How do I securely obtain my ConnectWise API Keys and Company ID?

Log into your ConnectWise Manage instance. Note your 'Company ID' prominently displayed on the login screen. Then navigate securely via the internal system module down under 'System' > 'Members', find the specialized sub-tab marked 'API Members'. Create a new specific role API member for this AI, and within its configuration, strictly establish a new API Key generation. This will output a matched pair containing your 'Public Key' and your strictly secured 'Private Key'. Securely provide all thre

Will the agent close tickets automatically, or must I specifically instruct it to change the status?

The AI remains tightly compliant to your direct prompts. It will not spontaneously close unprompted tickets or mutate parameters heavily without instruction. You must expressly request 'Change ticket X status to Closed' ensuring governance, compliance, and accurate logging remains strictly under your control at all times during interactive use.

Can I query client configurations or passwords with this active integration?

Configurational details such as device types and basic network data models are queryable if permissions via API permit, but sensitive field extraction like retrieving unencrypted passwords directly inside the dialog typically stays strictly masked or gated, abiding exclusively by your ConnectWise native security role allowances configured previously inside the specific 'API Member' settings during your setup.

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

Name: ConnectWise
Availability: InStock
Author: Vinkius

docs.cursor.com/context/model-context-protocol

Built by Vinkius GDPR 9 Tools IDE

Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install ConnectWise and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "connectwise": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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IAMAccess control

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DLPData protection

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<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Cursor's Agent mode turns ConnectWise into an in-editor superpower. Ask Cursor to generate code using live data from ConnectWise and it fetches, processes, and writes. all in a single agentic loop. 9 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

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 Cursor 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 Cursor via MCP

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

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"

Add the server config

Paste the JSON configuration above into the mcp.json file that opens

Save the file

Cursor will automatically detect the new MCP server

Start using ConnectWise

Open Agent mode in chat and ask: "Using ConnectWise, help me...". 9 tools available

Why Use Cursor with the ConnectWise MCP Server

Cursor AI Code Editor provides unique advantages when paired with ConnectWise through the Model Context Protocol.

Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards

MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

ConnectWise + Cursor Use Cases

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

Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP

Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically

Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates

Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data

ConnectWise MCP Tools for Cursor (9)

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

create_ticket

Create a new service ticket in ConnectWise Manage

get_company

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

get_ticket

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

list_companies

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

list_contacts

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

list_members

Retrieve a list of internal staff members

list_sales_activities

Retrieve a list of sales and service activities

list_service_tickets

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

search_tickets_by_summary

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

Example Prompts for ConnectWise in Cursor

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

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

"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."

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

Troubleshooting ConnectWise MCP Server with Cursor

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

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

ConnectWise + Cursor FAQ

Common questions about integrating ConnectWise MCP Server with Cursor.

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.