Connect ScalePad

ScalePad is a lifecycle and client-success platform for MSPs. StackJack connects to five ScalePad products through one API key: Core (the shared client and asset records), Lifecycle Manager (hardware…

Written By Christopher Scaminaci

Last updated 6 days ago

ScalePad is a lifecycle and client-success platform for MSPs. StackJack connects to five ScalePad products through one API key: Core (the shared client and asset records), Lifecycle Manager (hardware and SaaS lifecycles, strategic roadmaps, QBR deliverables), ControlMap (multi-client compliance), Quoter (quoting), and Backup Radar (backup monitoring). Backup Radar's own API is covered too, with its own Backup Radar key, so your AI can read individual backup jobs and their results, not only client-level health.

Connecting ScalePad gives your AI assistant a broad family of scalepad_ MCP tools — MCP (Model Context Protocol) tools are the standardized commands an AI assistant can call through StackJack. With them, your AI can:

See the whole book of business — clients, contacts, members, hardware and SaaS assets, service contracts, tickets, sites, opportunities, and your product catalog
Work the lifecycle — hardware lifecycles and replacement planning, initiatives, goals, meetings, action items, notes, assessments, contracts, and budgets
Build and share deliverables — assemble QBR documents from templates, refresh their live sections, and manage the share links you send to clients
Run compliance — client health, controls, evidence and evidence requests, risks, policies, procedures, governance documents, and framework objectives across every client at once
Quote — quotes and quote authoring, templates, catalog items, item groups, options, tiers, manufacturers, suppliers, and SupplierSync data feeds
Watch backups — client backup-health history and backup-device monitoring, plus the individual backup jobs: the backup list with its filters, one backup's detail and its parsed results, the inactive and retired lists, and your tenant-wide overview counts
Export — budget forecasts, roadmaps, initiative and deliverable PDFs, delivered as a private download link
Act (on Pro plans) — create, update, and delete records; attach and detach the links between goals, initiatives, meetings, and action items; upload compliance documents

How StackJack authenticates to ScalePad

ScalePad uses a single personal API key — there is no OAuth login and nothing to refresh. One key covers every ScalePad product you are subscribed to.

The backup-job tools need their own key. The tools that read the backup list and its filters, one backup's detail and its parsed results, the inactive and retired lists, and the overview counts call Backup Radar's own API directly rather than going through ScalePad, and that API does not accept your ScalePad key. If you use those tools, copy the API key from your Backup Radar portal and enter it in Backup Radar classic API key on the Backup Radar tab of the setup form. Backup Radar's health and device tools go through ScalePad and use your ScalePad key (or the optional Backup Radar API key, if you set one).

The key belongs to a specific ScalePad user, and that matters more than it first appears: the key stops working if that user is deactivated or loses Administrator permission. If every ScalePad tool starts failing at once, check the person before you check the key.

Keys also expire — two years from creation unless you chose a different date. Note the date somewhere you will see it, because ScalePad does not renew it for you and an expired key fails everything at once.

What decides whether a tool works

Two things (plus, for the backup-job tools, their own key, described above), and they are easy to confuse:

Your product subscriptions. Any paid ScalePad plan unlocks Core, ControlMap, and Quoter. Lifecycle Manager needs Lifecycle Manager Pro or higher. Backup Radar needs its own active subscription. A tool for a product you don't hold returns a clear "subscription required" message — the key is fine.
Your region. Each ScalePad account is provisioned in one region and its data stays there.

Regions

StackJack shows a Region choice. Pick the region where your ScalePad account lives:

Region	Products available there
United States	All five products
Europe	ControlMap and Backup Radar
Canada	ControlMap
Australia	ControlMap

Core, Lifecycle Manager, and Quoter are United States only — StackJack always reaches them on the US gateway, whatever region you pick, so a European ControlMap tenant does not break them.

Choosing the wrong region does not look like an error. A ScalePad gateway will not serve another region's data, so the wrong choice makes your account look empty rather than showing a sign-in failure. There is no self-service way to look your region up yet; if you are unsure, ask your ScalePad administrator or ScalePad support.

If one product lives in a different region

Because only ControlMap and Backup Radar are offered outside the United States, some MSPs have their compliance data in one region and everything else in the US. That is a separate ScalePad account, so it may have its own API key.

StackJack handles this without a second connector: fill in the optional ControlMap or Backup Radar key and region on the setup form. Leave them blank — which is the normal case — and the main key and region are used for every ScalePad product. The backup-job tools still need the Backup Radar classic API key described above, and they follow the same Backup Radar region.

Before you begin

In StackJack: you need a role that can manage connectors (tenant Owner, a co-owner, or an Administrator).
In ScalePad: you need an active user with Administrator permission — only such a user can see the API tab and create keys.
For the backup-job tools: the API key from your Backup Radar portal.
Know your region. Confirm it with your ScalePad administrator or ScalePad support if you are not certain.

ScalePad maintains the authoritative API getting-started guide, product and subscription matrix, and regional endpoint matrix. Check its API changelog before building a long-lived workflow around a particular response field.

Step 1 — Create an API key in ScalePad

Sign in to ScalePad as an active user with Administrator permission.
Open your personal API key page.
Select New API key, give it a name (for example, StackJack), and choose an expiration date. The default is two years.
Generate the key and copy the secret immediately — ScalePad shows it once.

Step 2 — Add the credentials in StackJack

In StackJack, go to Connectors and find the ScalePad card.
Click Configure.
Paste your key into API Key.
Choose your Region.
If you use the backup-job tools, open the Backup Radar tab and enter the API key from your Backup Radar portal in Backup Radar classic API key. Leave the other ControlMap and Backup Radar fields blank unless one of those products is hosted in a different region from the rest of your account.
Click Save. StackJack stores the key, runs a read-only validation, and leaves the connector drawer open so you can see the resulting status. A validation failure does not discard the saved credential: the drawer shows Needs Attention and lets you re-test after correcting the key, owner, subscription, or region.

Validation performs a single read against a product your region serves — Core for a US primary region, or ControlMap outside the US. It confirms the key without changing anything. It does not check the Backup Radar classic API key; the first backup-job tool call is what tries that key.

What your AI can do

Read tools are available on the Free plan. Tools that create, update, or delete anything require Pro. Business plans get the same tools as Pro with a higher monthly call allowance.

See the generated ScalePad tool reference for the current inventory, plan assignment, input schemas, and destructive-action labels.

Anything that removes something is marked as destructive. That covers deleting records, detaching one record from another, unlinking compliance evidence from a control or risk, unassigning clients from a group, and archiving. Whether your AI application asks you to confirm before running one depends on that application's own settings — see Destructive tools and confirmation. Review those settings, and restrict the tools you grant, before you allow removals. Two are worth calling out because their effect reaches your clients directly:

Regenerating or revoking a deliverable share link immediately breaks any link you already sent a client.
Archiving an evidence request removes it from the active compliance workflow.

Report exports (budget forecasts, roadmaps, initiative and deliverable PDFs) come back as a private download link valid for 30 minutes by default, not as the file itself — StackJack downloads the vendor response into private blob storage and issues that short-lived, read-only link so large PDFs and spreadsheets stay out of the conversation.

Pagination and changing data

ScalePad list endpoints use cursor-based pagination. Your AI can continue with the returned cursor, but the pages are not an atomic snapshot: a record created or changed during a long traversal can be skipped, and a record can rarely appear twice. For audits or exports that must represent one instant, narrow the query and record when it ran rather than treating a multi-page result as a database transaction.

Rate limits

ScalePad allows 50 requests every 5 seconds per API key, shared across all five products. StackJack paces its own requests below that and waits the exact delay ScalePad asks for if the limit is ever hit, so you should not need to think about it. If you do see rate-limit messages, it usually means several ScalePad-heavy tasks are running at once — narrowing list requests with filters is more effective than paging through everything.

Backup Radar's own API, which the backup-job tools call, is stricter: one request every half second per key. StackJack spaces those calls out for you, so several backup-job requests made at once run one after another instead of being refused, which can make a large burst take several seconds. A burst that would have to wait more than about 30 seconds is sent without waiting, and Backup Radar may ask the extra requests to retry.

