Skills
.Work. You
Rest

ConnectWise Companies

Official

Manage ConnectWise companies efficiently.

Marketing & Sales#crm#client management#account management#companies#psa#connectwise
Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of company records within ConnectWise PSA, addressing the need for efficient client, prospect, and vendor data handling.

Core Features & Use Cases

  • Company CRUD Operations: Create, read, update, and delete company records.
  • Record Management: Handle company types, statuses, sites, and custom fields.
  • Use Case: When onboarding a new client, use this skill to create their company record, assign them an 'Active' status, and set up their primary site location.

Quick Start

Create a new company in ConnectWise PSA with the identifier 'NEWCORP', name 'New Corporation Inc.', and set its status to 'Active'.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: ConnectWise Companies
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#connectwise-companies

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 223,000+ vetted skills library on demand.