connectwise-mcp 0.1.0

ConnectWise Manage MCP server — 45 tools for tickets, projects, agreements, companies, and finance

ConnectWise Live MCP Server

FastMCP HTTP server wrapping the ConnectWise Manage REST API. 45 tools across Service, Operations, and Finance domains. Finance tools are gated behind CW_TIER=leadership so you can expose a restricted manifest to non-finance users.

Installation

Via uvx (recommended — no clone, no venv):

uvx connectwise-mcp

Set credentials via environment variables or a .env file in your working directory.

Via pip:

pip install connectwise-mcp
connectwise-mcp

From source:

git clone https://github.com/Mfrostbutter/connectwise-mcp
cd connectwise-mcp
cp .env.example .env
# fill in your CW_* credentials
python3 -m venv venv && source venv/bin/activate
pip install -r requirements.txt
python3 server.py
# verify: curl http://localhost:8085/health

Transport modes

Mode	How to set	Best for
http (default)	MCP_TRANSPORT=http	Persistent server shared across sessions or team members
stdio	MCP_TRANSPORT=stdio	Cursor, VS Code, Zed, Continue, or any stdio-based MCP client

In stdio mode the server is spawned per-session by the client — no port, no persistent process.

Environment variables

Variable	Required	Default	Notes
CW_BASE_URL	Yes	—	e.g. https://na.myconnectwise.net/v4_6_release/apis/3.0
CW_COMPANY_ID	Yes	—	Your CW company ID
CW_PUBLIC_KEY	Yes	—	CW API public key
CW_PRIVATE_KEY	Yes	—	CW API private key
CW_CLIENT_ID	Yes	—	CW API client ID (from developer.connectwise.com)
CW_TIER	No	leadership	leadership (all 31 tools) or tech (21 tools, no finance)
MCP_AUTH_TOKEN	No	—	Bearer token for MCP client auth; omit to run without auth
CW_LIVE_MCP_PORT	No	8085	HTTP listen port

Tools

Service (12): get_ticket, search_tickets, get_open_tickets, add_ticket_note, create_ticket, update_ticket_status, get_boards, get_board_statuses, get_priorities, get_ticket_time, search_cw_kb_articles, get_ticket_count

Operations (19): get_company, search_companies, get_contacts, get_configurations, get_configuration, get_projects, get_project_tickets, get_time_entries, log_time, get_members, get_company_types, get_company_statuses, get_configuration_statuses, get_work_types, get_project_statuses, create_project, update_project, add_project_phase, add_project_note

Finance (14, leadership only): get_invoices, get_invoice, get_agreements, get_agreement, get_agreement_types, create_agreement, update_agreement, add_agreement_addition, get_agreement_additions, get_agreement_count_by_type, get_client_mrr, get_aging_invoices, get_opportunities, create_opportunity

Client configuration

HTTP mode — Claude Desktop, Claude Code (server runs persistently):

claude_desktop_config.json / .claude/settings.json:

{
  "mcpServers": {
    "connectwise": {
      "type": "http",
      "url": "http://localhost:8085/mcp",
      "headers": { "Authorization": "Bearer your_token_here" }
    }
  }
}

stdio mode — Cursor, VS Code, Zed, Continue, or any stdio client (server spawned per-session):

{
  "mcpServers": {
    "connectwise": {
      "command": "uvx",
      "args": ["connectwise-mcp"],
      "env": {
        "CW_BASE_URL": "https://na.myconnectwise.net/v4_6_release/apis/3.0",
        "CW_COMPANY_ID": "yourcompanyid",
        "CW_PUBLIC_KEY": "your_public_key",
        "CW_PRIVATE_KEY": "your_private_key",
        "CW_CLIENT_ID": "your_client_id",
        "MCP_TRANSPORT": "stdio"
      }
    }
  }
}

Customization

_JUNK_PRODUCTS (top of server.py): lowercase product identifiers excluded from MRR calculations. Add your own setup fees, shipping line items, discount codes, and non-recurring labor entries here so they don't inflate MRR/ARR figures.

Tier gating: set CW_TIER=tech to expose a 21-tool manifest with no finance visibility. Useful for shared environments or tech-facing deployments.

Running as a service

[Unit]
Description=ConnectWise Live MCP
After=network.target

[Service]
User=mcp
WorkingDirectory=/opt/connectwise-mcp
EnvironmentFile=/opt/connectwise-mcp/.env
ExecStart=/opt/connectwise-mcp/venv/bin/python3 server.py
Restart=always

[Install]
WantedBy=multi-user.target

ConnectWise API credentials

Generate API keys in ConnectWise Manage: System > Members > [your member] > API Keys. Get your Client ID from developer.connectwise.com.

License

MIT