Troubleshooting

Every ScalePad tool fails with an authentication error. Check the person, not just the key: is the ScalePad user who created it still active, and do they still have Administrator permission? Losing either stops their keys working. Then check the key has not passed its expiration date. Create a fresh key from an active Administrator, update it in StackJack, save, and select Re-test.

The backup-job tools say Backup Radar (classic) is not configured. No Backup Radar classic API key is stored. The backup-job tools call Backup Radar's own API, which does not accept your ScalePad key, so StackJack sends nothing until that key is saved. In Backup Radar, open Settings > API Keys and add a key, then on the ScalePad card open the Backup Radar tab, enter it in Backup Radar classic API key, save, and call the tool again.

The backup-job tools fail with an authentication error, but the other ScalePad tools work. Backup Radar's own API rejected the stored Backup Radar classic API key. The key is wrong, expired or deleted, or it belongs to a Backup Radar account in the other region. Generate a new key in Backup Radar (Settings > API Keys), then on the ScalePad card open the Backup Radar tab, enter it in Backup Radar classic API key, check the Backup Radar region on the same tab, save, and call the tool again.

One product's tools say a subscription is required. That product is not on your ScalePad plan. Lifecycle Manager needs Lifecycle Manager Pro or higher; Backup Radar needs its own subscription; any paid plan covers Core, ControlMap, and Quoter.

Tools succeed but everything comes back empty. This is almost always the wrong region. A ScalePad gateway will not return another region's data, and it reports that as "nothing found" rather than as an error. Confirm your region with your ScalePad administrator or ScalePad support and re-select it in the connector.

Backup Radar tools say Backup Radar is not available in your region. ScalePad hosts Backup Radar in the United States and Europe only — not in Canada or Australia. If your Backup Radar account is in one of the two supported regions, set the Backup Radar region on the setup form. The same region setting covers both the ScalePad Backup Radar tools and the backup-job tools that call Backup Radar directly.

A single record is not found, but everything else works. That is an ordinary not-found: the record was deleted, or the id came from a different client than the one you are querying. Re-run the matching list or search tool to get a current id.

Removing the connector did not revoke the key. Deleting a connector in StackJack does not delete anything in ScalePad. If you want the key fully revoked, delete it from your ScalePad API key page too.

ScalePad tools

scalepad_ · 384 tools · Free 182 · Pro 202

Backup Radar

Tool	What it does
`scalepad_br_get_client_health` Free · Read-only	Get the daily backup-health history for ONE ScalePad client.
`scalepad_br_list_clients_devices` Free · Read-only	List monitored backup devices with their most recent result and daily SLA history.
`scalepad_br_list_clients_health` Free · Read-only	List ScalePad clients with their daily backup-health history from Backup Radar.

Backup Radar (classic)

Tool	What it does
`scalepad_br_get_backup` Free · Read-only	Get one Backup Radar backup's detail from the classic API.
`scalepad_br_get_backup_results` Free · Read-only	Get the individual backup RESULTS (the parsed status emails) for one Backup Radar backup.
`scalepad_br_get_backups_overview` Free · Read-only	Get Backup Radar's overview counts — the tenant-wide totals behind the portal's header.
`scalepad_br_list_backup_filters` Free · Read-only	List the filter values this Backup Radar tenant actually has — the companies, tags, backup methods, device types, statuses and policy types that scalepad_br_list_backups accepts in its filtersJson list filters.
`scalepad_br_list_backups` Free · Read-only	List monitored backups from Backup Radar's classic API.
`scalepad_br_list_inactive_backups` Free · Read-only	List INACTIVE backups — jobs Backup Radar has stopped receiving results for.
`scalepad_br_list_retired_backups` Free · Read-only	List RETIRED backups — jobs someone deliberately retired in Backup Radar, as opposed to jobs that merely went quiet (scalepad_br_list_inactive_backups).

ControlMap Action Items

Tool	What it does
`scalepad_cm_create_client_action_item` Pro · Write	Create a remediation action item for a client.
`scalepad_cm_create_client_action_item_document` Pro · Write	Attach ONE document you already hold to an action item, uploading it through ScalePad in a single call (vendor multipart/form-data operation, one binary 'file' part).
`scalepad_cm_create_client_action_item_document_signed_url` Pro · Write	Register one or more documents against an action item and get back vendor-minted pre-signed UPLOAD urls — an ordinary JSON POST, not a file transfer.
`scalepad_cm_delete_client_action_item` Pro · Destructive	PERMANENTLY delete an action item.
`scalepad_cm_get_client_action_item` Free · Read-only	Get one action item in full for a client.
`scalepad_cm_list_clients_action_items_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_action_item` Pro · Write	LINK an action item to the compliance entities it remediates.
`scalepad_cm_search_client_action_items` Free · Read-only	For ONE client, by client id: search that client's remediation action items.
`scalepad_cm_unmap_client_action_item` Pro · Destructive	UNLINK an action item from objectives, assessment questions, risks, controls, assets or asset types.
`scalepad_cm_update_client_action_item` Pro · Write	Partially update an action item (HTTP PATCH).

ControlMap Assessments

Tool	What it does
`scalepad_cm_create_client_assessment_question_response` Pro · Write	Add a RESPONSE — a free-text entry on an assessment question's note thread.
`scalepad_cm_delete_client_assessment_question_answer` Pro · Destructive	CLEAR the saved ANSWER on an assessment question, returning it to unanswered.
`scalepad_cm_delete_client_assessment_question_response` Pro · Destructive	PERMANENTLY delete ONE response (note) from an assessment question's thread.
`scalepad_cm_get_client_assessment_question` Free · Read-only	Get one assessment question in full, addressed by its question CODE (not its numeric id).
`scalepad_cm_get_client_assessment_summary` Free · Read-only	For ONE client, by client id: that client's assessment completion summary.
`scalepad_cm_list_clients_assessment_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_assessment_question` Pro · Write	LINK an assessment question to the records that substantiate its answer.
`scalepad_cm_search_client_assessment_questions` Free · Read-only	For ONE client, by client id: search that client's common-assessment questions.
`scalepad_cm_unmap_client_assessment_question` Pro · Destructive	UNLINK an assessment question from evidence records, action items, policies or procedures.
`scalepad_cm_update_client_assessment_question_answer` Pro · Write	Save the ANSWER to an assessment question — the questionnaire selection itself, not a note.
`scalepad_cm_update_client_assessment_question_responses` Pro · Write	Edit an existing RESPONSE (a note on an assessment question's thread) — again, not the question's answer.

ControlMap Controls

Tool	What it does
`scalepad_cm_create_client_control` Pro · Write	Create a control for a client.
`scalepad_cm_delete_client_control` Pro · Destructive	PERMANENTLY delete a control.
`scalepad_cm_get_client_control` Free · Read-only	Get one control in full for a client.
`scalepad_cm_get_client_controls_summary` Free · Read-only	For ONE client, by client id: that client's control implementation roll-up.
`scalepad_cm_list_client_control_families` Free · Read-only	List the control FAMILIES available to one client — the groupings inside a control set (e.g. "Human Resources Management" with code HRM, "Common Criteria Related").
`scalepad_cm_list_client_control_sets` Free · Read-only	List the control SETS available to one client — the control libraries themselves (e.g. "Controlmap Baseline Controls" with code CBC, "SOC 2").
`scalepad_cm_list_clients_controls_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_control` Pro · Write	LINK a control to the compliance entities that evidence or depend on it.
`scalepad_cm_search_client_controls` Free · Read-only	For ONE client, by client id: search that client's controls.
`scalepad_cm_unmap_client_control` Pro · Destructive	UNLINK a control from objectives, evidence, policies, procedures, governance documents, risks or action items.
`scalepad_cm_update_client_control` Pro · Write	Partially update a control (HTTP PATCH).

