[ConnectWise] Get a count of service tickets matching optional conditions. Returns the total number of matching tickets without fetching ticket data. Useful for dashboards, reporting, and checking result set size before paginating with cw_list_tickets.

[ConnectWise] Create a new service ticket. Requires at minimum a summary and board reference. Call cw_discover_boards first to find valid board IDs. Returns the created ticket with its assigned ID. This creates data visible to helpdesk staff and end users.

[ConnectWise] Permanently delete a service ticket by ID. This cannot be undone. Verify the ticket with cw_get_ticket before deleting. Requires a valid ticket ID — use cw_list_tickets or cw_search_tickets to find IDs.

[ConnectWise] Retrieve a single service ticket by ID. Returns ticket header fields including summary, status, priority, board, company, contact, assigned resources, SLA timing (dateResolved, resolvedBy, resolutionHours, resolutionGoalUTC), and custom fields. NOTE: The ConnectWise API does NOT return the body text of the Description, Internal Analysis, or Resolution tabs in this response — those live in ticket notes flagged with detailDescriptionFlag, internalAnalysisFlag, or resolutionFlag. Use cw_get_ticket_description, cw_get_ticket_internal_analysis, and cw_get_ticket_resolution to fetch each, or cw_list_ticket_notes for everything. Requires a valid ticket ID — use cw_list_tickets or cw_search_tickets to find IDs.

[ConnectWise] List open tickets for a specific company. A convenience tool that filters tickets to a single company. Useful for reviewing a client's current issues.

[ConnectWise] List open tickets with critical or high priority. Useful for urgent triage -- returns only tickets where priority is 'Priority 1 - Critical' or 'Priority 2 - High' and closedFlag=false, ordered by newest first.

[ConnectWise] List open tickets assigned to a specific member. A convenience tool that filters tickets to a single assignee. Useful for viewing a technician's current workload.

[ConnectWise] List all open (non-closed) service tickets. A convenience filter that returns only tickets with closedFlag=false. Useful for quick helpdesk queue views.

[ConnectWise] List tickets ordered by last update time, newest updates first. Useful for monitoring recent activity across the helpdesk without filtering by status or priority.

[ConnectWise] List service tickets with optional filtering, sorting, and field selection. Returns paginated ticket summaries including ID, summary, status, priority, board, and company. Use this to browse tickets or narrow results before fetching full details with cw_get_ticket. Call cw_discover_boards and cw_discover_statuses first to learn valid filter values.

[ConnectWise] List open tickets that have no assigned resources. Useful for triage queues -- shows tickets waiting to be dispatched. Returns tickets with closedFlag=false and no owner assigned, ordered by newest first.

[ConnectWise] Search service tickets by keyword in the summary field. ConnectWise does not expose description text as a condition-queryable field (description lives in ticket notes — use cw_get_ticket_description on a known ticket), so this matches summaries only. Use this when looking for tickets by keyword or error message rather than structured filtering with cw_list_tickets.

[ConnectWise] Update an existing service ticket using JSON Patch operations. Requires a valid ticket ID — use cw_list_tickets or cw_search_tickets to find IDs. Returns the updated ticket.

[ConnectWise] Add a note to a service ticket. Use internalAnalysisFlag for internal-only notes or externalFlag for customer-visible notes. Requires a valid ticket ID — use cw_list_tickets to find IDs.

[ConnectWise] Add a task to a service ticket. Tasks represent individual work items within a ticket. Requires a valid ticket ID — use cw_list_tickets to find IDs.

[ConnectWise] Permanently delete a ticket note. This cannot be undone. Verify the note with cw_get_ticket_note before deleting.

[ConnectWise] Permanently delete a ticket task. This cannot be undone. Verify the task with cw_get_ticket_task before deleting.

[ConnectWise] Retrieve the Description-tab notes for a service ticket. ConnectWise stores description body text as ticket notes with detailDescriptionFlag=true (NOT as a field on the ticket itself). Returns notes ordered oldest-first to match the CW UI. Use this when cw_get_ticket doesn't show the description text. Requires a valid ticket ID.

[ConnectWise] Retrieve the Internal Analysis-tab notes for a service ticket. ConnectWise stores internal analysis body text as ticket notes with internalAnalysisFlag=true (NOT as a field on the ticket itself). Returns notes ordered oldest-first to match the CW UI. Use this when cw_get_ticket doesn't show the internal analysis text. Requires a valid ticket ID.

[ConnectWise] Retrieve a single ticket note by ticket ID and note ID. Returns the full note including text, internal/external flags, contact info, and timestamps. Use cw_list_ticket_notes to find valid note IDs.

[ConnectWise] Retrieve the Resolution-tab notes for a service ticket. ConnectWise stores resolution body text as ticket notes with resolutionFlag=true (NOT as a field on the ticket itself — the Ticket schema's initialResolution is POST-only and never returned on read). Returns notes ordered oldest-first to match the CW UI. Use this when cw_get_ticket doesn't show the resolution text. Requires a valid ticket ID.

[ConnectWise] Retrieve a single ticket task by ticket ID and task ID. Returns full task details including notes, priority, schedule, and completion status. Use cw_list_ticket_tasks to find valid task IDs.

[ConnectWise] List notes for a specific service ticket. Returns paginated note summaries including ID, text, internal/external flags (detailDescriptionFlag, internalAnalysisFlag, resolutionFlag, issueFlag), member, contact, and timestamps. The Description, Internal Analysis, and Resolution tabs in the ConnectWise UI are stored as notes with the corresponding flag set — filter with conditions like "detailDescriptionFlag=true", "internalAnalysisFlag=true", or "resolutionFlag=true" to retrieve only those, or use the cw_get_ticket_description / cw_get_ticket_internal_analysis / cw_get_ticket_resolution convenience tools. Requires a valid ticket ID — use cw_list_tickets or cw_search_tickets to find IDs.

[ConnectWise] List tasks for a specific service ticket. Returns paginated task summaries including ID, notes, priority, and completion status. Tasks represent work items within a ticket. Requires a valid ticket ID.

[ConnectWise] Update an existing ticket note using JSON Patch operations. Requires valid ticket ID and note ID — use cw_list_ticket_notes to find note IDs.

[ConnectWise] Update an existing ticket task using JSON Patch operations. Requires valid ticket ID and task ID — use cw_list_ticket_tasks to find task IDs.

[ConnectWise] Associate a configuration (asset) with a service ticket. Returns the created association. Requires valid ticket and configuration IDs -- use cw_list_tickets and cw_list_configurations to find IDs.

[ConnectWise] List all configurations (assets) associated with a service ticket. Returns configuration details including ID, name, type, and company. Requires a valid ticket ID -- use cw_list_tickets to find IDs.

[ConnectWise] List all documents attached to a service ticket. Returns document metadata including ID, title, file name, and upload date. Requires a valid ticket ID -- use cw_list_tickets to find IDs.

[ConnectWise] List all products associated with a service ticket. Returns product details including ID, description, quantity, price, and billing status. Requires a valid ticket ID -- use cw_list_tickets to find IDs.

[ConnectWise] List all schedule entries for a service ticket. Returns schedule details including member, start/end times, and status. Requires a valid ticket ID -- use cw_list_tickets to find IDs.

[ConnectWise] List all time entries logged against a service ticket. Returns time entry details including member, hours, work type, and billing status. Requires a valid ticket ID -- use cw_list_tickets to find IDs.

[ConnectWise] Remove a configuration (asset) association from a service ticket. This only removes the link, not the configuration itself. Requires valid ticket and configuration IDs.

[ConnectWise] List all teams configured for a specific service board. Returns team IDs and names. Teams control ticket routing and assignment. Call this to discover valid team values before creating or updating tickets.

[ConnectWise] List all service boards. Returns board IDs, names, and configuration. Boards are the top-level organizer for tickets — call this first to discover valid board IDs before creating tickets with cw_create_ticket or filtering with cw_list_tickets.

[ConnectWise] List all service codes. Returns code IDs, names, and descriptions. Service codes are used for categorization and billing. Call this to discover valid code values for ticket workflows.

[ConnectWise] List all service impact levels. Returns impact IDs and names. Impacts measure the breadth of an issue (e.g., single user vs. whole department). Used alongside severity for priority calculations and SLA assignment.

[ConnectWise] List all items for a specific service board. Returns item IDs and names. Items are the third level of ticket categorization after type and subtype. Call this to discover valid item values before creating tickets.

[ConnectWise] List all service priorities. Returns priority IDs, names, colors, and sort order. Priorities define urgency levels for tickets. Call this to discover valid priority values before creating or filtering tickets.

