| name | Create Ticket |
| description | Use when opening a new ConnectWise service ticket — e.g. "open a ticket for Acme", "log a new issue: printer down at the front desk", "create a ticket and assign it to me". Resolves company, board, status, priority, and contact, then creates a well-formed ticket. |
Create a ConnectWise Service Ticket
Turn a request into a properly-formed ticket on the right board — not a bare summary that dispatch has to clean up.
Tools
cw_create_ticket — create it (only summary + company are strictly required)
cw_list_boards — find valid board names
cw_get_board_info — valid statuses / types / subtypes for a board
cw_get_company / cw_search_contacts — resolve company and contact
Workflow
- Company (required). Use the identifier (e.g.
"acme") or confirm via cw_get_company. If fuzzy, cw_search_companies and confirm.
- Board. If not given, ask or default sensibly (e.g. "Help Desk").
cw_list_boards lists valid names — board drives which statuses/types are legal.
- Status / type / priority. These are board-specific — pull
cw_get_board_info before setting them, or omit and let ConnectWise default. Never guess a status name.
- Contact (recommended).
cw_search_contacts filtered to the company; match by name/email.
- Write it well. A crisp
summary (≤100 chars) and an initialDescription with the real detail (symptoms, affected user/device, when it started, impact). Set severity/impact if the user signals urgency.
- Confirm, then create. Echo the parsed ticket (company, board, status, priority, contact, summary) and create on confirmation. Return the new ticket id/number.
Example
"Printer down at Acme front desk, urgent"
Resolve company="acme", board "Help Desk", priority via cw_get_board_info, then:
cw_create_ticket {
summary: "Front desk printer offline",
companyIdentifier: "acme",
board: "Help Desk",
priority: "Priority 2 - High",
initialDescription: "Front-desk shared printer is offline and unreachable...",
severity: "High", impact: "Medium"
}
Guardrails
- Don't fabricate board/status/priority names — verify with
cw_get_board_info.
- Keep
summary ≤ 100 chars; put detail in initialDescription.
- Confirm before creating unless the user said "just open it."