ControlMap Documents

Tool	What it does
`scalepad_cm_create_client_evidence_document_signed_url` Pro · Write	Register one or more documents against an EVIDENCE DEFINITION and get back vendor-minted pre-signed UPLOAD urls — an ordinary JSON POST, not a file transfer.
`scalepad_cm_create_client_evidence_request_document_signed_url` Pro · Write	Register one or more documents against an EXISTING evidence request and get back vendor-minted pre-signed UPLOAD urls — an ordinary JSON POST, not a file transfer.
`scalepad_cm_delete_client_document` Pro · Destructive	PERMANENTLY delete ONE stored document from a client's compliance record — the file itself, wherever it was attached (an evidence request, a policy, a procedure, a governance document or an action item).
`scalepad_cm_get_client_document_signed_url` Free · Read-only	Get a short-lived DOWNLOAD url for ONE stored document belonging to ONE client.

ControlMap Evidence

Tool	What it does
`scalepad_cm_create_client_evidence` Pro · Write	Create an evidence definition for ONE client.
`scalepad_cm_create_client_evidence_document` Pro · Write	Attach ONE document you already hold to an EVIDENCE DEFINITION, uploading it through ScalePad in a single call (vendor multipart/form-data operation, one binary 'file' part).
`scalepad_cm_create_client_evidence_request` Pro · Write	Open a NEW evidence request against an existing evidence definition — an out-of-cycle ask for proof, on top of whatever the recurrence schedule generates.
`scalepad_cm_delete_client_evidence` Pro · Destructive	PERMANENTLY delete an evidence definition.
`scalepad_cm_delete_client_evidence_schedule` Pro · Destructive	Remove the RECURRING COLLECTION SCHEDULE from an evidence record — the evidence itself survives, but its recurrence configuration (frequency, interval, days, start/end) is gone and ScalePad will raise no further evidence requests from it.
`scalepad_cm_get_client_evidence` Free · Read-only	Get ONE evidence definition in full for ONE client.
`scalepad_cm_list_client_evidence_requests` Free · Read-only	List every evidence REQUEST raised against ONE evidence definition for ONE client — the individual collection cycles behind an EV-nn record.
`scalepad_cm_list_clients_evidences_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_evidence` Pro · Write	LINK an evidence definition to the compliance entities it proves.
`scalepad_cm_refresh_client_evidence_mappings` Pro · Destructive	Re-evaluate ALL automated evidence mappings for ONE client — a command, not a query, and it acts on the whole client at once rather than a single evidence record.
`scalepad_cm_search_client_evidences` Free · Read-only	For ONE client, by client id: search that client's evidence definitions.
`scalepad_cm_unmap_client_evidence` Pro · Destructive	UNLINK an evidence definition from objectives, controls or assessment questions.
`scalepad_cm_update_client_evidence` Pro · Write	Partially update an evidence definition (HTTP PATCH).

ControlMap Evidence Requests

Tool	What it does
`scalepad_cm_archive_client_evidence_request` Pro · Destructive	ARCHIVE ONE evidence request — a ONE-WAY transition that removes it from the active collection workflow.
`scalepad_cm_create_client_evidence_request_document` Pro · Write	Attach ONE document you already hold to an EXISTING evidence request, uploading it through ScalePad in a single call (vendor multipart/form-data operation, one binary 'file' part).
`scalepad_cm_create_client_evidence_requests_links` Pro · Write	Attach a HYPERLINK to an evidence request instead of uploading a file — for proof that lives elsewhere (a shared drive folder, a dashboard, a ticket).
`scalepad_cm_delete_client_evidence_request` Pro · Destructive	PERMANENTLY delete ONE evidence request.
`scalepad_cm_update_client_evidence_request` Pro · Write	Partially update ONE evidence request for ONE client (HTTP PATCH).

ControlMap Frameworks

Tool	What it does
`scalepad_cm_get_client_framework_objective` Free · Read-only	Get one framework objective (requirement) in full, for a single client and framework.
`scalepad_cm_get_client_framework_objectives_summary` Free · Read-only	For ONE client, by client id: the objective compliance roll-up for every framework that client has enabled.
`scalepad_cm_list_clients_framework_objectives_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_search_client_framework_objectives` Free · Read-only	For ONE client and ONE framework: search that framework's objectives (requirements).

ControlMap Governance

Tool	What it does
`scalepad_cm_create_client_governance` Pro · Write	Create a governance document for ONE client.
`scalepad_cm_delete_client_governance` Pro · Destructive	PERMANENTLY delete a governance document.
`scalepad_cm_get_client_governance` Free · Read-only	Get ONE governance document in full for ONE client.
`scalepad_cm_list_clients_governance_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_governance` Pro · Write	LINK a governance document to the compliance entities it governs.
`scalepad_cm_search_client_governance` Free · Read-only	For ONE client, by client id: search that client's governance documents.
`scalepad_cm_unmap_client_governance` Pro · Destructive	UNLINK a governance document from objectives, policies or controls.
`scalepad_cm_update_client_governance` Pro · Write	Partially update a governance document (HTTP PATCH).

ControlMap Health

Tool	What it does
`scalepad_cm_get_client_health` Free · Read-only	For ONE client, by client id: the full ControlMap compliance health snapshot.
`scalepad_cm_list_clients_health` Free · Read-only	Across EVERY client of the MSP — takes NO client id.

ControlMap Policies

Tool	What it does
`scalepad_cm_create_client_policy` Pro · Write	Create a policy for ONE client, optionally with its initial sections in order.
`scalepad_cm_delete_client_policy` Pro · Destructive	PERMANENTLY delete an entire policy, including ALL of its sections.
`scalepad_cm_delete_client_policy_section` Pro · Destructive	PERMANENTLY delete ONE section of a policy — the section's title and its entire HTML body are lost.
`scalepad_cm_get_client_policy` Free · Read-only	Get ONE policy in full for ONE client.
`scalepad_cm_list_clients_policies_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_policy` Pro · Write	LINK a policy to the compliance entities it satisfies.
`scalepad_cm_search_client_policies` Free · Read-only	For ONE client, by client id: search that client's policies.
`scalepad_cm_unmap_client_policy` Pro · Destructive	UNLINK a policy from objectives or controls.
`scalepad_cm_update_client_policy` Pro · Write	Partially update a policy's METADATA (HTTP PATCH).
`scalepad_cm_update_client_policy_sections` Pro · Write	Create OR update a single section of a policy — an upsert (HTTP PUT on the sections collection), and the ONLY way to edit a policy's prose, because the policy PATCH schema has no description field.

ControlMap Procedures

Tool	What it does
`scalepad_cm_create_client_procedure` Pro · Write	Create a procedure for ONE client.
`scalepad_cm_delete_client_procedure` Pro · Destructive	PERMANENTLY delete a procedure.
`scalepad_cm_get_client_procedure` Free · Read-only	Get ONE procedure in full for ONE client.
`scalepad_cm_list_clients_procedures_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_procedure` Pro · Write	LINK a procedure to the compliance entities it implements.
`scalepad_cm_search_client_procedures` Free · Read-only	For ONE client, by client id: search that client's procedures.
`scalepad_cm_unmap_client_procedure` Pro · Destructive	UNLINK a procedure from objectives, policies or controls.
`scalepad_cm_update_client_procedure` Pro · Write	Partially update a procedure (HTTP PATCH).

ControlMap Reports

Tool	What it does
`scalepad_cm_get_client_report_signed_url` Free · Read-only	Mint a short-lived DOWNLOAD url for one finished ControlMap report.
`scalepad_cm_list_client_reports` Free · Read-only	For ONE client, by client id: list that client's generated ControlMap reports.

ControlMap Risks

Tool	What it does
`scalepad_cm_create_client_risk` Pro · Write	Create a risk in ONE client's register.
`scalepad_cm_delete_client_risk` Pro · Destructive	PERMANENTLY delete a risk from a client's register.
`scalepad_cm_get_client_risk` Free · Read-only	Get ONE risk in full for ONE client.
`scalepad_cm_get_client_risk_category` Free · Read-only	Get ONE risk category by id for ONE client.
`scalepad_cm_list_client_risks_departments` Free · Read-only	For ONE client, by client id: list the departments available for risk assignment.
`scalepad_cm_list_clients_risks_summary` Free · Read-only	Across EVERY client of the MSP — takes NO client id.
`scalepad_cm_map_client_risk` Pro · Write	LINK a risk to the entities that expose it or mitigate it.
`scalepad_cm_search_client_risks` Free · Read-only	For ONE client, by client id: search that client's risk register.
`scalepad_cm_unmap_client_risk` Pro · Destructive	UNLINK a risk from assets, asset types, threats, vulnerabilities, vendors, objectives, controls or action items.
`scalepad_cm_update_client_risk` Pro · Write	Partially update a risk (HTTP PATCH).

