connectwise-manage-mcp

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.

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README

ConnectWise Manage MCP Server

License Node.js

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

Deploy to DO

Deploy to Cloudflare Workers

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

  1. Log in to your ConnectWise Manage instance
  2. Navigate to System > Members > API Members
  3. Create a new API member with appropriate permissions
  4. Generate API keys for the member
  5. Get your Client ID from the ConnectWise Developer Portal

Available Tools

Tickets

  • cw_search_tickets — Search service tickets with conditions
  • cw_get_ticket — Get a ticket by ID
  • cw_create_ticket — Create a new service ticket
  • cw_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 companies
  • cw_get_company — Get a company by ID
  • cw_create_company — Create a new company
  • cw_update_company — Update a company (JSON Patch)

Contacts

  • cw_search_contacts — Search contacts
  • cw_get_contact — Get a contact by ID
  • cw_create_contact — Create a new contact

Projects

  • cw_search_projects — Search projects
  • cw_get_project — Get a project by ID
  • cw_create_project — Create a new project
  • cw_search_project_tickets — Search tickets under a project
  • cw_get_project_ticket — Get a specific project ticket by ID
  • cw_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 entries
  • cw_get_time_entry — Get a time entry by ID
  • cw_create_time_entry — Create a new time entry

Members

  • cw_search_members — Search members/technicians
  • cw_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 boards
  • cw_list_priorities — List ticket priorities
  • cw_list_statuses — List statuses for a board

Activities

  • cw_search_activities — Search activities
  • cw_get_activity — Get an activity by ID
  • cw_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

  1. Fork the repository
  2. Create a feature branch (git checkout -b feature/amazing-feature)
  3. Commit your changes (git commit -m 'Add amazing feature')
  4. Push to the branch (git push origin feature/amazing-feature)
  5. Open a Pull Request

License

Apache-2.0


Built by WYRE Technology — part of the MSP Claude Plugins ecosystem

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