How to Use the ConnectWise MCP in CrewAI

Q: How do I filter tools for a specific CrewAI agent?

Use the toolfilter option in your agent configuration. You can restrict which agents have access to ConnectWise write operations.

Deploy a CrewAI team to manage ConnectWise tickets autonomously through specialized agent roles.

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Connect ConnectWise MCP to CrewAI

Create your Vinkius account to connect ConnectWise to CrewAI 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 CrewAI

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Claude

Perplexity

Collaborative Ticket Management

Assign one agent to `list_service_tickets` while another agent processes the findings. This collaboration allows your crew to handle large ticket queues without stopping. Each agent has a specific scope. One focuses on gathering info while the other acts on it.

Company Context Retrieval

Use `list_companies` to give your research agent the necessary details about a client. It provides the foundation for your agents to understand who they are helping. Your agents share this memory across the team. Once one agent finds the company ID, the rest of the crew can use it.

Intelligent Keyword Search

Deploy a moderator agent to run `search_tickets_by_summary` when a new request comes in. It flags relevant history for the rest of the team to review. This narrows down the focus for your agents. They spend less time hunting for info and more time resolving the actual support issue.

Setup guide

Set up ConnectWise MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke ConnectWise tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="ConnectWise Analyst",
    goal="Access and analyze ConnectWise data via MCP.",
    backstory="Expert analyst with direct ConnectWise access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent ConnectWise transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Get your connection token →

Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

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

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="ConnectWise Analyst",
        goal="Access and analyze ConnectWise data via MCP.",
        backstory="Expert analyst with direct ConnectWise access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent ConnectWise transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

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 CrewAI

Yes, agents in your crew share memory. Once one agent retrieves ticket details, the rest of the team can reference that info.

Use the tool_filter option in your agent configuration. You can restrict which agents have access to ConnectWise write operations.

It does. You can give the manager agent full access while limiting individual workers to read-only tools.

SSE is the standard for most setups. It provides a stable connection for your agents to talk to the PSA.

We use encrypted tunnels for every tool call. Your ticket summaries and internal notes are never logged or stored by the host.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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