PSA integration · Certified
ConnectWise PSA MCP server for Claude, ChatGPT, and Codex.
Use ConnectWise PSA from Claude, ChatGPT, Codex, and other compatible MCP clients while Stackyapper keeps connection credentials, workspace boundaries, and tool permissions under administrator control.
What is the Stackyapper ConnectWise PSA MCP integration?
The Stackyapper ConnectWise PSA integration lets compatible AI clients use approved ConnectWise PSA tools without receiving the provider credential.
What can the ConnectWise PSA integration do?
Professional Services Automation — tickets, companies, contacts, time entries, agreements, and invoices. Each user connects their own API keys from System > Members > API Keys.
Available tools depend on the provider account, workspace settings, and the signed-in user’s permissions.
Who is the ConnectWise PSA MCP integration for?
It is for MSP teams that want an AI assistant to use approved ConnectWise PSA service data while keeping provider credentials, workspace scope, and tool grants under administrator control.
What is the current support status?
| Status | Available |
|---|---|
| App review | Certified |
| What that means | Ready for normal use and covered by Stackyapper support. |
| Catalog category | PSA |
| Catalog audience | msp |
| Credential handling | Each authorized user connects the required ConnectWise PSA credentials within the intended workspace. |
| Customer access | MSP workspace only |
What can an MSP use it for?
- Summarize approved ConnectWise PSA ticket context for dispatch.
- Research a customer issue using permitted company, contact, and service records.
- Combine authorized PSA context with another granted MSP system.
Exact tools depend on provider authorization, credential ownership, workspace settings, and the signed-in user’s permissions.
What should I expect?
| Provider scope | Professional Services Automation — tickets, companies, contacts, time entries, agreements, and invoices. Each user connects their own API keys from System > Members > API Keys. |
|---|---|
| Available tools | Compatible clients see only the tools available to the signed-in user in the selected workspace. |
| Write actions | If a write tool is available, Stackyapper applies its permissions and confirmation requirements before it runs. |
| API coverage | This page lists the capabilities Stackyapper currently supports, not every endpoint in the provider API. |
How is ConnectWise PSA access controlled?
- An administrator configures ConnectWise PSA for the intended Stackyapper workspace, and each authorized user connects their own provider identity or credential.
- The administrator grants available tools to specific workspaces, groups, or people.
- Stackyapper resolves the connection within the current credential and tenant scope.
- Stackyapper checks permissions and safety controls again before every request.
- Actions that require confirmation do not execute until the exact request is confirmed.
Does ConnectWise PSA send its API credential to Claude or ChatGPT?
No. Stackyapper keeps the encrypted provider credential secure and does not send it to the AI client.
How do I connect ConnectWise PSA to an AI assistant?
- Create or select the correct Stackyapper workspace.
- Add the ConnectWise PSA service connection using the provider’s required authorization method.
- Review and grant only the tools the intended users need.
- Use the client-specific setup guide: ChatGPT uses
https://mcp.stackyapper.dev, while compatible Streamable HTTP clients usehttps://mcp.stackyapper.dev/mcp. - Sign in and select the authorized workspace when prompted.
Support boundaries
- Stackyapper does not claim that every endpoint in the ConnectWise PSA API is exposed.
- Provider plan, account configuration, API scopes, and upstream availability can limit results.
- Administrators are responsible for correct provider permissions and user grants.
- Support status and available tools can change as provider capabilities evolve.
ConnectWise PSA MCP questions
Is there a ConnectWise PSA MCP server?
Yes. Stackyapper makes approved ConnectWise PSA tools available through its remote MCP server with exact permissions. Compatible clients discover only the tools granted to the signed-in user and selected workspace.
Can I connect ConnectWise PSA to Claude or ChatGPT?
Yes. Stackyapper exposes approved ConnectWise PSA tools through its remote MCP endpoint for compatible clients, including Claude, ChatGPT, and Codex. The exact tools available depend on provider authorization and Stackyapper grants.
Does Stackyapper expose every ConnectWise PSA API endpoint?
No. This page lists the ConnectWise PSA capabilities Stackyapper currently supports.
Does ConnectWise PSA send its credential to the AI client?
No. Stackyapper keeps the encrypted ConnectWise PSA credential secure and does not send it to the AI client.
Related Stackyapper resources
- How the Stackyapper MCP server works for MSPs
- MCP security, credential, and access-control model
- Connect ChatGPT, Claude, Claude Code, or Codex to Stackyapper
- Complete Stackyapper app catalog
- NinjaOne MCP access (available)
- Hudu MCP access (available)
- ConnectSecure MCP access (available)
Stackyapper is an independent product. Provider availability and API capabilities can change.