A comprehensive integration for managing ConnectWise PSA data, service tickets, and MSP workflows via AI agents.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install connectwise-psa
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install connectwise-psa using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is ConnectWise PSA?
ConnectWise PSA is a leading professional services automation platform specifically built for IT solution providers and Managed Service Providers (MSPs) to streamline business operations. This skill empowers AI agents to interact with service desks, project management tools, and billing systems directly. By integrating with Openclaw Skills, users can automate the heavy lifting of business logic while Membrane handles the underlying authentication and API connectivity, ensuring a secure and efficient developer experience.
ConnectWise PSA Use Cases
- Automated ticket management including creation, retrieval, and status updates.
- Real-time synchronization of company and contact records across MSP tools.
- Streamlining time entry and expense tracking for project billing.
- Managing IT configurations and asset data through natural language commands.
- Enhancing customer support by providing agents with instant access to project and opportunity data using Openclaw Skills.
How ConnectWise PSA Works
- The agent installs the Membrane CLI to provide the foundational communication layer.
- Authentication is established via a secure tenant login optimized for Openclaw Skills.
- A connection is ensured by targeting the ConnectWise PSA platform URL, which triggers an automated OAuth or API key handshake.
- The agent uses natural language intent to discover specific actions such as ticket listing or project updates.
- Commands are executed through the CLI, returning JSON-formatted data that the AI agent can process and act upon.
ConnectWise PSA Setup
First, install the required CLI tool:
npm install -g @membranehq/cli@latest
Next, authenticate your environment for Openclaw Skills:
membrane login --tenant --clientName=openclaw
Create a connection to your ConnectWise PSA instance:
membrane connection ensure "https://www.connectwise.com/platform/business-management/psa" --json
Finally, verify the connection status using the connection ID returned in the previous step:
membrane connection get <id> --wait --json
ConnectWise PSA Data Schema & Taxonomy
The ConnectWise PSA skill organizes data around core MSP entities. Each entity supports various actions facilitated by Openclaw Skills:
| Entity | Common Actions |
|---|---|
| Tickets | Create Ticket, Update Ticket, Get Ticket, List Tickets |
| Companies | List Companies, Get Company |
| Contacts | List Contacts, Get Contact |
| Projects | List Projects, Get Project |
| Time & Expenses | List Time Entries, List Expense Entries |
| Configurations | List Configurations, Get Configuration |
All data is exchanged in standard JSON format, allowing for seamless integration with downstream data analytics and reporting tools.
ConnectWise PSA Advanced Features
- Natural Language Action Discovery: Find the exact tool you need by describing your intent to the Openclaw Skills interface.
- Automated Auth Lifecycle: Membrane manages all credential refreshes and tokens server-side, removing the need for local secret management.
- Transparent Proxy Requests: Execute raw API calls to the ConnectWise PSA endpoint when specialized edge cases are not covered by pre-built actions.
- Multi-Agent Support: Tailor tooling adjustments for various agent types like openclaw, claude, or windsurf to optimize performance.
SKILL.md
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