• CLIENT INFO
  • CONTACTS
  • VERIFICATION
  • HUMAN

How to retrieve client and contact data with your AI

Connect your agent to ConnectWise once. From then on, you can pull company profiles and contact details just by asking.

Ask AI about this page

Short answer

How can I get client and contact info from ConnectWise using AI?

Your agent uses ConnectWise tools to find companies, pull specific company profiles, and list the contacts associated with them. You'll get the exact details needed to verify service agreements during a call.

The results.

Where the data lands.

The AI pulls information from ConnectWise and delivers it directly to your chat.

CLIENT INFO

Company profiles

The AI pulls specific company details. You get the exact data needed to check service terms or account status.

CONTACTS

Contact lists

Your agent finds the people tied to a company. You'll see names and contact info without leaving your chat.

VERIFICATION

Agreement checks

Use the retrieved data to confirm service levels. This keeps your calls accurate and grounded in real data.

HUMAN

Manual updates

The AI only reads data. If you need to change a contact or update a company record, you still handle that in ConnectWise.

The workflow

What your AI does when you ask for data.

The AI handles the searching and fetching so you don't have to hunt through the ConnectWise UI.

  1. Find the company

    The agent searches for the right organization by name or ID to ensure it's looking at the correct account.

    list_companies

  2. Pull company details

    Once the company is identified, the agent grabs the full profile and specific account information.

    get_company

  3. Identify contacts

    The agent looks up the specific people registered under that company profile.

    list_contacts

  4. Present the data

    The agent organizes the company and contact info into a clear response for you to use immediately.

    get_company

Try it

Copy these to start.

Use these prompts to get moving once you've connected the MCP.

Starting points

Replace the company names and contact names with the actual ones from your ConnectWise instance.

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 all companies in ConnectWise so I can find the right one.

  • Get the details for the company named Acme Corp.

  • Show me all the contacts associated with Globex Corporation.

  • Find the contact information for the primary person at Stark Industries.

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

Start here

Connect ConnectWise once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start asking questions immediately.

Connect ConnectWise to your AI

FAQ

How this task behaves.

  • 01

    Can the AI update contact information in ConnectWise?

    No. This MCP is for retrieving data. You must make any changes directly in ConnectWise.

  • 02

    Can I delete a company using my AI client?

    No. The available tools only allow for listing and getting data, not deleting or modifying records.

  • 03

    Does the AI see all my ConnectWise data?

    The AI only accesses the specific data it needs to fulfill your request using the provided tools.

  • 04

    How does the AI find the right company if I don't know the exact name?

    You can ask it to list companies, which allows it to find the correct entity before pulling specific details.

  • 05

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • More questions about ConnectWise? See everything the ConnectWise Connector can do

Connect ConnectWise Manage to Claude, Cursor, ChatGPT & more