End-of-life versus end-of-support risk for devices, OS versions, and firmware: combining RMM inventory (make, model, OS version, firmware) with general lifecycle knowledge, the…
Lead-warmth scoring from intent and engagement signals — Warmly website-visitor identification, CRM form fills and email engagement, and Calendly booking activity — using an…
Three-way seat reconciliation per client per SKU: seats provisioned in a cloud marketplace (Pax8, Sherweb) vs. seats billed in accounting or PSA billing vs.
Inforcer's read-only identity inventory for a managed Microsoft 365 tenant: users, groups, and role assignments.
Reconciling PSA contract/agreement entitlements (seats, hours, recurring services) against invoiced reality in an accounting platform, across any combination of PSA (Autotask,…
Error-budget and burn-rate assessment from whatever observability tools (Sentry, Datadog, Grafana, BetterStack) are connected: SLI, SLO, error budget, and burn rate applied…
CRM pipeline health assessment against whatever CRM is discovered through the gateway: stage-velocity norms derived from closed-won deals, activity-based stalled-deal detection,…
A normalized device and network health sweep across whatever network-monitoring tools (Auvik, Meraki, Domotz) are connected: each vendor family's data model and native status…
Freshdesk SLA policies and business-hours calendars: policy and calendar fields, per-priority respond_within / resolve_within targets, how the business-hours vs 24x7 clock…
Board-wide ticket maintenance, distinct from working any single ticket: stale-ticket detection with per-status staleness thresholds, the Waiting-on-Client rot case and its three…
Security-awareness training completion across whatever training/awareness platform is connected: assignment-overdue versus cadence-overdue detection, per-campaign and per-org…
N-central monitoring and automation: active-issue triage per customer or site, job statuses, the scheduled task -> status -> per-device details drill-down, and the safety rules…
Inforcer compliance and posture reporting: per-tenant Microsoft 365 secure scores, combining them with alignment scores, and the alignedThreshold / semiAlignedThreshold settings…
The quote-to-close handoff chain — a Pax8/Sherweb/Kaseya Quote Manager quote or SalesBuildr proposal, through a PandaDoc document's sent/viewed/signed status, to a closed-won CRM…
Portfolio-wide backup job health across whatever BCDR and SaaS-backup tools are connected: the two structurally different job models (image-based appliance backup vs.
Tracing a compliance control (CIS, SOC 2, HIPAA, or a cyber-insurance questionnaire line item) to concrete, retrievable tool evidence: which vendor family can observe what — CIPP…
Cisco Meraki MX security appliance: the L3 outbound firewall rule model and the full-ruleset replacement semantics of meraki_appliance_firewall_l3_update, plus Auto VPN…
Right-sizing and capacity forecasting for cloud resources on whatever platforms (Azure, DigitalOcean) are connected: the per-platform over-provisioned and under-provisioned…
Clio matters -- the case/client-file object that almost everything else in Clio hangs off of: the matter status lifecycle, linking a matter to a client contact, practice areas,…
Freshdesk contacts and companies: contact fields and the required contact-channel rule, contact CRUD plus merge and make_agent, company fields and domain-based auto-association,…
Endpoint hardware warranty status across whatever RMM platforms (Datto RMM, NinjaOne, N-central, Kaseya VSA, ConnectWise Automate, Atera, SuperOps, Syncro, Action1, ImmyBot) and…
Business Email Compromise detection and first response: the signals that reveal it in CIPP/M365 audit logs, mailbox and forwarding rules, and connected email security vendor…
Freshdesk ticket operations: list, get, search, create, update, reply, notes, and conversation threads.
Inforcer's core drift-detection surface: baseline templates, tenant alignment scores, alignment details (the per-policy breakdown of a tenant against its assigned baseline), and…
Inforcer's read-only record of changes and activity: searching and filtering auditEvents by type and date window (the search is account-wide — there is no tenant filter),…
Phishing-simulation campaign analysis: click-rate trend direction across campaigns, repeat-clicker identification with remedial-training cross-reference, and optional enrichment…
Detecting configuration drift against an established baseline: CIPP standards checks and Best Practice Analyser results, Liongard change detections and inspection timelines, the…
A cross-PSA escalation framework for SLA pressure: how each PSA family (Autotask, HaloPSA, ConnectWise Manage, Syncro, Kaseya BMS) models SLA/priority state and where breach risk…
Ordered first-response containment sequences for the most common MSP incident classes — compromised account, malware/ransomware detection, business email compromise, and exposed…
Priority scoring and assignment for an unassigned PSA ticket queue: the scoring factors (SLA proximity, client tier, ticket age, technician load, skill/category match), how to…
Per-client and per-service-line margin computation for an MSP: revenue from PSA billing or accounting invoices, cost of goods from Pax8/Sherweb wholesale pricing, and estimated…
ScalePad Backup Radar, the read-only backup monitoring surface: per-client backup health records and backup device inventory, in regions us and eu.
