--- title: "Kaseya BMS MCP server for AI agents - actionlake" description: "Give Claude 363 Kaseya BMS actions through one MCP server: tickets, integrations, RMM. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/kaseya-bms updated: 2026-10-10 --- Connectors · MSP & PSA # Kaseya BMS MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Kaseya BMS and the rest of your systems. It gives your agent 363 Kaseya BMS actions (226 reads, 108 writes and 29 that wait for a confirmation) and holds the Kaseya BMS credential itself, so the agent never does. It paces Kaseya BMS's limits and records every call. [Connect Kaseya BMS free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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: "kaseya_bms.tickets_list", intent: "check which Kaseya BMS account is connected" } # List tickets in Kaseya BMS · read · 1 upstream call ``` - 363 actions in one signed file - 226 read look, never change - 108 write create and update - 29 wait for a yes destructive, confirmed first Set up ## Connect Kaseya BMS 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 Kaseya BMS. Bearer token. 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. - `access_token` BMS access token from /v2/security/authenticate ``` account { op: "connections.requirements", service: "kaseya_bms" } # 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: "kaseya_bms.tickets_list" } # list tickets in kaseya bms · read · 1 upstream call check { action: "kaseya_bms.tickets_create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Kaseya BMS at a glance **Sign-in** Bearer token. 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** `access_token` **Limits we pace to** 1,500 calls an hour, per connection **API covered** Kaseya BMS API 2`api.bms.kaseya.com/v2` **Built from** Kaseya BMS's documentation, read 15 September 2026[api.bms.kaseya.com](https://api.bms.kaseya.com/swagger/v2/swagger.json) **Service file** Version 2.0.0, signed (Ed25519) **Cached reads** 225 of 226 reads, for up to an hour; a write clears what it affects **Ready-made plans** 9 in the store **Shared entities** 12, so ask can line Kaseya BMS up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Kaseya BMS. 363 actions in 38 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **226** read look, never change - **108** write create and update - **29** destructive wait for a confirmation 1. ### Tickets 78 37 read · 29 write · 12 destructive List tickets in Kaseya BMS · List tickets in Kaseya BMS · Create tickets in Kaseya BMS · Fetch tickets in Kaseya BMS 2. ### Integrations 22 10 read · 8 write · 4 destructive List agent procedures in Kaseya BMS · Create webhooks in Kaseya BMS · List webhooks in Kaseya BMS · Patch webhooks in Kaseya BMS 3. ### RMM 20 8 read · 11 write · 1 destructive Create rmm integration in Kaseya BMS · Create rmm integration in Kaseya BMS · List rmm integration in Kaseya BMS · Create rmm integration in Kaseya BMS 4. ### Settings 18 12 read · 4 write · 2 destructive Fetch services in Kaseya BMS · List account codes in Kaseya BMS · List chart of accounts in Kaseya BMS · List chart of accounts in Kaseya BMS 5. ### Itglue 18 16 read · 2 write · 0 destructive List itglue integration in Kaseya BMS · Fetch itglue integration in Kaseya BMS · Fetch itglue integration in Kaseya BMS · Fetch itglue integration in Kaseya BMS 6. ### Settings 17 11 read · 5 write · 1 destructive List email templates in Kaseya BMS · Fetch views in Kaseya BMS · List custom fields in Kaseya BMS · List custom fields in Kaseya BMS 7. ### Lookups 16 15 read · 1 write · 0 destructive List queues in Kaseya BMS · List slas in Kaseya BMS · List roles in Kaseya BMS · List issue types in Kaseya BMS 8. ### Workflow 12 7 read · 4 write · 1 destructive Create workflows in Kaseya BMS · List workflows in Kaseya BMS · Fetch workflows in Kaseya BMS · Patch workflows in Kaseya BMS **30 more areas · 162 actions** - Accounts **11** - Reports **11** - Contacts **9** - Products **9** - Assets **9** - Reports **9** - Opportunities **8** - Quotes **7** - Contracts **7** - Expenses **7** - People **7** - Settings **7** - Attachments **7** - Portal **6** - Settings **6** - Time **6** - Settings **5** - Invoicing **5** - Etilize **4** - Planning **4** - Projects **3** - Tasks **3** - Reports **3** - Settings **2** - Security **2** - Reports **1** - Security **1** - Surveys **1** - Vsa **1** - Purchasing **1** Top actions ## The Kaseya BMS API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 210 of Kaseya BMS's 221 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `kaseya_bms.tickets_list` List tickets in Kaseya BMS | List tickets in Kaseya BMS. | read | `service.ticket.list` 56 connectors | | `kaseya_bms.contracts_summary_list` List contracts in Kaseya BMS | List contracts in Kaseya BMS. | read | `service.contract.list` 23 connectors | | `kaseya_bms.contacts_search_list` List contacts in Kaseya BMS | List contacts in Kaseya BMS. | read | `crm.contact.list` 177 connectors | | `kaseya_bms.accounts_summary_list` List accounts in Kaseya BMS | List accounts in Kaseya BMS. | read | `crm.company.list` 162 connectors | | `kaseya_bms.tickets_summary_list` List tickets in Kaseya BMS | List tickets in Kaseya BMS. | read | `service.ticket.list` 56 connectors | | `kaseya_bms.tickets_create` Create tickets in Kaseya BMS | Create tickets in Kaseya BMS. | write | `service.ticket.create` 54 connectors | | `kaseya_bms.project_tasks_create` Create project tasks in Kaseya BMS | Create project tasks in Kaseya BMS. | write | `work.task.create` 127 connectors | | `kaseya_bms.projects_summary_list` List projects in Kaseya BMS | List projects in Kaseya BMS. | read | `work.project.list` 109 connectors | | `kaseya_bms.invoices_summary_list` List invoices in Kaseya BMS | List invoices in Kaseya BMS. | read | `finance.invoice.list` 101 connectors | | `kaseya_bms.assignees_list` List assignees in Kaseya BMS | List assignees in Kaseya BMS. | read | `identity.user.list` 474 connectors | | `kaseya_bms.tickets_patch` Patch tickets in Kaseya BMS | Patch tickets in Kaseya BMS. | write | `service.ticket.update` 50 connectors | | `kaseya_bms.tickets_delete` Delete tickets in Kaseya BMS | Delete tickets in Kaseya BMS. | destructive | `service.ticket.delete` 42 connectors | Try it ## Prompts to paste into Claude. Each one names the Kaseya BMS actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Kaseya BMS invoices are more than 30 days overdue? Group them by customer with the total owed. calls `kaseya_bms.invoices_summary_list` 2. Plan write Review the sales pipeline and note the top deals in Kaseya BMS. calls `kaseya_bms.crm_dashboard_pipelinetotals_query` `kaseya_bms.crm_dashboard_topopportunities_list` `kaseya_bms.crm_dashboard_nextopportunities_list` `kaseya_bms.crm_dashboard_activitiesdue_query` `kaseya_bms.opportunities_statuses_lookup_list` +1 more 3. Plan write Daily service desk status report in Kaseya BMS. calls `kaseya_bms.service_desk_dashboard_ticketscount_bybasicstatus_query` `kaseya_bms.service_desk_dashboard_ticketscount_bypriority_list` `kaseya_bms.service_desk_dashboard_ticketscount_bystatus_list` `kaseya_bms.service_desk_dashboard_ticketsupcoming_list` `kaseya_bms.my_tickets_list` +1 more 4. Write write Create tickets in Kaseya BMS in Kaseya BMS. Show me exactly what you will send before you save it. calls `kaseya_bms.tickets_create` 5. Across systems read For each customer, how many invoices are in Kaseya BMS and how many tickets in HubSpot CRM? calls `kaseya_bms.invoices_summary_list` `hubspot_crm.tickets.list` Across your systems ## Kaseya BMS, joined to the rest of your business. One `ask` fetches from Kaseya BMS 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 Kaseya BMS and how many tickets in HubSpot CRM? `kaseya_bms.invoices_summary_list` + `hubspot_crm.tickets.list`, on `crm.company` · [HubSpot CRM](https://actionlake.com/connectors/hubspot-crm) - For each customer, how many invoices are in Kaseya BMS and how many tickets in ServiceNow? `kaseya_bms.invoices_summary_list` + `servicenow_table.incidents.list`, on `crm.company` · [ServiceNow](https://actionlake.com/connectors/servicenow) Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `work.project` **116** `commerce.product` **109** `work.task` **105** `finance.invoice` **91** `service.ticket` **62** ask ``` ask { intent: "for each customer, how many invoices are in Kaseya BMS and how many tickets in HubSpot CRM", steps: [ { action: "kaseya_bms.invoices_summary_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 Kaseya BMS. 9 