Can my team share one ConnectWise PSA connection?

Yes. One person connects ConnectWise PSA in Elaichi and shares the connection with a team, and nobody else ever sees or handles the API key. Each teammate still signs in to Elaichi as themselves, so every ticket created or note added is logged under the name of the person who asked for it.

Ticketing

ConnectWise PSA MCP connector

The ConnectWise PSA connector lets Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent work with your service tickets, notes, boards, companies, contacts, and members, with every action running under the signed-in person's own access and recorded in an audit log.

Connect on Elaichi How to connect

Connects with an API key
Free 14-day trial
No credit card

ChatGPT Elaichi connected

Show open tickets on the Service Desk board

Working in ConnectWise PSA with Elaichi

List all ConnectWise PSA tickets
Get single ConnectWise PSA ticket by ID
List all ConnectWise PSA ticket notes

Ask anything…

Governance / Audit log Last 24 hours

List all ConnectWise PSA ticket notes Emily Carter ·

9:41 AM Done

Get single ConnectWise PSA ticket by ID Emily Carter ·

9:41 AM Done

List all ConnectWise PSA tickets Emily Carter ·

9:41 AM Done

Create a ConnectWise PSA ticket Megan Brooks ·

9:38 AM Done

Update a ConnectWise PSA ticket by ID Ryan Hayes ·

9:35 AM Done

How to connect ConnectWise PSA to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

ConnectWise PSA MCP connector for Claude

1

Open Customize, then Connectors.
2

Press Add.
3

Name it, paste the MCP server URL, then Continue.

https://api.elaichi.ai/mcp
4

Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

ConnectWise PSA MCP connector for Claude Code

1

In a terminal, run claude mcp add with the endpoint.

https://api.elaichi.ai/mcp
2

Start Claude Code and run /mcp.
3

Pick elaichi, then sign in and approve in the browser.

Terminal

$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp

Use --scope project instead to share it with the repository through .mcp.json.

ConnectWise PSA MCP connector for ChatGPT

1

Open Plugins, then press the + button.
2

Name it and paste the endpoint into Server URL.

https://api.elaichi.ai/mcp
3

Leave Authentication on OAuth, then tick the risk acknowledgement.
4

Press Create, then sign in and approve.

Works on the web. The plugin directory lives at chatgpt.com/plugins.

ConnectWise PSA MCP connector for Cursor

1

Open ~/.cursor/mcp.json.
2

Add the endpoint under mcpServers.

https://api.elaichi.ai/mcp
3

Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

ConnectWise PSA MCP connector for Microsoft Copilot

1

In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
2

Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

https://api.elaichi.ai/mcp
3

Create a new connection, sign in and approve, then press Add to agent.
4

Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.

Server URL: https://api.elaichi.ai/mcp
Authentication: OAuth 2.0
Type: Dynamic discovery

Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.

Connect ConnectWise PSA to any MCP client

1

Add the endpoint as a remote MCP server.

https://api.elaichi.ai/mcp
2

Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Connect ConnectWise PSA on Elaichi See pricing

What teams do with ConnectWise PSA through Elaichi

Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in ConnectWise PSA is logged.

Service desk

Log a ticket while the client is on the phone

Describe the problem in plain language and a ticket is created in ConnectWise PSA against the right company and contact, on the right board, before the call ends.
Service desk

Catch the ticket up after the fix

Tell the agent what you did and it adds the note to the ConnectWise PSA ticket and updates the status, so the record reflects the work without a second trip into the board.
Dispatch

See what is waiting on each board

Ask for open tickets on a board, who they are assigned to, and how long they have been sitting, and get the answer from live ConnectWise PSA tickets rather than a stale export.
Account management

Prepare for a client review in minutes

Pull a company's recent tickets, notes, and contacts from ConnectWise PSA and get a summary of recurring issues to bring into the meeting.
Service management

Find stale tickets before the client does

Ask which ConnectWise PSA tickets have had no note in five days, or which are still open past their board's usual turnaround, and hand the list to the team that owns them.
Operations

Keep the member list current

When a technician changes role or joins a new team, update their ConnectWise PSA member record by asking for the change rather than clicking through the setup screens.

Try asking

“Show open tickets on the Service Desk board”
“Summarize ticket notes added for Acme this week”
“List contacts at companies with escalated tickets”

See all 2858 ConnectWise PSA tools →

What connecting ConnectWise PSA gets you

6 screens from Elaichi, each doing one job for your ConnectWise PSA account.

Elaichi Agent

Ask Elaichi to work across your apps.

