Before a client review
Priya Sharma, service manager at Acme Ltd, asked what was open for Globex and when its agreement ended. Memtro listed Globex's open tickets with their status and owner, and gave the managed services agreement's end date.
ConnectWise PSA + Memtro
What is open for this client, and how much time have we put in?
ConnectWise PSA connects Memtro to your service desk. It reads service tickets by company, board, status or summary words, client companies with their contacts, agreements with dates and status, and time entries with hours and notes. When asked, and once an administrator has granted the action by name, it can add internal notes, open, update and resolve tickets, reply with Discussion notes the customer contact sees, log time, which reaches the client's invoice if billable, add contacts, companies and opportunities, and permanently delete a ticket. Board rules may email the customer on a change. Rates are never returned.
In Memtro
What you can do with ConnectWise PSA in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ConnectWise PSA tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists service tickets, open by default, by company, board, status or summary words, with priority, owner and last update.
- 02Finds client companies by name with identifier, status, city, website and types, and their contacts with name, title and email, never phone numbers.
- 03Reads agreements with their dates and status, and time entries with hours, work type and notes, without rates or amounts.
- 04When asked and granted, adds an internal note your team sees, or a Discussion note the customer contact sees in the portal, and opens a ticket with every automatic email off.
- 05When asked and granted, changes a ticket's status, priority, owner or board, or resolves it with a note the customer sees, where board rules may email the contact, and permanently deletes a ticket.
- 06When asked and granted, logs time against a ticket, which reaches the client's next invoice if billable, and adds contacts, companies and sales opportunities.
Acts when asked
When you ask it to
These tools change something in ConnectWise PSA. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add an internal-analysis note to a ConnectWise ticket
- 02Open a ConnectWise service ticket with notifications off
- 03Change a ConnectWise ticket's status, priority, owner, board or summary
- 04Resolve a ConnectWise ticket with a closed status and an optional resolution note
- 05Reply on a ConnectWise ticket with a Discussion note the customer can see
- 06Log time against a ConnectWise ticket
- 07Add a contact to a ConnectWise company
- 08Create a ConnectWise company
- 09Create a ConnectWise sales opportunity
- 10Delete a ConnectWise ticket (permanent)
In practice
Ask it like you would a colleague
Once ConnectWise PSA is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
ConnectWise PSA + MemtroWhat open tickets does Globex have?
Which tickets on the Service Desk board are waiting on the client?
When does Globex's managed services agreement end?
How many hours did we log against ticket 501 this week?
Log an hour of billable time on ticket 501 for Dan and resolve it.
Closing out a fix
Dan Fletcher, field engineer at Northwind, asked Memtro to log an hour of billable time on ticket 501 and resolve it, saying the printer was rebooted. Memtro logged the time entry, which ConnectWise bills on Globex's next invoice, then set the board's closed status with his resolution note, which the client contact could read on the ticket.
Teams
Where it fits
The teams that lean on ConnectWise PSA most, a question each of them asks, and what they connect beside it.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
Better together
Works with
A record in ConnectWise PSA is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesConnectWise PSA with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesConnectWise PSA with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesConnectWise PSA with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- Finance and commerceConnectWise PSA with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commerceConnectWise PSA with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commerceConnectWise PSA with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- Engineering and operationsConnectWise PSA with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsConnectWise PSA with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsConnectWise PSA with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Support
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Help Scout
- Zendesk
- Intercom
Freshdesk- Front
- Zoho Desk
Gorgias- Jira Service Management
- Chatwoot
Crisp- Zammad
Groove
Plain
Freshchat
Freshservice
Kustomer- LiveChat
Dixa
HelpCrunch- Pylon
Custify
Atera- Survicate
Trengo- Deskpro
Enchant- Featurebase
Frill
Gladly
HaloPSA
HappyFox
Jitbit Helpdesk
Nicereply
Re:amaze
SolarWinds Service Desk
Stonly
Syncro
Tidio- HelpDesk
Teamwork Desk- UserVoice
Setup
How to connect
Connect withAPI host, company ID, public key, private key and client ID
- 1
Register a free Client ID at developer.connectwise.com.
- 2
In ConnectWise, open System → Members → API Members and create an API member for Memtro, with a security role that can read Service, Companies, Finance agreements and Time, and change them where you want the actions. On its API Keys tab, copy the public and private keys.
- 3
In Memtro, open Connections → ConnectWise PSA and fill in API host, Company ID, Public key, Private key and Client ID.
- 4
Ask: what open tickets does Globex have?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The ConnectWise PSA tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in ConnectWise PSA?+
Only when you ask, and only what it has been granted: add an internal-analysis note to a ConnectWise ticket; open a ConnectWise service ticket with notifications off; change a ConnectWise ticket's status, priority, owner, board or summary; resolve a ConnectWise ticket with a closed status and an optional resolution note; reply on a ConnectWise ticket with a Discussion note the customer can see; log time against a ConnectWise ticket; add a contact to a ConnectWise company; create a ConnectWise company; create a ConnectWise sales opportunity; delete a ConnectWise ticket (permanent). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a ConnectWise PSA connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my ConnectWise PSA data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect ConnectWise PSA?+
API host, company ID, public key, private key and client ID. Register a free Client ID at developer.connectwise.com.
Connect ConnectWise PSA in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.