WindsurfIDE

Why use ConnectWise MCP Server with Windsurf?

Bring Psa
to Windsurf

Name: ConnectWise MCP Server
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Create your Vinkius account to connect ConnectWise to Windsurf 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 Subscribers

Create TicketGet CompanyGet TicketList CompaniesList ContactsList MembersList Sales ActivitiesList Service TicketsSearch Tickets By Summary

Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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_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

See what your AI agent can do with ConnectWise

Why Windsurf?

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.

—
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

See it in action

ConnectWise in Windsurf

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Enterprise Security

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.

View full ConnectWise details →

Fully ManagedNo server setup

Plug & PlayNo coding needed

SecurePrivacy protected

PrivateYour data is safe

Cost ControlBudget limits

Control1-click disconnect

Auto-UpdatesMaintenance free

High SpeedOptimized for AI

Reliable99.9% uptime

Your credentials and connection tokens are fully encrypted

* 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

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents

Complete visibility into every agent action

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.

Explore Analytics

Why Vinkius

ConnectWise and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect ConnectWise to Windsurf 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.

4,000+MCP Integrations

<40msResponse time

100%Fully managed

	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

View step-by-step setup guide for Windsurf →

The Vinkius Advantage

How Vinkius secures
ConnectWise for Windsurf

Every request between Windsurf 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.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

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 Windsurf discover MCP tools?

Windsurf reads the 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?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.