Can I filter companies by specific criteria?

Yes, the skill supports complex query patterns, allowing you to filter by status, type, territory, market, or even the date the record was last updated.

Can I delete a company using this skill?

While the skill supports the delete operation, ConnectWise PSA prevents deletion of companies with related records (tickets, contacts, etc.). It is recommended to change the company status to 'Inactive' instead.

How do I handle custom fields specific to my MSP?

The skill allows you to query the custom fields endpoint to see available fields and update them via the PATCH operation on the main company record.

Does this skill support multiple office locations?

Yes, the skill includes specific functionality for managing 'Sites,' which represent the various physical locations associated with a single company record.

ConnectWise Company Management

Name: ConnectWise Company Management
Author: wyre-technology

bywyre-technology

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Productivity & Workflow

Manages ConnectWise PSA company records, including creation, updates, site locations, and custom field configurations for MSP account operations.

The ConnectWise Company Management skill provides a comprehensive interface for Claude to interact with the ConnectWise PSA Company API, enabling automated management of client, prospect, and vendor records. It streamlines CRM workflows by handling everything from basic company details and physical site locations to complex custom fields and billing configurations. This skill is essential for Managed Service Providers (MSPs) looking to maintain data integrity, automate onboarding, and efficiently retrieve account information directly through Claude Code.

Key Features

01Advanced search and filtering capabilities using ConnectWise query patterns

02Complete CRUD operations for ConnectWise PSA company and account records

03Full support for retrieving and updating company-specific custom fields

04Management of multiple company sites and physical location data

052 GitHub stars

06Standardized mapping for company types, statuses, and billing terms

Use Cases

01Automating new client onboarding by programmatically creating company and site records

02Bulk updating company statuses or account managers during organizational changes

03Auditing CRM data to identify and fix records with missing default contacts or incorrect classifications

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins companies

For use in Claude.ai and ChatGPT

Download Skill