Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Add Ticket Note
connectwise_psa:add_ticket_note
Add a note to an existing service ticket in ConnectWise PSA.
Write
Medium risk
Create Company
connectwise_psa:create_company
Create a new company record in ConnectWise PSA.
Write
Medium risk
Create Contact
connectwise_psa:create_contact
Create a new contact record in ConnectWise PSA.
Write
Medium risk
Create Opportunity
connectwise_psa:create_opportunity
Create a new sales opportunity record in ConnectWise PSA.
Write
Medium risk
Create Project
connectwise_psa:create_project
Create a new project record in ConnectWise PSA.
Write
Medium risk
Create Ticket
connectwise_psa:create_ticket
Create a new service ticket in ConnectWise PSA.
Write
Medium risk
Create Time Entry
connectwise_psa:create_time_entry
Create a new time entry record in ConnectWise PSA.
Write
Medium risk
Get Agreement
connectwise_psa:get_agreement
Fetch a single service agreement record by ID with billing and coverage details.
Read
Low risk
Get Company
connectwise_psa:get_company
Fetch a single company record by ID with contact and address information.
Read
Low risk
Get Contact
connectwise_psa:get_contact
Fetch a single contact record by ID with company and communication details.
Read
Low risk
Get Opportunity
connectwise_psa:get_opportunity
Fetch a single sales opportunity record by ID with stage, probability, and value details.
Read
Low risk
Get Project
connectwise_psa:get_project
Fetch a single project record by ID with status, budget, and timeline details.
Read
Low risk
Get Ticket
connectwise_psa:get_ticket
Fetch a single service ticket by ID with status, priority, and assignment details.
Read
Low risk
Get Time Entry
connectwise_psa:get_time_entry
Fetch a single time entry record by ID with ticket and member details.
Read
Low risk
List Agreements
connectwise_psa:list_agreements
List service agreements with optional filtering and pagination.
Read
Low risk
List Companies
connectwise_psa:list_companies
List companies with optional filtering and pagination.
Read
Low risk
List Contacts
connectwise_psa:list_contacts
List contacts with optional filtering and pagination.
Read
Low risk
List Opportunities
connectwise_psa:list_opportunities
List sales opportunities with optional filtering and pagination.
Read
Low risk
List Projects
connectwise_psa:list_projects
List projects with optional filtering and pagination.
Read
Low risk
List Tickets
connectwise_psa:list_tickets
List service tickets with optional filtering and pagination.
Read
Low risk
List Time Entries
connectwise_psa:list_time_entries
List time entries with optional filtering and pagination.
Read
Low risk
Update Company
connectwise_psa:update_company
Update an existing company record in ConnectWise PSA.
Write
Medium risk
Update Ticket
connectwise_psa:update_ticket
Update an existing service ticket in ConnectWise PSA.
Write
Medium risk