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ConnectWise PSA Contacts

Creates, updates, reads, and deletes contact records in HubSpot via API.

39|17|Updated Feb 4, 2026
Search Tags:#communication#crm#contacts#customer management#connectwise#portal access
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill connectwise-psa-contacts
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ConnectWise PSA Contacts
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/connectwise/manage/skills/contacts
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill connectwise-psa-contacts

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill streamlines the management of contacts within ConnectWise PSA, addressing the challenge of maintaining accurate and up-to-date customer relationship information.

Core Features & Use Cases

  • Contact Creation & Updates: Easily create new contacts or modify existing ones, including their details, titles, and company affiliations.
  • Communication Management: Add and manage various communication methods like email addresses and phone numbers, ensuring contacts can be reached.
  • Portal Access Control: Configure and manage customer portal access, including security levels and disabling login privileges.
  • Use Case: When onboarding a new client, use this Skill to create all primary and technical contacts, ensuring their communication details and portal access are set up correctly from the start.

Quick Start

Use the ConnectWise Contacts skill to create a new contact named John Smith for company ID 12345 with the email [email protected].

Frequently Asked Questions about ConnectWise PSA Contacts

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create and manage ConnectWise PSA contacts?▼

ConnectWise PSA contacts are managed by creating, updating, searching, and deleting contact records. You can configure contact types, communication items like email and phone, and manage company affiliations for comprehensive CRM operations.

Can I configure customer portal access levels for ConnectWise contacts?▼

Yes, ConnectWise contacts support configuring customer portal access. You can set security levels and manage login privileges, including the ability to disable portal access when needed for individual contact records.

How do I add communication items like email and phone numbers to a ConnectWise contact?▼

Communication items like email addresses, phone numbers, and fax details are added directly to a contact record. This ensures contacts can be reached through their preferred communication methods within ConnectWise PSA.

Does this approach to contact management integrate with ConnectWise tickets and companies?▼

ConnectWise contact management integrates directly with company and ticket entities. This links contacts to their parent companies and relevant support tickets for comprehensive customer relationship tracking.

What is the best way to onboard new client contacts in ConnectWise PSA?▼

Onboarding new client contacts in ConnectWise PSA involves creating primary and technical contact records with correct company affiliations. You then configure their communication details and portal access levels simultaneously.

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