: ticket_id and id.

update_a_kaseya_bms_todo_by_id

Update an existing todo on a kaseyabms service desk ticket. Returns the updated todo object. Required: ticket_id and id.

delete_a_kaseya_bms_todo_by_id

Delete a todo from a kaseyabms service desk ticket by id. Returns 200 on success. Required: ticket_id and id.

create_a_kaseya_bms_todo

Create a new todo on a kaseyabms service desk ticket. Returns the created todo object. Required: ticket_id.

list_all_kaseya_bms_clientportal_ticket_activities

List activities for a specific client portal ticket in kaseyabms. Returns activity records associated with the given ticket. Required: ticket_id.

list_all_kaseya_bms_expensesandcharges

List expenses and charges for a specific KaseyaBMS service desk ticket. Returns a paged collection of ticket expense and charge records. Required: ticket_id.

get_single_kaseya_bms_expense_by_id

Get a single expense record for a kaseyabms service desk ticket. Returns the ticket expense details. Required: ticket_id, id.

update_a_kaseya_bms_expense_by_id

Update an existing expense on a kaseyabms service desk ticket. Returns the updated expense object. Required: ticket_id, id.

delete_a_kaseya_bms_expense_by_id

Delete an expense from a kaseyabms service desk ticket. Returns an empty 200 response on success. Required: ticket_id, id.

create_a_kaseya_bms_expense

Create a new expense on a kaseyabms service desk ticket. Returns the created expense object. Required: ticket_id.

list_all_kaseya_bms_productsummaries

Get the product summary for a specific charge on a kaseyabms service desk ticket. Returns a ProductSummaryOutputDto response. Required: ticket_id, charge_id.

create_a_kaseya_bms_purchaseorder

Create a purchase order for a specific charge on a kaseyabms service desk ticket. Returns the created purchase order object. Required: ticket_id, charge_id.

create_a_kaseya_bms_deliver

Deliver a charge on a kaseyabms service desk ticket. Returns a list of delivered charge output objects. Required: ticket_id and charge_id.

list_all_kaseya_bms_surveyhistories

List survey history entries for a specific service desk ticket in Kaseyabms. Returns a paged collection of ticket survey scores. Required: ticket_id.

get_single_kaseya_bms_tickets_ticket_cc_by_id

List ticket CCs for a specific account in kaseyabms. Returns a collection of CC records associated with the given account. Required: id (accountId).

create_a_kaseya_bms_tickets_merge

Merge service desk tickets in kaseyabms. Returns a merge result object on success.

list_all_kaseya_bms_related_tickets

List related tickets for a specific ticket in Kaseyabms. Returns a collection of related ticket objects. Required: ticket_id.

create_a_kaseya_bms_related_ticket

Create a related ticket association for a specific ticket in Kaseyabms. Returns an empty 200 response on success. Required: ticket_id.

list_all_kaseya_bms_related_tickets_counts

Get the count of related tickets for a specific ticket in Kaseyabms. Returns a count value via the CountOutpuDtoResponse object. Required: ticket_id.

delete_a_kaseya_bms_tickets_related_ticket_by_id

Delete related ticket associations in kaseyabms. Returns a 200 OK response on success.

list_all_kaseya_bms_relatedalerts

List related alerts for a specific service desk ticket in Kaseyabms. Returns a collection of related alert objects associated with the ticket. Required: ticket_id.

list_all_kaseya_bms_relatedtasks

List all related tasks for a specific kaseyabms service desk ticket. Returns a collection of ticket task objects. Required: ticket_id.

create_a_kaseya_bms_relatedtask

Create a new related task for a kaseyabms service desk ticket. Returns a 200 response on success. Required: ticket_id.

list_all_kaseya_bms_tickettabsindicators_counts

Get ticket tab indicator counts for a specific ticket in kaseyaBMS. Returns a TicketTabsIndicatorsOutputDto response with indicator counts per tab. Required: ticket_id.

delete_a_kaseya_bms_tickets_relatedtask_by_id

Delete a related task association from a kaseyabms service desk ticket. Returns a 200 OK response on success.

list_all_kaseya_bms_relatedtasks_counts

Get the count of related tasks for a specific ticket in Kaseyabms. Returns a count value via the CountOutpuDtoResponse object. Required: ticket_id.

