Ticketing
ConnectWise PSA MCP connector
The ConnectWise PSA connector lets Claude, ChatGPT, Cursor, 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.
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How it connects. Connects with an API key. The credential goes into a vault nobody reads back.
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One address. https://api.elaichi.ai/mcp, the same for every user.
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Their own access. An agent never gets more than the person it acts for.
2858 tools
How to connect
How to connect ConnectWise PSA to Claude, ChatGPT or Cursor
Two steps, about a minute.
In Elaichi
Connect ConnectWise PSA once
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Open Connections, choose Add connection, and pick ConnectWise PSA.
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Optionally set Share with to give a team access, then press Connect.
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Paste a ConnectWise PSA API key. One person generates a token in ConnectWise PSA and pastes it once. Everyone else works through Share with, and never sees it.
The credential is vaulted. Nobody reads it back, not even the AI.
Add connection
Choose a connector.
In your AI client
Point it at one endpoint
Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.
Connect ConnectWise PSA to Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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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.
Connect ConnectWise PSA to ChatGPT
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1
Open Plugins, then press the + button.
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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.
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4
Press Create, then sign in and approve.
Works on the web today. The plugin directory lives at chatgpt.com/plugins.
Connect ConnectWise PSA to Cursor
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
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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.
Connect ConnectWise PSA to any MCP client
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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.
Use cases
What teams do with ConnectWise PSA through Elaichi
Every one of these runs inside the access the person already has, and lands in the same audit log.
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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.
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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.
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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.
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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.
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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.
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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”
AI tools
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.
- } - not a list of documents. to retrieve the documents themselves, use ticket-documents.list, and ticket-documents.download for their contents. ticket_id is mandatory: it fills the {ticket_id} path segment of /service/tickets/{ticket_id}/documents/count, so omitting it makes the request unaddressable. get it from tickets.list or tickets.get. useful as a cheap existence check before fetching attachments - a count of 0 means there is nothing to download, avoiding a wasted ticket-documents.list call. required: ticket_id.">
No tools match your search.
See it in Elaichi
What connecting ConnectWise PSA gets you
6 screens from the product, each doing one job for your ConnectWise PSA account.
The agent
Ask about tickets, get answers back.
Plain language questions run against live ConnectWise PSA tickets, boards and contacts.
- tickets
- ticket notes
- boards
- contacts
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 or Cursor
MCP clients
Claude, ChatGPT and Cursor share one endpoint.
Every client reaches ConnectWise PSA over OAuth, with no SDK and no shared key.
ElaichiMCP clientsClaude
ChatGPT
Cursor
Copy the endpoint
Tool catalog
2858 ConnectWise PSA tools are ready now.
Tickets, notes, boards and contacts are covered without writing custom code.
- List all ConnectWise PSA tickets
- Get single ConnectWise PSA ticket by ID
- Create a ConnectWise PSA ticket
- Update a ConnectWise PSA ticket by ID
ElaichiToolsToolboxes
Each team gets its own toolbox.
Service desk, dispatch and finance see only the ConnectWise PSA tools they need.
- Service desk
- Dispatch
- Account management
- Finance
ElaichiToolboxesShared connections
Teammates work without seeing a credential.
One connected ConnectWise PSA account is shared with named teams and members.
- Service desk
- Dispatch
- Field engineering
- Account management
ElaichiConnectionsAudit log
Every ticket change has a name on it.
When, who, what happened, type and resource for each ConnectWise PSA call.
- When
- Who
- What happened
- Type
ElaichiAudit logLaunching soon
From answering questions to doing the work
A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.
Automations
A schedule fires, a digest gets posted.
Tickets are fetched, grouped, drafted into a digest, approved, then posted as a note.
ConnectWise PSA digest
Run 418 · started 2 minutes ago · on behalf of Emma Laurent
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✓
Schedule
Every weekday at 08:00
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 Michael Brennan
Approve Deny -
Post the digest
ConnectWise PSA
Queued
Collections and dashboards
Ticket numbers arrive before anyone asks.
Four metrics, 14 days of tickets created, and a board breakdown, refreshed on schedule.
ConnectWise PSA health
Refreshed 4 minutes ago · every 15 minutes · from the tickets collection
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%
Related connectors
More from the catalog
FAQ
Frequently asked questions
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, 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 blocking ticket deletion, note edits, or changes to member records. A blocked action is never shown to Claude, ChatGPT, Cursor, or any other client at all, so no prompt, however worded, can reach it.
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, and every other client together.
Put ConnectWise PSA in front of your team
Fourteen days on Gold, no credit card. Connect it once and pick what each team can call.