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To enable Neo Agent to interact with your ConnectWise Asio system, you need to generate API access credentials with the appropriate scopes.
This process involves generating API access credentials (Client ID and Client Secret) in your ConnectWise Asio portal with specific permissions that allow Neo to access your scripts and devices.

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Creating API Access Credentials

1

Navigate to API Access

Log in to your ConnectWise Asio portal and navigate to the API Access section:
  1. Click Integrations in the left navigation menu
  2. Select API Access from the submenu
ConnectWise Asio navigation showing Integrations menu expanded with API Access option highlighted
2

Generate API Access

Click the Generate API Access button in the top right corner of the API Access page to create new API credentials.
API Access page showing the Generate API Access button
3

Configure API Access Details

Fill in the API access configuration form:
  1. API Key Name: Enter a descriptive name (e.g., neoagent)
  2. Description: Add a description for reference (e.g., Neo Agent Integration)
  3. Scopes: Select the required scopes for Neo Agent:
    • Platform - Agent - Read
    • Platform - Assets - Read
    • Platform - Automation - Read
    • Platform - Automation - Create
    • Platform - Companies - Read
    • Platform - Contacts - Read
    • Platform - Devices - Read
    • Platform - Sites - Read
    • Platform - Tickets - Read
  4. Consent: Check the consent box to acknowledge the API access terms
Generate API Access form showing API Key Name, Description, Scopes dropdown, and Consent checkbox
Ensure all required scopes are selected. Missing scopes can cause Neo Agent to fail when attempting to execute scripts or access device information.
4

Generate and Save Credentials

Click Generate API Access to create your credentials. A panel will appear showing your Client ID and Client Secret.
Generated API Access panel showing Client ID and Client Secret with copy buttons
Important: Copy both the Client ID and Client Secret immediately and store them securely. The Client Secret cannot be recovered if lost—you will need to regenerate new credentials.
Before closing this panel, ensure you have saved:
  • The Client ID (visible in the form)
  • The Client Secret (hidden by default, click to reveal)

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Required Scopes Reference

The following scopes are required for Neo Agent to function properly:
ScopePurpose
Platform - Agent - ReadAccess agent information
Platform - Assets - ReadAccess asset and hardware inventory
Platform - Automation - ReadList available scripts and automation policies
Platform - Automation - CreateExecute scripts on devices (coming soon)
Platform - Companies - ReadAccess company/client information
Platform - Contacts - ReadAccess contact information
Platform - Devices - ReadAccess device details and status
Platform - Sites - ReadAccess site configurations
Platform - Tickets - ReadAccess ticket information for device correlation
If you need Neo to perform additional actions in the future, you may need to regenerate API credentials with additional scopes.

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What’s Next?

Once you’ve successfully generated your API credentials, you’re ready to connect them to Neo Agent using the Client ID and Client Secret from your ConnectWise Asio portal.
Before proceeding, ensure you have:
  • The Client ID from your generated API access
  • The Client Secret from your generated API access
  • Your ConnectWise Asio region (US, EU, or AU)