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Connectors · MSP & PSA

ConnectWise PSA MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to ConnectWise PSA and the rest of your systems. It gives your agent 927 ConnectWise PSA actions (499 reads, 286 writes and 142 that wait for a confirmation) and holds the ConnectWise PSA credential itself, so the agent never does. It paces ConnectWise PSA's limits and records every call.

Connect ConnectWise PSA freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "connectwise_manage.tickets.list",  intent: "check which ConnectWise PSA account is connected"}# List ConnectWise service tickets · read · 1 upstream call
  • 927actionsin one signed file
  • 499readlook, never change
  • 286writecreate and update
  • 142wait for a yesdestructive, confirmed first

Set up

Connect ConnectWise PSA in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect ConnectWise PSA.

    Header credentials. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • company_idConnectWise company id
    • public_keyAPI member public key
    • private_keyAPI member private key
    • client_idRegistered integrator client id
    account { op: "connections.requirements", service: "connectwise_manage" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "connectwise_manage.tickets.list" }# list connectwise service tickets · read · 1 upstream callcheck { action: "connectwise_manage.tickets.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

ConnectWise PSA at a glance

Sign-in
Header credentials. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
company_idpublic_keyprivate_keyclient_id
Limits we pace to
600 calls a minute, per connection
API covered
ConnectWise PSA API 3.0api-na.myconnectwise.net/v4_6_release/apis/3.0
Built from
ConnectWise PSA's documentation, read 15 September 2026developer.connectwise.com
Service file
Version 2.0.0, signed (Ed25519)
Cached reads
499 of 499 reads, for up to an hour; a write clears what it affects
Ready-made plans
12 in the store
Shared entities
12, so ask can line ConnectWise PSA up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in ConnectWise PSA.

927 actions in 13 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 499readlook, never change
  • 286writecreate and update
  • 142destructivewait for a confirmation

  1. PSA

    346

    186 read · 106 write · 54 destructive

    List ConnectWise service tickets · List ConnectWise contacts · List ConnectWise companies · Create a ConnectWise service ticket

  2. Directory

    115

    66 read · 34 write · 15 destructive

    List ConnectWise members · List ConnectWise member info records · Create a ConnectWise member · Get a ConnectWise member

  3. Procurement

    90

    45 read · 30 write · 15 destructive

    List ConnectWise catalog items · List ConnectWise purchase orders · Create a ConnectWise catalog item · Get a ConnectWise catalog item

  4. Projects

    82

    44 read · 25 write · 13 destructive

    List ConnectWise projects · Create a ConnectWise project · List ConnectWise project ticket time entries · Get a ConnectWise project

  5. Pipeline

    66

    33 read · 22 write · 11 destructive

    List ConnectWise opportunities · Create a ConnectWise opportunity · Get a ConnectWise opportunity · Replace a ConnectWise opportunity

  6. Billing

    57

    29 read · 19 write · 9 destructive

    List ConnectWise invoices · List ConnectWise closed invoices · Create a ConnectWise invoice · Get a ConnectWise invoice

  7. Contracts

    42

    21 read · 14 write · 7 destructive

    List ConnectWise agreements · Create a ConnectWise agreement · Get a ConnectWise agreement · Replace a ConnectWise agreement

  8. Scheduling

    41

    24 read · 12 write · 5 destructive

    Create a ConnectWise schedule entry · List ConnectWise schedule details · List ConnectWise schedule entries · Get a ConnectWise schedule detail

5 more areas · 88 actions
  • Time 34
  • Expenses 25
  • Orders 12
  • Ledger 11
  • Documents 6

