Quick Start

Get your first MSP workflow running in under 5 minutes.

Step 1: Install the Plugins

If you haven't already, install the plugins:

/plugin marketplace add wyre-technology/msp-claude-plugins

Restart Claude Code after installation.

Step 2: Configure API Access

Set environment variables for the platforms you use. Here's an example for Autotask:

# Add to your shell profile (.bashrc, .zshrc, etc.)
export AUTOTASK_USERNAME="[email protected]"
export AUTOTASK_SECRET="your-api-secret"
export AUTOTASK_INTEGRATION_CODE="your-integration-code"
export AUTOTASK_ZONE="webservices5"

See the specific plugin documentation for required environment variables.

Step 3: Try Your First Command

Once configured, try a simple command:

/search-tickets "high priority"

Claude will understand your request and search for high priority tickets using the appropriate API.

Example Workflows

Create a Ticket from an Email

Create a ticket from this email:

From: [email protected]
Subject: Can't access email on phone
Body: My email stopped syncing on my iPhone yesterday...

Claude will extract the relevant information and use the /create-ticket command with appropriate fields.

Triage Open Tickets

Show me open tickets for Acme Corp that haven't been updated in 24 hours

Claude uses the tickets skill to search with appropriate filters.

Look Up Asset Information

/lookup-asset "ACME-DC01"

For IT Glue users, this retrieves configuration item details.

Run a Script on Devices

/run-job "ACME-DC01" "Clear Temp Files"

For Datto RMM or ConnectWise Automate, execute scripts on managed devices.

Using Skills

Skills provide domain knowledge that Claude can reference. You can invoke them directly or Claude will automatically use them when relevant.

Direct Skill Invocation

/skill autotask:tickets

What are the common ticket statuses and their meanings?

Automatic Skill Usage

When you ask Claude about MSP workflows, it automatically references relevant skills:

How do I configure a priority-based SLA in Autotask?

Claude will reference the tickets skill to provide accurate information about Autotask's SLA configuration.

Next Steps

Explore all plugins - See what each plugin offers
Skills reference - Deep dive into available skills
Commands reference - All available slash commands