Ethangillani Connectwise MCP Server
E

Ethangillani Connectwise MCP Server

The ConnectWise Manage MCP Server is a Model Context Protocol server that provides integration with the ConnectWise Manage API, supporting operations such as ticket management and company querying.
2 points
7.6K

What is the ConnectWise Manage MCP Server?

This is an integrated server specifically designed for the ConnectWise Manage system, allowing users to interact with the business management system through simple commands. It acts as a bridge between Claude AI and ConnectWise Manage, enabling the AI to query and manipulate business data.

How to use this service?

After installing the server, establish a connection by configuring the API key and company information, and then you can use the provided various functional commands to query or manage business data.

Use cases

Suitable for scenarios where AI capabilities need to be integrated into business management processes, such as automated ticket querying, customer information retrieval, and data analysis.

Main features

API key authentication
Securely connect to the ConnectWise Manage system using the company ID and API key.
Data query
Supports querying various business entities such as tickets, companies, and contacts.
Data operation
Can create, update, and delete business data.
Filtering and pagination
Supports conditional filtering and paginated queries for large data sets.
Advantages
Simplifies the integration process between AI and the business system
Provides rich query and operation functions
Supports multiple business data types
Simple configuration and easy to deploy
Limitations
Requires a valid ConnectWise Manage API key
Functions are limited by the capabilities of the ConnectWise Manage API
Requires basic server deployment knowledge

How to use

Install the server
Install globally via NPM or manually clone and build the project.
Configure connection information
Set the authentication information for the ConnectWise Manage API.
Start the server
Run the server and ensure it is correctly connected to Claude.

Usage examples

Query unresolved tickets
Customer service staff need to quickly view all unresolved tickets.
Get customer company information
Sales representatives need to view the detailed information of a specific customer.

Frequently Asked Questions

How to obtain the ConnectWise Manage API key?
What if the server fails to start?
What if the query results are incomplete?

Related resources

ConnectWise Manage API documentation
Official API reference documentation
GitHub repository
Project source code
Installation tutorial video
Step-by-step installation guide

Installation

Copy the following command to your Client for configuration
{
  "mcpServers": {
    "connectwise": {
      "command": "npx",
      "args": ["-y", "connectwise-mcp-server"],
      "env": {
        "CW_COMPANY_ID": "your_company_id",
        "CW_PUBLIC_KEY": "your_public_key",
        "CW_PRIVATE_KEY": "your_private_key",
        "CW_URL": "api-na.myconnectwise.net"
      },
      "options": {
        "autoStart": true,
        "logLevel": "info"
      }
    }
  }
}
Note: Your key is sensitive information, do not share it with anyone.

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