ConnectWise Manage MCP Server

What is ConnectWise Manage MCP Server?

The ConnectWise Manage MCP Server is a Model Context Protocol (MCP) server that enables Claude to interact with the ConnectWise Manage API. It allows natural language operations on service tickets, companies, contacts, configurations, time entries, projects, and opportunities for PSA system users.

How to use ConnectWise Manage MCP Server?

Clone the repository, install dependencies with npm install, build with npm run build, set up API credentials via .env or npx mcp-connectwise-manage setup, then run npx mcp-connectwise-manage install and restart Claude Desktop. After installation, you can ask Claude to fetch tickets, create records, or update entries in ConnectWise Manage using natural language.

Key features of ConnectWise Manage MCP Server

• Fetches, creates, and updates service tickets
• Lists companies and retrieves company details
• Lists contacts associated with companies
• Queries configurations in ConnectWise Manage
• Gets and creates time entries
• Lists projects and sales opportunities

Use cases of ConnectWise Manage MCP Server

• View all open service tickets via a natural language request
• Create a new service ticket with summary, company, board, and impact
• Update an existing ticket’s status and add notes
• Query company contacts or configurations without leaving Claude

FAQ from ConnectWise Manage MCP Server

What credentials are needed to use this server?

You need a ConnectWise Manage Company ID, Public Key, Private Key, and Client ID with appropriate API permissions.

What runtime is required?

Node.js 18.x or higher is required.

Where are logs stored for troubleshooting?

Logs are written to logs/connectwise.log with detailed request and response data.

What endpoints does the server expose?

It provides access to Service Tickets, Companies, Contacts, Configurations, Time Entries, Projects, and Opportunities endpoints.

Can I use the API functions outside of Claude?

Yes, you can import makeConnectWiseRequest from the package and call functions like getServiceTickets directly in your own code.