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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 (United States, Europe, Australia, or QA sandbox)
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 United States, Europe, Australia, or QA (ConnectWise sandbox).
- Toggle the configuration to Active and click Create.
Once connected, the configuration card offers three actions: Edit, Configure Company Mapping, and Disconnect.
Step 3: Map Companies
Link your Junto companies to their ConnectWise RMM counterparts so the agent queries the right devices for each client.
- On the configuration card, click Configure Company Mapping to open Map Companies to CW RMM Tenants.
- For each Junto company, pick the corresponding CW RMM company from the dropdown (or leave it Unmapped).
- To save time, click Auto-Map. It applies exact name matches automatically and pre-fills fuzzy suggestions for review — suggested rows are highlighted and labeled with a match score. Confirm a suggestion by saving, or pick a different company.
- Save your mappings.
Disconnecting
On the configuration card, click Disconnect and confirm. This removes the stored credentials and all company mappings, and the agent loses access to ConnectWise RMM device tools until you reconnect.
What the 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.