# ConnectWise MCP for AI Agents AI Agent Connect > ConnectWise MCP gives your AI direct access to your ConnectWise Manage PSA data. It handles ticket creation, client lookups, and status updates so you can manage your helpdesk through a simple chat interface instead of digging through complex menus. ## Overview - **Category:** customer-support - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_OQYJoRBqhCOu0DjHz8TZUD8tX73VfZRATLTGg6rE/ai-agent-connect - **Tags:** psa, it-service-management, ticketing, dispatch, service-desk, client-management ## Description The ConnectWise MCP provides a direct link between your conversational AI and your ConnectWise Manage PSA data. Managing an MSP's helpdesk usually means jumping between tabs to find a client's history, then switching again to open a ticket or log billable hours. This Connector changes that by letting your AI agent do the heavy lifting. You can ask your agent to find a specific company, check their active agreements, or pull up the details on a high-priority incident without ever leaving your chat window. It handles the tedious stuff like searching for tickets by keyword or listing internal staff members so you can stay focused on solving problems. By adding this to the Vinkius catalog, you get a way to turn your conversational interface into a functional command center for your service desk. You'll get updates on queue statuses and be able to move tickets through their lifecycle just by describing what needs to happen. ## Tools ### create_ticket This tool creates a new service ticket in ConnectWise Manage. It lets your agent log new issues quickly without opening a new tab. ### get_company This tool retrieves the name, contact info, territory, and status for a specific company. It helps you get client details in one step. ### get_ticket This tool pulls the summary, priority, status, assigned member, and notes for a ticket. Use it to get a full snapshot of an active issue. ### list_sales_activities This tool shows a list of both sales and service activities. It helps you keep track of all recent interactions. ### list_companies This tool finds company identifiers to help you create tickets for specific clients. Use it to get the right ID before you start a task. ### list_contacts This tool retrieves a list of individual contacts within your companies. It's great for finding the right person to call. ### list_members This tool gets a list of all internal staff members. Use it to see who is on your team. ### list_service_tickets This tool retrieves a list of service tickets with support for pagination. It lets you browse your entire queue. ### search_tickets_by_summary This tool finds service tickets that match a specific keyword in the summary. Use it to locate specific problems fast. ## Prompt Examples **Prompt:** ``` Find the contact info for Globex Corporation. ``` **Response:** ``` I've pulled the details for **Globex Corporation**: * **Status**: Active * **Territory**: North America * **Contact Info**: [Redacted Phone Number] Would you like me to list the specific contacts for this company as well? ``` **Prompt:** ``` Show me all open tickets. ``` **Response:** ``` Here are the current open service tickets from your queue: | Ticket # | Summary | Priority | Assigned To | | :--- | :--- | :--- | :--- | | 14052 | Core Switch Failure | Critical | John Doe | | 14057 | Ransomware containment | High | Jane Smith | | 14099 | CEO Email offline | Medium | John Doe | Let me know if you'd like to see the notes for any of these. ``` **Prompt:** ``` Search for tickets about 'VPN' issues. ``` **Response:** ``` I found 3 tickets matching **'VPN'** in the summary: * **#13988**: Reconfigured firewall rules to establish stable VPN tunnels. * **#14201**: VPN connection dropping for remote users. * **#14215**: Request for new VPN credentials. Which one should I open for you? ``` ## Capabilities ### Triage and assign new tickets Your agent can create and assign new service tickets as soon as a request comes in. ### Pull client contact info Get names, phone numbers, and territory data for any company in your system. ### Search tickets by keyword Find specific issues across your entire queue by searching the ticket summary. ### Monitor staff and companies Retrieve lists of internal team members and client companies instantly. ### Track billable activities View and manage sales and service activities to keep your records accurate. ## Use Cases ### Finding client contact details A technician needs to find a specific client's contact info. They ask the agent to use get_company to pull the phone number and territory. ### Monitoring the open ticket queue An MSP owner wants to see the current queue. They ask the agent to use list_service_tickets to see all open items. ### Locating specific technical issues A manager needs to find a specific error. They ask the agent to use search_tickets_by_summary for 'firewall' to see related issues. ### Closing a resolved incident A support rep wants to close a ticket. They tell the agent to use get_ticket to check the notes and then confirm it's done. ## Benefits - Stop digging through menus by using search_tickets_by_summary to find issues instantly. - Save time on data entry by using create_ticket to log new requests through chat. - Get instant context on clients by pulling data with get_company and list_contacts. - Monitor your team's workload more easily with list_members and list_service_tickets. - Keep your records accurate by logging activities via list_sales_activities. ## How It Works The bottom line is it turns your chat window into a direct remote control for your ConnectWise Manage PSA. 1. Connect the ConnectWise MCP to your chosen AI client via Vinkius. 2. Input your Company ID, Public Key, and Private Key for secure access. 3. Ask your agent to perform tasks like listing tickets or updating notes. ## Frequently Asked Questions **Can I use ConnectWise MCP to create tickets?** Yes, your agent can create new service tickets directly in ConnectWise Manage. You just need to describe the issue, and the agent handles the entry. **How do I see my clients with ConnectWise MCP?** You can ask your agent to list all companies or get specific details for one. It pulls the name, contact info, and status automatically. **Can this Connector help with MSP reporting?** It allows you to pull sales activities and list internal members to help with oversight. It's a great way to get a quick snapshot of your team and activity. **Does ConnectWise MCP support ticket searching?** Yes, your agent can search for specific tickets using keywords from the summary. This helps you find relevant issues across your entire history quickly. **Can I see who is assigned to a ticket?** Yes, the Connector retrieves the assigned member and current status for any specific ticket you ask about. **How do I securely obtain my ConnectWise API Keys and Company ID?** 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. **Will the agent close tickets automatically, or must I specifically instruct it to change the status?** The AI remains tightly compliant to your direct prompts. It will not spontaneously close unprompted tickets or mutate parameters heavily without instruction. You must expressly request 'Change ticket X status to Closed' ensuring governance, compliance, and accurate logging remains strictly under your control at all times during interactive use. **Can I query client configurations or passwords with this active integration?** Configurational details such as device types and basic network data models are queryable if permissions via API permit, but sensitive field extraction like retrieving unencrypted passwords directly inside the dialog typically stays strictly masked or gated, abiding exclusively by your ConnectWise native security role allowances configured previously inside the specific 'API Member' settings during your setup.