get_single_kaseya_bms_tickets_log_by_id

Get ticket logs for a specific job in kaseyabms by id. Returns a paged list of job log entries associated with the given job. Required: id.

list_all_kaseya_bms_auditlogs

List audit logs for a specific ticket in Kaseyabms. Returns a collection of ticket log entries. Required: ticket_id.

list_all_kaseya_bms_workflowlogs

List workflow logs for a specific ticket in kaseyabms. Returns a collection of workflow log entries. Required: ticket_id.

list_all_kaseya_bms_agent_procedure_audits

List agent procedure audits for a specific service desk ticket in kaseyabms. Returns a list of agent procedure audit records associated with the ticket. Required: ticket_id.

list_all_kaseya_bms_slainfos

List SLA information for a specific ticket in Kaseyabms. Returns SLA details associated with the given ticket. Required: ticket_id.

list_all_kaseya_bms_checklistitems

List all checklist items for a kaseyabms service desk ticket. Returns a collection of checklist item objects. Required: ticket_id.

create_a_kaseya_bms_checklistitem

Create a new checklist item on a kaseyabms service desk ticket. Returns the created checklist item object. Required: ticket_id.

kaseya_bms_checklistitems_bulk_delete

Delete all checklist items from a kaseyabms service desk ticket in a single request. Returns a 200 OK response on success. Required: ticket_id.

update_a_kaseya_bms_checklistitem_by_id

Update an existing checklist item on a kaseyabms service desk ticket. Returns the updated checklist item object. Required: ticket_id, id.

delete_a_kaseya_bms_checklistitem_by_id

Delete a specific checklist item from a kaseyabms service desk ticket. Returns a 200 OK response on success. Required: ticket_id, id.

create_a_kaseya_bms_checklist_checklistitem

Create a checklist item within a specific checklist on a KaseyaBMS service desk ticket. Required: ticket_id, checklist_id.

create_a_kaseya_bms_checklist

Create a checklist for a specific ticket in Kaseyabms. Returns the created checklist including its associated tasks. Required: ticket_id.

create_a_kaseya_bms_tickets_searchticket

Search tickets in the kaseyaBMS client portal. Returns a paged list of ticket records matching the supplied search criteria.

create_a_kaseya_bms_clientportal_ticket

Create a new client portal ticket in kaseyabms. Returns the created ticket object on success.

get_single_kaseya_bms_clientportal_ticket_by_id

Get a single client portal ticket in kaseyabms by id. Returns the ticket object on success. Required: id.

create_a_kaseya_bms_ticketresolution_generate

Generate a ticket resolution for a specific ticket in kaseyabms. Required: ticket_id.

create_a_kaseya_bms_ticketresolution_refine

Refine (rephrase) the resolution note for a KaseyaBMS service desk ticket. Returns an empty response on success. Required: ticket_id.

create_a_kaseya_bms_ticketsummary_generate

Generate a summary for a kaseyabms service desk ticket. Returns an empty response on success. Required: ticket_id.

list_all_kaseya_bms_ticketsummaries

Get the smart summary for a kaseyabms service desk ticket. Required: ticket_id.

update_a_kaseya_bms_ticketsummary_by_id

Update the smart summary for a kaseyabms service desk ticket. Required: ticket_id.

create_a_kaseya_bms_notes_rephrase

Rephrase a ticket note in kaseyabms by submitting note content for rephrasing. Returns an empty response on success.

list_all_kaseya_bms_profilepic_downloads

Download the profile picture for a specific user in kaseyabms. Returns the file content. Required: user_id. Optionally resize the image by supplying width and height.

list_all_kaseya_bms_system_views

List system views in kaseyabms. Returns a collection of view objects. Optionally filter results by module using Filter.ModuleId.

get_single_kaseya_bms_system_view_by_id

Get search values for a specific kaseyabms system view by id. Returns a collection of search value objects associated with the view. Required: id.

delete_a_kaseya_bms_system_view_by_id

Delete a kaseyabms system view by id. Returns 200 on success. Required: id.

create_a_kaseya_bms_system_view

Create a new system view in a kaseyabms module. Returns the created view object. Required: id (the module ID to create the view under).

update_a_kaseya_bms_system_view_by_id

Update an existing kaseyabms system view by view id within a given module. Returns the updated view object. Required: module_id and id.

