# Connectwise PSA — Pipedream Connect

> Streamline your business from end to end with ConnectWise PSA.

- API slug: `connectwise_psa` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Business Management
- Website: https://www.connectwise.com/platform/business-management/psa
- This page (HTML): https://pipedream.com/apps/connectwise-psa
- Tools: 19 actions · 3 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: connectwise_psa`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "connectwise_psa",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Company:
const result = await mcp.callTool({
  name: "connectwise_psa-create-company",
  arguments: {
    name: "Company Name",
    identifier: "Identifier",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Connectwise PSA endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "connectwise_psa-create-company",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    connectwise_psa: { authProvisionId: "apn_xxxxxxx" },
    name: "Company Name",
    identifier: "Identifier",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (19)

### `connectwise_psa-create-company` — Create Company (Write)

Creates a new company in Connectwise. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/create-company.md

### `connectwise_psa-create-contact` — Create Contact (Write)

Creates a new contact in Connectwise. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/create-contact.md

### `connectwise_psa-create-ticket` — Create Ticket (Write)

Creates a new ticket in Connectwise. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/create-ticket.md

### `connectwise_psa-get-ticket` — Get Ticket (Read-only)

Retrieves details of a specific ticket. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/get-ticket.md

### `connectwise_psa-list-company-options` — List Company Options (Read-only)

Retrieves available options for the Company field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-company-options.md

### `connectwise_psa-list-contact-options` — List Contact Options (Read-only)

Retrieves available options for the Contact field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-contact-options.md

### `connectwise_psa-list-country-options` — List Country Options (Read-only)

Retrieves available options for the Country field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-country-options.md

### `connectwise_psa-list-department-options` — List Department Options (Read-only)

Retrieves available options for the Department field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-department-options.md

### `connectwise_psa-list-market-options` — List Market Options (Read-only)

Retrieves available options for the Market field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-market-options.md

### `connectwise_psa-list-priority-options` — List Priority Options (Read-only)

Retrieves available options for the Priority field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-priority-options.md

### `connectwise_psa-list-relationship-options` — List Relationship Options (Read-only)

Retrieves available options for the Relationship field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-relationship-options.md

### `connectwise_psa-list-reports` — List Reports (Read-only)

Retrieves a list of available reports. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-reports.md

### `connectwise_psa-list-status-options` — List Status Options (Read-only)

Retrieves available options for the Status field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-status-options.md

### `connectwise_psa-list-territory-options` — List Territory Options (Read-only)

Retrieves available options for the Territory field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-territory-options.md

### `connectwise_psa-list-ticket-id-options` — List Ticket ID Options (Read-only)

Retrieves available options for the Ticket ID field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-ticket-id-options.md

### `connectwise_psa-list-tickets` — List Tickets (Read-only)

Retrieves a list of tickets. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-tickets.md

### `connectwise_psa-list-time-entries` — List Time Entries (Read-only)

Retrieves a list of time entries. See the documentation

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-time-entries.md

### `connectwise_psa-list-company-types-options` — List Types Options (Read-only)

Retrieves available options for the Types field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-company-types-options.md

### `connectwise_psa-list-contact-types-options` — List Types Options (Read-only)

Retrieves available options for the Types field.

Full schema: https://pipedream.com/apps/connectwise-psa/actions/list-contact-types-options.md

## Triggers (3)

### `connectwise_psa-new-contact-created` — New Contact Created (Polling)

Emit new event when a new contact is created in Connectwise.

Full schema: https://pipedream.com/apps/connectwise-psa/triggers/new-contact-created.md

### `connectwise_psa-new-project-created` — New Project Created (Polling)

Emit new event when a new project is created in Connectwise.

Full schema: https://pipedream.com/apps/connectwise-psa/triggers/new-project-created.md

### `connectwise_psa-new-ticket-created` — New Ticket Created (Polling)

Emit new event when a new ticket is created in Connectwise.

Full schema: https://pipedream.com/apps/connectwise-psa/triggers/new-ticket-created.md

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- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt