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Connect ConnectWise Automate so the agent can list and inspect computers, look up clients and locations, run automation scripts on managed endpoints, and clear alerts after a fix.
ConnectWise Automate is configured in MSP Settings → Integrations.

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How to connect

ConnectWise Automate uses integrator credentials issued from the Automate Control Center. Rallied.ai exchanges them for an API access token on connect.
1

Create an integrator account in Automate

Open the Automate Control Center and go to System → Integrator. Create a new integrator account (or pick an existing one) and note the username and password. Make sure the integrator has the API permissions you want the agent to use — read-only for inventory + alerts, and the relevant script-execution permissions if you plan to remediate.
2

Open MSP Integrations

In the Rallied.ai dashboard, navigate to MSP Settings → Integrations.
3

Connect ConnectWise Automate

Find the ConnectWise Automate card and click Connect. A credentials form appears.
4

Enter your credentials

Fill in:
  • Server Hostname — your Automate server hostname, e.g. automate.yourcompany.com (no https:// prefix, no trailing slash — Rallied.ai always uses HTTPS)
  • Integrator Username — the integrator account’s username
  • Integrator Password — the integrator account’s password
5

Save and confirm

Click Save. Rallied.ai posts to https://<server>/cwa/api/v1/apitoken to obtain an access token, stores the credentials, and the card shows Connected when complete.

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How the agent uses it

When a request touches an Automate-managed endpoint — “is DC01 online?”, “how much free disk does maria-laptop have?”, “run our cleanup script on the kiosk”, “clear the noisy disk-space alert” — the agent typically:
  1. Resolves the client with cwa-list-clients, then finds the computer with cwa-list-computers (filter by client / hostname / OS) and pulls details from cwa-get-computer.
  2. Triages alerts with cwa-list-alerts (tenant-wide) or cwa-get-computer-alerts (per device) to understand severity and context.
  3. Picks a remediation script from cwa-list-scripts and schedules it on the target computer(s) with cwa-run-script (approval-gated).
  4. Once the underlying issue is fixed, dismisses the alert with cwa-clear-alert (approval-gated).

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Tools

ToolDefault policyDescription
connectwise_automate:cwa-list-clientsAutoList clients in Automate
connectwise_automate:cwa-list-computersAutoList computers, optionally filtered by client, location, status, or OS
connectwise_automate:cwa-get-computerAutoGet full details for a specific computer
connectwise_automate:cwa-list-alertsAutoList alerts across the tenant
connectwise_automate:cwa-get-computer-alertsAutoList alerts for a specific computer
connectwise_automate:cwa-clear-alertApproval neededClear (dismiss) an active alert
connectwise_automate:cwa-list-scriptsAutoList automation scripts available in the tenant
connectwise_automate:cwa-run-scriptApproval neededRun a script on one or more computers

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Policies

ConnectWise Automate is an integration. Per-tool policies are configured on the ConnectWise Automate integration detail page (open it from MSP Settings → Integrations). See Policies for an overview of policy modes.