Top actions

The ConnectWise PSA API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 473 of ConnectWise PSA's 544 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
connectwise_manage.tickets.listList ConnectWise service ticketsList service tickets, filtered by a ConnectWise conditions expression.readservice.ticket.list56 connectors
connectwise_manage.contacts.listList ConnectWise contactsList contacts, filtered by a ConnectWise conditions expression.readcrm.contact.list177 connectors
connectwise_manage.companies.listList ConnectWise companiesList companies, filtered by a ConnectWise conditions expression.readcrm.company.list162 connectors
connectwise_manage.agreements.listList ConnectWise agreementsList agreements, filtered by a ConnectWise conditions expression.readservice.contract.list23 connectors
connectwise_manage.opportunities.listList ConnectWise opportunitiesList opportunities, filtered by a ConnectWise conditions expression.readcrm.deal.list43 connectors
connectwise_manage.tickets.createCreate a ConnectWise service ticketCreate a service ticket.writeservice.ticket.create54 connectors
connectwise_manage.catalog_items.listList ConnectWise catalog itemsList catalog items, filtered by a ConnectWise conditions expression.readcommerce.product.list112 connectors
connectwise_manage.projects.listList ConnectWise projectsList projects, filtered by a ConnectWise conditions expression.readwork.project.list109 connectors
connectwise_manage.contacts.createCreate a ConnectWise contactCreate a contact.writecrm.contact.create161 connectors
connectwise_manage.invoices.listList ConnectWise invoicesList invoices, filtered by a ConnectWise conditions expression.readfinance.invoice.list101 connectors
connectwise_manage.companies.createCreate a ConnectWise companyCreate a company.writecrm.company.create142 connectors
connectwise_manage.tickets.deleteDelete a ConnectWise service ticketDelete a service ticket permanently.destructiveservice.ticket.delete42 connectors

Try it

Prompts to paste into Claude.

Each one names the ConnectWise PSA actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which ConnectWise PSA invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsconnectwise_manage.invoices.list

  2. Planwrite

    Onboard a new company and register its first configuration in ConnectWise PSA.

    callsconnectwise_manage.companies.createconnectwise_manage.company_sites.getconnectwise_manage.company_sites.updateconnectwise_manage.configurations.createconnectwise_manage.tickets.create+1 more

  3. Planread

    Weekly service board health report in ConnectWise PSA.

    callsconnectwise_manage.board_statuses.listconnectwise_manage.board_items.listconnectwise_manage.tickets.listconnectwise_manage.slas.listconnectwise_manage.service_severities.list+1 more

  4. Writewrite

    Create a ConnectWise service ticket in ConnectWise PSA. Show me exactly what you will send before you save it.

    callsconnectwise_manage.tickets.create

  5. Across systemsread

    For each customer, how many invoices are in ConnectWise PSA and how many tickets in HubSpot CRM?

    callsconnectwise_manage.invoices.listhubspot_crm.tickets.list

Across your systems

ConnectWise PSA, joined to the rest of your business.

One ask fetches from ConnectWise PSA and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many invoices are in ConnectWise PSA and how many tickets in HubSpot CRM?

    connectwise_manage.invoices.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

  • For each customer, how many invoices are in ConnectWise PSA and how many tickets in ServiceNow?

    connectwise_manage.invoices.list + servicenow_table.incidents.list, on crm.company · ServiceNow

Also mapped by other connectorscrm.company 227crm.contact 192work.project 116commerce.product 109finance.invoice 91service.ticket 62crm.deal 43asset.asset 40
ask
ask {  intent: "for each customer, how many invoices are in ConnectWise PSA and how many tickets in HubSpot CRM",  steps: [    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "hubspot_crm.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for ConnectWise PSA.

12 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

  1. Weekly service board health report

    Use it when Someone asks for a weekly snapshot of one service board and the SLA and severity settings behind it.

    Effect
    read
    Steps
    6
    Needs
    board id
    Install
    connectwise_manage-weekly-service-board-report

  2. Triage open service tickets and log a triage note on each

    Use it when A dispatcher wants every open ticket on a board reviewed and stamped with an internal triage note in one pass.

    Effect
    write
    Steps
    3 · loops
    Needs
    board id and conditions
    Install
    connectwise_manage-triage-open-tickets-to-board

  3. Move resolved tickets to a closed status after human approval

    Use it when A service manager wants a batch of resolved tickets closed out, but only after a person signs off on the list.

    A person decidesClose count resolved tickets on board board id and write a resolution note on each.

    Effect
    write
    Steps
    4 · loops
    Needs
    board id, conditions and task id
    Install
    connectwise_manage-close-resolved-tickets-with-approval

  4. Apply a payment to an invoice after approval

    Use it when Finance has received a customer payment and wants it applied to a specific invoice with a recorded approval.

    A person decidesApply a payment of amount to invoice invoiceNumber with reference reference number.

    Effect
    write
    Steps
    5
    Needs
    amount, invoice id, payment date and reference number
    Install
    connectwise_manage-apply-invoice-payment

  5. Log a time entry against a ticket and note it

    Use it when An engineer finished work on a ticket and wants the time booked and the ticket note written together.

