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Kaseya BMS MCP connector

The Kaseya BMS connector lets Claude, ChatGPT, Cursor, Microsoft Copilot, and the Elaichi Agent read and update your Kaseya BMS accounts, contacts, locations, alerts, and attachments, with each person signed in as themselves and every action logged.

  • Connects with an API key
  • Free 14-day trial
  • No credit card
ChatGPT Elaichi connected

Summarize open alerts by account for this week.

Working in Kaseya BMS with Elaichi

  • List all Kaseya BMS accountcodes lookups
  • List all Kaseya BMS accounts lookups
  • List all Kaseya BMS accounts summaries
Ask anything…
Governance / Audit log Last 24 hours
Kaseya BMS List all Kaseya BMS accounts summaries Emily Carter · ChatGPT · 9:41 AM Done
Kaseya BMS List all Kaseya BMS accounts lookups Emily Carter · ChatGPT · 9:41 AM Done
Kaseya BMS List all Kaseya BMS accountcodes lookups Emily Carter · ChatGPT · 9:41 AM Done
Kaseya BMS List all Kaseya BMS locations lookups Megan Brooks · Claude · 9:38 AM Done
Kaseya BMS List all Kaseya BMS system locations lookups Ryan Hayes · Cursor · 9:35 AM Done

How to connect Kaseya BMS to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

Kaseya BMS MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

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

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

    Sign in and approve.

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

Kaseya BMS MCP connector for Claude Code

  1. 1

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

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

    Start Claude Code and run /mcp.

  3. 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.

Kaseya BMS MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

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

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

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

Kaseya BMS MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

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

Kaseya BMS MCP connector for Microsoft Copilot

  1. 1

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

  2. 2

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

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

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

  4. 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 Kaseya BMS to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

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

What teams do with Kaseya BMS through Elaichi

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

  • Service desk

    Review open alerts before the morning standup

    Ask for the current Kaseya BMS alerts and who they are assigned to, so the desk knows what needs attention before anyone opens a queue.

  • Account management

    Catch the client account up after a call

    Update the Kaseya BMS CRM account with the new contact, address, or account type you just agreed on, without clicking through every field by hand.

  • Sales

    Set up a new client account in minutes

    Create the Kaseya BMS CRM account for a newly signed client with the right account type and account code already applied.

  • Operations

    Find a site's details without hunting

    Pull up a client location in Kaseya BMS by name or ID to confirm the address and site contacts before a technician heads out.

  • Technical services

    Check what an agent procedure did overnight

    Ask for the logs of a Kaseya BMS agent procedure and get a plain summary of what ran, where, and whether anything failed.

  • Finance

    Confirm account codes before month-end billing

    Look up Kaseya BMS account codes and account summaries so invoices go out against the right client record the first time.

Try asking

  • “Summarize open alerts by account for this week.”
  • “Which accounts opened the most tickets in March?”
  • “List contacts at Northwind and their service locations.”

See all 329 Kaseya BMS tools →

What connecting Kaseya BMS gets you

6 screens from Elaichi, each doing one job for your Kaseya BMS account.

Elaichi Agent

Ask Elaichi to work across your apps.

Summarize open alerts by account for this week.

Which accounts opened the most tickets in March?

List contacts at Northwind and their service locations.

Also runs in Claude, ChatGPT, Cursor or Microsoft Copilot

The agent

Ask about tickets, get real answers.

Plain language questions run against live Kaseya BMS tickets, accounts and alerts.

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 reach Kaseya BMS.

One governed MCP endpoint over OAuth, no SDK and no shared API key.

ElaichiTools
Tool Action Description
List all Kaseya BMS accountcodes lookups List List account code lookup entries in Kaseyabms. Returns a collection of account code lookup records. Optionally filter by name, sort results, or exclude specific entries.
List all Kaseya BMS accounts lookups List List kaseyabms CRM accounts via the lookup endpoint. Returns a list of account lookup records. Optionally filter by account IDs, name, security scope, or inactive account inclusion.
List all Kaseya BMS accounts summaries List List account summaries in kaseyabms. Returns a paged collection of account summary objects. Optionally filter by account name, code, type, active status, or creation/modification date range.
List all Kaseya BMS locations lookups List List location lookups for a specific account in Kaseyabms. Returns a list of account location lookup entries. Required: account_id.
List all Kaseya BMS system locations lookups List List system location lookup entries in Kaseyabms. Returns available location records from the system locations lookup endpoint.

Tool catalog

329 Kaseya BMS tools ready to call.

Accounts, contacts, locations, alerts and agent procedures, with no custom code written.

