How to Use the ConnectWise MCP in Windsurf
Stop switching tabs. Let Windsurf manage your ConnectWise tickets and client records directly inside your IDE.
Works with every AI agent you already use
…and any MCP-compatible client
Connect ConnectWise MCP to Windsurf
Create your Vinkius account to connect ConnectWise to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Manage tickets in Windsurf
Cascade pulls your service queue directly into the editor. You can use `list_service_tickets` to scan the backlog and `get_ticket` to pull specific notes or priority levels without leaving your code. This MCP Server allows you to stay in the flow. If a ticket needs an update, tell Cascade to handle it while you keep typing.
Instant client lookups
Need to find a contact or verify a client status? Use `get_company` or `list_contacts` to find the right person in seconds. Windsurf indexes these details so you don't hunt through the PSA. Just ask for the info and it appears in your chat panel.
Automated ticket creation
You can trigger `create_ticket` when you spot a recurring issue. Cascade generates the ticket record using the context it already has from your current workspace. Stop manually copying logs into the PSA. Let the agent create the ticket and log the details for you.
Set up ConnectWise MCP in Windsurf
Prerequisites
- Windsurf IDE installed (macOS, Windows, or Linux)
- Active Vinkius subscription with a valid endpoint token
- 1
Open MCP configuration
Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open
~/.codeium/windsurf/mcp_config.json. - 2
Add the ConnectWise MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. Replace[YOUR_TOKEN_HERE]with your endpoint token from cloud.vinkius.com. - 3
Refresh MCPs
Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
- 4
Verify in Cascade
Start a new Cascade conversation and ask something like "Show my ConnectWise payment history." If connected, Cascade will call the ConnectWise tools directly. You will see a green dot next to the server name in the MCP panel.
{
"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 Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the ConnectWise MCP today
We host it, we monitor it, we maintain it. You just paste one token.
