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 Mastra AI 9 tools — connect in under 2 minutes

Name: ConnectWise
Availability: InStock
Author: Vinkius

docs.mastra.ai/docs/agents/mcp-tools

Built by Vinkius GDPR 9 Tools SDK

Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect ConnectWise through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.

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.

typescript

import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";

async function main() {
  // Your Vinkius token. get it at cloud.vinkius.com
  const mcpClient = await createMCPClient({
    servers: {
      "connectwise": {
        url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
      },
    },
  });

  const tools = await mcpClient.getTools();
  const agent = new Agent({
    name: "ConnectWise Agent",
    instructions:
      "You help users interact with ConnectWise " +
      "using 9 tools.",
    model: openai("gpt-4o"),
    tools,
  });

  const result = await agent.generate(
    "What can I do with ConnectWise?"
  );
  console.log(result.text);
}

main();

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<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.

Mastra's agent abstraction provides a clean separation between LLM logic and ConnectWise tool infrastructure. Connect 9 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.

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 Mastra AI 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 Mastra AI via MCP

Follow these steps to integrate the ConnectWise MCP Server with Mastra AI.

Install dependencies

Run npm install @mastra/core @mastra/mcp @ai-sdk/openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.ts and run with npx tsx agent.ts

Explore tools

Mastra discovers 9 tools from ConnectWise via MCP

Why Use Mastra AI with the ConnectWise MCP Server

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

Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add ConnectWise without touching business code

Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation

TypeScript-native: full type inference for every ConnectWise tool response with IDE autocomplete and compile-time checks

One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure

ConnectWise + Mastra AI Use Cases

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

Automated workflows: build multi-step agents that query ConnectWise, process results, and trigger downstream actions in a typed pipeline

SaaS integrations: embed ConnectWise as a first-class tool in your product's AI features with Mastra's clean agent API

Background jobs: schedule Mastra agents to query ConnectWise on a cron and store results in your database automatically

Multi-agent systems: create specialist agents that collaborate using ConnectWise tools alongside other MCP servers

ConnectWise MCP Tools for Mastra AI (9)

These 9 tools become available when you connect ConnectWise to Mastra AI 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 Mastra AI

Ready-to-use prompts you can give your Mastra AI 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."