ConnectWise MCP Server for Windsurf 9 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect ConnectWise through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
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.
{
"mcpServers": {
"connectwise": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple ConnectWise tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the ConnectWise MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using ConnectWise
Open Cascade and ask: "Using ConnectWise, help me...". 9 tools available
Why Use Windsurf with the ConnectWise MCP Server
Windsurf provides unique advantages when paired with ConnectWise through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
ConnectWise + Windsurf Use Cases
Practical scenarios where Windsurf combined with the ConnectWise MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from ConnectWise and generate models, types, or handlers based on real API responses
Live debugging: query ConnectWise tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from ConnectWise and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine ConnectWise data with Cascade's code generation to scaffold entire features in minutes
ConnectWise MCP Tools for Windsurf (9)
These 9 tools become available when you connect ConnectWise to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting ConnectWise to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
ConnectWise + Windsurf FAQ
Common questions about integrating ConnectWise MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect ConnectWise with your favorite client
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Connect ConnectWise to Windsurf
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.