Integrations # AI for ConnectWise PSA ConnectWise PSA already holds your tickets, agreements, time entries and invoices for every client. Connected to Control Center, it is where AI work is triaged, approved, timed and billed, and where every standards gap becomes a project you can sell. - 18 automations - 3 standards - 9 reports - 10 MCP questions - 3 billing items ## Automations with ConnectWise PSA Work that runs on its own, across your tools. A person approves the steps that matter. - ### Threats triaged before a tech looks When SentinelOne flags a threat, a priority ConnectWise PSA ticket opens with who uses the device and what it can reach. With SentinelOne - ### Isolation, approved from the ticket A tech approves from the ConnectWise PSA ticket and SentinelOne isolates the device. Releasing it works the same way. With SentinelOne - ### Known fixes run when a tech approves For a repeat issue, the fix your team wrote in IT Glue runs through ConnectWise Automate, and the time lands on the ConnectWise PSA ticket. With ConnectWise Automate and IT Glue - ### New hires set up from one request A request in ConnectWise PSA creates the user in Microsoft 365 with the right groups and licenses, documents them in IT Glue and closes the ticket. With Microsoft 365 and IT Glue - ### Offboarding that misses nothing One ConnectWise PSA ticket blocks sign-in in Microsoft 365, removes licenses and closes with a record of every step. With Microsoft 365 - ### Failed backups handled overnight When a Datto BCDR job fails, a ConnectWise PSA ticket opens with the error, the last good backup and the device’s health from ConnectWise Automate. With Datto BCDR and ConnectWise Automate - ### Missed time entries caught daily Tickets with work but no time in ConnectWise PSA are flagged to the tech each afternoon. - ### Every ticket triaged and routed New ConnectWise PSA tickets are categorized, prioritized and routed, with the client’s business context attached. - ### Agreements and invoices reconciled ConnectWise PSA agreements are checked against QuickBooks invoices every month, and anything unbilled is flagged. QB With QuickBooks Online - ### New clients onboarded on rails A new client in ConnectWise PSA gets a checklist that tracks ConnectWise Automate agents, SentinelOne coverage and Datto BCDR jobs until every device is done. With ConnectWise Automate, SentinelOne and Datto BCDR - ### Failed patches retried, then explained Devices that fail patching in ConnectWise Automate get another try in the next window. If one fails again, a ConnectWise PSA ticket opens with the error and the device’s history. With ConnectWise Automate - ### Software requests installed on approval A software request in ConnectWise PSA installs through ConnectWise Automate once a tech approves it, and the ticket closes with what was installed. With ConnectWise Automate - ### Password resets handled from the ticket A reset request in ConnectWise PSA is done in Microsoft 365 once a tech approves it, and the ticket closes itself. With Microsoft 365 - ### Risky sign-ins investigated A sign-in from an unusual country, or a burst of failed sign-ins in Microsoft 365, opens a ConnectWise PSA ticket with the user’s recent activity. With Microsoft 365 - ### MFA gaps turned into tickets Users in Microsoft 365 without MFA open one ConnectWise PSA ticket per client, with the list attached. With Microsoft 365 - ### Failed restore tests caught early When a Datto BCDR restore check fails, a ConnectWise PSA ticket opens before anyone needs that backup. With Datto BCDR - ### QBR action items become tickets Every action item agreed in a QBR becomes a ConnectWise PSA ticket or project, with an owner and a date. - ### Threats remediated on approval A tech approves remediation from the ConnectWise PSA ticket, and SentinelOne cleans up the device. With SentinelOne ## Standards checked in ConnectWise PSA Checked every morning, for every client. Fewer tickets, better security, and every gap is a project you can sell. - ### Every client on a current agreement Clients in ConnectWise PSA with an expired or missing agreement. - ### Leavers fully removed Accounts in Microsoft 365 still enabled for people offboarded through ConnectWise PSA. With Microsoft 365 - ### Tickets closed properly ConnectWise PSA tickets closed without notes or time, by tech. For you, not the client. ## Reports from ConnectWise PSA Numbers from your tools, in the client’s language. Build a report from any data you connect. - ### The whole QBR, drafted ConnectWise PSA, ConnectWise Automate, SentinelOne and Datto BCDR in one QBR, written in the client’s business terms for your vCIO to approve. With ConnectWise Automate, SentinelOne and Datto BCDR - ### Service