PSA 🧪 Community ✓ Claude Code ✓ Claude Desktop • ConnectWise
ConnectWise PSA
ConnectWise PSA - tickets, companies, contacts, projects, time
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Pair this plugin with the ConnectWise Manage MCP for direct API access alongside skills and commands.
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin connectwise-psa Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Company Management
- Contact Management
- Project Management
- Ticket Management
- Time Entry Tracking
Skills
This plugin provides 6 skills that teach Claude about ConnectWise PSA:
| Skill | Description |
|---|---|
companies | Use this skill when working with ConnectWise PSA companies - creating, updating, searching, or managing company/account records. |
contacts | Use this skill when working with ConnectWise PSA contacts - creating, updating, searching, or managing contact records. |
projects | Use this skill when working with ConnectWise PSA projects - creating, updating, managing project phases, templates, and resource allocation. |
tickets | Use this skill when working with ConnectWise PSA tickets - creating, updating, searching, or managing service desk operations. |
time-entries | Use this skill when working with ConnectWise PSA time entries - creating, updating, searching, or managing time tracking. |
api-patterns | Use this skill when working with the ConnectWise PSA REST API - authentication using public/private keys and clientId, pagination with page/pageSize, conditions query syntax, rate limiting (60/min), and error handling. |
Agents
This plugin provides 2 agents for autonomous task execution:
| Agent | Description |
|---|---|
project-tracker | Use this agent when an MSP project manager, service manager, or operations lead needs a review of all open projects in ConnectWise Manage — checking milestone deadlines, budget vs. actuals, overdue phases, and projects at risk of scope creep or delivery failure. |
service-desk-ops | Use this agent when an MSP dispatcher, service manager, or team lead needs to review the current state of the ConnectWise Manage service desk. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/add-note | Add an internal or external note to a ConnectWise PSA ticket |
/check-agreement | View agreement status and entitlements for a company in ConnectWise PSA |
/close-ticket | Close a ConnectWise PSA ticket with resolution notes |
/create-ticket | Create a new service ticket in ConnectWise PSA |
/get-ticket | Retrieve detailed ticket information from ConnectWise PSA |
/log-time | Log a time entry against a ConnectWise PSA ticket |
/lookup-config | Search for configuration items (assets) in ConnectWise PSA |
/schedule-entry | Create a schedule entry/appointment in ConnectWise PSA |
/search-tickets | Search for tickets in ConnectWise PSA by various criteria |
/update-ticket | Update fields on an existing ConnectWise PSA ticket |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Add an internal or external note to a ConnectWise PSA ticket
/add-noteView agreement status and entitlements for a company in ConnectWise PSA
/check-agreementClose a ConnectWise PSA ticket with resolution notes
/close-ticketCreate a new service ticket in ConnectWise PSA
/create-ticketRetrieve detailed ticket information from ConnectWise PSA
/get-ticketLog a time entry against a ConnectWise PSA ticket
/log-timeSearch for configuration items (assets) in ConnectWise PSA
/lookup-configCreate a schedule entry/appointment in ConnectWise PSA
/schedule-entrySearch for tickets in ConnectWise PSA by various criteria
/search-ticketsUpdate fields on an existing ConnectWise PSA ticket
/update-ticketUsing Skills
/skill connectwise-psa:companies
Use this skill when working with ConnectWise PSA companies - creating, updating, searching, or managing company/account records.