Show open tickets on the Service Desk board

Summarize ticket notes added for Acme this week

List contacts at companies with escalated tickets

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about tickets, get answers back.

Plain language questions run against live ConnectWise PSA tickets, boards and contacts.

ElaichiAI apps

Claude

ChatGPT

Cursor

Microsoft Copilot

Copy the endpoint

https://api.elaichi.ai/mcp

Client	Connected by	Status	Last used
Claude	E Emily Carter	• Connected	4 minutes ago
Cursor	M Megan Brooks	• Connected	2 hours ago
ChatGPT	R Ryan Hayes	• Connected	Yesterday

AI apps

Claude, ChatGPT, Cursor and Microsoft Copilot share one endpoint.

Every client reaches ConnectWise PSA over OAuth, with no SDK and no shared key.

ElaichiTools

Tool	Action	Description
List all ConnectWise PSA tickets	List	List Ticket records in ConnectWise PSA. Returns: id, summary, recordType, board, status, workRole, workType, company, site, siteName, addressLine1, addressLine2, city, stateIdentifier, zip, country, contact, contactName, contactPhoneNumber, contactPhoneExtension, contactEmailAddress, type, subType, item, team, …
Get single ConnectWise PSA ticket by ID	Get	Get a single service ticket by its id from ConnectWise PSA. Pass the ticket id as the record identifier. Returns the full ticket record, including: id, summary, recordType (ProjectIssue \| ProjectTicket \| ServiceTicket), board, status, workRole, workType, company, site, siteName, addressLine1, addressLine2, city, stateIdentifier, zip, country, contact, contactName, contactPhoneNumber, contactPhoneExtension, contactEmailAddress, type, subType, item, team, owner, priority, serviceLocation, source, requiredDate, budgetHours, opportunity, agreement, severity, impact, externalXRef, poNumber, knowledgeBaseCategoryId, knowledgeBaseSubCategoryId, allowAllClientsPortalView, customerUpdatedFlag, automaticEmailContactFlag, automaticEmailResourceFlag, automaticEmailCcFlag, automaticEmailCc, initialDescription, initialInternalAnalysis, initialResolution, contactEmailLookup, processNotifications, skipCallback, closedDate, closedBy, closedFlag, dateEntered, enteredBy, actualHours, approved, subBillingMethod, subBillingAmount, subDateAccepted, dateResolved, dateResplan, dateResponded, resolveMinutes, resPlanMinutes, respondMinutes, isInSla, knowledgeBaseLinkId, resources, parentTicketId, hasChildTicket, hasMergedChildTicketFlag, billTime, billExpenses, billProducts, predecessorType, predecessorId, predecessorClosedFlag, lagDays, lagNonworkingDaysFlag, estimatedStartDate, duration, location, department, mobileGuid, sla, currency, mergedParentTicket, integratorTags, customFields and _info. Use the fields query parameter to narrow the payload when you only need a few properties. This endpoint takes no filtering or paging parameters - conditions, order_by and page apply to tickets.list, not here. Required: id.
Create a ConnectWise PSA ticket	Create	Create a new Ticket in ConnectWise PSA
Update a ConnectWise PSA ticket by ID	Update	Replace/update a Ticket in ConnectWise PSA
Delete a ConnectWise PSA ticket by ID	Delete	Permanently delete a service ticket from ConnectWise PSA. Returns an empty 204 No Content on success. Pass the ticket's own id as the record identifier; no query parameters are used. IRREVERSIBLE AND CASCADING: ConnectWise does not soft-delete tickets. Deleting a ticket also discards everything attached to it - notes, time entries, scheduled entries, tasks, products, configurations and document references - and none of it can be recovered. There is no undo. Before calling this, confirm you have the right record with tickets.get, and prefer closing the ticket via tickets.update (setting status to a closed board status) whenever the intent is to take it out of the queue rather than erase it. A ticket that is referenced by an invoice or an agreement may be rejected by ConnectWise with a 400 or 409 rather than deleted. Required: id.

Tool catalog

2858 ConnectWise PSA tools are ready now.

Tickets, notes, boards and contacts are covered without writing custom code.

ElaichiToolboxes

Name	Source template	Tools	Created
Service desk toolbox ConnectWise PSA · tickets and notes	ConnectWise PSA starter	18	Mar 4, 2026
Dispatch toolbox ConnectWise PSA · boards and scheduling	—	9	Mar 2, 2026
Account management toolbox ConnectWise PSA · companies and contacts	—	24	Feb 27, 2026
Finance toolbox ConnectWise PSA · time entries and invoices	ConnectWise PSA starter	6	Feb 19, 2026
Field engineering toolbox ConnectWise PSA · assigned tickets and updates	—	31	Jan 30, 2026
Leadership toolbox ConnectWise PSA · board volume and backlog	—	12	Jan 22, 2026

Toolboxes

Each team gets its own toolbox.

