PSA 🧪 Community ✓ Claude Code ✓ Claude Desktop 🔌 Requires MCP Server • ConnectWise
ConnectWise PSA
ConnectWise PSA - tickets, companies, contacts, projects, time
🔌 Recommended MCP Server
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
- Product Catalog
- Project Management
- Ticket Management
- Time Entry Tracking
Skills
This plugin provides 7 skills that teach Claude about ConnectWise PSA:
| Skill | Description |
|---|---|
companies | ConnectWise PSA company/account management: company types, statuses, sites/locations, custom fields, and company relationships. |
contacts | ConnectWise PSA contact management: contact records, contact types, communication items (email, phone), portal access, and relationships to companies. |
product-catalog | ConnectWise PSA product catalog: catalog items (SKUs), categories, subcategories, manufacturers, and their use on quotes, opportunities, agreements, and tickets. |
projects | ConnectWise PSA project management: project lifecycle and status/type values, phases, templates, resource/team allocation, budgeting, billing methods, and project tickets. |
tickets | ConnectWise PSA ticket management: ticket fields, service boards, statuses, priorities, SLAs, ticket notes, and workflow automation. |
time-entries | ConnectWise PSA time entry management: charge-to types (tickets, projects, charge codes), billable vs non-billable time, work types and work roles, time sheets, and the time entry approval workflow. |
api-patterns | ConnectWise PSA REST API fundamentals: public/private key + clientId authentication, page/pageSize pagination, the conditions query syntax, rate limiting (60/min), and error-response handling. |
Agents
This plugin provides 3 agents for autonomous task execution:
| Agent | Description |
|---|---|
procurement-specialist | Use this agent when an MSP procurement lead, sales engineer, service manager, or owner needs to work against the ConnectWise Manage product catalog and the procurement/quoting workflows it feeds. |
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
ConnectWise PSA company/account management: company types, statuses, sites/locations, custom fields, and company relationships.