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connectwise-automate-clientslisted

Use this skill when working with ConnectWise Automate clients - creating, reading, updating, and deleting client organizations. Covers client identifiers, locations, client-level settings, groups, extra data fields (EDFs), and client hierarchy management.
wyre-technology/msp-claude-plugins · ★ 28 · Data & Documents · score 80
Install: claude install-skill wyre-technology/msp-claude-plugins
# ConnectWise Automate Client Management ## Overview Clients in ConnectWise Automate represent customer organizations. Each client can have multiple locations (physical sites), and computers belong to specific locations within clients. This skill covers client CRUD operations, location management, client-level settings, and group configurations. ## Key Concepts ### Client Hierarchy ``` Client (Organization) ├── Location 1 (Physical Site) │ ├── Computer A │ └── Computer B ├── Location 2 │ └── Computer C └── Client Settings ├── EDFs (Custom Fields) ├── Groups └── Policies ``` ### Client Identifiers | Identifier | Type | Description | Example | |------------|------|-------------|---------| | `ClientID` | integer | Primary key, auto-incrementing | `100` | | `Name` | string | Client display name | `Acme Corporation` | | `ExternalID` | string | External system reference | `CW-12345` | | `City` | string | Primary city | `Chicago` | ### Location Identifiers | Identifier | Type | Description | Example | |------------|------|-------------|---------| | `LocationID` | integer | Primary key | `1` | | `Name` | string | Location name | `Main Office` | | `ClientID` | integer | Parent client | `100` | | `Address` | string | Street address | `123 Main St` | ## Field Reference ### Client Fields ```typescript interface Client { // Identifiers ClientID: number; // Primary key Name: string; // Display name ExternalID: string;