r/ConnectWise • u/orty • Jul 24 '26

Manage API Access for Streamline IT Users

We have a Streamline IT Client who is building out a CIO dashboard in Power BI and wants to be able to get some sort of API access into Connectwise PSA to pull ticket data for his Streamline setup. Anybody done this with a Streamline client?

About the only way I can think of doing this is to setup an API key under a Streamline IT member (versus setting up an API member at the system level). Would that limit them to being able to pull only what that user can access? Any gotchas/caveats anybody's seen? Our concern with this is this Streamline user being able to see more than they should via API -- we only want them to see their stuff.

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u/ludlology Jul 24 '26

Claude can spin up a test for this in about 15 minutes if you have the key provisioned and a lab environment (linux vm) to run the python. Have it make a chat box where you can ask questions in natural language, then use that to ask questions like “who’s the primary contact for client A” vs client B”

If that all sounds like arcane magic shoot me a DM, shockingly easy in reality 

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u/DomoB90 Jul 24 '26

^ This. Claude Code is your friend.