| 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, companycw_api_request — PO line items (/procurement/purchaseorders/{id}/lineitems), products (/procurement/products), and the rest of /procurement/*
Workflow
- Find POs.
cw_search_purchase_orders:
- Open:
closedFlag=false
- By vendor:
vendorCompany/identifier="ingram"
- By number:
poNumber="PO-1234"
- Status read. Surface PO number, vendor, status, total, and ship date. Flag open POs past their expected
shipmentDate — those are what to chase.
- 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.