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. ### Check SLA state across open tickets Use it when You want to know which open tickets are close to or past their SLA before the customer notices. **Effect** read **Steps** 4 · loops **Needs** open date from and open date to **Install** `kaseya_bms-sla-breach-sweep` 2. ### Log billable time and a charge on a ticket Use it when An engineer finished billable work on a ticket and both the time and the charge need recording. A person decides Add a billable charge line to this ticket, which will appear on the customer invoice. **Effect** write **Steps** 4 **Needs** charge name, end time, price, quantity, role id, start date, start time, ticket id and work type id **Install** `kaseya_bms-log-ticket-time-and-charges` 3. ### Turn an RMM alert into a service desk ticket Use it when A monitoring alert has fired and should become a tracked service desk ticket through the RMM integration. **Effect** write **Steps** 5 **Needs** integration type and items **Install** `kaseya_bms-rmm-alert-to-ticket` 4. ### Onboard a new customer account Use it when A new customer has been signed and needs an account, a contact and an active recurring contract created. A person decides Activate the recurring services contract for this new account, which starts billing. **Effect** write **Steps** 6 **Needs** account manager id, account name, account type id, business type id, contract name, first name, last name, locations and start date **Install** `kaseya_bms-onboard-new-account` 5. ### Summarise a ticket then resolve it Use it when An engineer has finished the work on a ticket and wants it summarised and closed in one pass. A person decides Resolve and close this ticket using the generated resolution text. **Effect** write **Steps** 6 **Needs** comment and ticket id **Install** `kaseya_bms-resolve-ticket-with-summary` 6. ### Review the sales pipeline and note the top deals Use it when A sales manager wants the pipeline position for a period and the top deals annotated with the review. **Effect** write **Steps** 6 · loops **Needs** end date, note and start date **Install** `kaseya_bms-sales-pipeline-review` 7. ### Daily service desk status report Use it when Someone asks for a morning or end of day picture of the service desk without changing anything. **Effect** write **Steps** 6 **Needs** end date and start date **Install** `kaseya_bms-service-desk-daily-report` 8. ### Triage open tickets and assign an owner Use it when A queue has unowned or mis-prioritised tickets and you want them assigned to one engineer in a single pass. A person decides Reassign the queued tickets to the chosen engineer and queue, and set their priority. **Effect** write **Steps** 6 **Needs** assignee id, module id, priority id and queue id **Install** `kaseya_bms-triage-open-tickets` 9. ### Review and retire unused Teams channels Use it when Teams notification channels have accumulated and the dead ones should be disabled or removed. A person decides Disable and then permanently delete the Teams channels listed as stale. **Effect** destructive **Steps** 5 · loops **Needs** module id and stale channel ids **Install** `kaseya_bms-retire-stale-teams-channels` install a plan ``` account { op: "plans.install", slug: "kaseya_bms-sla-breach-sweep" } # then ask for it by name; a schedule can run it on a timetable ``` Governance for Kaseya BMS ## Destructive actions wait for a yes. 29 Kaseya BMS actions are destructive. These are all of them: - Delete tickets in Kaseya BMS `kaseya_bms.tickets_delete` - Delete tickets in Kaseya BMS `kaseya_bms.tickets_delete_2` - Delete contacts in Kaseya BMS `kaseya_bms.contacts_delete` - Create tickets in Kaseya BMS `kaseya_bms.tickets_merge_create` - Delete ticket time entries in Kaseya BMS `kaseya_bms.ticket_time_entries_delete` - Delete ticket service calls in Kaseya BMS `kaseya_bms.ticket_service_calls_s_delete` - Delete tickets in Kaseya BMS `kaseya_bms.tickets_related_tickets_delete` - Delete ticket notes in Kaseya BMS `kaseya_bms.ticket_notes_delete` - Delete workflows in Kaseya BMS `kaseya_bms.workflows_delete` - Delete webhooks in Kaseya BMS `kaseya_bms.webhooks_delete` - Delete webhooks in Kaseya BMS `kaseya_bms.webhooks_delete_2` - Delete ticket todos in Kaseya BMS `kaseya_bms.ticket_todos_delete` - Delete ticket