ConnectWise RMM Setup
ConnectWise RMM is a remote monitoring and management platform. Once connected, Junto can look up devices, check performance metrics, review patch status, list installed software, and run automation scripts during ticket triage.
Prerequisites
A ConnectWise RMM account with API access
OAuth 2.0 client credentials (Client ID and Client Secret)
Knowledge of your ConnectWise RMM region (US, EU, or AU)
Step 1: Create API Credentials
Log in to ConnectWise RMM and navigate to the API management section.
Create a new API application with Client Credentials grant type.
Copy the Client ID and Client Secret.
Step 2: Configure in Junto
In Junto, go to Settings > Integrations > ConnectWise RMM.
Click Add Configuration and fill in:
Client ID -- From Step 1.
Client Secret -- From Step 1. Encrypted before storage.
Region -- Select US, EU, or AU.
Toggle the configuration to Active and click Create.
Step 3: Map Companies
Link your Junto companies to their ConnectWise RMM counterparts so the agent queries the right devices for each client.
What the AI Agent Can Do
Device Management
Tool | Description | Risk Level |
List Endpoints | List devices by category (desktops, servers, network devices) | Low |
Get Endpoint Details | Retrieve device info including OS, IP, and hardware | Low |
Get Services | List Windows services with status and start type | Low |
List Applications | List installed software across endpoints | Low |
Get Patches | View OS patch status (installed, missing, failed) | Low |
Get Disk Usage | Check disk utilization per drive | Low |
Get CPU Usage | Check CPU usage and processor details | Low |
Get Memory Usage | Check RAM utilization | Low |
Get Heartbeat | Check online/offline status for devices | Low |
Automation
Tool | Description | Risk Level | Approval |
List Scripts | List available automation scripts | Low | None |
Schedule Task | Execute a script on an endpoint | High | Always |
Get Task Results | View results of completed tasks | Low | None |
Get Task Summary | View task execution history for an endpoint | Low | None |
Script execution always requires explicit technician approval.
Company and Site Info
Tool | Description | Risk Level |
List Companies | List companies in ConnectWise RMM | Low |
Get Company Details | View company contacts, sites, and details | Low |
List Sites | List sites for a company | Low |
Troubleshooting
Connection fails -- Verify your Client ID, Client Secret, and region. Ensure the API application is active.
Devices not found -- Check that the company mapping is correct.
Script execution denied -- Script execution always requires approval from a user with the Manager role or above.