connectwise-psa — independently scanned and version-tracked by SaferSkills.
SaferSkills independently audited connectwise-psa (Agent Skill) and scored it 96/100 (green). The audit ran 55 deterministic rules across Security, Supply Chain, Maintenance, Transparency, and Community; it found 0 high-severity and 1 lower-severity findings. The full rule-by-rule trace and per-finding evidence are below. Free, methodology-open.
Findings & checks · 1 flagged
The text {match} tells the agent to skip the normal "ask the user first" gate. Used adversarially it removes the human-in-the-loop check before destructive or sensitive actions, turning a normally-gated agent into a fire-and-forget executor.
Every scanned point with the score it earned and what moved between them.
First recorded scan — no prior version to compare against.
The primary manifest — the file an agent reads to learn what this artifact does.
Connectwise PSA is a professional services automation platform. It's used by IT solution providers and MSPs to manage their business operations. This includes things like service desk, project management, and billing.
Official docs: https://developer.connectwise.com/
This skill uses the Membrane CLI to interact with Connectwise PSA. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.
Install the Membrane CLI so you can run membrane from the terminal:
npm install -g @membranehq/cli@latestmembrane login --tenant --clientName=<agentType>This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.
Headless environments: The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:
membrane login complete <code>Add --json to any command for machine-readable JSON output.
Agent Types : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness
Use membrane connection ensure to find or create a connection by app URL or domain:
membrane connection ensure "https://www.connectwise.com/platform/business-management/psa" --jsonThe user completes authentication in the browser. The output contains the new connection id.
This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.
If the returned connection has state: "READY", skip to Step 2.
#### 1b. Wait for the connection to be ready
If the connection is in BUILDING state, poll until it's ready:
npx @membranehq/cli connection get <id> --wait --jsonThe --wait flag long-polls (up to --timeout seconds, default 30) until the state changes. Keep polling until state is no longer BUILDING.
The resulting state tells you what to do next:
clientAction object describes the required action:clientAction.type — the kind of action needed:"connect" — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections."provide-input" — more information is needed (e.g. which app to connect to).clientAction.description — human-readable explanation of what's needed.clientAction.uiUrl (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.clientAction.agentInstructions (optional) — instructions for the AI agent on how to proceed programmatically.After the user completes the action (e.g. authenticates in the browser), poll again with membrane connection get <id> --json to check if the state moved to READY.
error field for details.Search using a natural language description of what you want to do:
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --jsonYou should always search for actions in the context of a specific connection.
Each result includes id, name, description, inputSchema (what parameters the action accepts), and outputSchema (what it returns).
| Name | Key | Description |
|---|---|---|
| List Tickets | list-tickets | Retrieve a list of service tickets with optional filtering, sorting, and pagination |
| List Companies | list-companies | Retrieve a list of companies with optional filtering, sorting, and pagination |
| List Contacts | list-contacts | Retrieve a list of contacts with optional filtering, sorting, and pagination |
| List Projects | list-projects | Retrieve a list of projects with optional filtering, sorting, and pagination |
| List Opportunities | list-opportunities | Retrieve a list of sales opportunities with optional filtering, sorting, and pagination |
| List Time Entries | list-time-entries | Retrieve a list of time entries with optional filtering, sorting, and pagination |
| List Products | list-products | List products with optional filtering |
| List Expense Entries | list-expense-entries | List expense entries with optional filtering |
| List Configurations | list-configurations | List configuration items (assets) with optional filtering and pagination |
| Get Ticket | get-ticket | Retrieve a single service ticket by ID |
| Get Company | get-company | Retrieve a single company by ID |
| Get Contact | get-contact | Retrieve a single contact by ID |
| Get Project | get-project | Retrieve a single project by ID |
| Get Opportunity | get-opportunity | Retrieve a single opportunity by ID |
| Get Time Entry | get-time-entry | Get a single time entry by ID |
| Get Product | get-product | Get a product by ID |
| Get Expense Entry | get-expense-entry | Get an expense entry by ID |
| Get Configuration | get-configuration | Get a single configuration item (asset) by ID |
| Create Ticket | create-ticket | Create a new service ticket |
| Update Ticket | update-ticket | Update an existing service ticket using JSON Patch operations |
membrane action run <actionId> --connectionId=CONNECTION_ID --jsonTo pass JSON parameters:
membrane action run <actionId> --connectionId=CONNECTION_ID --input '{"key": "value"}' --jsonThe result is in the output field of the response.
When the available actions don't cover your use case, you can send requests directly to the Connectwise PSA API through Membrane's proxy. Membrane automatically appends the base URL to the path you provide and injects the correct authentication headers — including transparent credential refresh if they expire.
membrane request CONNECTION_ID /path/to/endpointCommon options:
| Flag | Description |
|---|---|
-X, --method | HTTP method (GET, POST, PUT, PATCH, DELETE). Defaults to GET |
-H, --header | Add a request header (repeatable), e.g. -H "Accept: application/json" |
-d, --data | Request body (string) |
--json | Shorthand to send a JSON body and set Content-Type: application/json |
--rawData | Send the body as-is without any processing |
--query | Query-string parameter (repeatable), e.g. --query "limit=10" |
--pathParam | Path parameter (repeatable), e.g. --pathParam "id=123" |
membrane action list --intent=QUERY (replace QUERY with your intent) to find existing actions before writing custom API calls. Pre-built actions handle pagination, field mapping, and edge cases that raw API calls miss.~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.