Core Clients

Tool	What it does
`scalepad_core_get_client` Free · Read-only	Get one client organization by its ScalePad id (from scalepad_core_list_clients).
`scalepad_core_list_clients` Free · Read-only	List the MSP's active client organizations.

Core Contacts & Members

Tool	What it does
`scalepad_core_get_contact` Free · Read-only	Get one client contact by its ScalePad id (from scalepad_core_list_contacts).
`scalepad_core_get_member` Free · Read-only	Get one MSP member by its ScalePad id (from scalepad_core_list_members).
`scalepad_core_list_contacts` Free · Read-only	Search the active contacts (individuals) at the MSP's client organizations.
`scalepad_core_list_members` Free · Read-only	Search the MSP's own active members — employees, contractors, downstream IT.

Core Hardware Assets

Tool	What it does
`scalepad_core_get_hardware_asset` Free · Read-only	Get one hardware asset by its ScalePad id (from scalepad_core_list_hardware_assets).
`scalepad_core_list_hardware_assets` Free · Read-only	List active hardware assets across the MSP's clients.

Core Integrations

Tool	What it does
`scalepad_core_list_integration_configurations` Free · Read-only	List the MSP's configured integration instances — one entry per connected PSA/RMM/SaaS setup.
`scalepad_core_list_integration_vendors` Free · Read-only	List the catalogue of third-party vendors and platforms ScalePad can integrate with — the lookup behind record_lineage.integration_configuration.vendor on every Core record.

Core Opportunities

Tool	What it does
`scalepad_core_get_opportunity` Free · Read-only	Get one sales opportunity by its ScalePad id (from scalepad_core_list_opportunities).
`scalepad_core_list_opportunities` Free · Read-only	List sales opportunities for the MSP's active clients.

Core Product Catalog

Tool	What it does
`scalepad_core_get_product_catalog_item` Free · Read-only	Get one product catalog record by its ScalePad id (from scalepad_core_list_product_catalog).
`scalepad_core_list_product_catalog` Free · Read-only	List the product catalog records exported from the MSP's PSA integrations.

Core SaaS Assets

Tool	What it does
`scalepad_core_get_saas_asset` Free · Read-only	Get one SaaS asset by its ScalePad id (from scalepad_core_list_saas_assets).
`scalepad_core_get_saas_user` Free · Read-only	Get one SaaS user by its ScalePad id (from scalepad_core_list_saas_users).
`scalepad_core_list_saas_assets` Free · Read-only	List the SaaS assets (cloud subscriptions and licence pools) tracked for the MSP's clients.
`scalepad_core_list_saas_users` Free · Read-only	List the SaaS users — the individuals at client organizations who hold an assigned SaaS licence.

Core Service Contracts & Tickets

Tool	What it does
`scalepad_core_get_contract` Free · Read-only	Get one service contract by its ScalePad id (from scalepad_core_list_contracts).
`scalepad_core_get_ticket` Free · Read-only	Get one service ticket by its ScalePad id (from scalepad_core_list_tickets).
`scalepad_core_list_contracts` Free · Read-only	List the service contracts between the MSP and its active clients.
`scalepad_core_list_tickets` Free · Read-only	List normalized service tickets across the MSP's clients.

Core Sites

Tool	What it does
`scalepad_core_get_site` Free · Read-only	Get one client site by its ScalePad id (from scalepad_core_list_sites).
`scalepad_core_list_sites` Free · Read-only	List client sites materialized from the source PSA's location data.

LM Account & Insights

Tool	What it does
`scalepad_lm_get_user_identity` Free · Read-only	Get the AUTHENTICATED user behind the API key, together with that user's feature access and permissions — the practical way to find out what this credential can actually do before attempting a write.
`scalepad_lm_get_user_ui_state` Free · Read-only	Read back one blob of persisted UI preferences for the AUTHENTICATED user, scoped to the current account, under a caller-chosen state key.
`scalepad_lm_get_warranty_pricing` Free · Read-only	List ONE client's renewable warranty assets and the monthly pricing options available for each.
`scalepad_lm_list_active_users` Free · Read-only	List the users belonging to the authenticated ScalePad account — the MSP's own staff, not client contacts (for those see scalepad_lm_list_contacts).
`scalepad_lm_list_insights` Free · Read-only	List the whole insights board for the account — every insight applicable to the caller, FLATTENED across its categories (the vendor names High-risk, Hardware modernization, Software modernization, Warranty coverage, Backup monitoring, Windows 11 upgrades, Security, and user-defined).
`scalepad_lm_set_user_ui_state` Pro · Write	Persist one blob of UI preferences for the AUTHENTICATED user under a state key, scoped to the current account.

LM Action Items

Tool	What it does
`scalepad_lm_attach_goal_action_item` Pro · Write	LINK an existing ACTION ITEM to a GOAL, so the task counts toward that objective's progress.
`scalepad_lm_attach_initiative_action_item` Pro · Write	LINK an existing ACTION ITEM to an INITIATIVE, aligning the task with that implementation effort.
`scalepad_lm_attach_meeting_action_item` Pro · Write	LINK an existing ACTION ITEM to a MEETING, so the task appears as a discussion topic or tracked deliverable of that meeting.
`scalepad_lm_create_action_item` Pro · Write	Create a new Lifecycle Manager action item for a client.
`scalepad_lm_delete_action_item` Pro · Destructive	PERMANENTLY delete an action item that is no longer relevant.
`scalepad_lm_detach_goal_action_item` Pro · Destructive	UNLINK an ACTION ITEM from a GOAL.
`scalepad_lm_detach_initiative_action_item` Pro · Destructive	UNLINK an ACTION ITEM from an INITIATIVE.
`scalepad_lm_detach_meeting_action_item` Pro · Destructive	UNLINK an ACTION ITEM from a MEETING.
`scalepad_lm_get_action_item` Free · Read-only	Get ONE Lifecycle Manager action item in full by its id, including its linked entities.
`scalepad_lm_list_action_items` Free · Read-only	List Lifecycle Manager action items across every client the caller can access.
`scalepad_lm_list_goal_action_items` Free · Read-only	For ONE GOAL, list the ACTION ITEMS linked to it — the tasks that contribute toward achieving that objective.
`scalepad_lm_list_initiative_action_items` Free · Read-only	For ONE INITIATIVE, list the ACTION ITEMS aligned to it — the tasks required to carry that implementation effort out.
`scalepad_lm_list_meeting_action_items` Free · Read-only	For ONE MEETING, list the ACTION ITEMS created during or linked to it — the follow-ups arising from that client discussion.
`scalepad_lm_pin_action_item` Pro · Write	Pin or unpin ONE action item so it sorts above the other open action items in task lists.
`scalepad_lm_reposition_action_item` Pro · Write	Move ONE action item within the account's MANUAL sort order (the sort_rank field, and the sort=sort_rank ordering on scalepad_lm_list_action_items).
`scalepad_lm_update_action_item` Pro · Write	Update an existing action item's core fields — description, rich text, due date and assignees.
`scalepad_lm_update_action_item_completion_status` Pro · Write	Mark ONE action item complete or incomplete.

LM Assessment Templates

Tool	What it does
`scalepad_lm_create_assessment_template` Pro · Write	Create a new account-owned assessment template with its own categories, questions and criteria.
`scalepad_lm_delete_assessment_template` Pro · Destructive	PERMANENTLY remove an assessment template that is no longer needed, along with its categories, questions and criteria.
`scalepad_lm_get_assessment_template` Free · Read-only	Get ONE assessment template in full — every category, question and criterion.
`scalepad_lm_list_assessment_templates` Free · Read-only	List every assessment template OVERVIEW visible to the account.
`scalepad_lm_update_assessment_template` Pro · Write	Modify an existing assessment template, including its structure — categories, questions and criteria.

