---
title: Kaseya BMS API Integration on Truto
slug: kaseyabms
category: Ticketing
canonical: "https://truto.one/integrations/detail/kaseyabms/"
---

# Kaseya BMS API Integration on Truto



**Category:** Ticketing  
**Status:** Generally available

## MCP-ready AI tools

Truto exposes 367 tools for Kaseya BMS that AI agents can call directly.

- **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.

## How it works

1. **Link your customer's Kaseya BMS account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app.
2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request.
3. **Call Truto's API to reach Kaseya BMS.** The Proxy API is a 1-to-1 mapping of the Kaseya BMS API.
4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field.

## Use cases

- **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.
- **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.
- **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.
- **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.
- **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

- **Two-way ticket sync** — Create, read, update, bulk-update, and delete service desk tickets along with notes, attachments, related tickets, and time logs.
- **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.
- **Automated ticket dispatch** — Programmatically assign tickets to technicians using assignee lookups and counts, then trigger reassignments based on workload or SLA breach risk.
- **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.
- **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.
- **Hardware asset and CMDB integration** — Search, create, update, and deactivate hardware assets and link them to tickets for incident, change, and procurement workflows.

## FAQs

### 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.