# io.github.WYRE-AI/connectwise-manage-mcp

MCP server for ConnectWise Manage PSA — companies, tickets, projects, time entries, and more.

- **Type:** MCP server
- **Trust:** 60/100 (B), scored on the content rubric
- **Verification:** community-indexed — nobody has claimed this listing
- **Version:** 1.9.0
- **Author:** io.github.WYRE-AI
- **License:** Unknown
- **Source:** https://github.com/WYRE-AI/connectwise-manage-mcp

## Trust

60/100 (B), scored on the content rubric
- Publisher verified: no
- Install scripts: nothing suspicious found
- Prompt-injection scan: clean
- Obfuscation scan: clean
- Evidence age: 0 days

## Security scan

- **Status:** clean
- **Scanned:** 2026-09-26T17:07:35.755Z
- **Version scanned:** HEAD
- **CVEs:** no coverage — this entry has no package coordinates to query OSV against, so "no known CVEs" is NOT asserted for it.

## Tools

40 declared. Statically extracted from the shipped source — a floor on the surface, not a census.
- `cw_test_connection` — Test the connection to ConnectWise Manage.
- `cw_search_activities` — Search schedule activities in ConnectWise Manage.
- `cw_get_activity` — Get a specific activity by ID.
- `cw_create_activity` — Create a new activity.
- `cw_search_agreements` — Search finance agreements (recurring revenue contracts) in ConnectWise Manage. Use 'conditions' for CW query syntax (e.g. "cancelledFlag = false", "company/name
- `cw_get_agreement` — Get a specific finance agreement by ID.
- `cw_get_agreement_additions` — Get additions (line items) for a specific agreement.
- `cw_search_invoices` — Search invoices in ConnectWise Manage.
- `cw_get_invoice` — Get a specific invoice by ID.
- `cw_search_catalog_items` — Search the ConnectWise product catalog. Use 'conditions' for CW query syntax (e.g. "identifier like '%SKU-%'" or "manufacturer/id=5").
- `cw_get_catalog_item` — Get a specific catalog item by ID.
- `cw_create_catalog_item` — Create a new catalog item (product SKU) in ConnectWise. Surfaces the common MSP fields directly; use 'extraFields' for anything else supported by POST /procurem
- `cw_update_catalog_item` — Update an existing catalog item using JSON Patch operations.
- `cw_list_catalog_categories` — List product categories from the ConnectWise catalog.
- `cw_list_catalog_subcategories` — List product subcategories from the ConnectWise catalog.
- `cw_list_manufacturers` — List manufacturers referenced by catalog items.
- `cw_search_companies` — Search companies in ConnectWise Manage. Use 'conditions' for CW query syntax (e.g. "name like '%Acme%'").
- `cw_get_company` — Get a specific company by ID.
- `cw_create_company` — Create a new company.
- `cw_update_company` — Update an existing company using JSON Patch operations.
- `cw_search_configurations` — Search configuration items (assets/CIs) in ConnectWise Manage.
- `cw_get_configuration` — Get a specific configuration item (asset/CI) by ID.
- `cw_search_contacts` — Search contacts in ConnectWise Manage. Parent fields go in conditions with double-quoted strings (e.g. firstName = "John" or company/id = 5). There is no contac
- `cw_get_contact` — Get a specific contact by ID.
- `cw_create_contact` — Create a new contact.
- `cw_search_members` — Search members (technicians/users) in ConnectWise Manage.
- `cw_get_member` — Get a specific member by ID.
- `cw_search_opportunities` — Search sales opportunities in ConnectWise Manage. Use 'conditions' for CW query syntax (e.g. "status/name = '1. Open'", "closedFlag = false").
- `cw_get_opportunity` — Get a specific sales opportunity by ID.
- `cw_search_opportunity_forecasts` — Search opportunity forecasts/revenue items for a specific opportunity.
- `cw_search_opportunity_notes` — Get notes on a specific sales opportunity.
- `cw_search_sales_stages` — List sales pipeline stages in ConnectWise Manage.
- `cw_search_projects` — Search projects in ConnectWise Manage.
- `cw_get_project` — Get a specific project by ID.
- `cw_search_project_tickets` — Search tickets under a project. Use projectId to filter by project, or conditions for CW query syntax.
- `cw_get_project_ticket` — Get a specific project ticket by ID.
- `cw_get_project_ticket_notes` — Get all notes on a project ticket, including notes from any child tickets.
- `cw_add_project_ticket_note` — Add a note to a project ticket. Use internalAnalysisFlag for internal-only notes or resolutionFlag for resolution notes. Defaults to a plain discussion note.
- `cw_create_project` — Create a new project.
- `cw_list_boards` — List service boards in ConnectWise Manage.

## Install

This entry has no npm package and no hosted endpoint, so there is nothing for an MCP client to launch or connect to. It is indexed as source only.

## Blast radius

Moderate blast radius — holds an oauth grant; read-only tool surface.
- Floor 21, ceiling 33 (tier: moderate)
- This is impact, not likelihood. A high radius is not a defect: a filesystem server is supposed to write files. It is never part of the trust score.

## Machine-readable views of this entry

- Signed JSON: https://forgeregistry.com/api/v1/packages/io.github.WYRE-AI%2Fconnectwise-manage-mcp
- Install plan: https://forgeregistry.com/api/v1/packages/io.github.WYRE-AI%2Fconnectwise-manage-mcp/install-plan
- Alternatives: https://forgeregistry.com/api/v1/alternatives/io.github.WYRE-AI%2Fconnectwise-manage-mcp
- HTML page: https://forgeregistry.com/registry/io.github.WYRE-AI%2Fconnectwise-manage-mcp
- MCP: POST https://forgeregistry.com/api/mcp → `forge_get_package` / `forge_install_plan`

## About this document

Generated by Forge (https://forgeregistry.com) — a compact rendering of the same record served, signed, at the JSON URL above. Trust and scan facts are the registry's own measurements; anything Forge did not measure is named as unmeasured rather than omitted.
