mcp-connectwise-psa

An MCP (Model Context Protocol) server for ConnectWise PSA (Manage) — curated tools across 7 toolsets covering technicians, dispatchers, and billing, plus an opt-in escape hatch for the rest of the API, so an AI assistant works PSA the way each role does:

• Tickets — search / my tickets / full detail with notes, create, update status/priority/owner, add discussion/internal notes, plus board·status·priority discovery and per-ticket time & tasks
• Time — log time against tickets, review your own time, work-role lookup, and list & submit your timesheets
• Companies & contacts — fast lookup, contact detail (phones/emails), company sites
• Configurations — devices/assets with serials, IPs, OS, warranty (read-only)
• Dispatch (schedule) — schedule entries (list/mine/create/reschedule/cancel), and members with their timezone, working hours, and free-vs-booked availability
• Invoicing (finance, read-only) — invoices, agreements, and unbilled billable time ready to bill
• Toolsets & personas — enable only what a session needs via the x-cw-toolsets header (or CW_TOOLSETS); presets tech / dispatch / invoicing / all. Default tech keeps the surface small
• Per-member API keys (BYOK) — each user supplies their own ConnectWise member keys; ConnectWise enforces that member's security role, and every write is attributed to the actual person
• Transports — stdio for local use, streamable HTTP for shared deployments; Docker image included

Quick start (local, stdio)

npm install && npm run build
CW_SITE=na.myconnectwise.net \
CW_COMPANY_ID=yourcompany \
CW_CLIENT_ID=<integration clientId> \
CW_PUBLIC_KEY=xxxx CW_PRIVATE_KEY=yyyy \
CW_MEMBER_IDENTIFIER=jdoe \
node dist/index.js

Claude Desktop / Claude Code config:

{
  "mcpServers": {
    "connectwise": {
      "command": "node",
      "args": ["/path/to/mcp-connectwise-psa/dist/index.js"],
      "env": {
        "CW_SITE": "na.myconnectwise.net",
        "CW_COMPANY_ID": "yourcompany",
        "CW_CLIENT_ID": "<clientId>",
        "CW_PUBLIC_KEY": "xxxx",
        "CW_PRIVATE_KEY": "yyyy",
        "CW_MEMBER_IDENTIFIER": "jdoe"
      }
    }
  }
}

A clientId is required by the ConnectWise API — register a (free) integration at developer.connectwise.com. API member keys are created in ConnectWise under My Account → API Keys (per member) or System → Members → API Members (integration accounts).

HTTP deployment

CW_SITE=… CW_COMPANY_ID=… CW_CLIENT_ID=… \
node dist/index.js --transport http --port 3000

Or with Docker: docker build -t mcp-connectwise-psa . && docker run -p 3000:3000 -e CW_SITE -e CW_COMPANY_ID -e CW_CLIENT_ID mcp-connectwise-psa

Sessions are held in memory — run a single instance (or sticky sessions).

Access control — bring your own keys (BYOK)

Over HTTP there is no MCP-level role system. Each session presents its own ConnectWise member API keys, and ConnectWise itself is the access control: the member's security role decides what succeeds, and every note and time entry is attributed to that member.

Send your keys on the initialize request (and on every subsequent request in the session):

x-cw-public-key:  <public key>
x-cw-private-key: <private key>
x-cw-member-id:   <your member identifier>   (optional — enables "my tickets"/"my time")

• A request with no keys is rejected with 401; both key headers are required together.
• Keys are never logged. A session is bound to a SHA-256 hash of the key pair; presenting a different pair on the same session id → 403.
• Create member API keys in ConnectWise under My Account → API Keys. Each tech uses their own.

Local stdio is single-user and uses the CW_PUBLIC_KEY/CW_PRIVATE_KEY from the environment instead of headers.

Toolsets

Tools are grouped into toolsets so a session only sees the capabilities it needs — a dispatcher doesn't need the invoicing tools, and a small tool surface keeps the assistant focused (and its context cheap). Whether a write actually succeeds is still governed by the member's ConnectWise security role.

Presets bundle keys per persona: tech = tickets + time + companies + configurations · dispatch = tickets + schedule + companies + configurations · invoicing = finance + time + companies · all = everything (incl. advanced).

The advanced toolset is an opt-in escape hatch (not in any persona preset): cw_find_endpoint searches a bundled catalog of the whole ConnectWise API, and cw_get performs a read-only GET on any path — so an assistant can reach the long tail (procurement, sales, projects, system…) the curated tools don't wrap. Enable it explicitly (x-cw-toolsets: advanced or all).

Select toolsets with a comma list mixing keys and presets:

• HTTP — the x-cw-toolsets header, per session: x-cw-toolsets: dispatch or x-cw-toolsets: tech,finance.
• stdio — the CW_TOOLSETS env var or --toolsets flag: CW_TOOLSETS=invoicing.

The default is the tech preset — the same tools this server exposed before toolsets existed, so nothing changes for existing clients until they opt in. Unknown keys in CW_TOOLSETS/--toolsets fail fast; unknown tokens in the x-cw-toolsets header are ignored. The only destructive tool is cw_delete_schedule_entry (dispatch); finance is read-only.

Configuration reference

Notes & limits

• Ticket searches default to open tickets; status/board names are exact, text filters are substrings.
• Timestamps must have whole seconds — the server normalizes (ConnectWise rejects fractional seconds).
• Time entries require an open time report period in ConnectWise for the entry date; the API's message is passed through when none exists.
• /system/myAccount is missing on some on-prem versions — provide the member identifier explicitly (CW_MEMBER_IDENTIFIER or x-cw-member-id) for "my tickets"/"my time".
• Discussion notes are customer-visible; internal notes are not — the tool makes this explicit.

Development

npm install
npm run dev          # stdio via tsx
npm run dev:http     # http via tsx
npm test             # vitest
npm run build        # tsc → dist/

License

MIT