ConnectWise Manage MCP Server

@jasondsmith72

About ConnectWise Manage MCP Server

A Model Context Protocol (MCP) server for ConnectWise Manage API integration

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "mcp-connectwise-manage": {
      "command": "npx",
      "args": [
        "mcp-connectwise-manage",
        "setup"
      ]
    }
  }
}

Tools

No tools detected

Fetch the live tool list by running this server in a temporary sandbox using the button above.

Overview

What is ConnectWise Manage MCP Server?

The ConnectWise Manage MCP Server is a Model Context Protocol (MCP) server that enables Claude to interact with the ConnectWise Manage API. It allows natural language operations on service tickets, companies, contacts, configurations, time entries, projects, and opportunities for PSA system users.

How to use ConnectWise Manage MCP Server?

Clone the repository, install dependencies with npm install, build with npm run build, set up API credentials via .env or npx mcp-connectwise-manage setup, then run npx mcp-connectwise-manage install and restart Claude Desktop. After installation, you can ask Claude to fetch tickets, create records, or update entries in ConnectWise Manage using natural language.

Key features of ConnectWise Manage MCP Server

Fetches, creates, and updates service tickets
Lists companies and retrieves company details
Lists contacts associated with companies
Queries configurations in ConnectWise Manage
Gets and creates time entries
Lists projects and sales opportunities

Use cases of ConnectWise Manage MCP Server

View all open service tickets via a natural language request
Create a new service ticket with summary, company, board, and impact
Update an existing ticket’s status and add notes
Query company contacts or configurations without leaving Claude

FAQ from ConnectWise Manage MCP Server

What credentials are needed to use this server?

You need a ConnectWise Manage Company ID, Public Key, Private Key, and Client ID with appropriate API permissions.

What runtime is required?

Node.js 18.x or higher is required.

Where are logs stored for troubleshooting?

Logs are written to logs/connectwise.log with detailed request and response data.

What endpoints does the server expose?

It provides access to Service Tickets, Companies, Contacts, Configurations, Time Entries, Projects, and Opportunities endpoints.

Can I use the API functions outside of Claude?

Yes, you can import makeConnectWiseRequest from the package and call functions like getServiceTickets directly in your own code.

Frequently asked questions

What credentials are needed to use this server?

You need a ConnectWise Manage Company ID, Public Key, Private Key, and Client ID with appropriate API permissions.

What runtime is required?

Node.js 18.x or higher is required.

Where are logs stored for troubleshooting?

Logs are written to `logs/connectwise.log` with detailed request and response data.

What endpoints does the server expose?

It provides access to Service Tickets, Companies, Contacts, Configurations, Time Entries, Projects, and Opportunities endpoints.

Can I use the API functions outside of Claude?

Yes, you can import `makeConnectWiseRequest` from the package and call functions like `getServiceTickets` directly in your own code.

Comments

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