Can I generate reports on client computer health?

Absolutely. The skill includes workflows to calculate online/offline status percentages and generate health dashboards for specific clients.

How does it handle group hierarchies?

It provides field references and API patterns for managing both global and client-specific groups, including full path hierarchy management.

Can I manage multiple locations for a single client?

Yes, this skill supports full location management within the client hierarchy, allowing you to create and track multiple physical sites per organization.

Is there protection against accidental client deletion?

The skill provides safe deletion patterns that check for assigned computers and dependencies before proceeding with a delete operation.

Does the skill handle ConnectWise Automate EDFs?

Yes, it includes specific patterns for retrieving and updating Extra Data Fields (EDFs) at the client level for custom data tracking.

ConnectWise Automate Client Manager

Name: ConnectWise Automate Client Manager
Author: wyre-technology

bywyre-technology

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Productivity & Workflow

Manages ConnectWise Automate client organizations, physical locations, and configuration hierarchies for MSP service delivery.

This skill empowers Claude to interface with the ConnectWise Automate (formerly LabTech) API to manage the complete lifecycle of client organizations. It provides structured guidance for CRUD operations on clients and locations, management of Extra Data Fields (EDFs), and complex group hierarchy configurations. Designed specifically for Managed Service Providers (MSPs), it streamlines administrative tasks such as onboarding new customers, auditing site configurations, and generating real-time health reports across the RMM environment.

Key Features

01Automated client health reporting and computer status tracking

02Full CRUD operations for client organizations and physical locations

03Hierarchical group and policy configuration support

042 GitHub stars

05Comprehensive management of client-level Extra Data Fields (EDFs)

06Pre-defined workflow patterns for bulk updates and safe deletions

Use Cases

01Performing bulk audits and updates of custom EDFs across multiple organizations

02Automating the onboarding process for new clients including default locations and settings

03Generating client-specific health dashboards to monitor online/offline computer ratios

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins clients

For use in Claude.ai and ChatGPT

Download Skill