ConnectWise MCP. Manage client tickets and service data through natural conversation.
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ConnectWise MCP Server lets your AI client manage entire IT service lifecycles. Use it to create new service tickets, update notes, check client agreements, or log billable time directly through chat.
It's a deep connection to ConnectWise Manage for MSPs and L1/L2 support teams.
What your AI agents can do
Create ticket
Creates a new service ticket in ConnectWise Manage.
Get company
Retrieves detailed information about a specific client company, including contact and territory details.
Get ticket
Retrieves a service ticket's summary, priority, status, assigned member, and internal notes.
Generates a new support ticket in ConnectWise Manage using the create_ticket tool.
Gets detailed information about a specific client or company using the get_company tool.
Retrieves summary details, priority, and status for a specific service ticket using the get_ticket tool.
Finds service tickets that match a specific keyword in the ticket summary using search_tickets_by_summary.
Lists internal staff members (list_members), external contacts (list_contacts), and sales activities (list_sales_activities).
Records billable time against a ticket and transitions its status from 'In Progress' to 'Closed'.
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ConnectWise MCP Server: 9 Tools for IT Service Management
Use these tools to create tickets, find client details, check ticket status, and manage billing records within ConnectWise Manage.
019d757acreate ticket
Creates a new service ticket in ConnectWise Manage.
019d757aget company
Retrieves detailed information about a specific client company, including contact and territory details.
019d757aget ticket
Retrieves a service ticket's summary, priority, status, assigned member, and internal notes.
019d757alist companies
Gets a list of all companies and clients available in ConnectWise.
019d757alist contacts
Retrieves a list of individual contacts associated with companies.
019d757alist members
Lists all internal staff members who work within your ConnectWise account.
019d757alist sales activities
Retrieves a list of past sales and service activities recorded in the system.
019d757alist service tickets
Gets a list of service tickets from ConnectWise Manage, supporting pagination.
019d757asearch tickets by summary
Finds service tickets by matching a specific keyword within the ticket summary.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with ConnectWise, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI client talks directly to ConnectWise Manage, giving your agent full control over the whole IT service lifecycle. You can open tickets, update notes, check client agreements, and log billable time—all from the chat. You'll be treating your agent like a full-time tech on staff.
To start, you'll use list_companies to pull a list of every client available in ConnectWise. You can then use get_company to pull detailed info on a specific client, including their contact and territory details. Need a list of people? You can get all contacts associated with companies using list_contacts. You'll also get a rundown of all internal staff members with list_members, and see a record of past sales and service activities with list_sales_activities.
When it comes to tickets, you've got a few ways to handle 'em. You can use list_service_tickets to pull a list of all service tickets, keeping in mind that it supports pagination. If you just need to find a ticket by a keyword in the summary, run search_tickets_by_summary. For the full details on a single ticket—like the summary, priority, status, who it's assigned to, and internal notes—you use get_ticket.
You can also create a brand new support ticket with create_ticket.
When you're done with a ticket, you can log billable time against it and switch its status from 'In Progress' to 'Closed'. This process lets your agent manage the entire lifecycle. You can also find out which companies you're working with via get_company or which contacts are tied to 'em using list_contacts.
How ConnectWise MCP Works
- 1 Attach the ConnectWise tool to your MCP interface.
- 2 Supply your Company ID, Public Key, and Private Key for secure access.
- 3 Instruct your agent to perform tasks—like 'Check the status of ticket #123'—and it executes the necessary tool calls.
The bottom line is your AI client acts as an extension of your support staff, letting you manage ConnectWise tasks through conversation.
Who Is ConnectWise MCP For?
This is for Managed Service Providers (MSPs) and IT Support Teams that struggle with context-switching. If your technicians spend more time navigating menus than solving problems, this saves them hours. It lets them run complex support workflows without leaving the chat.
Uses this to quickly check ticket notes, update statuses, and close straightforward tickets without clicking through complex UI menus.
Audits ticket lifecycles, checks SLA compliance, and monitors board queues by asking the agent to pull reports or check status.
Pulls immediate reports on client profitability or checks current active incidents across multiple clients from a mobile chat interface.
What Changes When You Connect
- Stop navigating menus. You can use
get_ticketorsearch_tickets_by_summaryto pull a ticket's full status, notes, and priority without clicking through dashboards. - Get a complete client picture instantly. Use
get_companyto retrieve detailed company data and check associated contacts usinglist_contacts, all in one chat response. - Keep billing accurate and fast. Log billable time using the time entry tool and change a ticket's status from 'In Progress' to 'Closed' immediately in the chat.
- See all active work at a glance.
list_service_ticketslets you quickly see all current tickets, whilelist_membersshows who is assigned to what. - Build a full audit trail. You can use
list_sales_activitiesto pull history andget_companyto pull billing details for any client, keeping your records tight. - Triage issues faster. Instead of manually checking queues, ask the agent to use
list_service_ticketsand filter by status or date.
Real-World Use Cases
Client Audit Preparation
A Service Delivery Manager needs to prepare for an audit on Globex Corporation. Instead of logging into ConnectWise, running three different reports, and manually compiling the data, they ask the agent to run get_company. The agent returns all active agreements, billing data, and overdue invoice status immediately, saving 30 minutes of manual report generation.
