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MCP Integrations Connectwise Psa
MCP & AI Agent Integration

Connectwise Psa
automation.

23 AI agent actions for Connectwise Psa — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Connectwise Psa to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

Connect Connectwise Psa free Browse all integrations →
No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
23
actions
100%
governed
<200ms
latency
23
AI agent actions
14
Read operations
9
Write operations
0
High-risk actions (approval gated)
CRM Connectwise Psa is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Connectwise Psa.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Agreement
connectwise_psa:get_agreement
Fetch a single service agreement record by ID with billing and coverage details.
Read Low risk
Get Company
connectwise_psa:get_company
Fetch a single company record by ID with contact and address information.
Read Low risk
Get Contact
connectwise_psa:get_contact
Fetch a single contact record by ID with company and communication details.
Read Low risk
Get Opportunity
connectwise_psa:get_opportunity
Fetch a single sales opportunity record by ID with stage, probability, and value details.
Read Low risk
Get Project
connectwise_psa:get_project
Fetch a single project record by ID with status, budget, and timeline details.
Read Low risk
Get Ticket
connectwise_psa:get_ticket
Fetch a single service ticket by ID with status, priority, and assignment details.
Read Low risk
Get Time Entry
connectwise_psa:get_time_entry
Fetch a single time entry record by ID with ticket and member details.
Read Low risk
List Agreements
connectwise_psa:list_agreements
List service agreements with optional filtering and pagination.
Read Low risk
List Companies
connectwise_psa:list_companies
List companies with optional filtering and pagination.
Read Low risk
List Contacts
connectwise_psa:list_contacts
List contacts with optional filtering and pagination.
Read Low risk
List Opportunities
connectwise_psa:list_opportunities
List sales opportunities with optional filtering and pagination.
Read Low risk
List Projects
connectwise_psa:list_projects
List projects with optional filtering and pagination.
Read Low risk
List Tickets
connectwise_psa:list_tickets
List service tickets with optional filtering and pagination.
Read Low risk
List Time Entries
connectwise_psa:list_time_entries
List time entries with optional filtering and pagination.
Read Low risk
Add Ticket Note
connectwise_psa:add_ticket_note
Add a note to an existing service ticket in ConnectWise PSA.
Write Medium risk
Create Company
connectwise_psa:create_company
Create a new company record in ConnectWise PSA.
Write Medium risk
Create Contact
connectwise_psa:create_contact
Create a new contact record in ConnectWise PSA.
Write Medium risk
Create Opportunity
connectwise_psa:create_opportunity
Create a new sales opportunity record in ConnectWise PSA.
Write Medium risk
Create Project
connectwise_psa:create_project
Create a new project record in ConnectWise PSA.
Write Medium risk
Create Ticket
connectwise_psa:create_ticket
Create a new service ticket in ConnectWise PSA.
Write Medium risk
Create Time Entry
connectwise_psa:create_time_entry
Create a new time entry record in ConnectWise PSA.
Write Medium risk
Update Company
connectwise_psa:update_company
Update an existing company record in ConnectWise PSA.
Write Medium risk
Update Ticket
connectwise_psa:update_ticket
Update an existing service ticket in ConnectWise PSA.
Write Medium risk
MCP & Runtime API

Call Connectwise Psa
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Connectwise Psa actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

connectwise_psa:get_agreement READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "connectwise_psa:get_agreement",
    "args": {},
    "execution_id": "agent-001"
  }'
connectwise_psa:add_ticket_note WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "connectwise_psa:add_ticket_note",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Connectwise Psa.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Connectwise Psa data
Call connectwise_psa:get_agreement via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Connectwise Psa
Dry-run validates connectwise_psa:add_ticket_note before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Connectwise Psa action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Connectwise Psa — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Connectwise Psa action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Connectwise Psa action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Connectwise Psa works best
alongside these.

Build multi-step workflows that connect Connectwise Psa to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Connectwise Psa integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Connectwise Psa in minutes, dry-run every action before it touches production, full audit trail on everything.

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