# ConnectWise PSA (Manage) integration

> ConnectWise PSA (formerly ConnectWise Manage) REST API for managing companies, contacts, service tickets, agreements, opportunities, projects, time entries, and members in the ConnectWise PSA business management platform.

- Authentication: apiKey

## Tools (30)

- **Add Note to Service Ticket**: Append a note (description, internal analysis, or resolution) to a service ticket.
- **Create Activity**: Create a CRM activity (call, meeting, task) tied to a company, contact, or opportunity.
- **Create Company**: Create a new company record.
- **Create Contact**: Create a new contact, optionally linked to a company.
- **Create Opportunity**: Create a new sales opportunity for a company.
- **Create Service Ticket**: Create a new service ticket on a service board.
- **Create Time Entry**: Log a time entry against a ticket, project, charge code, or activity.
- **Delete Company**: Delete a company by ID.
- **Delete Service Ticket**: Delete a service ticket by ID.
- **Get Company**: Retrieve a single company by its numeric ID.
- **Get Contact**: Retrieve a single contact by ID.
- **Get Service Ticket**: Retrieve a single service ticket by ID.
- **Get System Info**: Return server version metadata — useful for verifying credentials and discovering the active API version.
- **List Activities**: List CRM activities (calls, meetings, tasks) logged against companies, contacts, and opportunities.
- **List Agreements**: List service agreements (recurring contracts) attached to companies.
- **List Board Statuses**: List the statuses available on a specific service board so you can resolve status IDs when creating or updating tickets.
- **List Catalog Items (Products)**: List products from the procurement catalog.
- **List Companies**: List companies (customers, prospects, vendors) in ConnectWise PSA with optional filtering, sorting, and pagination.
- **List Configurations**: List managed device configurations (servers, workstations, network gear) tied to companies.
- **List Contacts**: List contacts with optional filtering by company, type, or other fields.
- **List Members**: List ConnectWise PSA member (user) records — engineers, technicians, sales reps, etc.
- **List Opportunities**: List sales opportunities in the CRM pipeline.
- **List Projects**: List project records (multi-phase engagements with their own tickets).
- **List Service Boards**: List configured service boards (queues) so you can resolve their IDs when creating tickets.
- **List Service Tickets**: List service tickets with filtering by board, status, company, or any field.
- **List Ticket Notes**: List all notes on a service ticket.
- **List Time Entries**: List time entries with filters by member, ticket, project, or date range.
- **Update Company**: Update fields on an existing company using JSON Patch operations.
- **Update Contact**: Update fields on an existing contact via JSON Patch.
- **Update Service Ticket**: Update fields on a service ticket via JSON Patch (e.g. change status, owner, priority).

## Related prompts

- [Weekly ConnectWise PSA renewal radar in Slack](https://www.generalinput.com/prompts/weekly-connectwise-psa-renewal-radar-in-slack.md)
- [Auto-triage new ConnectWise PSA tickets and post a Teams digest](https://www.generalinput.com/prompts/auto-triage-new-connectwise-psa-tickets-and-post-a-teams-digest.md)
- [Slack alerts for new ConnectWise PSA service tickets](https://www.generalinput.com/prompts/slack-alerts-for-new-connectwise-psa-service-tickets.md)
- [Weekly nudge for stalled ConnectWise opportunities](https://www.generalinput.com/prompts/weekly-nudge-for-stalled-connectwise-opportunities.md)
- [Daily ConnectWise time entries to Google Sheets](https://www.generalinput.com/prompts/daily-connectwise-time-entries-to-google-sheets.md)

Connect ConnectWise PSA (Manage) in General Input: https://www.generalinput.com/apps/connectwise-psa