[ConnectWise] List all service locations. Returns location IDs and names. Service locations define where work is performed (e.g., On-Site, Remote). Call this to discover valid location values for ticket creation.

[ConnectWise] List all service severity levels. Returns severity IDs and names. Severities measure the depth of an issue (e.g., inconvenience vs. system down). Used alongside impact for priority calculations and SLA assignment.

[ConnectWise] List all priority configurations for a specific SLA. Returns priority-level response and resolution targets, escalation rules, and calendar settings. Requires a valid SLA ID -- use cw_discover_slas to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all Service Level Agreements (SLAs). Returns SLA IDs, names, and configuration. SLAs define response and resolution time targets for tickets. Call this to understand available SLA policies.

[ConnectWise] List all service sources. Returns source IDs and names. Sources track how tickets originate (e.g., Email, Phone, Portal). Call this to discover valid source values for ticket creation and reporting.

[ConnectWise] List all statuses for a specific service board. Returns status IDs, names, and workflow configuration. Statuses define the lifecycle stages of tickets on a board. Call this to discover valid status values before creating or updating tickets.

[ConnectWise] List all subtypes for a specific service board. Returns subtype IDs and names. SubTypes further categorize tickets within a type. Call this to discover valid subtype values before creating tickets.

[ConnectWise] List all service surveys. Returns survey IDs, names, and configuration. Surveys are used for customer satisfaction feedback on resolved tickets.

[ConnectWise] List all types for a specific service board. Returns type IDs and names. Types categorize tickets on a board (e.g., Incident, Problem, Request). Call this to discover valid type values before creating tickets.

[ConnectWise] Retrieve a single service board by ID. Returns full board configuration including name, location, department, and dispatch settings. Use cw_discover_boards to find valid board IDs.

[ConnectWise] Retrieve a single priority by ID. Returns full priority details including name, color, sort order, and default flag. Use cw_discover_priorities to find valid priority IDs.

[ConnectWise] Retrieve a single service template by ID. Returns full template details including name, board, summary, description, and all pre-configured ticket fields. Use cw_list_service_templates to find valid template IDs.

[ConnectWise] Retrieve a single SLA by ID. Returns full SLA details including name, response/resolution targets, and priority-based escalation rules. Use cw_discover_slas to find valid SLA IDs.

[ConnectWise] List all service templates. Returns template IDs, names, and board references. Service templates define pre-configured ticket settings that can be applied when creating new tickets. Use this to discover available templates before applying them.

[ConnectWise] List results for one service survey. Requires a survey ID -- use cw_discover_surveys to find IDs. THE SCORE IS NOT A TOP-LEVEL FIELD: a response looks like {"id":43,"ticketId":2089,"totalPoints":100,"results":[{"questionId":20,"answer":0},{"questionId":21,"answer":"Kjapp respons :-)"}],"company":,"surveyId":5} and carries no `score` property. Question IDs and answer scales are per-survey and per-instance -- one survey may score -1/0/1/3 out of 4 total points while another scores 0=positive/1=neutral/2=negative out of 100 -- so never hardcode a question ID; compare totalPoints against the maximum observed for THAT survey, or use cw_csat_report which does it for you. Results carry no member reference, so attributing a response to a technician needs a separate ticket lookup by ticketId. ORDERING: an unordered read returns oldest first, putting recent responses on the LAST page -- pass orderBy="id desc" to reach them. Whether this child endpoint honours conditions/orderBy/fields is NOT verified against a live instance; all three are sent to ConnectWise verbatim and nothing is filtered or sorted client-side, so an unsupported one surfaces as ConnectWise's own error rather than a silent fallback.

[ConnectWise] Create a new ticket stopwatch. Starts tracking time against a service ticket in real time. Requires a member and ticket reference. Returns the created stopwatch with its assigned ID.

[ConnectWise] Retrieve a single ticket stopwatch by ID. Returns full stopwatch details including member, ticket reference, status, start time, and elapsed duration. Requires a valid stopwatch ID — use cw_list_ticket_stopwatches to find IDs.

[ConnectWise] List activity stopwatches with optional filtering. Returns paginated stopwatch summaries including ID, member, activity reference, status, and elapsed time. Activity stopwatches track real-time work duration against sales activities.

[ConnectWise] List all ticket stopwatches for a specific member. Useful for reviewing a technician's active and recent time tracking via stopwatches. Returns both running and stopped stopwatches.

