connectwise

connectwise-mcp-server to use with Claude Desktop

Installation

Run this command in your terminal to add the MCP server to Claude Code.

Run in terminal:

Command

claude mcp add --transport stdio maxpopkin-connectwise-mcp-server npx -y connectwise-mcp-server \
  --env CW_URL="api-na.myconnectwise.net" \
  --env CW_COMPANY_ID="your_company_id" \
  --env CW_PUBLIC_KEY="your_public_key" \
  --env CW_PRIVATE_KEY="your_private_key"

How to use

This MCP server provides integration with the ConnectWise Manage API, exposing model-context-based capabilities to perform common operations against ConnectWise entities such as tickets, companies, and contacts. It supports authentication via API keys, and offers retrieval, creation, updating, and deletion of entities, with filtering and pagination to manage large result sets. You can interact with the server through its defined functions (e.g., searching tickets or companies, fetching specific tickets or companies, creating tickets) using the MCP protocol via Claude or any client that speaks MCP.

To use it, configure the MCP server in your Claude Desktop settings with the required environment variables (company ID, public key, private key, and API base URL). Once configured, start the server to enable operations like cw_search_tickets, cw_get_ticket, cw_create_ticket, cw_search_companies, and cw_get_company. The server will authenticate requests to ConnectWise Manage and translate MCP function calls into API calls, returning structured results that can be consumed by your model or UI integrations.

How to install

Prerequisites:

Node.js and npm installed on your system
Internet access to install the MCP server package

Installation steps:

Install the MCP server package globally using npm: npm install -g connectwise-mcp-server
Ensure you have a ConnectWise Manage account and generate API keys (public/private) and know your company ID and API base URL (e.g., api-na.myconnectwise.net).
Start the server (as shown in the configuration example) or run the built-in start script if provided by the package: npm start
If you prefer manual run with npx (as shown in the config), ensure the environment variables are set in your shell or config file before starting: CW_COMPANY_ID=your_company_id CW_PUBLIC_KEY=your_public_key CW_PRIVATE_KEY=your_private_key CW_URL=api-na.myconnectwise.net npx -y connectwise-mcp-server
Verify the server is listening and accessible from your Claude Desktop configuration or MCP client.

Additional notes

Notes and tips:

Ensure your ConnectWise API keys have the required permissions for the operations you plan to perform (read, create, update, delete).
The CW_URL should point to the correct ConnectWise data region for your account (e.g., api-na.myconnectwise.net, api-na.myconnectwise.net for North America).
If you encounter authentication errors, double-check that the API keys are correctly set in the environment and that the company ID matches your ConnectWise account.
Use the provided functions (cw_search_tickets, cw_get_ticket, cw_create_ticket, cw_search_companies, cw_get_company) to interact with the data. Implement pagination and filtering in your queries to handle large datasets efficiently.
For local development, consider setting autoStart to true in the Claude Desktop config to automatically launch the MCP server on application start.