| name | Agreements & Billing |
| description | Use for ConnectWise agreements, contracts, and invoicing — e.g. "what's Acme's agreement cover", "which agreements expire this quarter", "show unpaid invoices", "what are we billing this client monthly", "outstanding AR for Acme". Reviews managed-service contracts, their billed additions, and invoices. |
| version | 0.1.0 |
ConnectWise Agreements & Billing
Answer "what do they pay for" and "what do they owe" — contract coverage and receivables.
Tools
cw_search_agreements — managed-service contractscw_get_agreement_additions — the billed line items on an agreement (seats, licenses, products)cw_search_invoices — invoices and balancescw_search_companies — resolve the client
Agreements
cw_search_agreements conditions:
- A client's active contracts:
company/identifier="acme" and agreementStatus="Active"
- Expiring:
endDate < [2026-09-30T00:00:00Z] and agreementStatus="Active"
- By type:
type/name contains "Managed"
For "what's covered," call cw_get_agreement_additions on the agreement id — each addition is a billed item with quantity and unit price. Summarize monthly recurring (sum of quantity × unitPrice for non-cancelled additions) and flag anything cancelled or with lessIncluded.
Invoices & AR
cw_search_invoices conditions:
- Outstanding:
balance > 0 (add company/identifier="acme" to scope)
- Recent:
date > [2026-01-01T00:00:00Z]
Report total billed (total) vs. outstanding (balance); list overdue (past dueDate) first. Sum balances for AR exposure.
Tips
- "What are we billing monthly" → active agreements + their additions, rolled up.
- "Expiring this quarter" → agreements with
endDate in the window — renewal opportunities.
- Run agreement and invoice queries in parallel for a billing snapshot.
Guardrails
Financial data — be precise, compute totals from the actual numbers (don't estimate), and read-only unless explicitly asked to change something.