checklists in Kaseya BMS `kaseya_bms.ticket_checklists_items_delete` - Delete ticket checklists in Kaseya BMS `kaseya_bms.ticket_checklists_items_delete_2` - Delete ticket service calls in Kaseya BMS `kaseya_bms.ticket_service_calls_stodos_delete` - Delete attachments in Kaseya BMS `kaseya_bms.attachments_delete` - Delete attachments in Kaseya BMS `kaseya_bms.attachments_delete_2` - Delete attachments in Kaseya BMS `kaseya_bms.attachments_temp_delete` - Delete tickets in Kaseya BMS `kaseya_bms.tickets_relatedtasks_delete` - Delete ticket expenses in Kaseya BMS `kaseya_bms.ticket_expenses_delete` - Delete rmm integration in Kaseya BMS `kaseya_bms.rmm_integration_mappings_delete` - Delete hardware assets in Kaseya BMS `kaseya_bms.hardware_assets_delete` - Delete services in Kaseya BMS `kaseya_bms.services_delete` - Delete services in Kaseya BMS `kaseya_bms.services_delete_2` - Delete teams channels in Kaseya BMS `kaseya_bms.teams_channels_delete` - Delete teams channels in Kaseya BMS `kaseya_bms.teams_channels_delete_2` - Delete ticket charges in Kaseya BMS `kaseya_bms.ticket_charges_delete` - Delete views in Kaseya BMS `kaseya_bms.views_delete` - Delete project statuses in Kaseya BMS `kaseya_bms.project_statuses_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. do kaseya_bms.tickets_delete confirm_policy: **human** Delete tickets in Kaseya BMS? **intent:** the user asked me to delete tickets in Kaseya BMS run suspended · waiting for a named person · key _kaseya-bms-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "kaseya-bms-agent", allowed_actions: ["kaseya_bms.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "kaseya_bms.tickets_delete", approver: "lead@example.com" }, { match: "kaseya_bms.tickets_delete_2", approver: "lead@example.com" }, { match: "kaseya_bms.contacts_delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Kaseya BMS only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Kaseya BMS costs on actionlake. Every Kaseya BMS action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Kaseya BMS 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. - 1 upstream call per action all 363 Kaseya BMS actions - 363 actions page each page of a long list is one call - 225 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Kaseya BMS action. 363 actions by area: the id your agent calls, what it does, and its effect. **Tickets 78** - `kaseya_bms.tickets_activities_list` List tickets in Kaseya BMS read - `kaseya_bms.tickets_agent_procedure_audit_list` List tickets in Kaseya BMS read - `kaseya_bms.tickets_assignticket_create` Create tickets in Kaseya BMS write - `kaseya_bms.tickets_auditlogs_list` List tickets in Kaseya BMS read - `kaseya_bms.tickets_create` Create tickets in Kaseya BMS write - `kaseya_bms.tickets_get` Fetch tickets in Kaseya BMS read - and 72 more in this area **Integrations 22** - `kaseya_bms.agent_procedures_agentprocedures_list` List agent procedures in Kaseya BMS read - `kaseya_bms.webhooks_create` Create webhooks in Kaseya BMS write - `kaseya_bms.webhooks_events_lookup_list` List webhooks in Kaseya BMS read - `kaseya_bms.webhooks_patch` Patch webhooks in Kaseya BMS write - `kaseya_bms.webhooks_redeliver_create` Create webhooks in Kaseya BMS write - `kaseya_bms.teams_channels_create` Create teams channels in Kaseya BMS write - and 16 more in this area **RMM 20** - `kaseya_bms.rmm_integration_assets_create` Create rmm integration in Kaseya BMS write - `kaseya_bms.rmm_integration_create` Create rmm integration in Kaseya BMS write - `kaseya_bms.rmm_integration_dattormm_alerts_create` Create rmm integration in Kaseya BMS write - `kaseya_bms.rmm_integration_integrations_list` List rmm integration in Kaseya BMS read - `kaseya_bms.rmm_integration_mappings_create` Create rmm integration in Kaseya BMS write - `kaseya_bms.rmm_integration_tickets_create` Create rmm integration in Kaseya BMS write - and 14 more in this area **Settings 18** - `kaseya_bms.account_codes_lookup_list` List account codes in Kaseya BMS read - `kaseya_bms.chart_of_accounts_list` List chart of accounts in Kaseya BMS read - `kaseya_bms.chart_of_accounts_lookup_list` List chart of accounts in Kaseya BMS read - `kaseya_bms.chart_of_accounts_types_list` List chart of accounts in Kaseya BMS read - `kaseya_bms.chart_of_accounts_types_lookup_list` List