    Effect
    write
    Steps
    5
    Needs
    member id, ticket id, time end, time start and work role id
    Install
    connectwise_manage-log-time-against-ticket

  6. Open a sales opportunity and log the first contact note

    Use it when A sales rep wants a new opportunity created for a company with its opening note and follow-up activity in place.

    Effect
    write
    Steps
    5
    Needs
    company id, contact id, name, note type id and sales rep id
    Install
    connectwise_manage-open-opportunity-from-company

  7. Provision a new member and set an approval delegate

    Use it when HR or an administrator is onboarding a new staff member who needs an account and a standing approval delegate.

    Effect
    write
    Steps
    5
    Needs
    delegate to id, department id, email, first name, identifier, last name, license class, start date and title
    Install
    connectwise_manage-provision-member-and-delegate

  8. Stand up a project phase and staff it

    Use it when A project manager has agreed a new phase and wants it created and staffed in one go.

    Effect
    write
    Steps
    5 · loops
    Needs
    description, member ids, note type id, project id, scheduled end and scheduled start
    Install
    connectwise_manage-stand-up-project-phase-and-team

  9. Create an accounting batch and wait for it to close

    Use it when Finance is closing a period and wants an accounting batch created and the run held until the export finishes.

    Effect
    write
    Steps
    6
    Needs
    batch identifier
    Install
    connectwise_manage-await-accounting-batch-export

  10. Onboard a new company and register its first configuration

    Use it when A new customer has been signed and needs a company record, a corrected site address and a first asset registered.

    Effect
    write
    Steps
    6
    Needs
    address line1, board id, city, config status id, config type id, identifier, name, site id, state and zip
    Install
    connectwise_manage-onboard-company-with-site-and-config

  11. Retire a board type after checking what still uses it

    Use it when An administrator wants to remove an obsolete board type but must prove nothing still depends on it first.

    A person decidesPermanently delete board type name on board board id; count tickets currently reference it.

    Effect
    destructive
    Steps
    5
    Needs
    board id and type id
    Install
    connectwise_manage-retire-board-type-with-approval

  12. Purge a stale SLA definition after impact review

    Use it when An administrator wants an obsolete SLA removed but the impact on templates and service settings must be reviewed first.

    A person decidesPermanently delete SLA sla id; count service templates were reviewed for references.

    Effect
    destructive
    Steps
    6
    Needs
    sla id
    Install
    connectwise_manage-purge-stale-sla-definitions
install a plan
account { op: "plans.install", slug: "connectwise_manage-weekly-service-board-report" }
# then ask for it by name; a schedule can run it on a timetable

Governance for ConnectWise PSA

Destructive actions wait for a yes.

142 ConnectWise PSA actions are destructive. The first 10:

  • Delete a ConnectWise service ticketconnectwise_manage.tickets.delete
  • Delete a ConnectWise contactconnectwise_manage.contacts.delete
  • Delete a ConnectWise companyconnectwise_manage.companies.delete
  • Delete a ConnectWise agreementconnectwise_manage.agreements.delete
  • Delete a ConnectWise opportunityconnectwise_manage.opportunities.delete
  • Delete a ConnectWise projectconnectwise_manage.projects.delete
  • Delete a ConnectWise catalog itemconnectwise_manage.catalog_items.delete
  • Delete a ConnectWise ticket taskconnectwise_manage.ticket_tasks.delete
  • Delete a ConnectWise invoiceconnectwise_manage.invoices.delete
  • Delete a ConnectWise time entryconnectwise_manage.time_entries.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

doconnectwise_manage.tickets.deleteconfirm_policy: human

Delete a ConnectWise service ticket?

intent: the user asked me to delete a ConnectWise service ticket

run suspended · waiting for a named person · key connectwise-manage-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "connectwise-manage-agent",  allowed_actions: ["connectwise_manage.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "connectwise_manage.tickets.delete", approver: "[email protected]" },    { match: "connectwise_manage.contacts.delete", approver: "[email protected]" },    { match: "connectwise_manage.companies.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to ConnectWise PSA only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What ConnectWise PSA costs on actionlake.

Every ConnectWise PSA action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call ConnectWise PSA refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 927 ConnectWise PSA actions
  • 177actions pageeach page of a long list is one call
  • 499reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every ConnectWise PSA action.

927 actions by area: the id your agent calls, what it does, and its effect.