[ConnectWise] List all currently running ticket stopwatches. Returns active stopwatch records with member, ticket reference, and elapsed time. Useful for monitoring which technicians are actively working on tickets.

[ConnectWise] List ticket stopwatches with optional filtering. Returns paginated stopwatch summaries including ID, member, ticket reference, status, and elapsed time. Stopwatches track real-time work duration against service tickets.

[ConnectWise] Search ticket stopwatches by member identifier. Returns matching stopwatch records. Use this when you want to find running or recent stopwatches for a specific member.

[ConnectWise] Update an existing ticket stopwatch using JSON Patch operations. Use this to stop, pause, or modify a running stopwatch. Requires a valid stopwatch ID — use cw_list_ticket_stopwatches to find IDs. Returns the updated stopwatch.

[ConnectWise] Get total count of companies matching optional conditions. Returns a count object. Useful for pagination planning or dashboards.

[ConnectWise] Create a new company record. Returns the created company with its assigned ID. The JSON must include at minimum 'name' and 'identifier'. Use cw_discover_company_statuses and cw_discover_company_types to find valid reference values.

[ConnectWise] Permanently delete a company by ID. This is irreversible and will fail if the company has associated records. Verify the company ID with cw_get_company before deleting.

[ConnectWise] Retrieve full details for a single company by ID. Returns company info including name, status, type, address, phone, and custom fields. Requires a valid company ID -- use cw_list_companies or cw_search_companies to find IDs.

[ConnectWise] List companies with optional filtering, ordering, and pagination. Returns company summaries including ID, name, status, and type. Use this to discover company IDs for filtering tickets, contacts, configurations, and other company-scoped data.

[ConnectWise] List active customer companies. Returns companies where status is 'Active' and type is 'Customer'. Useful for client roster views, billing reviews, and service reporting.

[ConnectWise] List companies with type 'Prospect'. Useful for sales pipeline reviews -- shows companies that are potential customers but not yet active clients.

[ConnectWise] Merge a company into another company. All associated records (tickets, contacts, agreements, etc.) are moved to the target company. This is irreversible -- use cw_get_company_usages to review impact before merging. The source company is deleted after the merge.

[ConnectWise] Search companies by name or identifier. Returns matching companies ranked by relevance. Use this when you know the company name but not the ID.

[ConnectWise] Update an existing company using JSON Patch operations. Returns the updated company. Use cw_get_company to check current values before updating.

[ConnectWise] Create a new note on a company. Returns the created note with its assigned ID. Use cw_discover_company_note_types to find valid note type references.

[ConnectWise] Create a new site for a company. Returns the created site with its assigned ID. The JSON must include at minimum a 'name'.

[ConnectWise] Retrieve full details for a single company site by company ID and site ID. Returns site info including name, address, city, state, zip, and phone number.

[ConnectWise] List all notes for a company. Returns note details including ID, text, type, and timestamps. Use conditions to filter by note type or date. Requires a valid company ID -- use cw_list_companies to find IDs.

[ConnectWise] List all sites for a company. Returns site details including name, address, and primary flag. Requires a valid company ID -- use cw_list_companies or cw_search_companies to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] Update an existing company note using JSON Patch operations. Returns the updated note. Use cw_list_company_notes to find valid note IDs.

[ConnectWise] Update an existing company site using JSON Patch operations. Returns the updated site. Use cw_get_company_site to check current values before updating.

[ConnectWise] Get total count of contacts matching optional conditions. Returns a count object. Useful for pagination planning or dashboards.

[ConnectWise] Create a new contact record. Returns the created contact with its assigned ID. The JSON must include at minimum 'firstName', 'lastName', and a company reference.

[ConnectWise] Add a new communication item (email, phone, fax) to a contact. Returns the created communication with its assigned ID.

[ConnectWise] Create a new note on a contact. Returns the created note with its assigned ID. Requires a valid contact ID -- use cw_list_contacts to find IDs.

[ConnectWise] Permanently delete a contact by ID. This is irreversible. Verify the contact ID with cw_get_contact before deleting.

[ConnectWise] Retrieve full details for a single contact by ID. Returns contact info including name, company, title, email, phone, and communication items. Requires a valid contact ID -- use cw_list_contacts or cw_search_contacts to find IDs.

[ConnectWise] List all contacts for a specific company. A convenience tool that filters contacts to a single company by ID. Useful for viewing the full contact roster for a client before creating tickets or communications.

