ConnectWise PSA Product Catalog

Overview

The ConnectWise Manage product catalog is the master list of everything an MSP sells — hardware SKUs, software licenses, managed service subscriptions, bundles, and service offerings. Catalog items are the building blocks that flow into quotes, opportunities, sales orders, agreement additions, and ticket charges. Getting the catalog right drives accurate quoting, consistent billing, and clean COGS/margin reporting.

This skill covers the full catalog item schema, the supporting lookup entities (categories, subcategories, manufacturers, product types, unit of measure), and the workflows for the most common MSP scenarios.

API Endpoints

Base:         /procurement/catalog
Categories:   /procurement/categories
Subcategories: /procurement/subCategories
Manufacturers: /procurement/manufacturers
Product types: /procurement/productTypes
Unit of measure: /procurement/unitOfMeasures
Product class: /procurement/productClasses

Available MCP tools (connectwise-manage-mcp):

Product Class

productClass is the single most important field because it drives downstream billing, inventory, and agreement behavior.

Rule of thumb for MSPs:

• Per-endpoint managed services (RMM, EDR, backup) → Agreement
• M365 / Google Workspace licenses you resell → NonInventory (or Agreement if billing monthly)
• Switches, firewalls, desktops you physically hold → Inventory
• Project engineering hours, onboarding fee → Service
• "Small Business Bundle" that rolls up RMM + EDR + backup → Bundle

Complete Catalog Item Field Reference

Core Identity

Classification

Pricing & Cost

Vendor & Supply

Inventory

Lifecycle

Passthrough Pattern: extraFields

The cw_create_catalog_item tool surfaces ~11 common fields directly as typed Zod params. For any field not in that list (e.g. manufacturerPartNumber, unitOfMeasure, upc, minStockLevel, serializedFlag), use extraFields:

{
  "identifier": "DELL-OPTI-7010",
  "description": "Dell OptiPlex 7010 Desktop",
  "subcategoryId": 12,
  "typeId": 3,
  "cost": 849.00,
  "price": 1199.00,
  "categoryId": 5,
  "manufacturerId": 17,
  "productClass": "Inventory",
  "taxableFlag": true,
  "customerDescription": "Dell OptiPlex 7010 - i5/16GB/512GB SSD",
  "extraFields": {
    "manufacturerPartNumber": "OPT7010-i5-16-512",
    "unitOfMeasure": { "id": 1 },
    "vendor": { "id": 9823 },
    "vendorSku": "DELL-7010-BSTOCK",
    "minStockLevel": 2,
    "serializedFlag": true,
    "ianCode": "1400-INV-HW"
  }
}

extraFields is merged into the POST body verbatim — anything the CW /procurement/catalog POST endpoint accepts will work.

Common MSP Recipes

Recipe 1: Hardware SKU (Inventory)

{
  "identifier": "FW-MERAKI-MX67",
  "description": "Meraki MX67 Firewall",
  "subcategoryId": 8,
  "typeId": 2,
  "productClass": "Inventory",
  "categoryId": 3,
  "manufacturerId": 24,
  "cost": 495.00,
  "price": 795.00,
  "taxableFlag": true,
  "extraFields": {
    "manufacturerPartNumber": "MX67-HW",
    "unitOfMeasure": { "id": 1 },
    "serializedFlag": true,
    "minStockLevel": 1
  }
}

Recipe 2: Software License / SaaS (NonInventory)

{
  "identifier": "M365-BP",
  "description": "M365 Business Premium",
  "subcategoryId": 21,
  "typeId": 5,
  "productClass": "NonInventory",
  "cost": 22.00,
  "price": 28.50,
  "taxableFlag": false,
  "customerDescription": "Microsoft 365 Business Premium - per user/month",
  "extraFields": {
    "unitOfMeasure": { "id": 7 }
  }
}

Recipe 3: Managed Service / MRR line item (Agreement)

{
  "identifier": "MSP-WKST-MGD",
  "description": "Managed Workstation",
  "subcategoryId": 30,
  "typeId": 9,
  "productClass": "Agreement",
  "cost": 18.00,
  "price": 75.00,
  "customerDescription": "Fully Managed Workstation - RMM, EDR, patching, backup",
  "extraFields": {
    "unitOfMeasure": { "id": 7 },
    "ianCode": "4100-REC-MSP"
  }
}

Recipe 4: Project Service / Labor (Service)

{
  "identifier": "SVC-PM-HR",
  "description": "Project Management - hourly",
  "subcategoryId": 45,
  "typeId": 11,
  "productClass": "Service",
  "cost": 85.00,
  "price": 195.00,
  "extraFields": {
    "unitOfMeasure": { "id": 3 },
    "phaseProductFlag": true
  }
}

Updating Catalog Items (JSON Patch)

Use cw_update_catalog_item with JSON Patch ops. CW Manage is strict about patch syntax — reference fields use /id paths.

Common