chart of accounts in Kaseya BMS read - `kaseya_bms.services_backgroundjob_get` Fetch services in Kaseya BMS read - and 12 more in this area **Itglue 18** - `kaseya_bms.itglue_integration_accounts_lookup_get` Fetch itglue integration in Kaseya BMS read - `kaseya_bms.itglue_integration_accounts_notes_get` Fetch itglue integration in Kaseya BMS read - `kaseya_bms.itglue_integration_checklists_list` List itglue integration in Kaseya BMS read - `kaseya_bms.itglue_integration_checklists_tasks_list` List itglue integration in Kaseya BMS read - `kaseya_bms.itglue_integration_contacts_lookup_get` Fetch itglue integration in Kaseya BMS read - `kaseya_bms.itglue_integration_contacts_notes_get` Fetch itglue integration in Kaseya BMS read - and 12 more in this area **Settings 17** - `kaseya_bms.custom_fields_list` List custom fields in Kaseya BMS read - `kaseya_bms.custom_fields_list_2` List custom fields in Kaseya BMS read - `kaseya_bms.email_templates_lookup_list` List email templates in Kaseya BMS read - `kaseya_bms.views_details_get` Fetch views in Kaseya BMS read - `kaseya_bms.views_sharesettings_get` Fetch views in Kaseya BMS read - `kaseya_bms.custom_fields_data_update` Update custom fields in Kaseya BMS write - and 11 more in this area **Lookups 16** - `kaseya_bms.issue_types_issuesubtypes_lookup_list` List issue types in Kaseya BMS read - `kaseya_bms.issue_types_lookup_list` List issue types in Kaseya BMS read - `kaseya_bms.queues_lookup_list` List queues in Kaseya BMS read - `kaseya_bms.roles_lookup_list` List roles in Kaseya BMS read - `kaseya_bms.slas_lookup_list` List slas in Kaseya BMS read - `kaseya_bms.account_types_lookup_list` List account types in Kaseya BMS read - and 10 more in this area **Workflow 12** - `kaseya_bms.workflows_agentprocedure_logs_list` List workflows in Kaseya BMS read - `kaseya_bms.workflows_clone_create` Create workflows in Kaseya BMS write - `kaseya_bms.workflows_create` Create workflows in Kaseya BMS write - `kaseya_bms.workflows_customfieldoperator_list` List workflows in Kaseya BMS read - `kaseya_bms.workflows_get` Fetch workflows in Kaseya BMS read - `kaseya_bms.workflows_patch` Patch workflows in Kaseya BMS write - and 6 more in this area **Accounts 11** - `kaseya_bms.accounts_alerts_get` Fetch accounts in Kaseya BMS read - `kaseya_bms.accounts_create` Create accounts in Kaseya BMS write - `kaseya_bms.accounts_lookup_list` List accounts in Kaseya BMS read - `kaseya_bms.accounts_summary_get` Fetch accounts in Kaseya BMS read - `kaseya_bms.accounts_summary_list` List accounts in Kaseya BMS read - `kaseya_bms.account_contacts_lookup_list` List account contacts in Kaseya BMS read - and 5 more in this area **Reports 11** - `kaseya_bms.crm_dashboard_leaderboard_list` List crm dashboard in Kaseya BMS read - `kaseya_bms.crm_dashboard_nextopportunities_list` List crm dashboard in Kaseya BMS read - `kaseya_bms.crm_dashboard_quotations_summary_list` List crm dashboard in Kaseya BMS read - `kaseya_bms.crm_dashboard_recurringservices_performance_list` List crm dashboard in Kaseya BMS read - `kaseya_bms.crm_dashboard_topopportunities_list` List crm dashboard in Kaseya BMS read - `kaseya_bms.crm_dashboard_activitiesdue_query` Query crm dashboard in Kaseya BMS read - and 5 more in this area **Contacts 9** - `kaseya_bms.contacts_search_list` List contacts in Kaseya BMS read - `kaseya_bms.contacts_summary_create` Create contacts in Kaseya BMS write - `kaseya_bms.contacts_summary_get` Fetch contacts in Kaseya BMS read - `kaseya_bms.contacts_summary_list` List contacts in Kaseya BMS read - `kaseya_bms.contacts_delete` Delete contacts in Kaseya BMS destructive - `kaseya_bms.contacts_emails_patch` Patch contacts in Kaseya BMS write - and 3 more in this area **Products 9** - `kaseya_bms.products_categories_create` Create products in Kaseya BMS write - `kaseya_bms.products_categories_lookup_list` List products in Kaseya BMS read - `kaseya_bms.products_pricing_levels_list` List products in Kaseya BMS read - `kaseya_bms.products_searchselect_list` List products in Kaseya BMS read - `kaseya_bms.products_stockitems_lookup_list` List products in Kaseya BMS read - `kaseya_bms.products_suppliers_lookup_list` List products in Kaseya BMS read - and 3 more in this area **Assets 