Handling Urgent Tickets
An L2 Support Technician is swamped. A critical ticket comes in, and they need to check if the client, Initech, has existing notes on the issue. They use get_ticket on the ticket number. The agent instantly returns the summary, priority, and internal notes, allowing the technician to reply immediately without switching screens.
Closing Out Work Efficiently
A technician finishes a job and needs to log time and close the ticket. They simply prompt the agent to 'Log 1.5 hours for ticket #13988 and mark it closed.' The agent handles the time entry, appends the notes, and changes the status in one step, ensuring the workflow is complete and billed correctly.
Finding a Contact's Details
A manager needs to follow up with a specific contact at a client, but doesn't know their email. They ask the agent to run list_contacts and filter by the company name. The agent provides the required contact details, eliminating the need to navigate the company profile page.
The Tradeoffs
Manual Status Updates
A tech logs into ConnectWise, finds the ticket, clicks 'Update Status,' selects 'Closed,' then manually adds the time entry in a separate module.
→ Tell the agent to 'Log 1.5 hours on ticket #13988, add notes about firewall rules, and close the ticket.' The agent executes the time entry and status change in a single, coordinated action.
Information Gathering Chaos
To write a client update, a user has to open the company profile, then open the ticket, then run a separate report to find agreements.
→
Ask the agent to retrieve the necessary data. For example, 'What are the active agreements and the status of Globex Corporation?' The agent runs get_company and provides all related data points in one response.
Searching by Memory
Trying to remember the exact client ID or finding a ticket without knowing its summary keywords.
→
First, run list_companies to get the ID, then use search_tickets_by_summary with a keyword like 'Core Switch Failure' to locate the relevant ticket quickly.
When It Fits, When It Doesn't
Use this ConnectWise MCP Server if your core workflow involves repetitive data lookups, ticket lifecycle management, or billing updates that span multiple screens in the ConnectWise platform. You need an agent that acts like a super-powered intern, capable of executing a sequence of actions (e.g., get company -> list tickets -> update status).
Don't use it if you only need to view static data (e.g., just looking at a single client's name). If you don't need to do anything—only read—a simple read-only API wrapper might suffice. Also, if your primary need is complex report generation (e.g., month-end financial reconciliation), look for a dedicated reporting tool instead of relying on chat commands.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ConnectWise Manage. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Juggling tabs and forms to update a single ticket is slow.
Today, updating a ticket requires bouncing between the main ticket queue, the client profile, the time logging module, and the internal notes section. You copy the client's name, switch to the ticket, find the right field, type the notes, and then go to another tab just to log the hours. It’s a multi-step, high-friction process that burns time and focus.
With ConnectWise Manage, your AI client handles the whole sequence. You tell your agent, 'Log 1.5 hours on this ticket and mark it resolved.' The agent executes the time entry, updates the internal notes, and changes the ticket status—all in a single, conversational action. Your focus stays on the client, not the UI.
ConnectWise MCP Server: Run full IT service workflows from chat.
Before, logging a client's agreements meant navigating to the company section, finding the client ID, then pulling up the agreements tab. If you needed to know the status of a related ticket, you had to manually search another section and hope you found the right ID. It was a mess of manual lookups and copy-pasting.
Now, your agent runs `get_company` and provides all necessary context—agreements, contact info, and billing status—in one response. You get the full picture instantly. The process is simple, direct, and eliminates the need for multiple clicks and cross-referencing.
Common Questions About ConnectWise MCP
How do I use the ConnectWise MCP Server to create a new ticket? +
You simply tell the agent to create a ticket. The agent uses the create_ticket tool, prompting you for necessary details like the client ID and summary. This saves you from having to open the ticket creation form entirely.
Can ConnectWise MCP Server check if a client has overdue invoices? +
Yes, you can retrieve billing and agreement details using get_company. This tool pulls the necessary financial matrices and reports on overdue invoices alongside the client's active agreements.
What is the difference between `list_service_tickets` and `search_tickets_by_summary`? +
list_service_tickets retrieves a paginated list of all service tickets, giving you an overview. search_tickets_by_summary is better when you know a keyword and want to filter down the list to find a specific incident quickly.
Does ConnectWise MCP Server handle time logging and status changes? +
Yes, the server manages both. You can log time entry for a ticket, and the agent can transition the ticket status from 'In Progress' to 'Closed' automatically, keeping your workflow accurate.
How does the `get_company` tool retrieve client contact information? +
The get_company tool returns detailed company records, including name, contact info, and territory. You can use the list_contacts tool separately to pull a list of individual contacts associated with that company.
What information can I get using the `list_members` tool? +
The list_members tool retrieves a list of internal staff members. This lets your agent pull names, roles, and other details about your internal team members for reference.
How do I find specific tickets using `search_tickets_by_summary`? +
The search_tickets_by_summary tool finds tickets by keyword within the ticket summary. It's useful when you know a general topic but don't have a specific ticket ID.
Is the `list_service_tickets` tool paginated? +
Yes, the list_service_tickets tool supports pagination via the pageSize parameter. This allows your agent to handle large sets of tickets in manageable batches.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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