MCP For Claude Marketplace
ConnectWise

ConnectWise MCP Connector for Claude

A+

Equip your AI to seamlessly manage ConnectWise PSA tickets, clients, and technical documentation via text.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Empower your conversational AI with deep integration into ConnectWise Manage (PSA). Enhance technical support operations by enabling your agent to triage issues, update existing service tickets, and retrieve critical client environment data without leaving your conversational interface.

What you can do

  • Ticketing Operations — Rapidly inspect queue statuses, assign incoming tickets, or update internal notes naturally.
  • Asset & Configuration Retrieval — Look up devices, configurations, and agreements associated with a specific managed client.
  • Billing & Time Entries — Log billable technical time or adjust status workflows directly through the chat.

How it works

  1. Attach the ConnectWise tool to your preferred MCP interface.
  2. Supply your designated Company ID, Public Key, and Private Key for secure authentication.
  3. Chat seamlessly with your agent to govern your helpdesk and IT services.

Who is this for?

  • Level 1/2 Support Technicians — Quickly triage, update notes, and close straightforward tickets without bogging down in complex UI menus.
  • Service Delivery Managers — Audit ticket lifecycles, check SLA compliance, and monitor board queues efficiently.
  • MSP Owners — Pull immediate reports on client profitability or check current active incidents directly from a mobile chat.
psait-service-managementticketingdispatchservice-deskclient-management

9 tools expose this connector's capabilities to your AI agent.

create_ticket

Create a new service ticket in ConnectWise Manage

get_company

Returns name, contact info, territory, and status. Retrieve detailed information about a specific company

get_ticket

Returns summary, priority, status, assigned member, and notes. Retrieve detailed information about a specific service ticket

list_sales_activities

Retrieve a list of sales and service activities

list_companies

Use to discover company identifiers for ticket creation. Retrieve a list of companies/clients in ConnectWise

list_contacts

Use to find external contact details. Retrieve a list of individual contacts within companies

list_members

Retrieve a list of internal staff members

list_service_tickets

Supports pagination via pageSize. Retrieve a list of service tickets from ConnectWise Manage

search_tickets_by_summary

Useful for finding tickets by keyword. Find service tickets matching a keyword in the summary

See how to talk to your AI agent using ConnectWise.

Show me the top 3 open critical tickets currently on the 'Helpdesk' board.

Certainly. Finding tickets on the 'Helpdesk' board filtered by 'Critical' status and 'Open' state: 1) Ticket #14052: Core Switch Failure (Client: Initech), 2) Ticket #14057: Ransomware containment active (Client: Massive Dynamic), 3) Ticket #14099: CEO Email offline (Client: Globex). Would you like to view the internal notes for #14052?

Enter a time entry of 1.5 hours for ticket #13988 with the notes 'Reconfigured firewall rules to establish stable VPN tunnels.' and mark the ticket as closed.

Time entry created successfully. Logged 1.5 hours on Ticket #13988 associated with your active user credentials. Internal notes have been strictly appended as requested, and the ticket status has been securely transitioned from 'In Progress' to 'Closed'. Great work.

Retrieve the billing details and active agreements for the client 'Globex Corporation' to prepare for an audit.

Retrieving financial matrices reliably... **Client Record (`get_company_agreements`)**: - Target: `Globex Corporation` - Active Agreements: 2 (Managed IT Services, Cloud Backup SLA). - Overdue Invoices: None detected structurally. Audit preparation data retrieved successfully and accurately.

Log into your ConnectWise Manage instance. Note your 'Company ID' prominently displayed on the login screen. Then navigate securely via the internal system module down under 'System' > 'Members', find the specialized sub-tab marked 'API Members'. Create a new specific role API member for this AI, and within its configuration, strictly establish a new API Key generation. This will output a matched pair containing your 'Public Key' and your strictly secured 'Private Key'. Securely provide all three specific parameters below.

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