9** - `kaseya_bms.hardware_assets_create` Create hardware assets in Kaseya BMS write - `kaseya_bms.hardware_assets_get` Fetch hardware assets in Kaseya BMS read - `kaseya_bms.hardware_assets_searchselect_list` List hardware assets in Kaseya BMS read - `kaseya_bms.hardware_assets_status_get` Fetch hardware assets in Kaseya BMS read - `kaseya_bms.hardware_assets_tickets_list` List hardware assets in Kaseya BMS read - `kaseya_bms.vsa_assets_tickets_list` List vsa assets in Kaseya BMS read - and 3 more in this area **Reports 9** - `kaseya_bms.service_desk_dashboard_ticketscount_bypriority_list` List service desk dashboard in Kaseya BMS read - `kaseya_bms.service_desk_dashboard_ticketscount_byqueue_list` List service desk dashboard in Kaseya BMS read - `kaseya_bms.service_desk_dashboard_ticketscount_bystatus_list` List service desk dashboard in Kaseya BMS read - `kaseya_bms.service_desk_dashboard_ticketsdue_list` List service desk dashboard in Kaseya BMS read - `kaseya_bms.service_desk_dashboard_ticketsupcoming_list` List service desk dashboard in Kaseya BMS read - `kaseya_bms.service_desk_dashboard_ticketscount_byassigneepriority_query` Query service desk dashboard in Kaseya BMS read - and 3 more in this area **Opportunities 8** - `kaseya_bms.opportunities_create` Create opportunities in Kaseya BMS write - `kaseya_bms.opportunities_get` Fetch opportunities in Kaseya BMS read - `kaseya_bms.opportunities_list` List opportunities in Kaseya BMS read - `kaseya_bms.opportunities_statuses_lookup_list` List opportunities in Kaseya BMS read - `kaseya_bms.opportunities_update` Update opportunities in Kaseya BMS write - `kaseya_bms.opportunity_notes_create` Create opportunity notes in Kaseya BMS write - and 2 more in this area **Quotes 7** - `kaseya_bms.product_quotations_get` Fetch product quotations in Kaseya BMS read - `kaseya_bms.product_quotations_summary_list` List product quotations in Kaseya BMS read - `kaseya_bms.quotes_get` Fetch quotes in Kaseya BMS read - `kaseya_bms.quotes_summary_list` List quotes in Kaseya BMS read - `kaseya_bms.quote_lines_create` Create quote lines in Kaseya BMS write - `kaseya_bms.quote_lines_get` Fetch quote lines in Kaseya BMS read - and 1 more in this area **Contracts 7** - `kaseya_bms.contracts_activate_update` Update contracts in Kaseya BMS write - `kaseya_bms.contracts_deactivate_update` Update contracts in Kaseya BMS write - `kaseya_bms.contracts_lookup_list` List contracts in Kaseya BMS read - `kaseya_bms.contracts_recurringservices_create` Create contracts in Kaseya BMS write - `kaseya_bms.contracts_recurringservices_update` Update contracts in Kaseya BMS write - `kaseya_bms.contracts_summary_list` List contracts in Kaseya BMS read - and 1 more in this area **Expenses 7** - `kaseya_bms.ticket_expenses_andcharges_list` List ticket expenses in Kaseya BMS read - `kaseya_bms.ticket_expenses_create` Create ticket expenses in Kaseya BMS write - `kaseya_bms.ticket_expenses_get` Fetch ticket expenses in Kaseya BMS read - `kaseya_bms.ticket_expenses_update` Update ticket expenses in Kaseya BMS write - `kaseya_bms.expense_sheets_create` Create expense sheets in Kaseya BMS write - `kaseya_bms.expense_sheets_lookup_list` List expense sheets in Kaseya BMS read - and 1 more in this area **People 7** - `kaseya_bms.assignees_list` List assignees in Kaseya BMS read - `kaseya_bms.assignees_lookup_list` List assignees in Kaseya BMS read - `kaseya_bms.assignees_roles_list` List assignees in Kaseya BMS read - `kaseya_bms.employees_lookup_list` List employees in Kaseya BMS read - `kaseya_bms.employees_searchselect_list` List employees in Kaseya BMS read - `kaseya_bms.assignees_count_query` Query assignees in Kaseya BMS read - and 1 more in this area **Settings 7** - `kaseya_bms.project_statuses_create` Create project statuses in Kaseya BMS write - `kaseya_bms.project_statuses_get` Fetch project statuses in Kaseya BMS read - `kaseya_bms.project_statuses_lookup_list` List project statuses in Kaseya BMS read - `kaseya_bms.project_statuses_reorder_update` Update project statuses in Kaseya BMS write - `kaseya_bms.project_statuses_update` Update project statuses in Kaseya BMS write - `kaseya_bms.project_statuses_delete` Delete project statuses in Kaseya BMS destructive - and 1 more in this area **Attachments 7** - `kaseya_bms.attachments_delete` Delete