connectwise-mcp-server
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@connectwise-mcp-serverlist all critical tickets created last week"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
ConnectWise Manage MCP Server
A Model Context Protocol server that provides integration with the ConnectWise Manage API. This server enables Claude to interact with ConnectWise Manage to perform operations like retrieving tickets, companies, contacts, and more.
Features
Authentication with ConnectWise Manage API using API keys
Support for retrieving tickets, companies, contacts, and other entities
Ability to create, update, and delete entities
Filtering and pagination support for queries
Related MCP server: cld-cwm-mcp
Installation
Using NPM
npm install -g connectwise-mcp-serverManual Setup
Clone this repository
Install dependencies with
npm installBuild the project with
npm run buildStart the server with
npm start
Configuration
To use this MCP server, you'll need to provide ConnectWise Manage API credentials:
Company ID
Public Key
Private Key
ConnectWise Manage URL (e.g., api-na.myconnectwise.net)
Claude Desktop Configuration
Add the following to your Claude Desktop configuration file (typically located at ~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
{
"mcpServers": {
"connectwise": {
"command": "npx",
"args": ["-y", "connectwise-mcp-server"],
"env": {
"CW_COMPANY_ID": "your_company_id",
"CW_PUBLIC_KEY": "your_public_key",
"CW_PRIVATE_KEY": "your_private_key",
"CW_URL": "api-na.myconnectwise.net"
},
"options": {
"autoStart": true,
"logLevel": "info"
}
}
}
}Available Functions
Search Tickets
Searches for service tickets in ConnectWise Manage.
cw_search_tickets(conditions, page_size, page)Get Ticket
Retrieves a specific service ticket by ID.
cw_get_ticket(ticket_id)Create Ticket
Creates a new service ticket.
cw_create_ticket(summary, description, board_id, company_id)Search Companies
Searches for companies in ConnectWise Manage.
cw_search_companies(conditions, page_size, page)Get Company
Retrieves a specific company by ID.
cw_get_company(company_id)License
MIT
This server cannot be deployed
Maintenance
Related MCP Connectors
Manage Accelo companies, contacts, jobs, tasks, tickets and time.
Read tickets, contacts, companies, agents and groups; create, update and reply to tickets.
Manage CenterPoint Connect data across properties, companies, employees, invoices, materials, and…
- CeligoOAuthcom.celigo
Manage your Celigo integrator.io account: integrations, flows, connections, errors, and jobs.
Related MCP Servers
- AlicenseNot gradedqualityDmaintenanceEnables interaction with ConnectWise Manage through 45 tools across Service, Operations, and Finance domains, with tier-based access control for finance tools.MIT
- AlicenseNot gradedqualityCmaintenanceProvides governed access to ConnectWise Manage (PSA) data including service tickets, companies, contacts, configurations, projects, sales, time, schedule, finance, and procurement through 68 tools, with read-only mode by default and optional write operations, deployed to Azure with credentials stored in Key Vault.MIT
- AlicenseNot gradedqualityBmaintenanceExposes ConnectWise Platform APIs as MCP tools, enabling management of companies, contacts, devices, policies, patches, and tickets through natural language.Apache 2.0
- AlicenseNot gradedqualityCmaintenanceEnables AI assistants to work directly with ConnectWise Manage through natural conversation, offering tools to search and update tickets, log time, manage companies, contacts, projects, and more across cloud and self-hosted instances.Apache 2.0