How to Use the ConnectWise MCP in Mastra AI

Connect ConnectWise to your Mastra AI workflows for automated ticket management and conditional logic.

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Connect ConnectWise MCP to Mastra AI

Create your Vinkius account to connect ConnectWise to Mastra AI 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 Mastra AI

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Automated Ticket Creation

Build agent steps that use `create_ticket` when a workflow detects a specific failure condition. It automates the entry of new service records based on your custom logic. Your agents handle the data mapping from your system to the PSA. You define the flow and the agent executes the creation.

Staff and Contact Discovery

Use `list_members` and `list_contacts` to find the right person for a ticket escalation. Your agents can reference these lists to decide who receives a notification. It eliminates manual searching by letting the agent query the directory. The agent finds the ID and assigns the ticket without human intervention.

Sales Activity Tracking

Run `list_sales_activities` to let your agent review recent engagement before opening a new ticket. It gives the agent the history needed to make informed decisions. This prevents duplicate work by checking current activity levels. The agent sees the status and adjusts the ticket priority accordingly.

Setup guide

Set up ConnectWise MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All ConnectWise tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "connectwise-mcp-client",
  servers: {
    "connectwise-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "ConnectWise Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to ConnectWise tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent ConnectWise transactions"
);
console.log(result.text);

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Common questions about ConnectWise MCP in Mastra AI

You define the server in your Mastra configuration file. The agent will then detect the available tools automatically.

Absolutely. You can set a conditional branch in your workflow that runs the create_ticket tool if your primary task fails.

Yes, you can configure exponential backoff on any tool call. If the connection drops, the agent will try again automatically.

Keep your Vinkius endpoint token in your environment secrets. The agent picks it up during the initialization phase.

All contact names and email addresses are processed in a zero-trust sandbox. The data never persists outside of your active agent execution environment.

Use it with your favorite AI tools

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