How to Use the ConnectWise MCP in OpenAI Agents SDK

Q: How do I connect the ConnectWise MCP Server to my OpenAI Agents SDK pipeline?

Install the SDK, then initialize the MCPServerStreamableHttp client with your Vinkius endpoint. Pass this server object into your Agent constructor to let your model call ConnectWise tools.

Q: Can my OpenAI Agents SDK setup search for specific clients in ConnectWise?

Yes, your agent can run listcompanies to find the correct system identifiers. This ensures any subsequent tickets are linked to the right account.

Q: How does the OpenAI Agents SDK handle ConnectWise ticket assignments?

Your agent queries listmembers to get active staff IDs, then uses that data to populate the assignment field during ticket creation.

Run safe, multi-agent workflows that manage ConnectWise PSA tickets directly from your OpenAI Agents SDK setup.

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Connect ConnectWise MCP to OpenAI Agents SDK

Create your Vinkius account to connect ConnectWise to OpenAI Agents SDK 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 OpenAI Agents SDK

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Ticket triage with OpenAI Agents SDK

This MCP Server exposes the `create_ticket` tool so your OpenAI agents can immediately log client issues into ConnectWise Manage. Your agent can read incoming customer emails, parse the payload, and file structured tickets without human intervention. By configuring specialized support agents in the SDK, you can route tickets based on priority. The agent uses `list_members` to find available staff and assigns the newly created ticket to the right tech instantly.

Deep customer context lookups

The `get_company` tool retrieves territory, contact info, and current status for any client in your ConnectWise database. Your OpenAI agent calls this to verify SLA tiers before responding to an active incident. If the agent needs to find a specific person, it calls `list_contacts` to fetch email addresses and phone numbers. This keeps your communication accurate since the agent pulls fresh data straight from your PSA instead of guessing.

Quick ticket searching and updates

The `search_tickets_by_summary` MCP tool lets your agent scan existing records using keywords to prevent duplicate issues. It helps your OpenAI setup detect if an outage is already being tracked. Once the correct record is found, `get_ticket` pulls the summary, priority, and internal notes. Your agent can then update the customer with real-time status details retrieved directly from the board.

Setup guide

Set up ConnectWise MCP in OpenAI Agents SDK

Prerequisites

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

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all ConnectWise tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives ConnectWise tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate ConnectWise tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="ConnectWise Agent",
            instructions="You have access to ConnectWise tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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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 OpenAI Agents SDK

Install the SDK, then initialize the `MCPServerStreamableHttp` client with your Vinkius endpoint. Pass this server object into your Agent constructor to let your model call ConnectWise tools.

Yes, your agent can run `list_companies` to find the correct system identifiers. This ensures any subsequent tickets are linked to the right account.

Your agent queries `list_members` to get active staff IDs, then uses that data to populate the assignment field during ticket creation.

You can set up OpenAI guardrails to intercept tool calls. If the agent calls `get_ticket` and sees a closed status, your validation layer blocks further updates.

All requests run through Vinkius's secure V8 sandboxes. Your ConnectWise API keys never reach the client, and we do not store customer contact records or internal support notes.

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