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How to Use the ConnectWise MCP in Cline

Cline handles your ConnectWise PSA tasks. No more manual entry for tickets or company lookups.

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Works with every AI agent you already use

…and any MCP-compatible client

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Cline

Connect ConnectWise MCP to Cline

Create your Vinkius account to connect ConnectWise to Cline 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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Cline executes ticket actions

Tell Cline to check your queue using `list_service_tickets`. It reads the output and shows you exactly what needs attention right in the sidebar. It doesn't just display data. It lets you take action on those tickets immediately.

Find company data fast

Use `list_companies` to discover internal IDs or `get_company` to pull contact info. Cline handles the request and displays the result in your chat history. You save time by not logging into the web portal for simple lookups.

Track sales and service

Use `list_sales_activities` to see what is happening across your accounts. Cline fetches the list and organizes it for your review. This gives you visibility into service history without needing to navigate complex menus.

Setup guide

Set up ConnectWise MCP in Cline

Prerequisites

  • VS Code with Cline extension installed
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open Cline MCP settings

    Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.

  2. 2

    Add a remote server

    Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type connectwise-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.

  3. 3

    Enable the server

    After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.

  4. 4

    Start using tools

    Return to the Cline chat and ask: "Check my latest ConnectWise refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

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

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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about ConnectWise MCP in Cline

Use the Remote Servers tab in the Cline sidebar. Paste your server URL there to initiate the connection.
You can use the `create_ticket` tool to push new items. Cline formats the data based on your prompt and submits it to your PSA.
Yes, provide a keyword to the `search_tickets_by_summary` tool. It returns all relevant tickets matching your search string.
Your configuration lives in the cline_mcp_settings.json file. You can edit this manually if you prefer not to use the UI.
Data is handled via an ephemeral sandbox. We never store your service tickets or contact records on our servers after the request completes.

Start using the ConnectWise MCP today

We host it, we monitor it, we maintain it. You just paste one token.

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.

No hosting. No infrastructure. No complex setup.
All 9 tools are live and waiting. You're up and running in seconds.

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Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.

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