list_all_kaseya_bms_details

Get details for a specific view in KaseyaBMS. Returns a ViewDetailsOutputDto response object. Required: view_id.

update_a_kaseya_bms_info_by_id

Update the info for a specific system view in kaseyabms. Returns the updated view object. Required: module_id, view_id.

list_all_kaseya_bms_sharesettings

List share settings for a kaseyabms system view. Returns the ViewShareSettingsOutputDtoResponse for the specified view. Required: view_id.

update_a_kaseya_bms_sharesetting_by_id

Update share settings for a kaseyabms system view. Returns updated view details as a ViewDetailsOutputDtoResponse. Required: module_id and view_id.

get_single_kaseya_bms_vsa_accessinfo_by_id

Get VSA access info for a specific integration type in Kaseyabms. Returns a VSAAccessInfoDtoResponse object. Required: id (integrationTypeId).

list_all_kaseya_bms_warehouses_lookups

List all warehouse lookup entries in kaseyaBMS. Returns a list of warehouse objects from the inventory lookup endpoint.

create_a_kaseya_bms_webhooks_search

Search webhook configurations in kaseyabms. Returns a paged list of webhook configuration records matching the supplied filter criteria.

get_single_kaseya_bms_admin_webhook_by_id

Get a single kaseyabms admin webhook by id. Returns the webhook configuration object. Required: id.

update_a_kaseya_bms_admin_webhook_by_id

Update an existing kaseyabms admin webhook by id. Returns the updated webhook configuration object. Required: id.

delete_a_kaseya_bms_admin_webhook_by_id

Delete a kaseyabms admin webhook by id. Returns a 200 response on success. Required: id.

create_a_kaseya_bms_admin_webhook

Create a new kaseyabms admin webhook. Returns the created webhook configuration object.

kaseya_bms_admin_webhooks_bulk_update

Bulk update multiple kaseyabms admin webhooks in a single request. Returns a string response confirming the operation.

kaseya_bms_admin_webhooks_bulk_delete

Bulk delete multiple kaseyabms admin webhooks in a single request by supplying a batch of integer ids. Returns a string response confirming the operation.

list_all_kaseya_bms_events_lookups

List available webhook event lookup values in kaseyabms. Returns a collection of webhook event output objects.

get_single_kaseya_bms_webhooks_log_by_id

Get a single webhook delivery log entry in kaseyabms by id. Returns the webhook delivery log details as a WebhookDeliveryLogOutputDto object. Required: id.

create_a_kaseya_bms_webhooks_redeliver

Redeliver a webhook log entry in kaseyabms by its log id. Returns a string response confirming the redelivery. Required: id.

get_single_kaseya_bms_admin_workflow_by_id

Get a single kaseyaBMS admin workflow by id. Returns the workflow details as a WorkflowOutputDtoResponse object. Required: id.

update_a_kaseya_bms_admin_workflow_by_id

Fully replace a kaseyaBMS admin workflow by id. Returns the updated workflow object as a WorkflowOutputDtoResponse. Required: id.

kaseya_bms_admin_workflows_partial_update

Partially update a kaseyaBMS admin workflow by id. Returns the updated workflow object as a WorkflowOutputDtoResponse. Required: id.

delete_a_kaseya_bms_admin_workflow_by_id

Delete a kaseyaBMS admin workflow by id. Returns a 200 OK response on success. Required: id.

create_a_kaseya_bms_admin_workflow

Create a new kaseyaBMS admin workflow. Returns the created workflow object as a WorkflowOutputDtoResponse.

kaseya_bms_admin_workflows_clone

Clone an existing kaseyaBMS admin workflow. Returns the cloned workflow details as a WorkflowCloningOutputDtoResponse. Required: workflow_id.

create_a_kaseya_bms_workflows_search

Search for workflows in kaseyabms by submitting filter criteria in the request body. Returns a list of matching workflow objects.

get_single_kaseya_bms_workflows_timezone_by_id

Get a workflow timezone entry in kaseyabms by id. Returns the workflow timezone details as a WorkflowTimeZoneOutputDto object. Required: id.

list_all_kaseya_bms_satisfactionscore_lookups

List satisfaction score lookup options available in kaseyabms. Returns a list of satisfaction score option objects.

list_all_kaseya_bms_servicetype_lookups

List service type lookup options in kaseyaBMS. Returns a collection of service type option lookup entries.

