ConnectWise MCP Server for LlamaIndex 9 tools — connect in under 2 minutes
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add ConnectWise as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
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Vinkius supports streamable HTTP and SSE.
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to ConnectWise. "
"You have 9 tools available."
),
)
response = await agent.run(
"What tools are available in ConnectWise?"
)
print(response)
asyncio.run(main())
* 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.
LlamaIndex agents combine ConnectWise tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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 LlamaIndex 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 LlamaIndex via MCP
Follow these steps to integrate the ConnectWise MCP Server with LlamaIndex.
Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai
Replace the token
Replace [YOUR_TOKEN_HERE] with your Vinkius token
Run the agent
Save to agent.py and run: python agent.py
Explore tools
The agent discovers 9 tools from ConnectWise
Why Use LlamaIndex with the ConnectWise MCP Server
LlamaIndex provides unique advantages when paired with ConnectWise through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine ConnectWise tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain ConnectWise tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query ConnectWise, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what ConnectWise tools were called, what data was returned, and how it influenced the final answer
ConnectWise + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the ConnectWise MCP Server delivers measurable value.
Hybrid search: combine ConnectWise real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query ConnectWise to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying ConnectWise for fresh data
Analytical workflows: chain ConnectWise queries with LlamaIndex's data connectors to build multi-source analytical reports
ConnectWise MCP Tools for LlamaIndex (9)
These 9 tools become available when you connect ConnectWise to LlamaIndex 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 LlamaIndex
Ready-to-use prompts you can give your LlamaIndex 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 LlamaIndex
Common issues when connecting ConnectWise to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpConnectWise + LlamaIndex FAQ
Common questions about integrating ConnectWise MCP Server with LlamaIndex.
How does LlamaIndex connect to MCP servers?
Can I combine MCP tools with vector stores?
Does LlamaIndex support async MCP calls?
Connect ConnectWise with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect ConnectWise to LlamaIndex
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.