Service desk, dispatch and finance see only the ConnectWise PSA tools they need.

ElaichiConnections

Connection	Scope	Status	Access
CO ConnectWise PSA (Service desk) Connected by Emily Carter	Personal	• Active	1 team · 6 members
CO ConnectWise PSA (Dispatch) Connected by Jake Morgan	Organization	• Active	3 teams · 24 members
CO ConnectWise PSA (Field engineering) Connected by Megan Brooks	Organization	• Active	2 teams · 11 members
CO ConnectWise PSA (Account management) Connected by Tyler Reed	Personal	• Needs re-auth	1 team · 3 members
CO ConnectWise PSA (Finance) Connected by Ryan Hayes	Personal	• Active	Not shared
CO ConnectWise PSA (Escalations) Connected by Ashley Parker	Personal	• Active	2 teams · 9 members

Shared connections

Teammates work without seeing a credential.

One connected ConnectWise PSA account is shared with named teams and members.

ElaichiAudit log

When	Who	What happened	Type
2 minutes ago Mar 6, 2026, 3:10 PM	E Emily Carter [email protected]	Restriction Created	Access
8 minutes ago Mar 6, 2026, 3:04 PM	J Jake Morgan [email protected]	Restriction Updated	Access
14 minutes ago Mar 6, 2026, 2:58 PM	M Megan Brooks [email protected]	Role Assigned	Access
20 minutes ago Mar 6, 2026, 2:52 PM	T Tyler Reed [email protected]	ConnectWise PSA Users Updated	MCP
26 minutes ago Mar 6, 2026, 2:46 PM	R Ryan Hayes [email protected]	ConnectWise PSA Tickets Created	MCP
32 minutes ago Mar 6, 2026, 2:40 PM	A Ashley Parker [email protected]	ConnectWise PSA Tickets List	Toolbox

Audit log

Every ticket change has a name on it.

When, who, what happened, type and resource for each ConnectWise PSA call.

From answering questions to doing the work

A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations, collections and live dashboards come with the Black plan.

ConnectWise PSA digest

Run 418 · started 2 minutes ago · on behalf of Emily Carter

Run now

✓

Schedule

Every weekday at 8:00 AM

0.2s
✓

Fetch tickets

ConnectWise PSA

1.4s
✓

Group by owner

Transform

0.1s
✓

Draft the digest

Agent step

Ran with 4 tools, returned a structured summary

6.2s
Approve the digest

Needs approval

Assigned to Jake Morgan

Approve Deny
Post the digest

ConnectWise PSA

Queued

Automations

A schedule fires, a digest gets posted.

Tickets are fetched, grouped, drafted into a digest, approved, then posted as a note.

ConnectWise PSA health

Refreshed 4 minutes ago · every 15 minutes · from the tickets collection

Live

Tickets

1,284 ↓ 12%

Ticket notes

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Tickets created

Last 14 days

By team

Share of activity

Service desk 34%

Dispatch 27%

Field engineering 21%

Account management 18%

Collections and dashboards

Ticket numbers arrive before anyone asks.

Four metrics, 14 days of tickets created, and a board breakdown, refreshed on schedule.

For IT and engineering

Elaichi vs Zapier MCP vs Composio for ConnectWise PSA

All three can connect ConnectWise PSA to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.

Elaichi compared with Zapier MCP and Composio for ConnectWise PSA, by what to check
What to check	Elaichi	Zapier MCP	Composio
Where the AI connects	One address for the whole organization. `https://api.elaichi.ai/mcp`	A server per member, created at sign-in.	An MCP endpoint per team, or an SDK.
Control over ConnectWise PSA tools	Allow or restrict single ConnectWise PSA tools, per role or user.	App and action restrictions on the account.	Role permissions, down to the action.
Record of calls	One audit entry per ConnectWise PSA call.	A History tab of tool calls.	A log of every tool call.
Single sign-on	SAML or OIDC, plus SCIM, on Gold.	SAML on Enterprise.	SAML and OIDC on Enterprise.
Price	Free for one person; $15 per user per month on Gold.	2 tasks per successful call.	Billed per tool call.

Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.

