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How to Use the ConnectWise MCP in AutoGen

Run multi-agent debates in AutoGen to triage and resolve ConnectWise tickets.

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AutoGen

Connect ConnectWise MCP to AutoGen

Create your Vinkius account to connect ConnectWise to AutoGen and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Coordinate multi-agent ticket triage in AutoGen

The `get_ticket` tool provides the raw ticket data needed for your agents to debate priority and assignment. One agent analyzes the technical description while another checks staff availability. They negotiate the best path forward before any changes are made. This collaborative process ensures complex support issues get routed to the right team member without human intervention.

Validate assignments before dispatching

Your dispatch agent uses `list_members` to verify who is on shift and qualified for a task. Simultaneously, a customer-focus agent runs `get_company` to check if the client has VIP status. By discussing these details in a shared conversation, the agents avoid assigning critical tasks to offline staff. You get optimal resource allocation based on real-time data.

Audit sales activities via collaborative agents

The `list_sales_activities` tool pulls recent updates for your audit agents to review. A compliance agent flags missing details while a coordinator agent suggests corrections. This multi-perspective review catches errors before they reach your billing system. The agents resolve discrepancies internally and present you with a clean, verified summary.

Setup guide

Set up ConnectWise MCP in AutoGen

Prerequisites

  • Python 3.10+ installed
  • autogen-ext[mcp] package
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Install AutoGen with MCP

    Run pip install "autogen-ext[mcp]" autogen-agentchat. The MCP extension includes mcp_server_tools for stateless tool access.

  2. 2

    Fetch tools from the MCP

    Call mcp_server_tools(SseServerParams(url=...)) with your Vinkius endpoint. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

  3. 3

    Run your agent

    Pass the tools to AssistantAgent and call agent.run(). The agent invokes ConnectWise tools and returns structured results.

agent.py
from autogen_ext.tools.mcp import SseServerParams, mcp_server_tools
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient

server_params = SseServerParams(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

tools = await mcp_server_tools(server_params)

agent = AssistantAgent(
    name="ConnectWise_assistant",
    model_client=OpenAIChatCompletionClient(model="gpt-4o"),
    tools=tools,
)

result = await agent.run("List recent ConnectWise data")
print(result.messages[-1].content)

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Common questions about ConnectWise MCP in AutoGen

Start by installing the extension package with `pip install -U "autogen-ext[mcp]"`. After that, pass your Vinkius URL to `StreamableHttpServerParams` and load the tools into your `AssistantAgent`.
Yes, once the agents agree on the ticket details, the designated writer agent executes `create_ticket` to commit the new issue to your PSA.
Yes, this MCP Server handles concurrent requests seamlessly. Multiple AutoGen agents can query `list_companies` and `list_contacts` simultaneously without blocking each other.
Your agents can run `search_tickets_by_summary` to scan active queues. They then discuss the search results to determine if a duplicate issue already exists.
Vinkius manages all API authentication tokens outside of your local runtime. Your AutoGen agents only interact with the secure MCP endpoint, keeping your master PSA credentials completely hidden.

Start using the ConnectWise MCP today

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Built & Managed by Vinkius 30s setup 9 tools

We've already built the connector for ConnectWise. Just plug in your AI agents and start using Vinkius.

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