ConnectWise RMM is configured in MSP Settings → Integrations.
How to connect
ConnectWise RMM uses API credentials issued from the Asio platform. You’ll generate them in the ConnectWise admin UI before starting.Generate API credentials in ConnectWise
In the Asio platform UI (
auplatform.connectwise.com, itsupport247.net, or euplatform.connectwise.com depending on your region), go to Integrations → API Access → Generate API Access.Select the following scopes at minimum:- Devices — Read
- Automation — Read + Create
- Companies — Read
- Agent — Read
- Assets — Read
Connect ConnectWise RMM
Find the ConnectWise RMM card and click Connect. A credentials form appears.
Enter your credentials
Fill in:
- Client ID — the Client ID from the Asio API Access page
- Client Secret — the API key generated alongside the Client ID
- Region —
au(default),na, oreu, matching your ConnectWise instance
After connecting, Rallied.ai automatically discovers every active shell script in your ConnectWise RMM tenant and registers each one as a per-script tool. Each script gets its own policy you can tune (auto, approval-needed, never) from the integration detail page.
How the agent uses it
When a user asks about a server, workstation, or company managed in ConnectWise RMM — for example “is DC01 healthy?” or “run the disk cleanup script on Maria’s laptop” — the agent:- Resolves the device by name using
cw-rmm-list-devices(optionally scoped to the company). - Pulls health, patch status, or system state with
cw-rmm-get-device,cw-rmm-get-device-state, orcw-rmm-get-device-patches. - If remediation is needed, picks the right shell script and schedules it on the next agent check-in via the per-script tool (e.g.
cw-rmm-script-disk-cleanup).
Tools
Static tools
| Tool | Default policy | Description |
|---|---|---|
connectwise_rmm:cw-rmm-list-companies | Auto | List all companies (clients) in ConnectWise RMM |
connectwise_rmm:cw-rmm-get-company | Auto | Get details for a specific company |
connectwise_rmm:cw-rmm-list-sites | Auto | List sites across the partner or for one company |
connectwise_rmm:cw-rmm-list-devices | Auto | List managed endpoints, optionally filtered by company or site |
connectwise_rmm:cw-rmm-get-device | Auto | Get hardware, OS, and network details for an endpoint |
connectwise_rmm:cw-rmm-get-device-state | Auto | Get live CPU, memory, disk, and process state for an endpoint |
connectwise_rmm:cw-rmm-get-device-patches | Auto | List pending, installed, and failed patches for an endpoint |
connectwise_rmm:cw-rmm-list-device-groups | Auto | List configured device groups |
connectwise_rmm:cw-rmm-list-scripts | Auto | List all automation scripts available in the tenant |
connectwise_rmm:cw-rmm-list-shell-scripts | Auto | List shell scripts (PowerShell, Bash, etc.) |
connectwise_rmm:cw-rmm-list-tasks | Auto | List automation tasks |
connectwise_rmm:cw-rmm-get-tasks-summary | Auto | Get a summary of tasks across the tenant or for one endpoint |
connectwise_rmm:cw-rmm-run-task | Approval needed | Schedule a script on one or more endpoints (generic runner) |
connectwise_rmm:cw-rmm-get-task-results | Auto | Get execution results for a task instance |
connectwise_rmm:cw-rmm-list-tickets | Auto | List service tickets |
connectwise_rmm:cw-rmm-get-ticket | Auto | Get full details of a specific ticket |
connectwise_rmm:cw-rmm-create-ticket | Approval needed | Create a new service ticket |
Dynamic script tools
Every active shell script in your ConnectWise RMM tenant is also registered as its own tool namedcw-rmm-script-<slug>. Each one accepts the script’s published parameters plus a list of target endpoint UUIDs (or a company ID if you set targetType: COMPANY).
The agent’s policy classifier picks a default policy per script based on its name and description, and you can override it from the ConnectWise RMM integration detail page in the dashboard.