ConnectWise PSA API Member Setup for Link MCP

Link MCP requires minimal access to ConnectWise PSA. This guide walks you through the two steps to set up the integration.

Step 1: Create a Security Role

a. In ConnectWise PSA, click System in the left navigation

b. Select Security Roles under the Security section (ConnectWise docs)

c. Click the + button to create a new security role

d. Name it “Link MCP”

e. Set the following permissions:

	Add	Edit	Delete	Inquire
System
Member Maintenance	None	None	None	All
My Account (customize)	All	All	All	All
Security Roles	None	None	None	All

All other modules and permissions should remain at None.

f. Click Save on the Security Role.

Step 2: Create an API Member

a. Navigate to System > Members > API Members tab (ConnectWise docs)

b. Click the + button to create a new API member

c. Fill in the required fields:

• Member ID: A unique identifier (e.g., LinkMCP)
• Member Name: A display name (e.g., Link MCP Integration)
• Role ID: Select the “Link MCP” security role you created earlier

d. Set your preferred defaults for the remaining fields (Location, Department, etc.)

e. Save the API Member, then go to the API Keys tab

f. Click + to add a new key and give it a descriptive label (e.g., Link MCP)

g. Copy the Public Key and Private Key into Link MCP — the private key is only shown once

h. Click Save

Do not document the private key. Use each API key in only one place.