servosity/msp-skills/connectwise-manage

ConnectWise PSA - Claude Code Skill

Prerequisites: Install the CLI

This skill drives the connectwise-manage-cli binary. You must verify the CLI is installed before invoking any command from this skill. If it is missing, install it first:

1. macOS / Linux:

``bash bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/connectwise-manage/install.sh) ``

1. Windows (PowerShell):

``powershell iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/connectwise-manage/install.ps1 | iex ``

1. Verify: connectwise-manage-cli --version
2. Ensure ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows) is on $PATH.

The installer downloads the connectwise-manage-cli and connectwise-manage-mcp binaries into ~/.local/bin (macOS / Linux) or %LOCALAPPDATA%\Programs\msp-skills (Windows). It does not register the skill with your agent and writes no MCP client config - see mcp-install.md for that wire-up.

If --version reports "command not found" after install, the runtime cannot see the binary directory on $PATH. Do not proceed with skill commands until verification succeeds.

A spec-generated CLI over the ConnectWise Manage REST API covering tickets, time, companies, contacts, agreements, configurations, projects, opportunities, and members. It syncs the high-gravity entities into a local SQLite store so you get instant full-text search and cross-table views the PSA never surfaces in one place - unbilled reconciles tickets against logged time, account assembles a full company 360, board/stale/workload give a dispatcher's queue at a glance. Every command speaks --json/--select and the whole tree is exposed as an MCP server for AI-driven triage.

When to Use This CLI

Use this CLI when an MSP task touches the ConnectWise PSA system-of-record from the terminal or an agent: triaging or updating service tickets, logging billable time, pulling company / contact / agreement context, checking the CMDB, or reconciling unbilled work and agreement burn. It is the right choice when you want offline-fast queries, cross-entity views the web UI can't compose, or an MCP surface over the PSA. It is not the right choice for ConnectWise Automate (RMM) or for tenant administration screens the REST API doesn't cover.

Unique Capabilities

These capabilities aren't available in any other tool for this API.

Local joins that compound

• `unbilled` - Find tickets you touched or closed in a window that have zero or under-threshold time logged against them.

_Reach for this before a billing cutoff or at end-of-day to catch revenue leaking from unlogged time._

``bash connectwise-manage-cli unbilled --since 7d --agent ``

• `account` - One card for a company: contacts, active agreements, deployed configurations, open-ticket count, and last activity.

_Use it to prep a QBR or to get full context before any escalation call without clicking through tabs._

``bash connectwise-manage-cli account "Acme Corp" --agent ``

• `agreement-burn` - Hours logged against an agreement's company in a period versus the agreement's allotment, as a utilization percentage with over/under flag.

_Use it to spot unprofitable clients before they blow their block-hours._

``bash connectwise-manage-cli agreement-burn --period 30d --agent ``

Dispatcher views

• `board` - Open tickets on a board, oldest first, with each ticket's age, owner, status, and priority joined from the synced reference data.

_Reach for this for the morning queue sweep instead of reloading the web board view._

``bash connectwise-manage-cli board 2 --unassigned ``

• `stale` - Open tickets with no update in N days, oldest first, with board and owner columns so you see what's rotting and whose it is.

_Use it for the daily 'what's rotting on my board' pass before standup._

``bash connectwise-manage-cli stale --days 5 ``

• `workload` - Open ticket count and aging per tech, so you route the next ticket to whoever is lightest.

_Reach for this when deciding who should take a new escalation._

``bash connectwise-manage-cli workload --agent ``

Query ergonomics

• `condition` - Build a validated ConnectWise conditions expression from flags (handling string quoting, bracketed dates, and AND-default / OR-parentheses), or explain what an existing expression queries.

_Use it whenever a list command returns surprisingly empty - the DSL's quoting and AND/OR rules are the usual culprit._

``bash connectwise-manage-cli condition build --field board/name --op = --value "Help Desk" ``

