ConnectWise PSA

Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/selic-mcp-connectwise-psa

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Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Oct 25, 2026.

Tools

34 read · 10 write · 1 delete

Secrets

2 (API keys, tokens or passwords)

Install scripts

None found

Runs as

Node.js package

Tools (45)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• cw_add_ticket_noteAdd ConnectWise Ticket Note

  Add a note to a ticket. Discussion notes are visible to the customer on portals/emails; internal notes are not. Notes are attributed to the member whose API keys this session uses.

• cw_bundle_ticketsBundle ConnectWise Tickets Under a Parent

  Attach child tickets to a parent ticket (CW's bundling). SERVICE tickets only. Children that already have a parent are refused rather than re-parented, and every child is read back afterwards so the result says which ones actually attached. NOT UNDOABLE FROM HERE — detaching a bundled ticket is only possible in the ConnectWise UI, so check the ids before calling.

• cw_create_ticketCreate ConnectWise Ticket

  Create a new SERVICE ticket on a board for a company. Project tickets cannot be created here — they need a project and a phase.

• cw_create_time_entryLog ConnectWise Time Entry

  Log time against a ticket, service or project — the resource is detected from the id. Time is attributed to the member whose API keys this session uses. Provide time_start plus either time_end or hours. For a span containing a break, pass the REAL time_end and put the break in hours_deduct; passing a shortened `hours` instead makes ConnectWise display an end time that never happened. Work role and work type default to the ticket's unless given. The note can also be copied onto the ticket: add_to_detail is the CUSTOMER-VISIBLE Discussion, add_to_internal is staff-only Internal Analysis — leavin…

• cw_db_find_queryFind a Saved ConnectWise Queryread-only

  Search the saved-query library — reporting SQL that already works against this database, shipped with the server or saved by earlier sessions. LOOK HERE BEFORE WRITING SQL: a saved query is already correct about the schema. Substitute any {{placeholders}} and run the statement with cw_db_query, editing it as needed.

• cw_db_find_tableFind a ConnectWise Database Tableread-only

  Find which ConnectWise database table or view holds something — keyword search over a catalog of the cwwebapp_* schema with key columns and join hints. Database names do NOT match the REST API: tickets are SR_Service, and the reporting view is v_rpt_service. NEVER guess a table name — search here first. Use the result to write cw_db_query SQL, or prefer the named curated tool when one exists. The catalog carries key columns only; for a full column list run SELECT COLUMN_NAME, DATA_TYPE FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_NAME='…' through cw_db_query.

• cw_db_queryQuery the ConnectWise Database (Read-Only SQL)read-only

  Run one read-only T-SQL SELECT against the on-prem ConnectWise Manage database — for cross-table reporting, aggregates and joins the REST API cannot express. ALWAYS bound the query: SELECT TOP n with a WHERE on a date column. This is the LIVE PRODUCTION database technicians are working in. Name the columns you need — tables carry 100+ columns and ntext bodies, and SELECT * blows the response budget after a handful of rows. Start from the v_rpt_* reporting views (v_rpt_service, v_rpt_time, v_rpt_company): they already join board, status, company and contact. Discover tables with cw_db_find_tabl…

• cw_db_save_querySave a ConnectWise Query for Later

  Add a query to the saved-query library so later sessions can find it with cw_db_find_query. Save a query AFTER it has run successfully — never save SQL you have not executed. Describe what question it answers, not how it works: the description is what search matches. Parameterise anything date- or company-specific as {{placeholders}} and list them. This writes to the library file only — it never modifies ConnectWise.

• cw_delete_schedule_entryDelete a ConnectWise Schedule Entrycan change or delete data

  Remove a schedule entry from the dispatch board (e.g. to cancel a scheduled visit).

• cw_find_endpointFind a ConnectWise API Endpointread-only

  Discover which ConnectWise REST endpoint (and its filter fields) fits a task — search a curated catalog by keywords. Use the result with cw_get, or prefer the named curated tool when one exists.

• cw_getCall any ConnectWise GET Endpointread-only

  Read-only GET for any ConnectWise REST path (the part after /apis/3.0, e.g. /procurement/purchaseorders). ALWAYS pass fields (CW records are huge). Filter with conditions (CW grammar: exact = for ids/names, 'contains' for text, dates as [2026-07-01T00:00:00Z]); filter on child collections (e.g. a company's types) with child_conditions; sort with order_by. Endpoints with their OWN query parameters (e.g. /system/audittrail needs type+id, /system/documents needs recordType+recordId) take them via params: {"type":"Ticket","id":123}. Discover paths with cw_find_endpoint.

• cw_get_agreementGet ConnectWise Agreementread-only

  Get one agreement (contract) with its coverage limits and billing cycle. Read-only.

• cw_get_boardGet ConnectWise Board Statuses, Types, Sub-types, Items and Teamsread-only

  List what a service board allows — statuses, types, sub-types, items and teams. These are the exact names cw_create_ticket and cw_update_ticket take, and they are BOARD-SCOPED: the same name means a different id on another board. Get the board id from cw_list_boards.

• cw_get_companyGet ConnectWise Companyread-only

  Get one company by ID.

• cw_get_configurationGet ConnectWise Configurationread-only

  Get one configuration with full details (serial, model, network, OS, warranty, notes).

Signals

Stars

6

Forks

1

Open issues

1

Last commit

Oct 7, 2026 (24 days ago)

Last release

Oct 7, 2026 (24 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name

io.github.selic/mcp-connectwise-psa

Version

0.4.0

Auth

API key

Packages

npm mcp-connectwise-psa

License

MIT

Repository

github.com/selic/mcp-connectwise-psa

Website

github.com/selic/mcp-connectwise-psa#readme

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registrygithub-graphql