connectwise-psa

Add an internal or external note to a ConnectWise PSA ticket

View agreement status and entitlements for a company in ConnectWise PSA

Close a ConnectWise PSA ticket with resolution notes

Create a new service ticket in ConnectWise PSA

Retrieve detailed ticket information from ConnectWise PSA

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. Trigger for: vendor price list imports, catalog audits (missing fields, data hygiene, duplicates), SKU creation at volume, bundle and agreement line-item setup, margin and cost reviews, quote assembly from a requirements brief, client-onboarding agreement additions, and end-of-life / retirement passes. Examples: "Import this Dell price list and create/update the SKUs", "Find every catalog item missing a manufacturer or with cost $0", "Build a draft quote for a 25-user office move: firewall, switch, access points, M365 Business Premium, onboarding", "Retire all Meraki MR33 SKUs — they're EOL", "Show me margin by product class for the last quarter", "Prep agreement additions for the new Acme Corp 40-seat managed services contract".

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. Trigger for: project health review, ConnectWise projects, project status report, overdue project phases, project budget review, scope creep ConnectWise, project manager review, open projects ConnectWise. Examples: "Show me all open projects and which ones are at risk", "Which projects are over budget?", "What project milestones are due this week?", "Give me a full PM review of our current project portfolio"

Use this agent when an MSP dispatcher, service manager, or team lead needs to review the current state of the ConnectWise Manage service desk. Trigger for: ticket queue review, SLA compliance, dispatch optimization, overdue tickets, technician workload, escalation management, service board review. Examples: "What tickets are at risk of breaching SLA?", "Who has the most open tickets right now?", "Show me all Priority 1 tickets opened today", "Which tickets have been sitting in New status for more than 2 hours?"

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. Covers all common API patterns for ConnectWise PSA integration.

Use this skill when working with ConnectWise PSA companies - creating, updating, searching, or managing company/account records. Covers company types, statuses, sites/locations, custom fields, and company relationships. Essential for MSP account management and CRM operations in ConnectWise PSA.

Use this skill when working with ConnectWise PSA contacts - creating, updating, searching, or managing contact records. Covers contact types, communication items (email, phone), portal access, and relationships to companies. Essential for MSP customer relationship management in ConnectWise PSA.

Use this skill when working with the ConnectWise PSA product catalog — searching, creating, or updating catalog items (SKUs), managing categories, subcategories, manufacturers, or using catalog items on quotes, opportunities, agreements, and tickets. Covers the full catalog item field reference, the common MSP workflows (hardware SKU, software license, managed service, agreement add-on), and the passthrough pattern for fields not surfaced on the MCP tool directly.

Use this skill when working with ConnectWise PSA projects - creating, updating, managing project phases, templates, and resource allocation. Covers project lifecycle, budgeting, billing methods, and project tickets. Essential for MSPs delivering project-based services through ConnectWise PSA.