PSA346
  • connectwise_manage.companies.listList ConnectWise companiesread
  • connectwise_manage.contacts.listList ConnectWise contactsread
  • connectwise_manage.tickets.createCreate a ConnectWise service ticketwrite
  • connectwise_manage.tickets.listList ConnectWise service ticketsread
  • connectwise_manage.board_auto_templates.countCount ConnectWise board auto templatesread
  • connectwise_manage.board_auto_templates.createCreate a ConnectWise board auto templatewrite
  • and 340 more in this area
Directory115
  • connectwise_manage.members.createCreate a ConnectWise memberwrite
  • connectwise_manage.members.getGet a ConnectWise memberread
  • connectwise_manage.members.listList ConnectWise membersread
  • connectwise_manage.system_members_info.listList ConnectWise member info recordsread
  • connectwise_manage.member_accruals.countCount ConnectWise member accrualsread
  • connectwise_manage.member_accruals.createCreate a ConnectWise member accrualwrite
  • and 109 more in this area
Procurement90
  • connectwise_manage.catalog_items.createCreate a ConnectWise catalog itemwrite
  • connectwise_manage.catalog_items.getGet a ConnectWise catalog itemread
  • connectwise_manage.catalog_items.listList ConnectWise catalog itemsread
  • connectwise_manage.purchase_orders.listList ConnectWise purchase ordersread
  • connectwise_manage.catalog_item_components.countCount ConnectWise catalog item componentsread
  • connectwise_manage.catalog_item_components.createCreate a ConnectWise catalog item componentwrite
  • and 84 more in this area
Projects82
  • connectwise_manage.project_ticket_time_entries.listList ConnectWise project ticket time entriesread
  • connectwise_manage.projects.createCreate a ConnectWise projectwrite
  • connectwise_manage.projects.getGet a ConnectWise projectread
  • connectwise_manage.projects.listList ConnectWise projectsread
  • connectwise_manage.project_boards.countCount ConnectWise project boardsread
  • connectwise_manage.project_boards.createCreate a ConnectWise project boardwrite
  • and 76 more in this area
Pipeline66
  • connectwise_manage.opportunities.createCreate a ConnectWise opportunitywrite
  • connectwise_manage.opportunities.getGet a ConnectWise opportunityread
  • connectwise_manage.opportunities.listList ConnectWise opportunitiesread
  • connectwise_manage.opportunities.updateReplace a ConnectWise opportunitywrite
  • connectwise_manage.activities.countCount ConnectWise activitiesread
  • connectwise_manage.activities.createCreate a ConnectWise activitywrite
  • and 60 more in this area
Billing57
  • connectwise_manage.closed_invoices.listList ConnectWise closed invoicesread
  • connectwise_manage.invoices.createCreate a ConnectWise invoicewrite
  • connectwise_manage.invoices.getGet a ConnectWise invoiceread
  • connectwise_manage.invoices.listList ConnectWise invoicesread
  • connectwise_manage.billing_cycles.countCount ConnectWise billing cyclesread
  • connectwise_manage.billing_cycles.createCreate a ConnectWise billing cyclewrite
  • and 51 more in this area
Contracts42
  • connectwise_manage.agreements.createCreate a ConnectWise agreementwrite
  • connectwise_manage.agreements.getGet a ConnectWise agreementread
  • connectwise_manage.agreements.listList ConnectWise agreementsread
  • connectwise_manage.agreements.updateReplace a ConnectWise agreementwrite
  • connectwise_manage.agreement_additions.countCount ConnectWise agreement additionsread
  • connectwise_manage.agreement_additions.createCreate a ConnectWise agreement additionwrite
  • and 36 more in this area
Scheduling41
  • connectwise_manage.schedule_details.getGet a ConnectWise schedule detailread
  • connectwise_manage.schedule_details.listList ConnectWise schedule detailsread
  • connectwise_manage.schedule_entries.createCreate a ConnectWise schedule entrywrite
  • connectwise_manage.schedule_entries.listList ConnectWise schedule entriesread
  • connectwise_manage.holiday_lists.countCount ConnectWise holiday listsread
  • connectwise_manage.holiday_lists.createCreate a ConnectWise holiday listwrite
  • and 35 more in this area
Time34
  • connectwise_manage.time_entries.createCreate a ConnectWise time entrywrite
  • connectwise_manage.time_entries.getGet a ConnectWise time entryread
  • connectwise_manage.time_entries.listList ConnectWise time entriesread
  • connectwise_manage.time_entries.updateReplace a ConnectWise time entrywrite
  • connectwise_manage.time_accruals.countCount ConnectWise time accrualsread
  • connectwise_manage.time_accruals.createCreate a ConnectWise time accrualwrite
  • and 28 more in this area
Expenses25
  • connectwise_manage.expense_entries.createCreate a ConnectWise expense entrywrite
  • connectwise_manage.expense_entries.getGet a ConnectWise expense entryread
  • connectwise_manage.expense_entries.listList ConnectWise expense entriesread
  • connectwise_manage.expense_entries.updateReplace a ConnectWise expense entrywrite
  • connectwise_manage.expense_classifications.countCount ConnectWise expense classificationsread
  • connectwise_manage.expense_classifications.getGet a ConnectWise expense classificationread
  • and 19 more in this area
Orders12
  • connectwise_manage.sales_orders.createCreate a ConnectWise sales orderwrite
  • connectwise_manage.sales_orders.getGet a ConnectWise sales orderread
  • connectwise_manage.sales_orders.listList ConnectWise sales ordersread
  • connectwise_manage.sales_orders.updateReplace a ConnectWise sales orderwrite
  • connectwise_manage.sales_order_statuses.countCount ConnectWise sales order statusesread
  • connectwise_manage.sales_order_statuses.createCreate a ConnectWise sales order statuswrite
  • and 6 more in this area
Ledger11
  • connectwise_manage.accounting_batches.createCreate a ConnectWise accounting batchwrite
  • connectwise_manage.accounting_batches.getGet a ConnectWise accounting batchread
  • connectwise_manage.accounting_batches.listList ConnectWise accounting batchesread
  • connectwise_manage.gl_accounts.listList ConnectWise GL accountsread
  • connectwise_manage.accounting_batches.countCount ConnectWise accounting batchesread
  • connectwise_manage.accounting_batches.deleteDelete a ConnectWise accounting batchdestructive
  • and 5 more in this area
Documents6
  • connectwise_manage.system_documents.createCreate a ConnectWise documentwrite
  • connectwise_manage.system_documents.deleteDelete a ConnectWise documentdestructive
  • connectwise_manage.system_documents.getGet a ConnectWise documentread
  • connectwise_manage.system_documents.listList ConnectWise documentsread
  • connectwise_manage.system_document_types.listList ConnectWise document typesread
  • connectwise_manage.system_documents.countCount ConnectWise documentsread

