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 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 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.

Use this skill when working with ConnectWise PSA tickets - creating, updating, searching, or managing service desk operations. Covers ticket fields, service boards, statuses, priorities, SLAs, ticket notes, and workflow automation. Essential for MSP technicians handling service delivery through ConnectWise PSA.