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ConnectWise MCP Server

30 tools. 0 can modify or destroy data without limits.

Read-only server. Low risk, but rate limits prevent runaway API costs.

Last updated:

0 can modify or destroy data
30 read-only
30 tools total

Community server · catalogue entry verified 30/06/2026

How to control ConnectWise MCP Server ↓

TOOL MAP

What ConnectWise MCP Server exposes to your agents

Read (30) Write / Execute (0) Destructive / Financial (0)

Running more than one server? Check your whole stack →

THE RISK

What can go wrong

✕

Even read-only tools carry cost. An agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up bills.

POLICY

How to control ConnectWise MCP Server

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

Cap read operations
{
  "connectwise_get_activities": {
    "limits": [
      {
        "counter": "connectwise_get_activities_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

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

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

Instant setup, no code required.

FULL CATALOGUE

All 30 ConnectWise MCP Server tools

READ 30 tools
Read connectwise_get_activities Search and retrieve activities. Supports filtering with conditions. Read connectwise_get_agreement_additions Get additions/add-ons for a specific agreement Read connectwise_get_agreements Search and retrieve agreements/contracts. Supports filtering with conditions. Read connectwise_get_billing_cycles Get all billing cycles for recurring billing Read connectwise_get_board_statuses Get all statuses for a specific service board Read connectwise_get_companies Search and retrieve companies. Supports filtering with conditions. Read connectwise_get_company Get a specific company by ID Read connectwise_get_company_sites Get sites/locations for a specific company Read connectwise_get_company_statuses Get all company statuses for tracking company state Read connectwise_get_company_types Get all company types for categorizing companies Read connectwise_get_configuration Get a specific configuration/asset by ID Read connectwise_get_configuration_types Get all configuration types for categorizing IT assets Read connectwise_get_configurations Search and retrieve IT configurations/assets. Supports filtering with conditions. Read connectwise_get_contact Get a specific contact by ID Read connectwise_get_contact_types Get all contact types for categorizing contacts Read connectwise_get_contacts Search and retrieve contacts. Supports filtering with conditions. Read connectwise_get_expense_entries Search and retrieve expense entries. Supports filtering with conditions. Read connectwise_get_invoices Search and retrieve invoices. Supports filtering with conditions. Read connectwise_get_members Search and retrieve team members. Supports filtering with conditions. Read connectwise_get_opportunities Search and retrieve sales opportunities. Supports filtering with conditions. Read connectwise_get_projects Search and retrieve projects. Supports filtering with conditions. Read connectwise_get_service_boards Get all service boards for organizing tickets Read connectwise_get_ticket Get a specific ticket by ID with full details Read connectwise_get_ticket_notes Get notes for a specific ticket Read connectwise_get_ticket_priorities Get all ticket priorities for categorizing urgency Read connectwise_get_ticket_schedules Get schedule entries for a specific ticket Read connectwise_get_ticket_sources Get all ticket sources for tracking how tickets are created Read connectwise_get_ticket_tasks Get tasks/checklist items for a specific ticket Read connectwise_get_tickets Search and retrieve service tickets. Supports filtering with conditions. Read connectwise_get_time_entries Search and retrieve time entries. Supports filtering with conditions.
FAQ

Questions about ConnectWise MCP Server

Is the ConnectWise MCP Server MCP server safe to use without restrictions? +

The ConnectWise MCP Server server is primarily read-only with 30 read tools. While it cannot modify data, an agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up costs. Rate limiting is still recommended.

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

30 tools across 1 categories: Read. 30 are read-only. 0 can modify, create, or delete data.

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

Register the ConnectWise 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 MCP Server tool call.

Deterministic rules across all 30 ConnectWise MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON CONNECTWISE →

Instant setup, no code required.

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

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