LM Assessments

Tool	What it does
`scalepad_lm_create_assessment` Pro · Write	Create a new assessment for a client FROM an existing assessment template — the template supplies the categories, questions and criteria, so there is no way to create a free-form assessment here.
`scalepad_lm_delete_assessment` Pro · Destructive	PERMANENTLY delete an assessment that is no longer relevant.
`scalepad_lm_evaluate_assessment` Pro · Write	ANSWER an assessment: submit the criterion selected for each question, which is what makes ScalePad RECOMPUTE the assessment's scores (overall_score and each category_score).
`scalepad_lm_get_assessment` Free · Read-only	Get ONE assessment in full, including its evaluation.
`scalepad_lm_list_assessments` Free · Read-only	List assessment OVERVIEWS across the account.
`scalepad_lm_update_assessment` Pro · Write	Update an assessment's header fields — title, evaluating user and evaluation date-time.
`scalepad_lm_update_assessment_completion_status` Pro · Write	Toggle ONE assessment between complete and incomplete.
`scalepad_lm_upsert_assessment_internal_comment` Pro · Write	Create or replace the ASSESSMENT-LEVEL INTERNAL comment — the vendor states these are private notes visible ONLY to the MSP, never to the client.
`scalepad_lm_upsert_assessment_question_comment_internal` Pro · Write	Create or replace the INTERNAL comment on ONE QUESTION of an assessment — staff-only commentary that is NOT client-visible (vendor path .../questions/{question_id}/comment/internal).
`scalepad_lm_upsert_assessment_question_comment_public` Pro · Destructive	Create or replace the PUBLIC comment on ONE QUESTION of an assessment (vendor path .../questions/{question_id}/comment/public).

LM Budget & Forecast

Tool	What it does
`scalepad_lm_download_budget_forecast_csv` Free · Read-only	Export ONE client's budget forecast as a CSV file.
`scalepad_lm_download_budget_forecast_detail_pdf` Free · Read-only	Export ONE client's budget forecast as the DETAILED PDF — the line-item document behind the overview.
`scalepad_lm_download_budget_forecast_pdf` Free · Read-only	Export ONE client's budget forecast as the OVERVIEW PDF — the client-facing summary document.
`scalepad_lm_get_budget_summary` Free · Read-only	Get the AGGREGATE per-type totals for one client's budget forecast across the requested period window.
`scalepad_lm_list_budget_availabilities` Free · Read-only	Get the OPTION LISTS used to construct valid Budget API queries for ONE client — returns {availabilities}.
`scalepad_lm_list_budget_contracts` Free · Read-only	List ONE client's contracts with their PER-PERIOD forecast amounts — the contract rows behind the totals in scalepad_lm_get_budget_summary.
`scalepad_lm_list_budget_initiatives` Free · Read-only	List ONE client's Lifecycle Manager initiatives with their PER-PERIOD forecast amounts — the budgeting view of the roadmap, as opposed to scalepad_lm_list_initiatives_v2, which returns the same records with their roadmap detail and no forecast figures.
`scalepad_lm_list_budget_it_debt` Free · Read-only	List ONE client's IT DEBT assets with their PER-PERIOD forecast amounts — the aging hardware whose replacement cost the forecast is carrying, and the row-level detail behind the IT_DEBT totals in scalepad_lm_get_budget_summary.

LM Client Groups

Tool	What it does
`scalepad_lm_assign_client_group_assignments` Pro · Destructive	ASSIGN clients and/or users to a client group.
`scalepad_lm_get_client_group` Free · Read-only	Get ONE client group in full, including its assigned users and clients.
`scalepad_lm_list_client_groups` Free · Read-only	List every client group on the authenticated partner account.
`scalepad_lm_search_clients_client_groups` Free · Read-only	List the client groups that ONE client is assigned to.
`scalepad_lm_unassign_client_group_assignments` Pro · Destructive	UNASSIGN clients and/or users from a client group — a relationship REMOVAL, and the reason this tool is destructive even though the HTTP verb is POST: the vendor expresses the removal as POST to the '/assignments/unassign' path rather than as a DELETE, so the verb alone understates what it does.

LM Clients

Tool	What it does
`scalepad_lm_list_clients` Free · Read-only	List the Lifecycle Manager clients the caller can access, as full client-console rows.
`scalepad_lm_search_client_contacts` Free · Read-only	Search the PSA CONTACTS (people at the client) belonging to ONE client, by name.
`scalepad_lm_search_client_members` Free · Read-only	Search the PSA MEMBERS (staff and resources, not client-side people) associated with ONE client, by name.
`scalepad_lm_search_clients` Free · Read-only	Search clients by name for a PICKER, returning lightweight {id, label} pairs scoped to the caller's client-group access.

LM Contacts

Tool	What it does
`scalepad_lm_add_meeting_attendee_contacts` Pro · Write	ADD one or more CLIENT CONTACTS as attendees of a meeting.
`scalepad_lm_delete_meeting_attendee_contacts` Pro · Destructive	REMOVE client contacts from a meeting's attendee list — plainly, it takes those people off the meeting.
`scalepad_lm_get_contact` Free · Read-only	Get ONE Lifecycle Manager contact by its public id.
`scalepad_lm_list_contacts` Free · Read-only	List Lifecycle Manager contacts for every client the caller can access.
`scalepad_lm_update_contact_hidden_status` Pro · Write	Hide or unhide ONE Lifecycle Manager contact.

LM Contracts

Tool	What it does
`scalepad_lm_attach_contract_assets` Pro · Write	ATTACH one or more hardware assets to an agreement (contract), by hardware identifier.
`scalepad_lm_bulk_delete_contract_assets` Pro · Destructive	DETACH one or more hardware assets from an agreement (contract) in bulk.
`scalepad_lm_create_contract` Pro · Write	Create a new contract (agreement) for a client.
`scalepad_lm_delete_contract` Pro · Destructive	PERMANENTLY delete a contract that is no longer relevant to business operations.
`scalepad_lm_get_contract` Free · Read-only	Get ONE contract in full by its id.
`scalepad_lm_list_contracts` Free · Read-only	List contracts (agreements) as overview rows, across every client the caller can access.
`scalepad_lm_update_contract` Pro · Destructive	Update an existing contract with FULL details.

LM Deliverable Templates

Tool	What it does
`scalepad_lm_create_deliverable_template` Pro · Write	Create a new deliverable template for the ACCOUNT from scratch, defining its sections and components yourself.
`scalepad_lm_create_deliverable_template_from_deliverable` Pro · Write	PROMOTE an existing client DELIVERABLE into a new reusable account template, extracting its section and component structure.
`scalepad_lm_create_deliverable_template_from_template` Pro · Write	COPY an existing template into a new account template — template in, template out.
`scalepad_lm_delete_deliverable_template` Pro · Destructive	PERMANENTLY delete a deliverable template, along with its sections and components.
`scalepad_lm_delete_deliverable_template_section` Pro · Destructive	PERMANENTLY delete ONE section from a deliverable template, along with the components inside it.
`scalepad_lm_delete_deliverable_template_section_component` Pro · Destructive	PERMANENTLY delete ONE component from one section of a deliverable template — the narrowest deletion in the template family.
`scalepad_lm_get_deliverable_template` Free · Read-only	Get ONE deliverable template in full by its id, including all of its sections and the components inside them.
`scalepad_lm_list_deliverable_template_catalog_components` Free · Read-only	List the deliverable catalog components available for use in TEMPLATES, account-wide.
`scalepad_lm_list_deliverable_templates` Free · Read-only	List every deliverable template available to the account — BOTH the ScalePad-provided templates that ship to all accounts AND the custom templates this account owns, in one combined response.
`scalepad_lm_update_deliverable_template` Pro · Write	Partially update a deliverable template — rename it, and upsert its sections and components.

LM Deliverables

Tool	What it does
`scalepad_lm_create_client_deliverable` Pro · Write	Create a NEW deliverable from scratch for one client, specifying its sections and components yourself.
`scalepad_lm_create_deliverable_from_template` Pro · Write	Create a new DELIVERABLE for one client by copying a TEMPLATE — client-scoped, and the easiest way to start a document: the template supplies the whole section/component structure so the body only needs an optional name.
`scalepad_lm_create_deliverable_share_general_link` Pro · Destructive	Create the general share link for a deliverable — a client-facing URL, protected by a generated password, that lets someone outside your account view the document.
`scalepad_lm_delete_deliverable` Pro · Destructive	PERMANENTLY delete an entire deliverable, INCLUDING every section and every component inside it.
`scalepad_lm_delete_deliverable_section` Pro · Destructive	PERMANENTLY delete ONE SECTION of a deliverable, INCLUDING every component inside that section.
`scalepad_lm_delete_deliverable_section_component` Pro · Destructive	PERMANENTLY delete ONE COMPONENT from one section of a deliverable — the narrowest destructive action here: the section and its other components survive.
`scalepad_lm_download_deliverable_pdf` Free · Read-only	Export ONE deliverable as the client-facing PDF that ScalePad renders server-side.
`scalepad_lm_get_deliverable` Free · Read-only	Get ONE deliverable in full by its id, INCLUDING all of its sections and every component inside them — this is the tool that shows you the document's structure, and therefore the tool that gives you the section ids and component ids the delete/refresh tools require.
`scalepad_lm_get_deliverable_presentation` Free · Read-only	Get a deliverable in its PRESENTATION form — the trimmed, render-ready view used to display it to a client.
`scalepad_lm_get_deliverable_share_general_link` Free · Read-only	Read the general share link for ONE deliverable — the client-facing URL that lets someone outside your account view the document.
`scalepad_lm_list_client_deliverable_components` Free · Read-only	List the catalog COMPONENTS available to ONE specific client — the blocks you may place in a new or existing deliverable for that client.
`scalepad_lm_list_client_deliverable_integrations` Free · Read-only	List the vendor integrations ALREADY INTEGRATED for ONE specific client, with each one's configuration, status and vendor details.
`scalepad_lm_list_client_deliverables` Free · Read-only	List the deliverables belonging to ONE specific client, identified by the client id in the path.
`scalepad_lm_list_deliverable_catalog_integrations` Free · Read-only	List every deliverable integration available in the catalog ACCOUNT-WIDE — the vendor integrations that CAN be configured for clients.
`scalepad_lm_list_deliverables_by_account` Free · Read-only	List deliverables across the WHOLE account, every client together.
`scalepad_lm_refresh_deliverable_section` Pro · Destructive	Re-pull live data into ONE SECTION of a deliverable — this refreshes the data of ALL components under that section at once, replacing each one's stored snapshot with current values from its source.
`scalepad_lm_refresh_deliverable_section_component` Pro · Destructive	Re-pull live data into ONE COMPONENT of one section of a deliverable — the narrowest refresh available: it replaces just that component's stored snapshot with current values from its source, leaving the section's other components untouched.
`scalepad_lm_regenerate_deliverable_share_general_link` Pro · Destructive	Replace a deliverable's general share link with a brand-new one.
`scalepad_lm_revoke_deliverable_share_general_link` Pro · Destructive	Revoke a deliverable's general share link, ending outside access to the document.
`scalepad_lm_update_deliverable` Pro · Write	Patch an existing deliverable — rename it, move it between Draft and Published, and upsert its sections and components.

LM Goal Templates

Tool	What it does
`scalepad_lm_create_goal_template` Pro · Write	Create a new account-scoped Lifecycle Manager goal template.
`scalepad_lm_delete_goal_template` Pro · Destructive	PERMANENTLY delete an account-owned Lifecycle Manager goal template.
`scalepad_lm_get_goal_template` Free · Read-only	Get ONE Lifecycle Manager goal template in full by its id.
`scalepad_lm_list_goal_templates` Free · Read-only	List every Lifecycle Manager goal template visible to the account, optionally narrowed by a title search.
`scalepad_lm_update_goal_template` Pro · Write	Update an existing account-owned goal template.

LM Goals

Tool	What it does
`scalepad_lm_attach_goal_initiative` Pro · Write	LINK an existing INITIATIVE to a GOAL so the project counts toward that objective.
`scalepad_lm_attach_goal_meeting` Pro · Write	LINK an existing MEETING to a GOAL, establishing that the objective will be discussed or reviewed at that meeting.
`scalepad_lm_attach_initiative_goal` Pro · Write	LINK an existing GOAL to an INITIATIVE, aligning the project with the objective it supports.
`scalepad_lm_attach_meeting_goal` Pro · Write	LINK an existing GOAL to a MEETING, adding the objective to that meeting's agenda as a discussion topic.
`scalepad_lm_create_goal` Pro · Write	Create a new Lifecycle Manager goal for a client from scratch.
`scalepad_lm_create_goal_from_template` Pro · Write	Create a NEW goal for a client from an existing GOAL TEMPLATE, inheriting the template's description and its attached initiative templates.
`scalepad_lm_delete_goal` Pro · Destructive	PERMANENTLY delete a Lifecycle Manager goal that is no longer relevant.
`scalepad_lm_detach_goal_initiative` Pro · Destructive	UNLINK an INITIATIVE from a GOAL.
`scalepad_lm_detach_goal_meeting` Pro · Destructive	UNLINK a MEETING from a GOAL, removing the objective from that meeting's agenda.
`scalepad_lm_detach_initiative_goal` Pro · Destructive	UNLINK a GOAL from an INITIATIVE.
`scalepad_lm_detach_meeting_goal` Pro · Destructive	UNLINK a GOAL from a MEETING, removing the objective from that meeting's agenda.
`scalepad_lm_get_goal` Free · Read-only	Get ONE Lifecycle Manager goal in full by its id.
`scalepad_lm_list_goal_initiatives` Free · Read-only	For ONE GOAL, list the INITIATIVES aligned to it — the projects that contribute to achieving that objective.
`scalepad_lm_list_goal_meetings` Free · Read-only	For ONE GOAL, list the MEETINGS aligned to it — the client discussions where that objective is reviewed.
`scalepad_lm_list_goals` Free · Read-only	List Lifecycle Manager goals across every client the caller can access.
`scalepad_lm_list_initiative_goals` Free · Read-only	For ONE INITIATIVE, list the GOALS it is aligned to — the broader objectives that project supports.
`scalepad_lm_list_meeting_goals` Free · Read-only	For ONE MEETING, list the GOALS on its agenda — the business objectives to be discussed or reviewed at that meeting.
`scalepad_lm_update_goal` Pro · Destructive	Update a goal's core fields — title, description/rich text, status and target period — in one call.
`scalepad_lm_update_goal_schedule` Pro · Write	Re-target ONLY a goal's period — the year, half-year or quarter by which it should be achieved — leaving title, status and description untouched.
`scalepad_lm_update_goal_status` Pro · Write	Change ONLY a goal's workflow status, leaving its title, description, rich text and target period untouched.

LM Hardware Lifecycles

Tool	What it does
`scalepad_lm_get_hardware_dashboard` Free · Read-only	Get the hardware dashboard rollup: {scope, as_of, total_assets, replacement_due, warranty_expired} — the counts of assets due (and soon due) for replacement and with expired (and soon expiring) warranties.
`scalepad_lm_get_hardware_overview` Free · Read-only	Get the full overview of ONE hardware asset: display_title, category, client, location_name, os_version, cpu_model, ram, coverage_status, hardware_purchase_age, hardware_purchase_date, warranty_expiration_date, warranty_expires_in, the can_renew_hardware / can_link_to_initiative / can_link_to_agreement capability flags, data_sources, unique_key and asset_reference_id.
`scalepad_lm_get_hardware_replacement_settings` Free · Read-only	Get the hardware replacement BUDGET DEFAULTS by report asset type — returns {currency, values}, the per-asset-type replacement amounts that feed budget forecasting.
`scalepad_lm_list_hardware_assets` Free · Read-only	List hardware assets with client ownership and basic device fields — the broad, heavily filterable asset read.
`scalepad_lm_list_hardware_lifecycles` Free · Read-only	List the ACTIVE hardware lifecycle records — basic device information (model, serial number) plus the purchase-date and warranty-expiry metadata that replacement planning runs on.
`scalepad_lm_search_hardware_attached_agreements` Free · Read-only	For ONE hardware asset, look up the AGREEMENTS (contracts) attached to it.
`scalepad_lm_search_hardware_attached_initiatives` Free · Read-only	Look up which Lifecycle Manager INITIATIVES a single HARDWARE ASSET is attached to — the reverse of scalepad_lm_attach_initiative_assets.