attachments in Kaseya BMS destructive - `kaseya_bms.attachments_delete_2` Delete attachments in Kaseya BMS destructive - `kaseya_bms.attachments_download_get` Fetch attachments in Kaseya BMS read - `kaseya_bms.attachments_get` Fetch attachments in Kaseya BMS read - `kaseya_bms.attachments_list` List attachments in Kaseya BMS read - `kaseya_bms.attachments_temp_delete` Delete attachments in Kaseya BMS destructive - and 1 more in this area **Portal 6** - `kaseya_bms.portal_my_tickets_search` Search portal my tickets in Kaseya BMS read - `kaseya_bms.portal_tickets_create` Create portal tickets in Kaseya BMS write - `kaseya_bms.portal_tickets_get` Fetch portal tickets in Kaseya BMS read - `kaseya_bms.portal_tickets_searchtickets_search` Search portal tickets in Kaseya BMS read - `kaseya_bms.portal_ticket_notes_create` Create portal ticket notes in Kaseya BMS write - `kaseya_bms.portal_tickets_activities_list` List portal tickets in Kaseya BMS read **Settings 6** - `kaseya_bms.service_desk_templates_notes_list` List service desk templates in Kaseya BMS read - `kaseya_bms.service_desk_templates_notes_lookup_list` List service desk templates in Kaseya BMS read - `kaseya_bms.service_desk_templates_tickets_lookup_list` List service desk templates in Kaseya BMS read - `kaseya_bms.service_desk_templates_timelogs_list` List service desk templates in Kaseya BMS read - `kaseya_bms.service_desk_templates_timelogs_lookup_list` List service desk templates in Kaseya BMS read - `kaseya_bms.service_desk_templates_tickets_get` Fetch service desk templates in Kaseya BMS read **Time 6** - `kaseya_bms.ticket_time_entries_create` Create ticket time entries in Kaseya BMS write - `kaseya_bms.ticket_time_entries_list` List ticket time entries in Kaseya BMS read - `kaseya_bms.ticket_time_entries_update` Update ticket time entries in Kaseya BMS write - `kaseya_bms.time_entries_list` List time entries in Kaseya BMS read - `kaseya_bms.ticket_time_entries_delete` Delete ticket time entries in Kaseya BMS destructive - `kaseya_bms.ticket_time_entries_get` Fetch ticket time entries in Kaseya BMS read **Settings 5** - `kaseya_bms.company_settings_query` Query company settings in Kaseya BMS read - `kaseya_bms.copilot_configuration_create` Create copilot in Kaseya BMS write - `kaseya_bms.copilot_configuration_list` List copilot in Kaseya BMS read - `kaseya_bms.copilot_configuration_update` Update copilot in Kaseya BMS write - `kaseya_bms.company_settings_update` Update company settings in Kaseya BMS write **Invoicing 5** - `kaseya_bms.invoices_details_create` Create invoices in Kaseya BMS write - `kaseya_bms.invoices_discounts_create` Create invoices in Kaseya BMS write - `kaseya_bms.invoices_get` Fetch invoices in Kaseya BMS read - `kaseya_bms.invoices_marksent_patch` Patch invoices in Kaseya BMS write - `kaseya_bms.invoices_summary_list` List invoices in Kaseya BMS read **Etilize 4** - `kaseya_bms.etilize_integration_distributors_integrations_status_list` List etilize integration in Kaseya BMS read - `kaseya_bms.etilize_integration_products_get` Fetch etilize integration in Kaseya BMS read - `kaseya_bms.etilize_integration_products_pricing_list` List etilize integration in Kaseya BMS read - `kaseya_bms.etilize_integration_search` Search etilize integration in Kaseya BMS read **Planning 4** - `kaseya_bms.workforce_planner_search` Search workforce planner in Kaseya BMS read - `kaseya_bms.workforce_planner_task_taskmemberhour_update` Update workforce planner in Kaseya BMS write - `kaseya_bms.workforce_planner_taskmemberhours_split_update` Update workforce planner in Kaseya BMS write - `kaseya_bms.workforce_planner_taskmemberhours_warnings_dismiss_update` Update workforce planner in Kaseya BMS write **Projects 3** - `kaseya_bms.projects_get` Fetch projects in Kaseya BMS read - `kaseya_bms.projects_lookup_list` List projects in Kaseya BMS read - `kaseya_bms.projects_summary_list` List projects in Kaseya BMS read **Tasks 3** - `kaseya_bms.project_tasks_create` Create project tasks in Kaseya BMS write - `kaseya_bms.project_tasks_relateditems_get` Fetch project tasks in Kaseya BMS read - `kaseya_bms.project_tasks_searchselect_search` Search project tasks in Kaseya BMS read **Reports 3** - `kaseya_bms.batch_action_log_logs_list` List batch action log