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Connectwise PSA MCP Server

Streamline your business from end to end with ConnectWise PSA.

View Connectwise PSA docs

Business Management

Getting started

Configure and install the MCP server for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 5 actions as tools in your MCP client

Create Contact

Creates a new contact in Connectwise. See the documentation

Create Ticket

Creates a new ticket in Connectwise. See the documentation

Create Company

Creates a new company in Connectwise. See the documentation

Create Contact

Creates a new contact in Connectwise. See the documentation

Create Ticket

Creates a new ticket in Connectwise. See the documentation

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