ConnectWise Live MCP Server

FastMCP HTTP server wrapping the ConnectWise Manage REST API. 45 tools across Service, Operations, and Finance domains. Finance tools are gated behind CW_TIER=leadership so you can expose a restricted manifest to non-finance users.

Installation

Via uvx (recommended — no clone, no venv):

uvx connectwise-mcp

Set credentials via environment variables or a .env file in your working directory.

Via pip:

pip install connectwise-mcp
connectwise-mcp

From source:

git clone https://github.com/Mfrostbutter/connectwise-mcp
cd connectwise-mcp
cp .env.example .env
# fill in your CW_* credentials
python3 -m venv venv && source venv/bin/activate
pip install -r requirements.txt
python3 server.py
# verify: curl http://localhost:8085/health

Transport modes

Mode	How to set	Best for
http (default)	MCP_TRANSPORT=http	Persistent server shared across sessions or team members
stdio	MCP_TRANSPORT=stdio	Cursor, VS Code, Zed, Continue, or any stdio-based MCP client

In stdio mode the server is spawned per-session by the client — no port, no persistent process.

Environment variables

Variable	Required	Default	Notes
CW_BASE_URL	Yes	—	e.g. https://na.myconnectwise.net/v4_6_release/apis/3.0
CW_COMPANY_ID	Yes	—	Your CW company ID
CW_PUBLIC_KEY	Yes	—	CW API public key
CW_PRIVATE_KEY	Yes	—	CW API private key
CW_CLIENT_ID	Yes	—	CW API client ID (from developer.connectwise.com)
CW_TIER	No	leadership	leadership (all 31 tools) or tech (21 tools, no finance)
MCP_AUTH_TOKEN	No	—	Bearer token for MCP client auth; omit to run without auth
CW_LIVE_MCP_PORT	No	8085	HTTP listen port

Tools

Service (12): get_ticket, search_tickets, get_open_tickets, add_ticket_note, create_ticket, update_ticket_status, get_boards, get_board_statuses, get_priorities, get_ticket_time, search_cw_kb_articles, get_ticket_count

Operations (19): get_company, search_companies, get_contacts, get_configurations, get_configuration, get_projects, get_project_tickets, get_time_entries, log_time, get_members, get_company_types, get_company_statuses, get_configuration_statuses, get_work_types, get_project_statuses, create_project, update_project, add_project_phase, add_project_note

Finance (14, leadership only): get_invoices, get_invoice, get_agreements, get_agreement, get_agreement_types, create_agreement, update_agreement, add_agreement_addition, get_agreement_additions, get_agreement_count_by_type, get_client_mrr, get_aging_invoices, get_opportunities, create_opportunity

Client configuration

HTTP mode — Claude Desktop, Claude Code (server runs persistently):

claude_desktop_config.json / .claude/settings.json:

{
  "mcpServers": {
    "connectwise": {
      "type": "http",
      "url": "http://localhost:8085/mcp",
      "headers": { "Authorization": "Bearer your_token_here" }
    }
  }
}

stdio mode — Cursor, VS Code, Zed, Continue, or any stdio client (server spawned per-session):

{
  "mcpServers": {
    "connectwise": {
      "command": "uvx",
      "args": ["connectwise-mcp"],
      "env": {
        "CW_BASE_URL": "https://na.myconnectwise.net/v4_6_release/apis/3.0",
        "CW_COMPANY_ID": "yourcompanyid",
        "CW_PUBLIC_KEY": "your_public_key",
        "CW_PRIVATE_KEY": "your_private_key",
        "CW_CLIENT_ID": "your_client_id",
        "MCP_TRANSPORT": "stdio"
      }
    }
  }
}

Customization

_JUNK_PRODUCTS (top of server.py): lowercase product identifiers excluded from MRR calculations. Add your own setup fees, shipping line items, discount codes, and non-recurring labor entries here so they don't inflate MRR/ARR figures.

Tier gating: set CW_TIER=tech to expose a 21-tool manifest with no finance visibility. Useful for shared environments or tech-facing deployments.

Running as a service

[Unit]
Description=ConnectWise Live MCP
After=network.target

[Service]
User=mcp
WorkingDirectory=/opt/connectwise-mcp
EnvironmentFile=/opt/connectwise-mcp/.env
ExecStart=/opt/connectwise-mcp/venv/bin/python3 server.py
Restart=always

[Install]
WantedBy=multi-user.target

ConnectWise API credentials

Generate API keys in ConnectWise Manage: System > Members > [your member] > API Keys. Get your Client ID from developer.connectwise.com.

License

MIT