ElaichiToolboxes
Name Source template Tools Created

Service desk toolbox

Kaseya BMS · tickets and alerts

Kaseya BMS starter 18 Mar 4, 2026

Sales toolbox

Kaseya BMS · CRM accounts and contacts

— 9 Mar 2, 2026

Field operations toolbox

Kaseya BMS · locations and agent procedures

— 24 Feb 27, 2026

Finance toolbox

Kaseya BMS · account codes and billing

Kaseya BMS starter 6 Feb 19, 2026

Account management toolbox

Kaseya BMS · account summaries and types

— 31 Jan 30, 2026

IT operations toolbox

Kaseya BMS · system locations and procedures

— 12 Jan 22, 2026

Toolboxes

Every team gets its own toolbox.

Service desk, CRM and field teams each see only the Kaseya BMS tools they need.

ElaichiConnections
Connection Scope Status Access
KA

Kaseya BMS (Service desk)

Connected by Emily Carter

Personal • Active 1 team · 6 members
KA

Kaseya BMS (Sales EMEA)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
KA

Kaseya BMS (Field operations)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
KA

Kaseya BMS (Finance)

Connected by Tyler Reed

Personal • Needs re-auth 1 team · 3 members
KA

Kaseya BMS (Account management)

Connected by Ryan Hayes

Personal • Active Not shared
KA

Kaseya BMS (IT operations)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Teammates work tickets without seeing credentials.

Each Kaseya BMS connection shows who connected it and which teams share it.

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]

Kaseya BMS Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Kaseya BMS Tickets Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Kaseya BMS Tickets List Toolbox

Audit log

Answer who touched which account.

Every Kaseya BMS call lands append-only with time, person, action, type and resource.

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.

Kaseya BMS digest

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

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    0.2s
  2. ✓

    Fetch tickets

    Kaseya BMS

    1.4s
  3. ✓

    Group by owner

    Transform

    0.1s
  4. ✓

    Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Jake Morgan

    Approve
  6. Post the digest

    Kaseya BMS

    Queued

Automations

A schedule fires, a digest ships.

Six steps fetch Kaseya BMS tickets, group them, draft, wait for approval, post back.

Kaseya BMS health

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

Live

Tickets

1,284 ↓ 12%

Accounts

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Tickets created

Last 14 days

By team

Share of activity

Service desk 34%

Sales EMEA 27%

Field operations 21%

Finance 18%

Collections and dashboards

Kaseya BMS health, counted not asked.

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

For IT and engineering

Elaichi vs Zapier MCP vs Composio for Kaseya BMS

All three can connect Kaseya BMS 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 Kaseya BMS, 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 Kaseya BMS tools Allow or restrict single Kaseya BMS 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 Kaseya BMS 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.

Kaseya BMS tools for your AI agents

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

Questions, answered

How do I connect Kaseya BMS to Claude?

Connect Kaseya BMS in Elaichi first, which means pasting in a Kaseya BMS API key when prompted. There is no OAuth application to register and no client ID or secret to generate. Then in Claude go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp as the endpoint. Sign in to Elaichi when Claude asks and your Kaseya BMS accounts, contacts, locations, and alerts are available.

Does Kaseya BMS work with ChatGPT and Cursor as well as Claude?

Yes. Once Kaseya BMS 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 Kaseya BMS once and every client you use picks it up.

What can an AI agent actually do with my Kaseya BMS data?

An agent can look up Kaseya BMS accounts, contacts, locations, and account codes, list current alerts and who they are assigned to, create or update a CRM account, read agent procedure logs, and manage attachments. Because Kaseya BMS has hundreds of actions, the agent searches for the right one as you ask, so short concrete requests like "show me open alerts for Acme" work better than long paragraphs.

Does connecting Kaseya BMS give the AI access to every client and account?

No. Access follows the person who signed in, so the AI sees the Kaseya BMS accounts, locations, and alerts that person can already see and nothing more. Elaichi can narrow that further by restricting which actions are allowed, but it can never widen what Kaseya BMS itself permits.

Can my team share one Kaseya BMS connection?

Yes. One administrator connects Kaseya BMS with an API key and shares the connection with a team in Elaichi, and nobody else on the team ever handles that key. Each teammate still signs in to Elaichi as themselves, so the audit log records exactly who looked up a location or updated an account.

Can I stop an agent from deleting or changing things in Kaseya BMS?

Yes. Restrictions in Elaichi work per action, so you can allow reading Kaseya BMS accounts and alerts while restricting updates or attachment deletion entirely. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor or Microsoft Copilot cannot run it, whatever the prompt says.

What happens to a Kaseya BMS connection when someone leaves?

Offboarding a person in Elaichi ends their access to Kaseya BMS through every AI client at once. A shared Kaseya BMS connection keeps working for everyone else on the team. If you ever want to remove Kaseya BMS completely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, Microsoft Copilot, and every other client together.

Does the Kaseya BMS MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Kaseya BMS 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 Kaseya BMS?

Yes. Both let Claude, ChatGPT or Cursor use Kaseya BMS. 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 Kaseya BMS call.

How is Elaichi different from Composio for Kaseya BMS?

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 Kaseya BMS: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.

Put Kaseya BMS in front of your team

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

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