[ConnectWise] List all communication items (email, phone, fax) for a contact. Returns communication type, value, and default flags. Requires a valid contact ID. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all notes for a contact. Returns note text, type, and timestamps. Requires a valid contact ID. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List contacts with optional filtering, ordering, and pagination. Returns contact summaries including ID, name, company, email, and phone. Use this to discover contact IDs for communication records or ticket associations.

[ConnectWise] Search contacts by name, email address, or phone number. Matches a substring of first name or last name, and a substring of any communication item value (email, direct phone, mobile phone, fax). Returns matching contacts. Use this when you know the contact's name, email, or phone but not the ID. Phone note: ConnectWise matches the stored text literally and does not normalize numbers, so search the digits as they are stored (e.g. '5551234'); if a number is stored with spaces or a country code, search a distinctive fragment of it.

[ConnectWise] Update an existing contact using JSON Patch operations. Returns the updated contact. Use cw_get_contact to check current values before updating.

[ConnectWise] Get total count of configurations matching optional conditions. Returns a count object. Useful for pagination planning or asset inventory dashboards.

[ConnectWise] Create a new configuration (asset) record. Returns the created configuration with its assigned ID. The JSON must include at minimum 'name', a company reference, and a type reference. Use cw_discover_configuration_types and cw_discover_configuration_statuses to find valid reference values.

[ConnectWise] Permanently delete a configuration (asset) by ID. This is irreversible. Verify the configuration ID with cw_get_configuration before deleting.

[ConnectWise] Retrieve full details for a single configuration (asset) by ID. Returns configuration info including name, type, status, company, serial number, and custom fields. Requires a valid configuration ID -- use cw_list_configurations to find IDs.

[ConnectWise] List all configurations (assets) with active status. Returns only assets where status is 'Active', excluding retired or decommissioned equipment. Useful for current asset inventory views.

[ConnectWise] List all configurations (assets) for a specific company. A convenience tool that filters configurations to a single company by ID. Useful for asset inventory reviews or pre-ticket context gathering.

[ConnectWise] List configurations (assets/CIs) with optional filtering, ordering, and pagination. Returns configuration summaries including ID, name, type, status, company, and serial number. Use this to discover configuration IDs for asset management.

[ConnectWise] Search configurations (assets) by name, serial number, or MAC address. Returns matching configuration records. Use this when you know a device name, serial number, or MAC but not the numeric ID.

[ConnectWise] Update an existing configuration (asset) using JSON Patch operations. Returns the updated configuration. Use cw_get_configuration to check current values before updating.

[ConnectWise] List all available company groups. Returns group IDs and names. Company groups are used for categorizing and organizing companies into logical collections (e.g., by region, service tier, or industry). In ConnectWise these are the marketing groups setup table; pass companyId to list the groups one company belongs to instead.

[ConnectWise] List all available company note types (e.g., General, Billing, Technical). Returns type IDs and names. Use these IDs when creating company notes with cw_create_company_note. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all available company statuses (e.g., Active, Inactive). Returns status IDs and names. Use these IDs when creating or filtering companies by status. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all available company types (e.g., Client, Prospect, Vendor). Returns type IDs and names. Use these IDs when creating or filtering companies by type. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all available configuration (asset) statuses (e.g., Active, Retired, In Repair). Returns status IDs and names. Use these IDs when creating or filtering configurations by status. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all questions (custom fields) defined for a configuration type. Returns question details including field type, options, and requirements. Requires a valid configuration type ID -- use cw_discover_configuration_types to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all available configuration (asset) types (e.g., Desktop, Server, Network Device). Returns type IDs and names. Use these IDs when creating or filtering configurations by type. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all available contact departments (e.g., IT, Finance, Operations). Returns department IDs and names. Use these IDs when creating or filtering contacts by department. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all available contact groups. Returns group IDs and names. Contact groups are used for categorizing contacts into logical collections for marketing, communication, or reporting purposes. In ConnectWise these are the marketing groups setup table; pass contactId to list the groups one contact belongs to instead.

[ConnectWise] List all relationships for a specific contact. Returns relationship details including related contact, company, and relationship type. Requires a valid contact ID -- use cw_list_contacts to find IDs.

