ConnectWise PSA MCP server

What the model can do

ConnectWise PSA (formerly Manage) for managed service providers: service tickets, client companies, their contacts, agreements, time entries and the boards, statuses, priorities and members behind them. Can open, update, assign, resolve and delete tickets, add internal or customer-visible notes, log time, and create contacts, companies and opportunities.

Reads

• connectwise_ticketsService tickets in ConnectWise PSA, newest first: summary, board, status, company, priority, owner, type, when entered and last updated.
• connectwise_companiesClient companies in ConnectWise PSA: identifier, name, status, city, state, website and types.
• connectwise_contactsContacts at client companies in ConnectWise PSA: name, title, email and company.
• connectwise_agreementsAgreements (managed service and support contracts) in ConnectWise PSA: name, type, company, status, start and end dates, whether cancelled.
• connectwise_time_entriesTime entries in ConnectWise PSA, newest first: who, company, ticket, start and end, hours, billable option, work type and notes.
• connectwise_lookupsThe ids ConnectWise PSA's writes take: service boards, one board's statuses (with which are closed), ticket priorities, active members (id…

Acts, when you ask

These change something in ConnectWise PSA. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• connectwise_add_internal_noteAdd an internal note to a ConnectWise service ticket, on its Internal Analysis tab.
• connectwise_create_ticketOpen a new service ticket in ConnectWise PSA for a company (see connectwise_companies), optionally on a board.
• connectwise_update_ticketChange a ConnectWise service ticket's status, priority, owner (assign it to a member), board or summary.
• connectwise_resolve_ticketResolve (close) a ConnectWise service ticket by setting a closed status from its own board, optionally adding a resolution note first.
• connectwise_add_discussion_noteReply on a ConnectWise service ticket with a Discussion note, which the customer contact sees on the ticket and in the portal.
• connectwise_add_time_entryLog time against a ConnectWise service ticket for a named member (connectwise_lookups members)…
• connectwise_create_contactAdd a contact to a ConnectWise company (connectwise_companies), with a first name and optionally last name, title and an e-mail address…
• connectwise_create_companyCreate a company (a client or prospect) in ConnectWise PSA with a unique short identifier, a name and at least one address field…
• connectwise_create_opportunityCreate a sales opportunity in ConnectWise PSA for a company and one of its contacts, owned by a named sales rep (a member id)…
• connectwise_delete_ticketPermanently delete a ConnectWise service ticket, with its notes and history.

Connect it

First connect ConnectWise PSA on Dashboard → Connections, then add Memtro to your client once. The ConnectWise PSA tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared ConnectWise PSA connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › What 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.

Questions

Is this an official ConnectWise PSA MCP server?

No. It is Memtro's MCP server with Memtro's ConnectWise PSA connector behind it: the connector reads ConnectWise PSA through its API with the credentials you connect on Dashboard → Connections, and ConnectWise PSA publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it 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. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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