LM Initiative Templates

Tool	What it does
`scalepad_lm_create_initiative_template` Pro · Write	Create a new account-scoped Lifecycle Manager initiative template with its budget, recurring costs and action-item checklist.
`scalepad_lm_delete_initiative_template` Pro · Destructive	PERMANENTLY delete an account-scoped Lifecycle Manager initiative template.
`scalepad_lm_duplicate_initiative_template` Pro · Write	Duplicate an initiative template into a NEW editable account-scoped copy.
`scalepad_lm_get_initiative_template` Free · Read-only	Get ONE Lifecycle Manager initiative template in full by its id.
`scalepad_lm_list_initiative_templates` Free · Read-only	List every Lifecycle Manager initiative template available to the account — both ScalePad's platform-provided templates and the account's own, which the response distinguishes.
`scalepad_lm_update_initiative_template` Pro · Destructive	Update an account-scoped Lifecycle Manager initiative template's name, executive summary, budget, recurring costs and action items.

LM Initiatives

Tool	What it does
`scalepad_lm_apply_initiative_template` Pro · Destructive	Push an initiative TEMPLATE's contents onto an EXISTING initiative.
`scalepad_lm_attach_initiative_assets` Pro · Write	LINK one or more HARDWARE ASSETS to an initiative, putting those devices in scope for the work (which is also what makes a PerAsset cost line scale).
`scalepad_lm_attach_initiative_meeting` Pro · Write	LINK an existing MEETING to an INITIATIVE, aligning a client discussion with the implementation effort.
`scalepad_lm_attach_initiative_opportunity` Pro · Write	LINK an EXISTING PSA opportunity to an initiative, connecting the roadmap item to revenue work already tracked in the PSA.
`scalepad_lm_attach_meeting_initiative` Pro · Write	LINK an existing INITIATIVE to a MEETING, putting the roadmap item on that meeting's agenda as a discussion topic.
`scalepad_lm_create_initiative` Pro · Write	Create a new Lifecycle Manager initiative for a client — a program, project or operational effort on that client's roadmap.
`scalepad_lm_create_initiative_opportunity` Pro · Destructive	Create a BRAND NEW opportunity in the connected PSA and link it to this initiative.
`scalepad_lm_create_initiative_ticket` Pro · Destructive	Create a ticket in the connected PSA and link it to this initiative.
`scalepad_lm_delete_initiative` Pro · Destructive	PERMANENTLY delete a Lifecycle Manager initiative that is no longer relevant.
`scalepad_lm_delete_initiative_opportunity` Pro · Destructive	DETACH the PSA opportunity linked to an initiative.
`scalepad_lm_delete_initiative_ticket` Pro · Destructive	DETACH the PSA ticket linked to an initiative.
`scalepad_lm_detach_initiative_assets` Pro · Destructive	UNLINK one or more HARDWARE ASSETS from an initiative, taking those devices out of scope for the work.
`scalepad_lm_detach_initiative_meeting` Pro · Destructive	UNLINK a MEETING from an INITIATIVE.
`scalepad_lm_detach_meeting_initiative` Pro · Destructive	UNLINK an INITIATIVE from a MEETING, taking the roadmap item off that meeting's agenda.
`scalepad_lm_download_initiative_pdf` Free · Read-only	Export ONE initiative as the client-facing PDF that ScalePad renders server-side, including its executive summary, budget, recurring costs and action items.
`scalepad_lm_get_initiative` Free · Read-only	Get ONE Lifecycle Manager initiative in full by its id, including its budget, recurring costs, status, priority, schedule and associated resources.
`scalepad_lm_get_initiative_opportunity` Free · Read-only	Get the PSA OPPORTUNITY linked to an initiative.
`scalepad_lm_get_initiative_ticket` Free · Read-only	Get the state of the PSA TICKET linked to an initiative.
`scalepad_lm_list_initiative_meetings` Free · Read-only	For ONE INITIATIVE, list the MEETINGS aligned to it — the client discussions and reviews where that work is covered.
`scalepad_lm_list_initiative_quotes` Free · Read-only	For ONE INITIATIVE, list the QUOTES linked to it.
`scalepad_lm_list_initiatives` Free · Read-only	List Lifecycle Manager initiatives across every client the caller can access.
`scalepad_lm_list_initiatives_v2` Free · Read-only	List Lifecycle Manager initiatives across every client the caller can access — the CURRENT v2 endpoint, and the one to use for new work (the v1 scalepad_lm_list_initiatives is deprecated for removal on March 1, 2027).
`scalepad_lm_list_meeting_initiatives` Free · Read-only	For ONE MEETING, list the INITIATIVES attached to it — the roadmap items on that meeting's agenda.
`scalepad_lm_update_initiative` Pro · Write	Update an initiative's NAME and EXECUTIVE SUMMARY — and nothing else.
`scalepad_lm_update_initiative_assigned_user` Pro · Write	Set the ScalePad user who OWNS an initiative.
`scalepad_lm_update_initiative_budget` Pro · Destructive	Replace an initiative's ONE-TIME investment plan — the budget_line_items set.
`scalepad_lm_update_initiative_priority` Pro · Write	Set ONE initiative's business priority, reflecting its strategic importance on the client's roadmap.
`scalepad_lm_update_initiative_recurring` Pro · Destructive	Replace an initiative's RECURRING investment plan — the recurring_line_items set of monthly or yearly ongoing commitments.
`scalepad_lm_update_initiative_schedule` Pro · Write	Set the FISCAL QUARTER in which an initiative's resources are planned — the field that drives budget forecasting and the roadmap timeline.
`scalepad_lm_update_initiative_status` Pro · Write	Move ONE initiative through its business workflow by setting its status.

LM Meeting Types

Tool	What it does
`scalepad_lm_create_meeting_type` Pro · Write	Create a new meeting type for the ACCOUNT — available to every client in it, not scoped to one.
`scalepad_lm_delete_meeting_type` Pro · Destructive	PERMANENTLY delete a meeting type from the ACCOUNT.
`scalepad_lm_list_meeting_types` Free · Read-only	List every meeting type currently defined for the account.
`scalepad_lm_update_meeting_type` Pro · Write	Rename a meeting type.

LM Meetings

Tool	What it does
`scalepad_lm_add_meeting_attendee_users` Pro · Write	Add internal USERS (your own staff — technicians, account managers) as attendees of a meeting.
`scalepad_lm_create_meeting` Pro · Write	DEPRECATED v1 meeting create (POST /v1/meetings) — the vendor has scheduled it for removal on March 1, 2027. Use scalepad_lm_create_meeting_v2 for new work; this tool exists so an existing v1 integration keeps working until then.
`scalepad_lm_create_meeting_v2` Pro · Write	Schedule a new client meeting — the CURRENT create operation (POST /v2/meetings).
`scalepad_lm_delete_meeting` Pro · Destructive	PERMANENTLY delete a meeting that is no longer needed.
`scalepad_lm_delete_meeting_attendee_users` Pro · Destructive	REMOVE internal USERS from a meeting's attendee list.
`scalepad_lm_get_meeting` Free · Read-only	Get ONE Lifecycle Manager meeting in full by its id.
`scalepad_lm_list_meetings` Free · Read-only	List Lifecycle Manager meetings across every client the caller can access.
`scalepad_lm_update_meeting` Pro · Write	DEPRECATED v1 meeting update (PUT /v1/meetings/{id}) — scheduled for removal on March 1, 2027. Use scalepad_lm_update_meeting_v2 for new work.
`scalepad_lm_update_meeting_completion_status` Pro · Write	Mark ONE meeting completed or incomplete.
`scalepad_lm_update_meeting_v2` Pro · Write	Update a meeting's core information — the CURRENT update operation (PUT /v2/meetings/{id}).