[ConnectWise] List all available contact types (e.g., Primary, Billing, Technical). Returns type IDs and names. Use these IDs when creating or filtering contacts by type. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all portal configurations. Returns portal setup details including URL, login settings, and company-specific portal configuration. Useful for understanding client portal access and settings. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] Get usage counts for a company showing how many related records exist (tickets, contacts, configurations, etc.). Returns a breakdown of record counts by type. Useful for assessing impact before merging or deleting a company.

[ConnectWise] List all active companies. A convenience filter that returns only companies with an Active status. Useful for quick client roster views or populating company dropdown lists.

[ConnectWise] List teams assigned to a specific company. Returns team details including team role, member assignments, and contact info. Requires a valid company ID -- use cw_list_companies or cw_search_companies to find IDs.

[ConnectWise] Get total count of agreements matching optional conditions. Returns a count object. Useful for pagination planning or revenue dashboards.

[ConnectWise] Create a new agreement (contract). Returns the created agreement with its assigned ID. The JSON must include at minimum 'name', a company reference, and a type reference. Use cw_discover_agreement_types and cw_discover_billing_cycles to find valid reference values.

[ConnectWise] Add a new addition (line item) to an agreement. Returns the created addition with its assigned ID. The JSON must include at minimum a product reference and quantity.

[ConnectWise] Permanently delete an agreement by ID. This is irreversible and will fail if the agreement has associated additions or billing records. Verify the agreement ID with cw_get_agreement before deleting.

[ConnectWise] Retrieve full details for a single agreement by ID. Returns agreement info including name, type, company, billing cycle, start/end dates, and amounts. Requires a valid agreement ID -- use cw_list_agreements to find IDs.

[ConnectWise] List all active (non-cancelled, non-expired) agreements. A convenience filter that returns only agreements where cancelledFlag=false. Useful for quick MRR reviews or client contract overviews.

[ConnectWise] List the additions (line items) on an agreement. Returns addition details including product, quantity, amount, and billing info. Requires a valid agreement ID -- use cw_list_agreements to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List agreements (contracts) with optional filtering, ordering, and pagination. Returns agreement summaries including ID, name, type, company, and billing details. Use this to discover agreement IDs for additions, billing analysis, or profitability review.

[ConnectWise] List all agreements for a specific company. A convenience tool that filters agreements to a single company. Useful for reviewing a client's contract portfolio.

[ConnectWise] List agreements expiring within a specified number of days. Useful for proactive renewal management -- returns active agreements whose endDate falls within the given window. Default is 90 days.

[ConnectWise] Search agreements by name or company name. Returns matching agreements ranked by relevance. Use this when looking for agreements by keyword rather than structured filtering with cw_list_agreements.

[ConnectWise] Update an existing agreement using JSON Patch operations. Returns the updated agreement. Use cw_get_agreement to check current values before updating.

[ConnectWise] Create a copy of an existing agreement. Returns the newly created agreement with a new ID. The copy includes all additions, sites, work roles, and work types from the original. Useful for creating similar agreements for new clients.

[ConnectWise] Create a new adjustment on an agreement. Returns the created adjustment with its assigned ID. Adjustments modify the agreement billing total for a given period.

[ConnectWise] Add a site to an agreement's coverage. Returns the created agreement site association. Use cw_list_company_sites to find valid site IDs.

[ConnectWise] Add a work role to an agreement. Returns the created work role with its assigned ID. Use cw_discover_work_roles to find valid work role references.

[ConnectWise] Add a work type to an agreement. Returns the created work type with its assigned ID. Use cw_discover_work_types to find valid work type references.

[ConnectWise] Get recap/summary data for agreements. Returns agreement financial summaries including billed amounts, adjustments, and profit information. Use conditions to filter to specific agreements or date ranges.

[ConnectWise] List all adjustments for an agreement. Returns adjustment details including amount, description, and effective date. Adjustments modify the agreement billing total. Requires a valid agreement ID -- use cw_list_agreements to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all board defaults configured for an agreement. Returns board default details including board reference, default work role, and work type. Board defaults define which settings are used when time is entered against the agreement on a specific service board. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all sites covered by an agreement. Returns site details including company site reference and coverage info. Requires a valid agreement ID -- use cw_list_agreements to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all work roles configured for an agreement. Returns work role details including rate, effective date, and ending date. Work roles define hourly rates for different staff roles under the agreement. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all work types configured for an agreement. Returns work type details including rate, effective date, and billing method. Work types define rates for different categories of work (e.g., remote, on-site) under the agreement. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] Update an existing addition (line item) on an agreement using JSON Patch operations. Returns the updated addition. Use cw_list_agreement_additions to find valid addition IDs.

