patrickking67/connectwise-mcp

agreements-billing

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…

原文语言：英语

asset-management

Use for ConnectWise configurations — managed devices and assets — e.g. "what servers do we manage for Acme", "find the config with serial ABC123", "list workstations at this client", "what's the warranty on their firewall", "show all assets of type X".…

原文语言：英语

client-overview

Use when looking up or briefing on a ConnectWise company/client — e.g. "pull up Acme", "give me the rundown on this client", "what do we manage for them", "show everything for company X before my call". Assembles a 360° view: company, contacts, assets,…

原文语言：英语

create-ticket

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…

原文语言：英语

dispatch-scheduling

Use for the ConnectWise dispatch calendar and technician scheduling — e.g. "what's on my schedule today", "who's free this afternoon", "what's dispatched to the Acme onsite", "show the team's calendar tomorrow". Reviews schedule entries and tech availability.

原文语言：英语

expense-entry

Use when logging or reviewing expenses in ConnectWise — e.g. "expense $40 of mileage to the Acme onsite", "log my lunch receipt to ticket 1234", "what expenses did I submit this month", "add a $200 hardware expense". Creates and reviews PSA expense entries…

原文语言：英语

log-time

Use when logging or reviewing time in ConnectWise — e.g. "log 30 minutes to ticket 1234", "enter my time for today", "bill an hour to Acme for the firewall work", "how many hours did I put in this week". Creates and reviews PSA time entries with correct…

原文语言：英语

procurement

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.

原文语言：英语

project-management

Use when working with ConnectWise projects — e.g. "how's the Acme migration project tracking", "show open project tickets on the rollout", "which projects are over budget", "what's due this week on project X". Reviews project status, phases, tickets, and…

原文语言：英语

remote-support-screenconnect

Use for ConnectWise Control / ScreenConnect remote sessions — e.g. "what machines are online in Control", "find the access session for Acme's server", "list active support sessions". Lists remote-access sessions. BETA and requires the ScreenConnect module…

原文语言：英语

rmm-automate

Use for ConnectWise Automate (RMM) — endpoints and monitoring — e.g. "what computers are offline at Acme", "find the agent named SRV-DC01", "which machines haven't checked in", "show clients in Automate", "what's the OS on this endpoint". Searches managed…

原文语言：英语

sales-pipeline

Use for ConnectWise sales — opportunities and activities — e.g. "what's in my pipeline", "show open opportunities closing this quarter", "what deals are stuck", "my sales activities for today", "pipeline value for Acme". Reviews and summarizes the sales…

原文语言：英语

ticket-triage

Use when triaging, prioritizing, or reviewing ConnectWise service tickets — e.g. "what tickets need attention", "triage the Help Desk board", "show me unassigned new tickets", "summarize open tickets for Acme", "what's escalated". Surfaces, ranks, and acts on…

原文语言：英语