> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Connect your ConnectWise Automate RMM to Neo Agent for automated script execution and device management

## Setup Overview

Setting up the ConnectWise Automate integration involves two main steps:

<CardGroup cols={2}>
  <Card title="Creating an API User" icon="user-plus" href="/integrations/rmm/connectwise-automate/creating-api-user">
    Set up a dedicated user class and system integrator account with proper permissions for Neo Agent to access your ConnectWise Automate system.
  </Card>

  <Card title="Connecting to Neo Agent" icon="link" href="/integrations/rmm/connectwise-automate/connecting-to-neo">
    Configure the connection between your ConnectWise Automate system and Neo Agent using API credentials.
  </Card>
</CardGroup>

## Prerequisites

Before starting the integration setup, ensure you have:

* **Admin Access**: Administrator credentials for ConnectWise Automate Control Center
* **User Class Management**: Ability to create and configure user classes
* **API User Creation**: Permissions to create system integrator accounts
* **Network Access**: Ability to configure IP whitelisting if required

## What Neo Can Do with ConnectWise Automate

When connected, Neo Agent gains visibility into your scripts and registered devices, enabling powerful automation capabilities:

<AccordionGroup>
  <Accordion title="Script Discovery and Execution">
    Neo can browse your entire script library and suggest or execute relevant scripts based on ticket context:

    * **Automated remediation** — Execute scripts to resolve common issues without technician intervention
    * **Intelligent suggestions** — Recommend appropriate scripts to technicians based on ticket details
    * **Job monitoring** — Track script execution status and take follow-up actions based on results
  </Accordion>

  <Accordion title="Device Management">
    Access device information and perform management tasks:

    * **Device lookup** — Find devices associated with tickets or end users
    * **Service management** — Start, stop, or restart services on managed devices
    * **Patch management** — View patching status and trigger patch operations
    * **Hardware inventory** — Access device specifications and configurations
  </Accordion>

  <Accordion title="Alert and Ticket Integration">
    Streamline alert handling and ticket workflows:

    * **Alert clearing** — Automatically clear alerts after successful remediation
    * **Ticket updates** — Update PSA tickets with script results and device information
    * **Escalation handling** — Route complex issues to appropriate technicians
  </Accordion>
</AccordionGroup>

<Tip>
  Configure Neo's automation rules to match your business processes. You decide which actions Neo takes automatically and which require human approval.
</Tip>

## Available Actions

Neo Agent can perform the following actions through the ConnectWise Automate integration:

| Category              | Actions                                                                                   |
| --------------------- | ----------------------------------------------------------------------------------------- |
| **Computers**         | List computers, get devices, services, drives, patching stats, patch jobs, retired assets |
| **Contacts**          | List contacts, list system contacts                                                       |
| **Extra Data Fields** | Get/update EDFs for locations, computers, clients, and contacts                           |
| **Groups**            | List groups                                                                               |
| **Network Devices**   | List network devices                                                                      |
| **Scripts**           | Schedule and execute scripts on devices                                                   |
| **Searches**          | List and execute saved searches                                                           |
| **Users**             | List users, user folders, user classes                                                    |
| **Patch Management**  | View patch information, schedule patch operations                                         |

<Info>
  Neo Agent uses the ConnectWise Automate REST API to perform these actions. Ensure your API user has the necessary permissions for the actions you want Neo to perform.
</Info>