/product-catalog

name: "ConnectWise Manage Product Catalog"
description: >
  ConnectWise PSA product catalog: catalog items (SKUs), categories, subcategories,
  manufacturers, and their use on quotes, opportunities, agreements, and tickets.
  Covers the full catalog item field reference, common MSP workflows (hardware SKU,
  software license, managed service, agreement add-on), and the passthrough pattern
  for fields not surfaced on the MCP tool directly.
when_to_use: >-
  When searching, creating, or updating ConnectWise PSA product catalog items (SKUs), categories,
  subcategories, or manufacturers. Use when: connectwise product, connectwise catalog, connectwise
  sku, product catalog connectwise, catalog item connectwise, cw manage product, add product
  connectwise, create sku, product category connectwise, manufacturer connectwise, procurement
  catalog, connectwise pricing, bundle product, or managed service sku.

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.

Anti-triggers

• **Pricing a deal for a customer** — catalog items are the SKU master

list; the priced, versioned document a customer actually receives is a ConnectWise CPQ quote. Use `connectwise-cpq-quotes`.

• **Line items on an existing quote** — adding, repricing or removing a

line happens on the quote, not the catalog; use `connectwise-cpq-quote-items`.

• **Another vendor's catalog** — Autotask products and Kaseya Quote

Manager SKUs share this vocabulary; use `autotask-product-catalog` or `kaseya-quote-manager-quotes`.

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):

| Tool | Purpose | |------|---------| | `cw_search_catalog_items` | Search catalog items with CW conditions syntax | | `cw_get_catalog_item` | Fetch one catalog item by ID | | `cw_create_catalog_item` | Create a new catalog item (common fields + `extraFields` passthrough) | | `cw_update_catalog_item` | JSON Patch update against an existing item | | `cw_list_catalog_categories` | List categories | | `cw_list_catalog_subcategories` | List subcategories (filter by `category/id=N`) | | `cw_list_manufacturers` | List manufacturers |

Product Class

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

| Class | Use For | Behavior | |-------|---------|----------| | `NonInventory` | Software licenses, pass-through charges, most SaaS | No stock tracking, cost = last-purchased or fixed | | `Inventory` | Physical hardware you stock | Tracks on-hand, reorder points, cost layers | | `Bundle` | Parent SKU composed of child SKUs | Expands into components at quote time | | `Service` | Labor-based services, project service items | Maps to work roles, billable on tickets | | `Agreement` | Recurring managed-services line items | Drives MRR additions on agreements |

**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

| Field | Type | Required | Description | |-------|------|----------|-------------| | `id` | int | System | Auto-generated ID | | `identifier` | string(60) | Yes | Unique SKU / part number (your internal code) | | `description` | string(50) | Yes | Internal-facing short description | | `customerDescription` | string | No | Customer-facing description (shows on quotes/invoices) | | `notes` | string | No | Internal notes (not customer-visible) |

Classification

| Field | Type | Required | Description | |-------|------|----------|-------------| | `category` | object | No | `{id: categoryId}` | | `subcategory` | object | Yes | `{id: subcategoryId}` — CW requires this | | `type` | object | Yes | `{id: typeId}` — product type | | `productClass` | enum | No | `NonInventory` / `Inventory` / `Bundle` / `Service` / `Agreement` | | `serializedFlag` | boolean | No | Track by serial number (hardware) | | `serializedCostFlag` | boolean | No | Per-unit cost tracking | | `phaseProductFlag` | boolean | No | Eligible as a project phase product |

Pricing & Cost

| Field | Type | Required | Description | |-------|------|----------|-------------| | `cost` | decimal | No | Your cost | | `price` | decimal | No | Sell price | | `priceMethodFlag` | string | No | `Markup_Flat`, `Markup_Percent`, `Gross_Margin`, `Price_Flat` | | `costFlag` | string | No | `Billable`, `DoNotBill`, `NoCharge` | | `taxableFlag` | boolean | No | Subject to sales tax |

Vendor & Supply

| Field | Type | Required | Description | |-------|------|----------|-------------| | `manufacturer` | object | No | `{id: manufacturerId}` | | `manufacturerPartNumber` | string | No | MPN (not your SKU — the mfr's part number) | | `vendor` | object | No | `{id: vendorCompanyId}` — a company flagged as a vendor | | `vendorSku`