list_all_kaseya_bms_workflows_customfieldoperators

List all workflow custom field operators available in kaseyabms. Returns a collection of data type output objects.

create_a_kaseya_bms_workforceplanner_search

Search workforce planner records in KaseyaBMS. Returns a list of workforce planner entries matching the supplied criteria.

update_a_kaseya_bms_taskmemberhour_by_id

Update the member hours for a workforce planner task in kaseyabms. Returns a 200 response on success. Required: task_id.

update_a_kaseya_bms_dismise_by_id

Dismiss a specific warning on a task member hour entry in kaseyabms. Returns a 200 OK response on success. Required: task_member_hour_id, warning_code.

update_a_kaseya_bms_split_by_id

Split a task member hour entry in kaseyabms by task_member_hour_id. Returns a 200 OK response on success. Required: task_member_hour_id.

create_a_kaseya_bms_workforceplannerlogs_search

Search workforce planner logs in kaseyabms. Returns a paged list of workforce planner log entries matching the supplied filter criteria.

Why Truto

Why use Truto’s MCP server for Kaseya BMS

Other MCP servers give you a static tool list for one app. Truto gives you a managed, multi-tenant MCP infrastructure across 500+ integrations.

01

Auto-generated, always up to date

Tools are dynamically generated from curated documentation — not hand-coded. As integrations evolve, tools stay current without manual maintenance.

02

Fine-grained access control

Scope each MCP server to read-only, write-only, specific methods, or tagged tool groups. Expose only what your AI agent needs — nothing more.

03

Multi-tenant by design

Each MCP server is scoped to a single connected account with its own credentials. The URL itself is the auth token — no shared secrets, no credential leaking across tenants.

04

Works with every MCP client

Standard JSON-RPC 2.0 protocol. Paste the URL into Claude, ChatGPT, Cursor, or any MCP-compatible agent framework — tools are discovered automatically.

05

Built-in auth, rate limits, and error handling

Tool calls execute through Truto’s proxy layer with automatic OAuth refresh, rate-limit handling, and normalized error responses. No raw API plumbing in your agent.

06

Expiring and auditable servers

Create time-limited MCP servers for contractors or automated workflows. Optional dual-auth requires both the URL and a Truto API token for high-security environments.

How It Works

From zero to integrated

Go live with Kaseya BMS in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s Kaseya BMS account

Use Truto’s frontend SDK to connect your customer’s Kaseya BMS account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call Kaseya BMS

Truto’s Proxy API is a 1-to-1 mapping of the Kaseya BMS API. You call us, we call Kaseya BMS, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate Kaseya BMS’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about Kaseya BMS on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

How does authentication work for Kaseya BMS?

Kaseya BMS uses token-based authentication with a refresh token flow. Truto handles the initial authenticate call, securely stores credentials, and transparently refreshes tokens so your end users connect once and stay connected.

Can we sync custom fields defined by each MSP?

Yes. BMS exposes custom field definitions and values via dedicated endpoints, so you can dynamically discover each tenant's custom fields on tickets, accounts, and other entities, then read and update them through Truto.

Does the integration support webhooks for real-time updates?

Kaseya BMS supports admin-managed webhooks with subscribable event types. You can create, update, and delete webhook subscriptions through Truto, list event lookups, and even redeliver failed webhook events for replay.

What ticketing operations are supported beyond basic CRUD?

In addition to list, create, update, and delete, you can resolve tickets, merge and duplicate them, manage related tickets and tasks, attach checklists, log time, manage ticket CCs, and run bulk updates and deletes.

Can we pull aggregated dashboard metrics without computing them ourselves?

Yes. BMS provides server-side aggregations for ticket counts by status, priority, queue, issue type, and assignee priority, as well as pipeline totals, leaderboards, performance totals, and tickets due/upcoming feeds.

How do we handle QuickBooks-related financial data?

BMS exposes a dedicated QuickBooks Desktop data layer including bills, invoices, payments, vendors, clients, products, services, classlists, discounts, expenses, reimbursements, and sales tax items, all accessible through Truto's tool inventory.

Kaseya BMS

Get Kaseya BMS integrated into your app

Our team understands what it takes to make a Kaseya BMS integration successful. A short, crisp 30 minute call with folks who understand the problem.

Talk to us