desk, in business terms Ticket volume, response times and repeat issues from ConnectWise PSA, explained by what they cost the client. - ### Your margin on every client Hours in ConnectWise PSA against revenue in QuickBooks. For you, not the client. QB With QuickBooks Online - ### Response and resolution against your SLA From ConnectWise PSA, per client and per priority. - ### Where the tickets come from Tickets from ConnectWise PSA by person and by issue, so you fix the cause, not the symptom. - ### What AI did this month Every AI service’s runs, hours returned and value, ready for the client’s QBR. - ### Standards scorecard Every standard you check, passed or failed at each client, with each gap priced as a ConnectWise PSA project. - ### A one-page monthly summary Tickets, devices, security and AI work from ConnectWise PSA and ConnectWise Automate, on one page for the client’s owner. With ConnectWise Automate - ### Any report you can describe Describe it in a sentence. Control Center builds it from ConnectWise PSA and your other connected tools, then sends it on a schedule. ## Ask about ConnectWise PSA in Claude or ChatGPT Questions your team asks in Claude or ChatGPT, answered from every tool and client. Any answer can become a report or an automation. - ### “What did we do for Meridian this month?” Answered from ConnectWise PSA and ConnectWise Automate. - ### “Which clients have more licenses than we bill for?” Answered from Microsoft 365 and ConnectWise PSA. - ### “What changed at Northbridge this week?” Answered from ConnectWise PSA, ConnectWise Automate and SentinelOne. - ### “Turn that into an automation.” Any answer can become a workflow, and a person approves it before it runs. - ### “Has this happened at Harbor before? What fixed it?” Answered from ConnectWise PSA ticket history and IT Glue. - ### “What’s left on Meridian’s onboarding?” Answered from ConnectWise PSA and IT Glue. - ### “What work did we do this month that we didn’t bill?” Answered from ConnectWise PSA time entries and agreements. - ### “Which clients made us the least per hour this quarter?” Answered from ConnectWise PSA and QuickBooks. - ### “Whose agreement renews next quarter, and what should we add to it?” Answered from ConnectWise PSA agreements and each client’s AI roadmap. - ### “Draft Northbridge’s QBR.” Built from ConnectWise PSA, ConnectWise Automate and every other connected tool, for your vCIO to edit. ## Billing with ConnectWise PSA Get paid for the AI work, through the tools you bill with. - ### AI services on the ConnectWise PSA agreement Every AI service you sell is added to the client’s agreement and billed each month, at your margin. - ### Licenses matched to what you bill Microsoft 365 licenses at every client against the ConnectWise PSA agreement, with missed billing flagged. With Microsoft 365 - ### Every AI run metered Usage per client and per workflow, behind every line you bill. ## What Control Center reads from ConnectWise PSA Tickets, agreements, billing and time entries. Control Center connects to ConnectWise PSA through its public API. You add it once, then choose which clients it covers and which API operations it can use. The key goes in Control Center’s vault, never in a chat. What you need: The docs need a ConnectWise Developer Network account, which ConnectWise approves. The examples on this page use a stack MSPs often run with ConnectWise PSA: SentinelOne, ConnectWise Automate, IT Glue, Microsoft 365, Datto BCDR and QuickBooks Online. Build your AI plan to see them with your own tools. [Connection details and what you need from ConnectWise PSA](https://www.resultsiq.ai/docs/tools/cwpsa/) ## Questions about ConnectWise PSA and Control Center ### Does Control Center work with ConnectWise PSA? Yes. Control Center connects to ConnectWise PSA through its public API and uses tickets, agreements, billing and time entries. You add it once, then choose which clients it covers. ### What can an MSP automate with ConnectWise PSA and AI? With Control Center, 18 automations, including: threats triaged before a tech looks; isolation, approved from the ticket; known fixes run when a tech approves; new hires set up from one request; offboarding that misses nothing; failed backups handled overnight. A person approves the steps that matter. ### Can I use ConnectWise PSA with Claude or ChatGPT? Yes, through Control Center MCP. Your team connects Claude or ChatGPT once and can ask about ConnectWise PSA at every client, with the same roles and client scopes as their login. For example: “What did we do for Meridian this month?” ### What does it cost? $1,750 a month for the Control Center platform plus $75 a month per billable workflow, with the first 90 days at no cost.