procurement

name	Procurement
description	Use for ConnectWise procurement and purchasing — e.g. "what POs are open", "did the Dell order ship", "purchase orders for Acme", "what are we waiting on from Ingram". Reviews purchase orders and their line items.
version	0.1.0

ConnectWise Procurement

Track what's on order and what's still outstanding from vendors.

Tools

• cw_search_purchase_orders — POs by vendor, status, company
• cw_api_request — PO line items (/procurement/purchaseorders/{id}/lineitems), products (/procurement/products), and the rest of /procurement/*

Workflow

1. Find POs. cw_search_purchase_orders:
   • Open: closedFlag=false
   • By vendor: vendorCompany/identifier="ingram"
   • By number: poNumber="PO-1234"
2. Status read. Surface PO number, vendor, status, total, and ship date. Flag open POs past their expected shipmentDate — those are what to chase.
3. Line items when asked: cw_api_request on /procurement/purchaseorders/{id}/lineitems — what's on the order, received vs. outstanding quantities.

Tips

• "What are we waiting on" = open POs, oldest first, with vendor and ship date.
• Tie procurement back to the client by company/identifier when the order is for a specific project/ticket.

Guardrails

Read-first. Purchase orders affect inventory and vendor commitments — confirm before any change, and use cw_api_write (which prompts on every call and requires confirm: true for DELETE) only when explicitly asked.