• BILLING
  • TICKETS
  • DATA
  • HUMAN

How to log time and close tickets with your AI

Connect ConnectWise to your AI client once. After that, you can manage your service queue and record billable work without leaving your chat.

Ask AI about this page

Short answer

How can I log time and close tickets using my AI?

You can pull up your current service tickets and record billable time for specific tasks directly in your chat. This lets you handle administrative updates while you focus on the technical work. You'll see how the agent handles ticket lookups and time entries below.

Where your updates land.

Direct ticket management.

Every action you take in chat syncs directly to your ConnectWise instance.

BILLING

Recorded time entries

The AI sends your time logs to ConnectWise. Your billable hours are captured exactly as you describe them in chat.

TICKETS

Updated ticket status

When you finish a task, the AI updates the ticket state. Your service queue stays current in real time.

DATA

Live ticket details

The agent pulls current ticket information so you're always working with the latest data. You won't have to switch tabs to see ticket IDs or descriptions.

HUMAN

Manual oversight

You still control the final submission. The AI prepares the data, but you decide when a ticket is truly ready to close.

The workflow

What your AI does when you ask for ticket updates.

The agent acts as a bridge between your conversation and your ConnectWise database.

  1. Find the ticket

    The agent scans your ConnectWise instance to find the specific service ticket you're working on.

    list_service_ticketsget_ticket

  2. Verify details

    It pulls the ticket description and current status to ensure you're logging time against the right task.

    get_ticket

  3. Draft the entry

    The agent prepares the billable time entry based on the work you describe in your message.

    get_ticket

  4. Finalize work

    Once you confirm, the agent pushes the time and status changes to the ConnectWise system.

    get_ticket

Try it

Copy these to start.

Use these prompts to trigger the ConnectWise tools.

Starting points

These are just ways to start. Swap out the ticket numbers and descriptions for your actual work.

ConnectWise Manage Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_OQYJoRBqhCOu0DjHz8TZUD8tX73VfZRATLTGg6rE/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ConnectWise Manage capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "connectwise-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_OQYJoRBqhCOu0DjHz8TZUD8tX73VfZRATLTGg6rE/mcp"
    }
  }
}
Copy into chat04

  • List my open service tickets so I can see what needs attention.

  • Get the details for ticket 12345.

  • I just spent 30 minutes troubleshooting the server for ticket 67890. Log that time.

  • Check the status of ticket 5544 and tell me if it's still open.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ConnectWise once, then ask.

Just click to connect your account. Your credentials stay encrypted and secure, and you can immediately start using these tools in your preferred AI client.

Connect ConnectWise to your AI

FAQ

Common questions about ConnectWise tasks

  • 01

    Can the AI create new tickets from scratch?

    No. The current tools only allow the AI to list and retrieve existing tickets.

  • 02

    Does the AI automatically close tickets without my permission?

    No. You must explicitly tell the AI to close a ticket or update its status.

  • 03

    Can I see the work the AI did in ConnectWise?

    Yes. Any time entries or status changes made via the AI appear in ConnectWise just like manual entries.

  • 04

    Can the AI delete old service tickets?

    No. There are no tools available to delete records from ConnectWise.

  • 05

    How does the AI know which ticket I'm talking about?

    It uses the ticket ID or the list of active tickets to identify the correct record in your system.

  • More questions about ConnectWise? The Connector page answers them. See everything the ConnectWise Connector can do

Connect ConnectWise Manage to Claude, Cursor, ChatGPT & more