ConnectWise Manage MCP Server

What is ConnectWise Manage MCP Server?

A Model Context Protocol (MCP) server that integrates with the ConnectWise Manage API. It enables Claude to perform operations like retrieving, creating, updating, and deleting tickets, companies, contacts, and other entities. The server is intended for ConnectWise Manage users who want to interact with their data through conversational AI.

How to use ConnectWise Manage MCP Server?

Install the server globally via npm (npm install -g connectwise-mcp-server) or clone the repository, install dependencies, and build. Provide ConnectWise Manage API credentials (company ID, public key, private key, URL) as environment variables. Add the server to the Claude Desktop configuration file under mcpServers with the connectwise key, specifying the command npx -y connectwise-mcp-server and the required environment variables (CW_COMPANY_ID, CW_PUBLIC_KEY, CW_PRIVATE_KEY, CW_URL). Once configured, Claude can call functions like cw_search_tickets, cw_get_ticket, cw_create_ticket, cw_search_companies, and cw_get_company.

Key features of ConnectWise Manage MCP Server

• Authentication with ConnectWise Manage API using API keys
• Retrieve, create, update, and delete tickets, companies, contacts, and more
• Filtering and pagination support for queries
• Works as a standard MCP server with Claude Desktop
• Easy setup via npm or manual build

Use cases of ConnectWise Manage MCP Server

• Search and retrieve service tickets by conditions
• Create new service tickets with summary, description, board, and company
• Look up company details by ID or search criteria
• Manage contacts and other ConnectWise entities programmatically through natural language
• Automate common ConnectWise tasks via Claude’s conversation interface

FAQ from ConnectWise Manage MCP Server

What are the prerequisites for using this server?

Node.js and npm are required. You also need a ConnectWise Manage account with API credentials (company ID, public key, private key, and the appropriate API URL).

How do I configure authentication credentials?

Set four environment variables: CW_COMPANY_ID, CW_PUBLIC_KEY, CW_PRIVATE_KEY, and CW_URL. These are passed in the env block of the Claude Desktop configuration.

What entities can I interact with?

The server supports tickets, companies, and contacts. Additional entities may be available via the generic API integration, but only tickets and companies are shown in the documented functions.

Can I filter and paginate results?

Yes. The search functions (cw_search_tickets, cw_search_companies) accept conditions, page_size, and page parameters to filter and control result pages.

Does the server store any data locally?

No. All data lives in the ConnectWise Manage instance. The server acts as a stateless bridge between Claude and the ConnectWise API.