ConnectWise Manage MCP
Wire ConnectWise Manage PSA into Claude Code or Cursor so you can query tickets, companies, and boards from the terminal with typed filters—even when you are offline from the web UI.
Overview
ConnectWise Manage MCP is an Operate-phase MCP server that lets AI agents run ConnectWise PSA workflows from the terminal using typed condition queries.
What is this MCP server?
- stdio MCP package (mcpb v0.1.1) for ConnectWise Manage API workflows
- Typed conditions query builder for PSA record filters
- Offline-capable local query patterns described in the server positioning
- Requires CW_CLIENT_ID ConnectWise API credential
- Published from Servosity msp-skills connectwise-manage subfolder
- Server version 0.1.1 per server.schema.json
- Transport: stdio
- 1 required secret env var: CW_CLIENT_ID
Community signal: 1 GitHub stars.
What problem does it solve?
PSA data is trapped in ConnectWise’s UI, which makes it slow to answer agent-driven questions about tickets, clients, and boards during incidents or account reviews.
Who is it for?
Solo MSP owners or indie consultants who already live in ConnectWise Manage and want Claude Code or Cursor to pull PSA context on demand.
Skip if: Builders with no ConnectWise tenant, or teams that forbid API access to PSA data from local agent environments.
What do I get? / Deliverables
After you register the server with CW_CLIENT_ID, your agent can query and drive Manage workflows with structured conditions without manual UI hunting.
- Agent-callable ConnectWise Manage MCP tools over stdio
- Structured PSA queries using the typed conditions builder
- Repeatable terminal-first PSA workflows aligned with Servosity msp-skills
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Journey fit
ConnectWise Manage is day-two operations for anyone running an MSP or internal IT desk; the canonical shelf is Operate because the server supports ongoing PSA work rather than greenfield product build. Iterate fits scripted, repeatable PSA workflows and condition-based lookups you refine over time instead of one-off prototyping.
How it compares
ConnectWise API MCP bridge, not a standalone ticketing product or generic CRM skill.
Common Questions / FAQ
Who is ConnectWise Manage MCP for?
It is for MSPs and IT operators who use ConnectWise Manage and want their coding agent to execute PSA queries and workflows via MCP instead of only the web console.
When should I use ConnectWise Manage MCP?
Use it during daily service delivery, ticket triage, and account research when you need repeatable, condition-based Manage lookups from Claude Code, Cursor, or another stdio MCP client.
How do I add ConnectWise Manage MCP to my agent?
Install the connectwise-manage-mcp.mcpb package (v0.1.1), configure stdio transport, and set the required CW_CLIENT_ID secret in your MCP client environment.