connectwise

Plugin connectwise from marketplace connectwise-manage-mcp in patrickking67/connectwise-mcp. Commands read from the repo's manifest — 19 days ago.

Skills (15)

• Agreements & Billing

  Use for ConnectWise agreements, contracts, and invoicing — e.g. "what's Acme's agreement cover", "which agreements expire this quarter", "show unpaid invoices", "what are we billing this client monthly", "outstanding AR for Acme". Reviews managed-service contracts, their billed additions, and invoic

• Asset Management

  Use for ConnectWise configurations — managed devices and assets — e.g. "what servers do we manage for Acme", "find the config with serial ABC123", "list workstations at this client", "what's the warranty on their firewall", "show all assets of type X". Searches and reports on tracked configurations.

• automate-edf-report

  This skill should be used when the user asks "what's the deployment status at Acme", "which machines failed the ScalePad deploy", "show the Automate EDF values", "report on extra data fields", "which computers are excluded", "who still shows NO_RESULT", or runs /automate-edf-report. Reads ConnectWis

• automate-script-authoring

  This skill should be used when the user asks to "write an Automate script", "build a ConnectWise Automate script", "deploy an agent with Automate", "turn this PowerShell into an Automate script", "make this work on Macs in Automate", "add an EDF check", "write a build sheet", or pastes Automate scri

• automate-script-review

  This skill should be used when the user asks to "review this Automate script", "lint my Automate payload", "check this PowerShell for Automate", "is this Automate script safe", "harden this deployment script", or runs /automate-script-review with a payload file. Lints ConnectWise Automate PowerShell

• Client Overview

  Use when looking up or briefing on a ConnectWise company/client — e.g. "pull up Acme", "give me the rundown on this client", "what do we manage for them", "show everything for company X before my call". Assembles a 360° view: company, contacts, assets, agreements, and open work.

• Create Ticket

  Use when opening a new ConnectWise service ticket — e.g. "open a ticket for Acme", "log a new issue: printer down at the front desk", "create a ticket and assign it to me". Resolves company, board, status, priority, and contact, then creates a well-formed ticket.

• Dispatch & Scheduling

  Use for the ConnectWise dispatch calendar and technician scheduling — e.g. "what's on my schedule today", "who's free this afternoon", "what's dispatched to the Acme onsite", "show the team's calendar tomorrow". Reviews schedule entries and tech availability.

• Expense Entry

  Use when logging or reviewing expenses in ConnectWise — e.g. "expense $40 of mileage to the Acme onsite", "log my lunch receipt to ticket 1234", "what expenses did I submit this month", "add a $200 hardware expense". Creates and reviews PSA expense entries with correct billing.

• Log Time

  Use when logging or reviewing time in ConnectWise — e.g. "log 30 minutes to ticket 1234", "enter my time for today", "bill an hour to Acme for the firewall work", "how many hours did I put in this week". Creates and reviews PSA time entries with correct billing.

• Procurement

  Use for ConnectWise procurement and purchasing — e.g. "what POs are open", "did the Dell order ship", "purchase orders for Acme", "what are we waiting on from Ingram". Reviews purchase orders and their line items.

• Project Management

  Use when working with ConnectWise projects — e.g. "how's the Acme migration project tracking", "show open project tickets on the rollout", "which projects are over budget", "what's due this week on project X". Reviews project status, phases, tickets, and budget-vs-actual.

• RMM (Automate)

  Use for ConnectWise Automate (RMM) — endpoints, patching, alerts and scripts — e.g. "what computers are offline at Acme", "find the agent named SRV-DC01", "which machines haven't checked in", "is this server patched", "how full is the C: drive", "run the disk cleanup script on PC-12". Requires the A

• Sales Pipeline

  Use for ConnectWise sales — opportunities and activities — e.g. "what's in my pipeline", "show open opportunities closing this quarter", "what deals are stuck", "my sales activities for today", "pipeline value for Acme". Reviews and summarizes the sales funnel.

• Ticket Triage

  Use when triaging, prioritizing, or reviewing ConnectWise service tickets — e.g. "what tickets need attention", "triage the Help Desk board", "show me unassigned new tickets", "summarize open tickets for Acme", "what's escalated". Surfaces, ranks, and acts on service desk work.

Slash commands (2)

• /connectwise:cw-status

  Check ConnectWise MCP connectivity and show what's enabled

• /connectwise:cw-triage

  Triage the ConnectWise service board — ranked view of what needs attention

Subagents (1)

• automate-script-reviewer

  Use this agent when a ConnectWise Automate payload (a PowerShell body for Execute Script, or a sh body for File Write Text or Shell) or an Automate step table needs a security and correctness review before it goes to production. Typical triggers include a user asking to review or harden an Automate

MCP servers (1)

• connectwise

  connects to: ${CONNECTWISE_MCP_URL}

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