Agreements & Billing

ConnectWise Agreements & Billing

Answer "what do they pay for" and "what do they owe" — contract coverage and receivables.

Tools

• psa_search_agreements — managed-service contracts
• psa_get_agreement_additions — the billed line items on an agreement (seats, licenses, products)
• psa_search_invoices — invoices and balances
• psa_search_companies — resolve the client

Agreements

psa_search_agreements conditions:

• A client's active contracts: company/identifier="acme" and agreementStatus="Active"
• Expiring: endDate < [2026-09-30T00:00:00Z] and agreementStatus="Active"
• By type: type/name contains "Managed"

For "what's covered," call psa_get_agreement_additions on the agreement id — each addition is a billed item with quantity and unit price. Summarize monthly recurring (sum of quantity × unitPrice for non-cancelled additions) and flag anything cancelled or with lessIncluded.

Invoices & AR

psa_search_invoices conditions:

• Outstanding: balance > 0 (add company/identifier="acme" to scope)
• Recent: date > [2026-01-01T00:00:00Z]

Report total billed (total) vs. outstanding (balance); list overdue (past dueDate) first. Sum balances for AR exposure.

Tips

• "What are we billing monthly" → active agreements + their additions, rolled up.
• "Expiring this quarter" → agreements with endDate in the window — renewal opportunities.
• Run agreement and invoice queries in parallel for a billing snapshot.

Guardrails

Financial data — be precise, compute totals from the actual numbers (don't estimate), and read-only unless explicitly asked to change something.