connectwise-manage-mcp
An MCP server for ConnectWise Manage PSA, enabling management of tickets, projects, contacts, billing, and service operations through ConnectWise Manage's API.
README
ConnectWise Manage MCP Server
Let your AI assistant work directly with ConnectWise Manage. Search tickets, log time, look up companies and contacts, manage projects — through natural conversation instead of clicking through the CWM interface.
This is a Model Context Protocol (MCP) server that gives Claude (or any MCP-compatible AI) 34 tools covering the daily operations ConnectWise Manage shops depend on. Works with both cloud-hosted and self-hosted CWM instances — just point it at your server.
Part of the MSP Claude Plugins ecosystem — a growing suite of AI integrations for the MSP stack including Autotask, Datto RMM, IT Glue, HaloPSA, NinjaOne, Huntress, and more. Built by MSPs, for MSPs.
One-Click Deployment
For deploying to Azure Container Apps with Entra ID OAuth 2.1, see AZURE_ACA_DEPLOYMENT.md.
Configuration
Environment Variables
| Variable | Required | Description |
|---|---|---|
CW_MANAGE_COMPANY_ID |
Yes | Your ConnectWise company identifier |
CW_MANAGE_PUBLIC_KEY |
Yes | API member public key |
CW_MANAGE_PRIVATE_KEY |
Yes | API member private key |
CW_MANAGE_CLIENT_ID |
Yes | Client ID from ConnectWise Developer Portal |
CW_MANAGE_URL |
No | API base URL (see below) |
CW_MANAGE_REJECT_UNAUTHORIZED |
No | Set to false for self-signed certs (default: true) |
MCP_TRANSPORT |
No | stdio (default) or http |
MCP_HTTP_PORT |
No | HTTP port (default: 8080) |
AUTH_MODE |
No | env (default) or gateway for header-based auth |
API Base URL (CW_MANAGE_URL)
| Instance Type | URL |
|---|---|
| Cloud (North America) | https://api-na.myconnectwise.net (default) |
| Cloud (Europe) | https://api-eu.myconnectwise.net |
| Cloud (Australia) | https://api-au.myconnectwise.net |
| Self-hosted | https://cwm.yourcompany.com |
For self-hosted instances, set CW_MANAGE_URL to your server's base URL. The server automatically appends /v4_6_release/apis/3.0 unless the URL already contains that path.
If your self-hosted instance uses a self-signed certificate, also set CW_MANAGE_REJECT_UNAUTHORIZED=false.
Getting Your API Keys
- Log in to your ConnectWise Manage instance
- Navigate to System > Members > API Members
- Create a new API member with appropriate permissions
- Generate API keys for the member
- Get your Client ID from the ConnectWise Developer Portal
Available Tools
Tickets
cw_search_tickets— Search service tickets with conditionscw_get_ticket— Get a ticket by IDcw_create_ticket— Create a new service ticketcw_update_ticket— Update a ticket (JSON Patch)cw_get_ticket_notes— Get all notes on a ticket (including child ticket notes)cw_add_ticket_note— Add a note to a ticket (discussion, internal, or resolution)
Companies
cw_search_companies— Search companiescw_get_company— Get a company by IDcw_create_company— Create a new companycw_update_company— Update a company (JSON Patch)
Contacts
cw_search_contacts— Search contactscw_get_contact— Get a contact by IDcw_create_contact— Create a new contact
Projects
cw_search_projects— Search projectscw_get_project— Get a project by IDcw_create_project— Create a new projectcw_search_project_tickets— Search tickets under a projectcw_get_project_ticket— Get a specific project ticket by IDcw_get_project_ticket_notes— Get all notes on a project ticket (including child ticket notes)cw_add_project_ticket_note— Add a note to a project ticket (discussion, internal, or resolution)
Time Entries
cw_search_time_entries— Search time entriescw_get_time_entry— Get a time entry by IDcw_create_time_entry— Create a new time entry
Members
cw_search_members— Search members/technicianscw_get_member— Get a member by ID
Configuration Items
cw_search_configurations— Search configuration items (assets)cw_get_configuration— Get a configuration item by ID
Service Reference Data
cw_list_boards— List service boardscw_list_priorities— List ticket prioritiescw_list_statuses— List statuses for a board
Activities
cw_search_activities— Search activitiescw_get_activity— Get an activity by IDcw_create_activity— Create a new activity
Health
cw_test_connection— Test connection (hits/system/info)
Usage
With Claude Desktop
Add to your claude_desktop_config.json:
{
"mcpServers": {
"connectwise-manage": {
"command": "npx",
"args": ["@wyre-technology/connectwise-manage-mcp"],
"env": {
"CW_MANAGE_COMPANY_ID": "your-company-id",
"CW_MANAGE_PUBLIC_KEY": "your-public-key",
"CW_MANAGE_PRIVATE_KEY": "your-private-key",
"CW_MANAGE_CLIENT_ID": "your-client-id"
}
}
}
}
For a self-hosted instance:
{
"mcpServers": {
"connectwise-manage": {
"command": "npx",
"args": ["@wyre-technology/connectwise-manage-mcp"],
"env": {
"CW_MANAGE_URL": "https://cwm.yourcompany.com",
"CW_MANAGE_COMPANY_ID": "your-company-id",
"CW_MANAGE_PUBLIC_KEY": "your-public-key",
"CW_MANAGE_PRIVATE_KEY": "your-private-key",
"CW_MANAGE_CLIENT_ID": "your-client-id",
"CW_MANAGE_REJECT_UNAUTHORIZED": "false"
}
}
}
}
With Docker
docker compose up -d
HTTP Transport (Gateway Mode)
Run with HTTP transport for multi-tenant gateway deployments:
MCP_TRANSPORT=http AUTH_MODE=gateway node dist/index.js
Pass credentials per-request via headers: X-CW-Company-Id, X-CW-Public-Key, X-CW-Private-Key, X-CW-Client-Id, and optionally X-CW-URL.
Development
# Install dependencies
npm install
# Build
npm run build
# Run in development
npm run dev
# Type check
npm run typecheck
# Run tests
npm test
Contributing
- Fork the repository
- Create a feature branch (
git checkout -b feature/amazing-feature) - Commit your changes (
git commit -m 'Add amazing feature') - Push to the branch (
git push origin feature/amazing-feature) - Open a Pull Request
License
Apache-2.0
Built by WYRE Technology — part of the MSP Claude Plugins ecosystem
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