in Kaseya BMS read - `kaseya_bms.event_logs_create` Create event logs in Kaseya BMS write - `kaseya_bms.scheduler_jobs_status_get` Fetch scheduler jobs in Kaseya BMS read **Settings 2** - `kaseya_bms.departments_lookup_list` List departments in Kaseya BMS read - `kaseya_bms.job_titles_lookup_list` List job titles in Kaseya BMS read **Security 2** - `kaseya_bms.security_ssostatus_query` Query security in Kaseya BMS read - `kaseya_bms.security_userinfo_query` Query security in Kaseya BMS read **Reports 1** - `kaseya_bms.workforce_planner_logs_search` Search workforce planner logs in Kaseya BMS read **Security 1** - `kaseya_bms.security_roles_lookup_list` List security roles in Kaseya BMS read **Surveys 1** - `kaseya_bms.survey_history_list` List survey history in Kaseya BMS read **Vsa 1** - `kaseya_bms.vsa_integration_accessinfo_get` Fetch vsa integration in Kaseya BMS read **Purchasing 1** - `kaseya_bms.purchase_orders_lookup_list` List purchase orders in Kaseya BMS read This index shows a sample of each area. All 363 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/catalogue), which a free sandbox key can search. Questions ## The Kaseya BMS MCP server, answered. **Is there a Kaseya BMS MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 363 Kaseya BMS actions across tickets, integrations, RMM and settings, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Kaseya BMS. **What do I need to connect Kaseya BMS?** BMS access token from /v2/security/authenticate. The free call account { op: "connections.requirements", service: "kaseya_bms" } lists exactly what to paste. **Can an AI agent delete or change things in Kaseya BMS?** Only if its key allows it, and only with an explicit confirmation. 29 Kaseya BMS actions are destructive, including delete tickets in Kaseya BMS, delete contacts in Kaseya BMS and create tickets in Kaseya BMS. 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 Kaseya BMS API limit?** actionlake paces every call to the limits in the Kaseya BMS service file: 1,500 calls an hour per connection. Repeated reads are answered from cache (225 Kaseya BMS actions can be), which never reaches Kaseya BMS. **What does a Kaseya BMS action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (363 Kaseya BMS actions page). Cache hits, searches, dry runs and calls Kaseya BMS 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 Kaseya BMS API does it cover?** The Kaseya BMS API 2 at api.bms.kaseya.com/v2. It is built from Kaseya BMS's documentation as read on 15 September 2026. 363 actions in 38 areas, each one in the signed service file (version 2.0.0). **Can I combine Kaseya BMS with my other systems?** Yes. ask joins Kaseya BMS to HubSpot CRM or ServiceNow on the same customer and returns the answer rather than every row. Kaseya BMS maps crm.company, which 227 other connectors also map. **Does actionlake keep my Kaseya BMS 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 Kaseya BMS 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 Kaseya BMS Shares the most action names with - [ConnectWise PSA 116](https://actionlake.com/connectors/connectwise-psa) - [HaloPSA 90](https://actionlake.com/connectors/halopsa) - [RepairShopr 50](https://actionlake.com/connectors/repairshopr) - [Syncro 50](https://actionlake.com/connectors/syncro) - [Gorelo 39](https://actionlake.com/connectors/gorelo) - [SuperOps RMM+PSA 35](https://actionlake.com/connectors/superops-rmm-psa) Joins with, on shared entities - [ERPNext (Frappe) 10](https://actionlake.com/connectors/erpnext-frappe) - [Microsoft Dynamics 365 10](https://actionlake.com/connectors/microsoft-dynamics-365) - [Planhat 10](https://actionlake.com/connectors/planhat) - [Acumatica Cloud ERP 9](https://actionlake.com/connectors/acumatica-cloud-erp) - [Odoo 9](https://actionlake.com/connectors/odoo) - [ServiceTitan 9](https://actionlake.com/connectors/servicetitan) Browse - [All MSP & PSA connectors](https://actionlake.com/connectors/category/msp-and-psa) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Kaseya BMS; the name is the vendor's own. Counts are from the Kaseya BMS service file, version 2.0.0. ## Give your agent Kaseya BMS today. [Connect Kaseya BMS free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/kaseya-bms More: https://actionlake.com/llms.txt