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Integration

ConnectWise PSA

PSA for MSPs: service tickets, companies, contacts, agreements and time. Your client pastes their ConnectWise PSA key once, and your agent or your code works with their access.

Support

About ConnectWise PSA

ConnectWise PSA is professional services automation software for MSPs, covering service tickets, agreements and time.

With your client's ConnectWise PSA connected, your agent can work with service tickets, companies, contacts, agreements and time.

ConnectWise PSA

ConnectWise PSA · Support

API key

PSA for MSPs: service tickets, companies, contacts, agreements and time

The client pastes their public key from ConnectWise PSA's settings. We store it encrypted.

Tested against ConnectWise PSA's live API.

Building with ConnectWise PSA? The docs have setup steps and code for every tool.

Open the ConnectWise PSA docs

Tools

Your agent calls any endpoint of ConnectWise PSA's API with the request tool, with the client's access attached.

Base URL for request

https://{host}/v4_6_release/apis/3.0

  • request

    HTTPS ANY /v1/clients/{clientId}/connectwise-psa/{path}

    Any endpoint of ConnectWise PSA's own API, with the client's access attached.

    servicestringrequired
    This service: connectwise-psa
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{host}/v4_6_release/apis/3.0
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the ConnectWise PSA key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.