Comparing configured backup retention and cadence against contracted retention windows and RPO (recovery point objective) targets: the two distinct retention gap types…
A common Critical/High/Medium/Low normalized severity model for security alerts, incidents, and findings, with the judgment axes (confidence, mitigation state, blast radius) that…
Drafting tool-verified answers to cyber-insurance renewal, new-business, and underwriter security questionnaires: the standard recurring question set (MFA everywhere including…
Whether a backup is actually recoverable rather than merely present: the ranked hierarchy of restore evidence (actual restore performed, full boot/virtualization verification,…
Diagnose and resolve common issues with the WYRE MCP Gateway — missing vendor tools, OAuth failures, "Failed to update tool access" errors, expired credentials, and the request…
ScalePad ControlMap per-client compliance management: risk registers, control libraries, evidence collection, policies and procedures, framework objectives, assessments, and…
Clio time and expense activities logged against a matter: the activities domain's create-only lifecycle, the billing-read / time-entry-write split, and why billing mutations are…
ScalePad Lifecycle Manager, the engagement and roadmap workflow product: initiatives, goals, meetings, action items, assessments, deliverables, budget forecasting, contracts,…
Inforcer assessments: listing a tenant's assessments (read-only) and triggering an assessment run — the one mutating action in the entire Inforcer surface.
ConnectWise CPQ line items and the tabs that hold them: searching items by quote or tab, the tab requirement on every create, the pricing and margin fields, bundle and…
Quoter through ScalePad: building and publishing quotes, managing the catalog (items, item groups, tiers, options, manufacturers), quote contacts, suppliers and datafeeds, and the…
Forward-looking hardware refresh planning: combining warranty expiration, EOL/EOS timing, and device age from whatever RMM and documentation platforms are connected into…
Use this skill when working with M365 license assignments and CSP license inventory through CIPP — listing license usage per tenant, identifying unused licenses, surfacing license…
Use this skill when working with MSP proposal workflows in PandaDoc - creating managed service agreements (MSAs), statements of work (SOWs), hardware quotes, project proposals,…
Use this skill when working with Huntress escalations — listing, reviewing, and resolving escalations from the Huntress SOC team.
Use this skill when working with PagerDuty services -- service catalog, service configuration, integrations, dependencies, maintenance windows, and service health monitoring.
Use this skill when working with Rootly postmortems -- creating retrospectives, managing action items, applying templates, and conducting blameless reviews after incidents are…
Use this skill when navigating Kaseya Quote Manager quotes — drilling from a quote into its sections and line items, and following quotes through to sales orders, order lines, and…
Use this skill to pick the correct TimeZest appointment type for a scheduling request — listing the appointment types configured for the tenant, reading each type's duration, and…
Use this skill when working with ImmyBot computers/endpoints — listing and filtering the managed fleet, searching by name or serial, inspecting installed-software inventory,…
Use this skill when working with ConnectWise PSA companies - creating, updating, searching, or managing company/account records.
Use this skill when working with Autotask Configuration Items (CIs) - asset management, inventory tracking, warranty monitoring, lifecycle management, and relationship mapping.
Use this skill when operating Blackpoint Cyber (CompassOne) at the MSP partner level — enumerating customer tenants, sweeping detections and vulnerabilities across all of them,…
Use this skill when working with Autotask expense reports and expense items - creating expense reports, adding line items, searching reports by status or submitter, tracking…
Use this skill when working with Better Stack status pages -- managing status pages, adding resources/components, posting maintenance windows, and communicating service status to…
Use this skill when working with Blumira findings (security alerts/detections), including listing, filtering, investigating, resolving, assigning, and commenting on findings.
Use this skill when working with Checkpoint Harmony Email security policies - DLP policies, anti-phishing rules, anti-malware settings, quarantine policies, allow/block lists, and…
Use this skill when working with Atera tickets - creating, updating, searching, or managing service desk operations.