ConnectWise Manage
MCP server for ConnectWise Manage PSA — companies, tickets, projects, time entries, and more.
Versions
1.4.0latestTools 52
cw_test_connection Test the connection to ConnectWise Manage.
cw_search_projects Search projects in ConnectWise Manage.
cw_get_project Get a specific project by ID.
cw_search_project_tickets Search tickets under a project. Use projectId to filter by project, or conditions for CW query syntax.
cw_get_project_ticket Get a specific project ticket by ID.
cw_get_project_ticket_notes Get all notes on a project ticket, including notes from any child tickets.
cw_add_project_ticket_note Add a note to a project ticket. Use internalAnalysisFlag for internal-only notes or resolutionFlag for resolution notes. Defaults to a plain discussion note.
cw_create_project Create a new project.
cw_search_time_entries Search time entries in ConnectWise Manage.
cw_get_time_entry Get a specific time entry by ID.
cw_create_time_entry Create a new time entry.
cw_search_activities Search schedule activities in ConnectWise Manage.
cw_get_activity Get a specific activity by ID.
cw_create_activity Create a new activity.
cw_list_boards List service boards in ConnectWise Manage.
cw_list_priorities List ticket priorities in ConnectWise Manage.
cw_list_statuses List ticket statuses for a specific service board in ConnectWise Manage.
cw_search_companies Search companies in ConnectWise Manage. Use
cw_get_company Get a specific company by ID.
cw_create_company Create a new company.
cw_update_company Update an existing company using JSON Patch operations.
cw_search_contacts Search contacts in ConnectWise Manage. Use
cw_get_contact Get a specific contact by ID.
cw_create_contact Create a new contact.
Email cw_search_members Search members (technicians/users) in ConnectWise Manage.
cw_get_member Get a specific member by ID.
cw_search_opportunities Search sales opportunities in ConnectWise Manage. Use
cw_get_opportunity Get a specific sales opportunity by ID.
cw_search_opportunity_forecasts Search opportunity forecasts/revenue items for a specific opportunity.
cw_search_opportunity_notes Get notes on a specific sales opportunity.
cw_search_sales_stages List sales pipeline stages in ConnectWise Manage.
cw_get_ticket Get a specific service ticket by ID.
cw_add_ticket_note Add a note to a service ticket. Use detailDescriptionFlag for a description note, internalAnalysisFlag for an internal-only note, or resolutionFlag for a resolution note. Defaults to a plain discussion note visible to the customer.
cw_search_tickets Search service tickets in ConnectWise Manage. Use
cw_create_ticket Create a new service ticket.
cw_update_ticket Update an existing service ticket using JSON Patch operations.
cw_get_ticket_notes Get all notes/discussions on a service ticket, including notes from any child tickets.
cw_search_configurations Search configuration items (assets/CIs) in ConnectWise Manage.
cw_get_configuration Get a specific configuration item (asset/CI) by ID.
cw_search_catalog_items Search the ConnectWise product catalog. Use
cw_get_catalog_item Get a specific catalog item by ID.
cw_create_catalog_item Create a new catalog item (product SKU) in ConnectWise. Surfaces the common MSP fields directly; use
cw_update_catalog_item Update an existing catalog item using JSON Patch operations.
cw_list_catalog_categories List product categories from the ConnectWise catalog.
cw_list_catalog_subcategories List product subcategories from the ConnectWise catalog.
cw_list_manufacturers List manufacturers referenced by catalog items.
cw_search_agreements Search finance agreements (recurring revenue contracts) in ConnectWise Manage. Use
cw_get_agreement Get a specific finance agreement by ID.
cw_get_agreement_additions Get additions (line items) for a specific agreement.
cw_search_invoices Search invoices in ConnectWise Manage.
cw_get_invoice Get a specific invoice by ID.
Permissions 3
network medium shell high env_vars low