This index shows a sample of each area. All 927 actions, with their inputs and prices, are in the catalogue, which a free sandbox key can search.

Questions

The ConnectWise PSA MCP server, answered.

Is there a ConnectWise PSA MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 927 ConnectWise PSA actions across PSA, directory, procurement and projects, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by ConnectWise PSA.

What do I need to connect ConnectWise PSA?

ConnectWise company id, API member public key, API member private key and Registered integrator client id. The free call account { op: "connections.requirements", service: "connectwise_manage" } lists exactly what to paste.

Can an AI agent delete or change things in ConnectWise PSA?

Only if its key allows it, and only with an explicit confirmation. 142 ConnectWise PSA actions are destructive, including delete a ConnectWise service ticket, delete a ConnectWise contact and delete a ConnectWise company. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my ConnectWise PSA API limit?

actionlake paces every call to the limits in the ConnectWise PSA service file: 600 calls a minute per connection. Repeated reads are answered from cache (499 ConnectWise PSA actions can be), which never reaches ConnectWise PSA.

What does a ConnectWise PSA action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (177 ConnectWise PSA actions page). Cache hits, searches, dry runs and calls ConnectWise PSA refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which ConnectWise PSA API does it cover?

The ConnectWise PSA API 3.0 at api-na.myconnectwise.net/v4_6_release/apis/3.0. It is built from ConnectWise PSA's documentation as read on 15 September 2026. 927 actions in 13 areas, each one in the signed service file (version 2.0.0).

Can I combine ConnectWise PSA with my other systems?

Yes. ask joins ConnectWise PSA to HubSpot CRM or ServiceNow on the same customer and returns the answer rather than every row. ConnectWise PSA maps crm.company, which 227 other connectors also map.

Does actionlake keep my ConnectWise PSA data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your ConnectWise PSA credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

More connectors like ConnectWise PSA

Shares the most action names with

Joins with, on shared entities

Browse

actionlake is independent. It is not made or endorsed by ConnectWise PSA; the name is the vendor's own. Counts are from the ConnectWise PSA service file, version 2.0.0.

Give your agent ConnectWise PSA today.

Connect ConnectWise PSA freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.