zeus-skills/ops/connectwise/connectwise-msp/references/isp-bandwidth-lookup.md

ISP / Bandwidth Agreement Lookup Pattern

Goal

Find a client's Internet connectivity details (speed, ISP, circuit ID, cost) using only the ConnectWise PSA API.

Steps

1. Resolve the company using a broad partial name search:
   GET /company/companies?conditions=name contains "{partial}"
   Inspect results and match by identifier (e.g., ABCOInsurance).
2. List ISP configurations (if any):
   GET /company/configurations?companyId={id}
   Filter by type.name == "ISP" or inspect name for ISP keywords.
3. Fetch agreement details:
   GET /finance/agreements?conditions=company/id={id}
   Filter by type.name (e.g., ISP Bandwidth/Fiber) to locate the bandwidth contract.
4. Key fields to surface:
   • Agreement: name, agreementStatus, billAmount, startDate, nextInvoiceDate
   • Config: name, ipAddress, modelNumber, vendorNotes
   • Notes may contain circuit IDs, port details, or rack locations.

Example Session (worked example; client details redacted)

• Company ID: <companyId>, Identifier: <ClientIdentifier>
• Config: <site>-Comcast Fiber (ISP type) with circuit notes
• Agreements: <tier> Internet Fiber ($<amount>/mo) + municipal/university easement riders ($<amount>/mo)