> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rallied.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# ConnectWise Automate

> Connect ConnectWise Automate so the agent can look up computers, run scripts, and triage alerts across managed endpoints.

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.

<Note>
  ConnectWise Automate is configured in **MSP Settings → Integrations**.
</Note>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open MSP Integrations">
    In the Rallied.ai dashboard, navigate to **MSP Settings → Integrations**.
  </Step>

  <Step title="Connect ConnectWise Automate">
    Find the ConnectWise Automate card and click **Connect**. A credentials form appears.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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).

## Tools

| Tool                                           | Default policy  | Description                                                            |
| ---------------------------------------------- | --------------- | ---------------------------------------------------------------------- |
| `connectwise_automate:cwa-list-clients`        | Auto            | List clients in Automate                                               |
| `connectwise_automate:cwa-list-computers`      | Auto            | List computers, optionally filtered by client, location, status, or OS |
| `connectwise_automate:cwa-get-computer`        | Auto            | Get full details for a specific computer                               |
| `connectwise_automate:cwa-list-alerts`         | Auto            | List alerts across the tenant                                          |
| `connectwise_automate:cwa-get-computer-alerts` | Auto            | List alerts for a specific computer                                    |
| `connectwise_automate:cwa-clear-alert`         | Approval needed | Clear (dismiss) an active alert                                        |
| `connectwise_automate:cwa-list-scripts`        | Auto            | List automation scripts available in the tenant                        |
| `connectwise_automate:cwa-run-script`          | Approval needed | Run a script on one or more computers                                  |

## 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](/dashboard/policies) for an overview of policy modes.