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ConnectWise Manage — Claude Code MCP server: features and setup

This MCP server equips AI assistants with 84 tools for ConnectWise Manage PSA. Search tickets, log time, and pull client records directly inside your workspace.

Install into Claude Code · Platform CLI All methods and platforms ↓
claude mcp add --env CW_MANAGE_COMPANY_ID=<CW_MANAGE_COMPANY_ID> --env CW_MANAGE_PUBLIC_KEY=<CW_MANAGE_PUBLIC_KEY> --env CW_MANAGE_PRIVATE_KEY=<CW_MANAGE_PRIVATE_KEY> --env CW_MANAGE_CLIENT_ID=<CW_MANAGE_CLIENT_ID> --env CW_MANAGE_URL=<CW_MANAGE_URL> --transport stdio connectwise-manage -- docker run -i --rm -e CW_MANAGE_COMPANY_ID -e CW_MANAGE_PUBLIC_KEY -e CW_MANAGE_PRIVATE_KEY -e CW_MANAGE_CLIENT_ID -e CW_MANAGE_URL ghcr.io/wyre-ai/connectwise-manage-mcp:v1.15.11
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What ConnectWise Manage does

The server links your coding agent to ConnectWise Manage PSA using the Model Context Protocol. It exposes 84 tools for handling ticket queues, recording billable time, querying contacts, and checking project statuses. When accessed in hosts supporting interactive cards, cw_get_ticket outputs an interactive interface with an in-card button for appending internal notes via cw_add_ticket_note.

Both cloud instances and self-hosted deployments are supported. For on-premises servers, the runtime appends the necessary /v4_6_release/apis/3.0 path automatically if omitted from CW_MANAGE_URL. You can disable TLS certificate verification by setting CW_MANAGE_REJECT_UNAUTHORIZED=false when using custom certificates.

Running via standard I/O requires Docker or Node.js 20.0.0 or higher. For HTTP mode, omitting CONDUIT_S2S_SECRET forces the server to exit immediately with an error, because each request must pass HMAC-SHA256 timestamp validation via X-Gateway-S2S.

What it helps with

  • Record time entries against tickets using plain text prompts
  • Retrieve client details and active service tickets without the CWM interface
  • Post internal analysis notes onto tickets via interactive UI cards
  • Connect self-hosted ConnectWise Manage instances with self-signed SSL certs

Example prompts for the agent

  • List open service tickets for Acme Corp sorted by priority
  • Log 30 minutes on ticket #5102 describing the firewall rule changes
  • Fetch project status and assigned resources for the cloud migration ticket

How to install ConnectWise Manage

Platform CLI

claude mcp add --env CW_MANAGE_COMPANY_ID=<CW_MANAGE_COMPANY_ID> --env CW_MANAGE_PUBLIC_KEY=<CW_MANAGE_PUBLIC_KEY> --env CW_MANAGE_PRIVATE_KEY=<CW_MANAGE_PRIVATE_KEY> --env CW_MANAGE_CLIENT_ID=<CW_MANAGE_CLIENT_ID> --env CW_MANAGE_URL=<CW_MANAGE_URL> --transport stdio connectwise-manage -- docker run -i --rm -e CW_MANAGE_COMPANY_ID -e CW_MANAGE_PUBLIC_KEY -e CW_MANAGE_PRIVATE_KEY -e CW_MANAGE_CLIENT_ID -e CW_MANAGE_URL ghcr.io/wyre-ai/connectwise-manage-mcp:v1.15.11

Replace <…> with your own values. 3 more environment variables are in the server README

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more

Questions about ConnectWise Manage

How to install ConnectWise Manage in Claude Code?

Run this command in your terminal: `claude mcp add --env CW_MANAGE_COMPANY_ID=<CW_MANAGE_COMPANY_ID> --env CW_MANAGE_PUBLIC_KEY=<CW_MANAGE_PUBLIC_KEY> --env CW_MANAGE_PRIVATE_KEY=<CW_MANAGE_PRIVATE_KEY> --env CW_MANAGE_CLIENT_ID=<CW_MANAGE_CLIENT_ID> --env CW_MANAGE_URL=<CW_MANAGE_URL> --transport stdio connectwise-manage -- docker run -i --rm -e CW_MANAGE_COMPANY_ID -e CW_MANAGE_PUBLIC_KEY -e CW_MANAGE_PRIVATE_KEY -e CW_MANAGE_CLIENT_ID -e CW_MANAGE_URL ghcr.io/wyre-ai/connectwise-manage-mcp:v1.15.11`.

What does the ConnectWise Manage MCP server do?

It connects AI coding assistants to ConnectWise Manage PSA, exposing 84 actions for tickets, time entries, projects, and contact lookups.

What is required to run with self-hosted ConnectWise Manage?

Set CW_MANAGE_URL to your server address and pass CW_MANAGE_REJECT_UNAUTHORIZED=false if your installation uses self-signed SSL certificates.

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