How to Use the ConnectWise MCP in Claude

Q: How do I connect the ConnectWise MCP Server to my Claude Desktop app?

Open your claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once you save and restart the Claude Desktop app, the ticket and company lookup tools appear automatically in your chat window.

Q: Can Claude Desktop search ConnectWise tickets using keywords?

Yes, Claude Desktop uses the searchticketsbysummary tool to scan your entire board for specific terms. Just ask the agent to find tickets about a specific issue, and it will return matching records.

Q: How does Claude Desktop handle large lists of ConnectWise companies?

The client calls listcompanies to fetch your accounts and filters them based on your text prompt. If you have thousands of clients, the MCP Server helps Claude Desktop locate the exact identifier needed to create or update tickets.

Get live ConnectWise ticket statuses and update customer records directly from your Claude Desktop chat.

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Connect ConnectWise MCP to Claude Desktop

Create your Vinkius account to connect ConnectWise to Claude Desktop 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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Setup ConnectWise with Claude Desktop

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Manage ConnectWise Tickets in Claude Desktop

The `create_ticket` and `get_ticket` tools let Claude Desktop pull up ticket summaries, change priorities, or write internal notes directly in your chat window. You don't have to toggle over to the heavy ConnectWise web portal just to see who is assigned to an urgent issue. Ask Claude Desktop to summarize a ticket history, and the server fetches the data via `get_ticket` to give you a clean breakdown. You can draft an update, verify the assigned staff member, and push changes back to the PSA without leaving the app.

Lookup Clients and Contacts via Claude Desktop

The `get_company`, `list_companies`, and `list_contacts` tools give Claude Desktop access to your entire client directory. When an email comes in, you can ask your AI client to match the sender to their company profile and pull up their territory and status. This setup saves minutes of hunting through menus. Claude Desktop runs these queries in the background, matching customer names to their unique database identifiers so you always write notes to the correct account.

Audit Sales and Staff Workloads in this MCP Server

The `list_sales_activities`, `list_members`, and `list_service_tickets` tools allow your Claude Desktop agent to analyze team capacity and sales pipelines. You can ask the agent to count how many open tickets are assigned to a specific engineer or grab the latest sales log. Your AI client handles the pagination via `list_service_tickets` to scan large backlogs. You get clean, readable lists of team activities without exporting CSVs or building custom reports in the PSA.

Setup guide

Set up ConnectWise MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The ConnectWise MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the ConnectWise MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under connectwise-mcp.

json

{
  "mcpServers": {
    "connectwise-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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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Common questions about ConnectWise MCP in Claude Desktop

Open your claude_desktop_config.json file and add the server configuration under the mcpServers key. Once you save and restart the Claude Desktop app, the ticket and company lookup tools appear automatically in your chat window.

Yes, Claude Desktop uses the `search_tickets_by_summary` tool to scan your entire board for specific terms. Just ask the agent to find tickets about a specific issue, and it will return matching records.

The client calls `list_companies` to fetch your accounts and filters them based on your text prompt. If you have thousands of clients, the MCP Server helps Claude Desktop locate the exact identifier needed to create or update tickets.

No, you can perform almost all daily triage tasks directly inside Claude Desktop. The agent writes updates, changes ticket priorities, and checks staff availability using tools like `list_members` and `create_ticket`.

Your ConnectWise API keys and ticket notes never pass through third-party databases. The server runs inside a secure Vinkius sandbox, ensuring that sensitive customer contact details and internal staff logs remain encrypted and private.

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