Longer take: Zapier MCP alternative and when you don't need an MCP gateway.

ConnectWise PSA tools for your AI agents

2858 tools are ready to call through Elaichi's MCP endpoint the moment you connect ConnectWise PSA, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Showing 321 of 2858 ConnectWise PSA tools here. Connect ConnectWise PSA and call search_tools or tools/list over the MCP endpoint for the complete set.

More from the catalog

Browse all 650+ connectors →

Questions, answered

How do I connect ConnectWise PSA to Claude?

First connect ConnectWise PSA in Elaichi. Because ConnectWise PSA connects with an API key, you paste the key from your ConnectWise PSA account into Elaichi, and there is no OAuth application to register and no client ID or secret to generate. Then in Claude open Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp as the endpoint. Claude asks you to sign in to Elaichi, and from then on it can work with your ConnectWise PSA tickets, boards, companies, and contacts.

Does ConnectWise PSA work with ChatGPT and Cursor as well as Claude?

Yes. Once ConnectWise PSA is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, Microsoft Copilot, any other MCP client, and the Elaichi Agent. You connect ConnectWise PSA once and every client sees it, with the same access rules and the same audit log.

What can an AI agent actually do with my ConnectWise PSA data?

An agent can find and read ConnectWise PSA tickets, create new ones, add or edit ticket notes, update ticket fields such as status, and download the documents attached to a ticket. It can also look up companies, contacts, boards, and members, and update member records. ConnectWise PSA exposes a very large number of actions, so short, concrete asks such as "open tickets on the Help Desk board this week" work better than long paragraphs.

Does connecting ConnectWise PSA give the AI access to every board and company?

No. Every request runs as the person who signed in, so the AI sees only the ConnectWise PSA boards, tickets, and companies that person already has permission to see in ConnectWise PSA. Elaichi can narrow that further, for example to reading tickets but not changing members, and it can never grant more than the person's own ConnectWise PSA account allows.

Can I stop an agent from deleting or changing things in ConnectWise PSA?

Yes. Restrictions in Elaichi apply action by action, so you can let an agent read and create ConnectWise PSA tickets while restricting ticket deletion, note edits, or changes to member records. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor, Microsoft Copilot, or any other client cannot run it, whatever the prompt says.

What happens to a ConnectWise PSA connection when someone leaves?

When you offboard someone in Elaichi, their access to ConnectWise PSA through every AI client ends at once. If they had shared a ConnectWise PSA connection with their team, it keeps working for everyone else. If you want ConnectWise PSA gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot, and every other client together.

Does the ConnectWise PSA MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. ConnectWise PSA is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Is Elaichi an alternative to Zapier MCP for ConnectWise PSA?

Yes. Both let Claude, ChatGPT or Cursor use ConnectWise PSA. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every ConnectWise PSA call.

How is Elaichi different from Composio for ConnectWise PSA?

Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to ConnectWise PSA: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put ConnectWise PSA in front of your team

14 days of Black, no credit card. Connect it once and pick what each team can call.

Connect ConnectWise PSA Talk to us

When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.

Add one link to your AI app

The same link for everyone on your team.

https://api.elaichi.ai/mcp

ChatGPT
Claude
Cursor
Microsoft Copilot

ConnectWise PSA MCP connector

How to connect ConnectWise PSA to Claude, ChatGPT, Cursor or Microsoft Copilot

ConnectWise PSA MCP connector for Claude

ConnectWise PSA MCP connector for Claude Code

ConnectWise PSA MCP connector for ChatGPT

ConnectWise PSA MCP connector for Cursor

ConnectWise PSA MCP connector for Microsoft Copilot

Connect ConnectWise PSA to any MCP client

What teams do with ConnectWise PSA through Elaichi

Log a ticket while the client is on the phone

Catch the ticket up after the fix

See what is waiting on each board

Prepare for a client review in minutes

Find stale tickets before the client does

Keep the member list current

What connecting ConnectWise PSA gets you

Ask about tickets, get answers back.

Claude, ChatGPT, Cursor and Microsoft Copilot share one endpoint.

2858 ConnectWise PSA tools are ready now.

Each team gets its own toolbox.

Teammates work without seeing a credential.

Every ticket change has a name on it.

From answering questions to doing the work

A schedule fires, a digest gets posted.

Ticket numbers arrive before anyone asks.

Elaichi vs Zapier MCP vs Composio for ConnectWise PSA

ConnectWise PSA tools for your AI agents

More from the catalog

Questions, answered

Put ConnectWise PSA in front of your team