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ConnectWise MCP Server for OpenAI Agents SDK 9 tools — connect in under 2 minutes

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The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect ConnectWise through Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails. no manual schema definitions required.

Vinkius supports streamable HTTP and SSE.

python
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="ConnectWise Assistant",
            instructions=(
                "You help users interact with ConnectWise. "
                "You have access to 9 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from ConnectWise"
        )
        print(result.final_output)

asyncio.run(main())
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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.

The OpenAI Agents SDK auto-discovers all 9 tools from ConnectWise through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns. chain multiple agents where one queries ConnectWise, another analyzes results, and a third generates reports, all orchestrated through Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the ConnectWise MCP Server with OpenAI Agents SDK.

01

Install the SDK

Run pip install openai-agents in your Python environment

02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

03

Run the script

Save the code above and run it: python agent.py

04

Explore tools

The agent will automatically discover 9 tools from ConnectWise

Why Use OpenAI Agents SDK with the ConnectWise MCP Server

OpenAI Agents SDK provides unique advantages when paired with ConnectWise through the Model Context Protocol.

01

Native MCP integration via `MCPServerSse`, pass the URL and the SDK auto-discovers all tools with full type safety

02

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

03

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

04

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

ConnectWise + OpenAI Agents SDK Use Cases

Practical scenarios where OpenAI Agents SDK combined with the ConnectWise MCP Server delivers measurable value.

01

Automated workflows: build agents that query ConnectWise, process the data, and trigger follow-up actions autonomously

02

Multi-agent orchestration: create specialist agents. one queries ConnectWise, another analyzes results, a third generates reports

03

Data enrichment pipelines: stream data through ConnectWise tools and transform it with OpenAI models in a single async loop

04

Customer support bots: agents query ConnectWise to resolve tickets, look up records, and update statuses without human intervention

ConnectWise MCP Tools for OpenAI Agents SDK (9)

These 9 tools become available when you connect ConnectWise to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

Common issues when connecting ConnectWise to OpenAI Agents SDK through the Vinkius, and how to resolve them.

01

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents
02

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

ConnectWise + OpenAI Agents SDK FAQ

Common questions about integrating ConnectWise MCP Server with OpenAI Agents SDK.

01

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.
02

Can I use multiple MCP servers in one agent?

Yes. Pass a list of MCPServerSse instances to the agent constructor. The agent can use tools from all connected servers within a single run.
03

Does the SDK support streaming responses?

Yes. The SDK supports SSE and Streamable HTTP transports, both of which work natively with Vinkius.

Connect ConnectWise to OpenAI Agents SDK

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