Bring Psa
to Claude Desktop
Create your Vinkius account to connect ConnectWise to Claude Desktop and start using all 9 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Attach the ConnectWise tool to your preferred MCP interface.
- Supply your designated Company ID, Public Key, and Private Key for secure authentication.
- Chat seamlessly with your agent to govern your helpdesk and IT services.
Who is this for?
- Level 1/2 Support Technicians — Quickly triage, update notes, and close straightforward tickets without bogging down in complex UI menus.
- Service Delivery Managers — Audit ticket lifecycles, check SLA compliance, and monitor board queues efficiently.
- MSP Owners — Pull immediate reports on client profitability or check current active incidents directly from a mobile chat.
Built-in capabilities (9)
Create a new service ticket in ConnectWise Manage
Returns name, contact info, territory, and status. Retrieve detailed information about a specific company
Returns summary, priority, status, assigned member, and notes. Retrieve detailed information about a specific service ticket
Use to discover company identifiers for ticket creation. Retrieve a list of companies/clients in ConnectWise
Use to find external contact details. Retrieve a list of individual contacts within companies
Retrieve a list of internal staff members
Retrieve a list of sales and service activities
Supports pagination via pageSize. Retrieve a list of service tickets from ConnectWise Manage
Useful for finding tickets by keyword. Find service tickets matching a keyword in the summary
Why Claude Desktop?
Claude Desktop is the definitive way to connect ConnectWise to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 9 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
ConnectWise in Claude Desktop
Why run ConnectWise with Vinkius?
The ConnectWise connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 9 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect ConnectWise using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
ConnectWise and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect ConnectWise to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
ConnectWise for Claude Desktop
Every request between Claude Desktop and ConnectWise is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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 three specific parameters below.
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.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.
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