// SCAN REPORT

ConnectWise Live MCP Server

45 tools. 12 can modify or destroy data without limits.

12 write tools that can modify data. Rate limits recommended.

Last updated: 2 Jul 2026

12 can modify or destroy data

33 read-only

45 tools total

Community server · catalogue entry verified 02/07/2026

How to control ConnectWise Live MCP Server ↓

TOOL MAP

What ConnectWise Live MCP Server exposes to your agents

Read (33) Write / Execute (12) Destructive / Financial (0)

Running more than one server? Check your whole stack →

MOST DANGEROUS TOOLS

High Risk

The most dangerous ConnectWise Live MCP Server tools

Write · Medium add_agreement_addition The tool adds an addition to an agreement, which is a write operation that creates or modifies agreement records. Write · Low add_project_note This operation creates new data (a project note) in a reversible manner. Write · Medium add_project_phase The verb 'add' combined with 'project_phase' suggests this tool creates or modifies project phase records, reversible operations typical of Write category. Write · Medium add_ticket_note Adding a note to a ticket is a create/modify operation that is reversible (notes can typically be edited or deleted).

12 of ConnectWise Live MCP Server's 45 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

POLICY

How to control ConnectWise Live MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and ConnectWise Live MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Rate limit write operations

{
  "add_agreement_addition": {
    "limits": [
      {
        "counter": "add_agreement_addition_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations

{
  "get_aging_invoices": {
    "limits": [
      {
        "counter": "get_aging_invoices_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register ConnectWise Live MCP Server — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON CONNECTWISE LIVE →

Instant setup, no code required.

FULL CATALOGUE

All 45 ConnectWise Live MCP Server tools

WRITE 12 tools

Write add_agreement_addition add_agreement_addition Write add_project_note Add a note to a project. Write add_project_phase add_project_phase Write add_ticket_note add_ticket_note Write create_agreement create_agreement Write create_opportunity create_opportunity Write create_project create_project Write create_ticket create_ticket Write log_time log_time Write update_agreement update_agreement Write update_project update_project Write update_ticket_status Update the status of a ConnectWise ticket.

READ 33 tools

Read get_aging_invoices get_aging_invoices Read get_agreement Get full detail for a single agreement (live from CW). Read get_agreement_additions List line items (additions) on an agreement (live from CW). Read get_agreement_count_by_type Get a summary of active agreements grouped by type, with counts and total bill amounts. Read get_agreement_types List all agreement types configured in ConnectWise. Read get_agreements List ConnectWise agreements (managed service contracts) live from CW. Read get_board_statuses List all statuses for a specific service board. Read get_boards List all ConnectWise service boards. Read get_client_mrr get_client_mrr Read get_company Get a ConnectWise company by ID or name search. Read get_company_statuses List all company statuses configured in ConnectWise (e.g. Active, Inactive). Read get_company_types List all company types configured in ConnectWise (e.g. Client, Prospect, Vendor). Read get_configuration Get full detail for a single configuration/asset record. Read get_configuration_statuses List all configuration/asset statuses configured in ConnectWise. Read get_configurations List client device/asset configurations from ConnectWise (live, not embedded). Read get_contacts Get contacts for a company. Provide either company_id or company_name (partial match). Read get_invoice Get full detail for a single invoice, including line items. Read get_invoices get_invoices Read get_members List ConnectWise team members/technicians. Read get_open_tickets List currently open (non-closed) ConnectWise tickets. Read get_opportunities List sales opportunities from ConnectWise (live). Read get_priorities List all ticket priority levels configured in ConnectWise. Read get_project_statuses List all project statuses configured in ConnectWise. Read get_project_tickets List tickets associated with a project. Read get_projects List ConnectWise projects, optionally filtered by company or status. Read get_ticket get_ticket Read get_ticket_count Get a count of tickets matching the given filters (faster than fetching full list). Read get_ticket_time Get all time entries logged against a ticket. Read get_time_entries get_time_entries Read get_work_types List work types configured in ConnectWise. Read search_companies List ConnectWise companies with optional status and type filters. Read search_cw_kb_articles search_cw_kb_articles Read search_tickets search_tickets

FAQ

Questions about ConnectWise Live MCP Server

How do I prevent bulk modifications through ConnectWise Live MCP Server? +

The ConnectWise Live MCP Server server has 12 write tools including add_agreement_addition, add_project_note, add_project_phase. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach ConnectWise Live MCP Server.

How many tools does the ConnectWise Live MCP Server MCP server expose? +

45 tools across 2 categories: Read, Write. 33 are read-only. 12 can modify, create, or delete data.

How do I enforce a policy on ConnectWise Live MCP Server? +

Register the ConnectWise Live MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every ConnectWise Live MCP Server tool call.

Deterministic rules across all 45 ConnectWise Live MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON CONNECTWISE LIVE →

Instant setup, no code required.

45 ConnectWise Live MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.