connectwise-psa

Plugin connectwise-psa from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

Skills (9)

• ConnectWise Manage API Patterns

  ConnectWise PSA REST API fundamentals: public/private key + clientId authentication, page/pageSize pagination, the conditions query syntax, rate limiting (60/min), and error-response handling. When working with authentication using public/private keys and clientId, pagination with page/pageSize, con

• ConnectWise Manage Companies

  ConnectWise PSA company/account management: company types, statuses, sites/locations, custom fields, and company relationships. Essential for MSP account management and CRM operations in ConnectWise PSA. When creating, updating, searching, or managing company/account records. Use when: connectwise c

• ConnectWise Manage Contacts

  ConnectWise PSA contact management: contact records, contact types, communication items (email, phone), portal access, and relationships to companies. Essential for MSP customer relationship management in ConnectWise PSA. When creating, updating, searching, or managing contact records. Use when: con

• ConnectWise PSA Procurement and Inventory

  ConnectWise PSA procurement and stock through Conduit: purchase orders and their line items, sales orders and their products, procurement product items placed on tickets/projects/opportunities, warehouses and bins, inventory on hand, and the three-step inventory adjustment (cw_create_adjustment, cw_

• ConnectWise Manage Product Catalog

  ConnectWise PSA product catalog: catalog items (SKUs), categories, subcategories, manufacturers, and their use on quotes, opportunities, agreements, and tickets. Covers the full catalog item field reference, common MSP workflows (hardware SKU, software license, managed service, agreement add-on), an

• ConnectWise Manage Projects

  ConnectWise PSA project management: project lifecycle and status/type values, phases, templates, resource/team allocation, budgeting, billing methods, and project tickets. When creating, updating, managing project phases, templates, and resource allocation. Use when: connectwise project, project man

• ConnectWise PSA Scheduling

  ConnectWise PSA schedule entries through Conduit: booking a member's time against a service ticket, project ticket or activity (cw_create_schedule_entry), finding and moving bookings (cw_search_schedule_entries, cw_update_schedule_entry), schedule types and statuses, UTC date handling, and the diffe

• ConnectWise Manage Tickets

  ConnectWise PSA ticket management: ticket fields, service boards, statuses, priorities, SLAs, ticket notes, and workflow automation. Essential for MSP technicians handling service delivery through ConnectWise PSA. When creating, updating, searching, or managing service desk operations. Use when: con

• ConnectWise Manage Time Entries

  ConnectWise PSA time entry management: charge-to types (tickets, projects, charge codes), billable vs non-billable time, work types and work roles, time sheets, and the time entry approval workflow. When creating, updating, searching, or managing time tracking. Use when: connectwise time entry, time

Slash commands (10)

• /connectwise-psa:add-note

  Add an internal or external note to a ConnectWise PSA ticket

• /connectwise-psa:check-agreement

  View agreement status and entitlements for a company in ConnectWise PSA

• /connectwise-psa:close-ticket

  Close a ConnectWise PSA ticket with resolution notes

• /connectwise-psa:create-ticket

  Create a new service ticket in ConnectWise PSA

• /connectwise-psa:get-ticket

  Retrieve detailed ticket information from ConnectWise PSA

• /connectwise-psa:log-time

  Log a time entry against a ConnectWise PSA ticket

• /connectwise-psa:lookup-config

  Search for configuration items (assets) in ConnectWise PSA

• /connectwise-psa:schedule-entry

  Create a schedule entry/appointment in ConnectWise PSA

• /connectwise-psa:search-tickets

  Search for tickets in ConnectWise PSA by various criteria

• /connectwise-psa:update-ticket

  Update fields on an existing ConnectWise PSA ticket

Subagents (3)

• procurement-specialist

  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 c

• project-tracker

  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, C

• service-desk-ops

  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. E

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