ConnectWise Manage MCP server

The ConnectWise Manage MCP Server integrates with the ConnectWise Manage API, enabling Claude to interact with your service management platform. It provides functionality to retrieve, create, update, and manage tickets, companies, contacts, and other entities within your ConnectWise environment.

Installation Options

Using NPM

The simplest way to install the server is via NPM:

npm install -g connectwise-mcp-server

Manual Setup

Alternatively, you can set up the server manually:

1. Clone the repository
2. Install dependencies with:

   npm install
   

3. Build the project:

   npm run build
   

4. Start the server:

   npm start
   

Configuration

Required Credentials

To connect with ConnectWise Manage, you'll need:

• Company ID
• Public Key
• Private Key
• ConnectWise Manage URL (e.g., api-na.myconnectwise.net)

Setting Up Claude Desktop

Add the MCP server to your Claude Desktop configuration file (typically at ~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "connectwise": {
      "command": "npx",
      "args": ["-y", "connectwise-mcp-server"],
      "env": {
        "CW_COMPANY_ID": "your_company_id",
        "CW_PUBLIC_KEY": "your_public_key",
        "CW_PRIVATE_KEY": "your_private_key",
        "CW_URL": "api-na.myconnectwise.net"
      },
      "options": {
        "autoStart": true,
        "logLevel": "info"
      }
    }
  }
}

Available Functions

Working with Tickets

Search Tickets

Find service tickets that match specific criteria:

cw_search_tickets(conditions, page_size, page)

Get Ticket Details

Retrieve a specific ticket by its ID:

cw_get_ticket(ticket_id)

Create New Ticket

Create a service ticket in ConnectWise Manage:

cw_create_ticket(summary, description, board_id, company_id)

Working with Companies

Search Companies

Find companies that match specific criteria:

cw_search_companies(conditions, page_size, page)

Get Company Details

Retrieve a specific company by its ID:

cw_get_company(company_id)

How to add this MCP server to Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > MCP and click "Add new global MCP server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "cursor-rules-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "cursor-rules-mcp"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explictly ask the agent to use the tool by mentioning the tool name and describing what the function does.