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ConnectWise MCP Server for AutoGen 9 tools — connect in under 2 minutes

Built by Vinkius GDPR 9 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add ConnectWise as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Vinkius supports streamable HTTP and SSE.

python
import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="connectwise_agent",
            tools=tools,
            system_message=(
                "You help users with ConnectWise. "
                "9 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())
ConnectWise
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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About ConnectWise MCP Server

Empower your conversational AI with deep integration into ConnectWise Manage (PSA). Enhance technical support operations by enabling your agent to triage issues, update existing service tickets, and retrieve critical client environment data without leaving your conversational interface.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use ConnectWise tools. Connect 9 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

  • Ticketing Operations — Rapidly inspect queue statuses, assign incoming tickets, or update internal notes naturally.
  • Asset & Configuration Retrieval — Look up devices, configurations, and agreements associated with a specific managed client.
  • Billing & Time Entries — Log billable technical time or adjust status workflows directly through the chat.

The ConnectWise MCP Server exposes 9 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect ConnectWise to AutoGen via MCP

Follow these steps to integrate the ConnectWise MCP Server with AutoGen.

01

Install AutoGen

Run pip install "autogen-ext[mcp]"

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

03

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

04

Explore tools

The workbench discovers 9 tools from ConnectWise automatically

Why Use AutoGen with the ConnectWise MCP Server

AutoGen provides unique advantages when paired with ConnectWise through the Model Context Protocol.

01

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use ConnectWise tools to solve complex tasks

02

Role-based architecture lets you assign ConnectWise tool access to specific agents. a data analyst queries while a reviewer validates

03

Human-in-the-loop support: agents can pause for human approval before executing sensitive ConnectWise tool calls

04

Code execution sandbox: AutoGen agents can write and run code that processes ConnectWise tool responses in an isolated environment

ConnectWise + AutoGen Use Cases

Practical scenarios where AutoGen combined with the ConnectWise MCP Server delivers measurable value.

01

Collaborative analysis: one agent queries ConnectWise while another validates results and a third generates the final report

02

Automated review pipelines: a researcher agent fetches data from ConnectWise, a critic agent evaluates quality, and a writer produces the output

03

Interactive planning: agents negotiate task allocation using ConnectWise data to make informed decisions about resource distribution

04

Code generation with live data: an AutoGen coder agent writes scripts that process ConnectWise responses in a sandboxed execution environment

ConnectWise MCP Tools for AutoGen (9)

These 9 tools become available when you connect ConnectWise to AutoGen via MCP:

01

create_ticket

Create a new service ticket in ConnectWise Manage

02

get_company

Returns name, contact info, territory, and status. Retrieve detailed information about a specific company

03

get_ticket

Returns summary, priority, status, assigned member, and notes. Retrieve detailed information about a specific service ticket

04

list_companies

Use to discover company identifiers for ticket creation. Retrieve a list of companies/clients in ConnectWise

05

list_contacts

Use to find external contact details. Retrieve a list of individual contacts within companies

06

list_members

Retrieve a list of internal staff members

07

list_sales_activities

Retrieve a list of sales and service activities

08

list_service_tickets

Supports pagination via pageSize. Retrieve a list of service tickets from ConnectWise Manage

09

search_tickets_by_summary

Useful for finding tickets by keyword. Find service tickets matching a keyword in the summary

Example Prompts for ConnectWise in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with ConnectWise immediately.

01

"Show me the top 3 open critical tickets currently on the 'Helpdesk' board."

02

"Enter a time entry of 1.5 hours for ticket #13988 with the notes 'Reconfigured firewall rules to establish stable VPN tunnels.' and mark the ticket as closed."

03

"Retrieve the billing details and active agreements for the client 'Globex Corporation' to prepare for an audit."

Troubleshooting ConnectWise MCP Server with AutoGen

Common issues when connecting ConnectWise to AutoGen through the Vinkius, and how to resolve them.

01

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

ConnectWise + AutoGen FAQ

Common questions about integrating ConnectWise MCP Server with AutoGen.

01

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call ConnectWise tools during their conversation turns.
02

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
03

Does AutoGen support human approval for tool calls?

Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.

Connect ConnectWise to AutoGen

Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.