ConnectWise Manage MCP
CRM (Customer Relationship Management)
Use ConnectWise Manage MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Attach a File to a Record
Upload a file and attach it to a record.
Create Company
Creates a new company.
Create Contact
Creates a new contact.
Create Ticket
Creates a new service desk or project ticket.
Create Ticket Note
Create a service note or ticket note.
Update Company
Updates an existing company.
Update Ticket
Updates an existing service or project ticket.
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Use ConnectWise Manage MCP with any AI assistant
Zapier ConnectWise Manage MCP lets you connect ConnectWise Manage's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within ConnectWise Manage. Select and scope actions to align with your ConnectWise Manage workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
