Does this support custom contact types?

Yes. While the skill documentation lists standard types, it includes the ability to query your specific ConnectWise instance's custom contact types via the API.

What happens if I try to delete a contact with active tickets?

ConnectWise prevents the deletion of contacts with related records (like tickets). This skill provides instructions for marking such contacts as inactive instead of deleting them.

How do I ensure I'm not creating duplicate contacts?

The skill includes specific query patterns to search for existing contacts by email, name, or company ID before initiating a creation operation to maintain data integrity.

Can I manage portal passwords with this skill?

ConnectWise PSA manages passwords internally. This skill allows you to set security levels and trigger invitation emails, but does not expose password fields for security reasons.

ConnectWise PSA Contact Management

Name: ConnectWise PSA Contact Management
Author: wyre-technology

bywyre-technology

•

生产力与工作流

Manages ConnectWise PSA contact records, communication methods, and customer portal access settings directly through Claude.

The ConnectWise PSA Contact Management skill enables seamless interaction with the ConnectWise API to handle the entire lifecycle of a contact record. It allows MSPs to automate the creation of ticket requestors, manage multi-channel communication items (email, phone, direct lines), and configure portal security levels for client users. By providing standardized patterns for searching and updating, this skill ensures that customer relationship data remains accurate and accessible, streamlining service delivery and client communication workflows within the ConnectWise ecosystem.

主要功能

01Advanced searching using ConnectWise API conditional logic

022 GitHub stars

03Full CRUD operations for ConnectWise PSA contact records

04Automated linking between contacts, companies, and physical sites

05Management of multiple communication items including emails and phone extensions

06Granular control over customer portal access and security levels

使用场景

01Identifying and flagging inactive contacts to maintain database hygiene

02Onboarding new client employees by creating contacts with pre-configured portal access

03Standardizing contact data by bulk updating titles, types, and communication methods

What are Skills?·How to Install

Install with 🐟 Skill.Fish

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

For use in Claude.ai and ChatGPT

Download Skill