Command Reference

company - Manage company

• connectwise-manage-cli company delete-companies-by-id - Delete ConnectWise.Apis.v3_0.v2015_3.Company.Company.Company
• connectwise-manage-cli company delete-companies-statuses-by-id - Delete CompanyStatus
• connectwise-manage-cli company delete-companies-types-by-id - Delete Usage
• connectwise-manage-cli company delete-configurations-bulk - Delete BulkResult
• connectwise-manage-cli company delete-configurations-by-id - Delete Configuration
• connectwise-manage-cli company delete-configurations-statuses-by-id - Delete ConfigurationStatus
• connectwise-manage-cli company delete-configurations-types-by-id - Delete ConfigurationType
• connectwise-manage-cli company delete-contacts-by-id - Delete ApiContact
• connectwise-manage-cli company delete-contacts-departments-by-id - Delete Usage
• connectwise-manage-cli company delete-contacts-relationships-by-id - Delete ContactRelationship
• connectwise-manage-cli company delete-contacts-types-by-id - Delete ContactType
• connectwise-manage-cli company get-companies - Get List of ConnectWise.Apis.v3_0.v2015_3.Company.Company.Company
• connectwise-manage-cli company get-companies-by-id - Get ConnectWise.Apis.v3_0.v2015_3.Company.Company.Company
• connectwise-manage-cli company get-companies-by-id-usages - Get List of Usage Count
• connectwise-manage-cli company get-companies-by-parent-id-custom-status-notes - Get List of CompanyCustomNote
• connectwise-manage-cli company get-companies-by-parent-id-groups - Get List of CompanyGroup
• connectwise-manage-cli company get-companies-by-parent-id-management-report-notifications - Get List of ManagementReportNotification
• connectwise-manage-cli company get-companies-by-parent-id-management-report-setup - Get List of ManagementReportSetup
• connectwise-manage-cli company get-companies-by-parent-id-management-summary-reports - Get List of CompanyManagementSummary
• connectwise-manage-cli company get-companies-by-parent-id-notes - Get List of CompanyNote
• connectwise-manage-cli company get-companies-by-parent-id-sites - Get List of CompanySite
• connectwise-manage-cli company get-companies-by-parent-id-teams - Get List of CompanyTeam
• connectwise-manage-cli company get-companies-by-parent-id-tracks - Get List of ContactTrack
• connectwise-manage-cli company get-companies-by-parent-id-type-associations - Get List of CompanyTypeAssociation
• connectwise-manage-cli company get-companies-count - Get Count of ConnectWise.Apis.v3_0.v2015_3.Company.Company.Company
• connectwise-manage-cli company get-companies-default - Get ConnectWise.Apis.v3_0.v2015_3.Company.Company.Company
• connectwise-manage-cli company get-companies-info - Get List of CompanyInfos
• connectwise-manage-cli company get-companies-info-count - Get Count of CompanyInfos
• connectwise-manage-cli company get-companies-info-types - Get List of CompanyTypeInfo
• connectwise-manage-cli company get-companies-statuses - Get List of CompanyStatus
• connectwise-manage-cli company get-companies-statuses-by-id - Get CompanyStatus
• connectwise-manage-cli company get-companies-statuses-count - Get Count of CompanyStatus
• connectwise-manage-cli company get-companies-types - Get List of CompanyType
• connectwise-manage-cli company get-companies-types-by-id - Get CompanyType
• connectwise-manage-cli company get-companies-types-count - Get Count of CompanyType
• connectwise-manage-cli company get-configurations - Get List of Configuration
• connectwise-manage-cli company get-configurations-by-id - Get Configuration
• connectwise-manage-cli company get-configurations-count - Get Count of Configuration
• connectwise-manage-cli company get-configurations-statuses - Get List of ConfigurationStatus
• connectwise-manage-cli company get-configurations-statuses-by-id - Get ConfigurationStatus
• connectwise-manage-cli company get-configurations-statuses-count - Get Count of ConfigurationStatus
• connectwise-manage-cli company get-configurations-statuses-info - Get List of ConfigurationStatusInfos
• connectwise-manage-cli company get-configurations-types - Get List of ConfigurationType
• connectwise-manage-cli company get-configurations-types-by-id - Get ConfigurationType
• connectwise-manage-cli company get-configurations-types-count - Get Count of ConfigurationType
• connectwise-manage-cli company get-contacts - Get List of ApiContact
• connectwise-manage-cli company get-contacts-by-id - Get ApiContact
• connectwise-manage-cli company get-contacts-by-id-image - Get ValidatePortalResponse
• connectwise-manage-cli company get-contacts-by-id-info - Get ContactInfos
• connectwise-manage-cli company get-contacts-by-id-portal-security - Get List of PortalSecurity
• connectwise-manage-cli company get-contacts-by-id-usages - Get List of Usage Count
• connectwise-manage-cli company get-contacts-by-parent-id-communications - Get List of ContactCommunication
• connectwise-manage-cli company get-contacts-by-parent-id-groups - Get List of ContactGroup
• connectwise-manage-cli company get-contacts-by-parent-id-notes - Get List of ContactNote
• connectwise-manage-cli company get-contacts-by-parent-id-tracks - Get List of ContactTrack
• connectwise-manage-cli company get-contacts-by-parent-id-type-associations - Get List of ContactTypeAssociation
• connectwise-manage-cli company get-contacts-count - Get Count of Usage
• connectwise-manage-cli company get-contacts-default - Get ApiContact
• connectwise-manage-cli company get-contacts-departments - Get List of ContactDepartment
• connectwise-manage-cli company get-contacts-departments-by-id - Get ContactDepartment
• connectwise-manage-cli company get-contacts-departments-count - Get Count of ContactDepartment
• connectwise-manage-cli company get-contacts-departments-info - Get List of ContactDepartmentInfos
• connectwise-manage-cli company get-contacts-info - Get List of ContactInfos
• connectwise-manage-cli company get-contacts-info-count - Get Count of ContactInfos
• connectwise-manage-cli company get-contacts-relationships - Get List of ContactRelationship
• connectwise-manage-cli company get-contacts-relationships-by-id - Get ContactRelationship
• connectwise-manage-cli company get-contacts-relationships-count - Get Count of ContactRelationship
• connectwise-manage-cli company get-contacts-types - Get List of ContactType
• connectwise-manage-cli company get-contacts-types-by-id - Get ContactType
• connectwise-manage-cli company get-contacts-types-count - Get Count of ContactType
• connectwise-manage-cli company get-contacts-types-info - Get List of ContactTypeInfo
• connectwise-manage-cli company patch-companies-by-id - Patch ConnectWise.Apis.v3_0.v2015_3.Company.Company.Company
• connectwise-manage-cli company patch-companies-statuses-by-id - Patch CompanyStatus
• connectwise-manage-cli company patch-companies-types-by-id - Patch CompanyType
• connectwise-manage-cli company patch-configurations-by-id - Patch