[ConnectWise] Get a count of invoices matching optional conditions. Returns ConnectWise's own count as {"count":N}, from the resource's /count route. Useful for billing dashboards or checking result set size before paginating with cw_list_invoices.

[ConnectWise] Create a new invoice. Returns the created invoice with its assigned ID. The JSON should include company reference and billing details. Use cw_discover_billing_terms and cw_discover_tax_codes to find valid reference values.

[ConnectWise] Record a payment against an invoice. Returns the created payment with its assigned ID. Requires a valid invoice ID -- use cw_list_invoices to find IDs.

[ConnectWise] Retrieve full details for a single invoice by ID. Returns invoice info including number, company, total, tax, date, due date, and line items. Requires a valid invoice ID -- use cw_list_invoices to find IDs.

[ConnectWise] Download the PDF of an invoice by ID. You get a time-limited download link plus the content type, file name and size, not the bytes themselves. The envelope keys are sasUrl, contentType, suggestedFileName, sizeBytes and expiresAt, and the link is valid for 15 minutes. Fetch it before it expires, because nothing in StackJack keeps a copy. ConnectWise renders the PDF through its Reporting Services, so a 500 here usually means the report server failed, not that the invoice is missing. Requires a valid invoice ID -- use cw_list_invoices to find IDs.

[ConnectWise] List all invoices for a specific company. A convenience tool that filters invoices to a single company by ID. Useful for reviewing a client's billing history.

[ConnectWise] List all payments applied to an invoice. Returns payment details including amount, date, and payment method. Requires a valid invoice ID -- use cw_list_invoices to find IDs. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List invoices with optional filtering, ordering, and pagination. Returns invoice summaries including ID, invoice number, company, total, date, and status. Use this to review billing history or find specific invoices.

[ConnectWise] List the most recent invoices ordered by date descending. Useful for quick billing reviews -- shows the latest invoices across all companies without any filtering.

[ConnectWise] Search invoices by invoice number or company name. Returns matching invoices. Use this when you know the invoice number or company name but not the numeric ID.

[ConnectWise] Update an existing invoice using JSON Patch operations. Returns the updated invoice. Use cw_get_invoice to check current values before updating.

[ConnectWise] Get a count of general ledger entries matching optional conditions. Returns ConnectWise's own count as {"count":N}, from the resource's /count route. Useful for financial reporting dashboards.

[ConnectWise] Get a count of unposted expenses matching optional conditions. Returns ConnectWise's own count as {"count":N}, from the resource's /count route. Useful for expense approval pipeline dashboards.

[ConnectWise] Get a count of unposted invoices matching optional conditions. Returns ConnectWise's own count as {"count":N}, from the resource's /count route. Useful for billing pipeline dashboards.

[ConnectWise] Create a new accounting batch for grouping transactions. Returns the created batch with its assigned ID. Batches are used to organize and export financial data to external accounting systems.

[ConnectWise] List all billing setup configurations. Returns setup details including email templates, invoice templates, and billing defaults. Useful for understanding how billing is configured in the ConnectWise instance. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all billing statuses. Returns status IDs and names (e.g., Billed, Unbilled, Do Not Bill). Use these values when filtering invoices, time entries, or expenses by billing status. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] List all invoice delivery methods. Returns method IDs and names (e.g., Email, Print, Mail). Use these values when creating or updating invoices to specify how they should be delivered to customers. PAGINATED: 50 per page by default, 200 maximum; reach later pages with page=2, page=3 and so on, and narrow the result set with conditions instead of paging through everything.

[ConnectWise] Retrieve full details for a single accounting batch by ID. Returns batch info including name, status, transactions, and export details. Requires a valid batch ID -- use cw_list_accounting_batches to find IDs.

[ConnectWise] List accounting batches with optional filtering and pagination. Returns batch summaries including ID, name, status, and export date. Batches group financial transactions for export to accounting systems.

[ConnectWise] List general ledger (GL) entries with optional filtering and pagination. Returns posted GL transactions including account, amount, and reference. Useful for financial reporting and reconciliation.

[ConnectWise] List unposted (pending) expenses with optional filtering and pagination. Returns expenses that have not yet been posted to the GL. Useful for reviewing expense reports before finalizing.