LM Notes

Tool	What it does
`scalepad_lm_create_note` Pro · Write	Create a new note for a client.
`scalepad_lm_delete_note` Pro · Destructive	PERMANENTLY delete a note.
`scalepad_lm_get_note` Free · Read-only	Get ONE note's full details by its id.
`scalepad_lm_list_notes` Free · Read-only	List Lifecycle Manager notes across every client the caller can access.
`scalepad_lm_update_note` Pro · Destructive	Update a note's title and description.
`scalepad_lm_update_note_archive_status` Pro · Write	Archive a note, or bring an archived note back to active.

LM Opportunities

Tool	What it does
`scalepad_lm_get_opportunities_create_fields` Free · Read-only	METADATA read: describe which fields a PSA OPPORTUNITY create would accept for one client, and whether creating one is even possible.
`scalepad_lm_list_opportunities` Free · Read-only	List the PSA sales opportunities available for a client — the vendor's stated purpose is to let an MSP pick an EXISTING opportunity to link to an initiative.

LM Roadmap Exports

Tool	What it does
`scalepad_lm_export_roadmap_csv` Free · Read-only	Export ONE client's initiative roadmap as a CSV file.
`scalepad_lm_export_roadmap_pdf` Free · Read-only	Export ONE client's initiative roadmap as the client-facing PDF.
`scalepad_lm_export_roadmap_spreadsheet` Free · Read-only	Export ONE client's initiative roadmap as an XLSX workbook.

LM SaaS Management

Tool	What it does
`scalepad_lm_create_saas_enrollment_token` Pro · Destructive	Create a SaaS Management enrollment token for ONE client.
`scalepad_lm_get_saas_utilization_summary` Free · Read-only	Get the SaaS-utilization summary metrics for ONE client: total_apps_used, unapproved_app_count, ai_app_count and total_active_time_ms (active time in MILLISECONDS, not seconds or hours — divide by 3,600,000 for hours).

LM Tickets

Tool	What it does
`scalepad_lm_get_tickets_create_fields` Free · Read-only	METADATA read: describe which fields a PSA TICKET create would accept against the account's PRIMARY PSA — required and optional fields, valid values, validation hints and dependent child fields.

Quoter Categories

Tool	What it does
`scalepad_quoter_create_category` Pro · Write	Create a Quoter catalog category.
`scalepad_quoter_delete_category` Pro · Destructive	Delete a Quoter catalog category by id.
`scalepad_quoter_get_category` Free · Read-only	Get one Quoter catalog category by id (from scalepad_quoter_list_categories).
`scalepad_quoter_list_categories` Free · Read-only	List Quoter catalog categories.
`scalepad_quoter_update_category` Pro · Write	Partially update a Quoter catalog category (HTTP PATCH).

Quoter Contacts

Tool	What it does
`scalepad_quoter_create_contact` Pro · Write	Create a Quoter contact with billing and optional shipping details.
`scalepad_quoter_get_contact` Free · Read-only	Get one Quoter contact by id.
`scalepad_quoter_list_contacts` Free · Read-only	List and filter Quoter contacts.
`scalepad_quoter_update_contact` Pro · Write	Partially update a Quoter contact (HTTP PATCH), backfilling the remote linkage first if needed (the same side effect as the fetch).

Quoter Item Groups

Tool	What it does
`scalepad_quoter_create_item_group` Pro · Write	Create a Quoter item group.
`scalepad_quoter_create_item_group_assignment` Pro · Write	Assign a catalog item to an item group by creating the join record.
`scalepad_quoter_delete_item_group` Pro · Destructive	Delete a Quoter item group by id.
`scalepad_quoter_delete_item_group_assignment` Pro · Destructive	Remove an item from an item group by deleting the join record.
`scalepad_quoter_get_item_group` Free · Read-only	Get one Quoter item group by id (from scalepad_quoter_list_item_groups).
`scalepad_quoter_get_item_group_assignment` Free · Read-only	Get one item-group-item assignment by its own id (from scalepad_quoter_list_item_group_assignments — this is the assignment's id, not the item id or the group id).
`scalepad_quoter_list_item_group_assignments` Free · Read-only	List item-group-item assignments — the join records that place catalog items into item groups.
`scalepad_quoter_list_item_groups` Free · Read-only	List Quoter item groups.
`scalepad_quoter_update_item_group` Pro · Write	Partially update a Quoter item group (HTTP PATCH).

Quoter Item Options

Tool	What it does
`scalepad_quoter_create_item_option` Pro · Write	Create a configurable option on a catalog item.
`scalepad_quoter_create_item_option_value` Pro · Write	Create a selectable value under a Quoter item option.
`scalepad_quoter_delete_item_option` Pro · Destructive	Delete a Quoter item option by id.
`scalepad_quoter_delete_item_option_value` Pro · Destructive	Delete a Quoter item-option value by id.
`scalepad_quoter_get_item_option` Free · Read-only	Get one Quoter item option by id (from scalepad_quoter_list_item_options).
`scalepad_quoter_get_item_option_value` Free · Read-only	Get one Quoter item-option value by id (from scalepad_quoter_list_item_option_values).
`scalepad_quoter_list_item_option_values` Free · Read-only	List Quoter item-option VALUES — the individual selectable choices under an option, each with its own pricing.
`scalepad_quoter_list_item_options` Free · Read-only	List Quoter item options — the configurable option definitions attached to catalog items.
`scalepad_quoter_update_item_option` Pro · Write	Partially update a Quoter item option (HTTP PATCH).
`scalepad_quoter_update_item_option_value` Pro · Write	Partially update a Quoter item-option value (HTTP PATCH).

Quoter Item Tiers

Tool	What it does
`scalepad_quoter_create_item_tier` Pro · Write	Create a volume pricing tier on a catalog item.
`scalepad_quoter_delete_item_tier` Pro · Destructive	Delete a Quoter item pricing tier by id.
`scalepad_quoter_get_item_tier` Free · Read-only	Get one Quoter item pricing tier by id (from scalepad_quoter_list_item_tiers).
`scalepad_quoter_list_item_tiers` Free · Read-only	List Quoter item pricing tiers (volume price breaks).
`scalepad_quoter_update_item_tier` Pro · Write	Partially update a Quoter item pricing tier (HTTP PATCH).

Quoter Items

Tool	What it does
`scalepad_quoter_create_item` Pro · Write	Create a Quoter catalog item.
`scalepad_quoter_delete_item` Pro · Destructive	Delete a Quoter catalog item by id.
`scalepad_quoter_get_item` Free · Read-only	Get one Quoter catalog item by id (from scalepad_quoter_list_items).
`scalepad_quoter_list_items` Free · Read-only	List Quoter catalog items.
`scalepad_quoter_update_item` Pro · Write	Partially update a Quoter catalog item (HTTP PATCH).

Quoter Manufacturers

Tool	What it does
`scalepad_quoter_create_manufacturer` Pro · Write	Create a Quoter manufacturer.
`scalepad_quoter_delete_manufacturer` Pro · Destructive	Delete a Quoter manufacturer by id.
`scalepad_quoter_get_manufacturer` Free · Read-only	Get one Quoter manufacturer by id (from scalepad_quoter_list_manufacturers).
`scalepad_quoter_list_manufacturers` Free · Read-only	List Quoter manufacturers.
`scalepad_quoter_update_manufacturer` Pro · Write	Partially update a Quoter manufacturer (HTTP PATCH).

Quoter SupplierSync Datafeeds

Tool	What it does
`scalepad_quoter_list_datafeed_supplier_items` Free · Read-only	Look up SupplierSync item data for one or more manufacturer part numbers (MPNs) — the live distributor price and stock projection behind Quoter.

Quoter Suppliers

Tool	What it does
`scalepad_quoter_create_supplier` Pro · Write	Create a Quoter catalog supplier.
`scalepad_quoter_delete_supplier` Pro · Destructive	Delete a Quoter catalog supplier by id.
`scalepad_quoter_get_supplier` Free · Read-only	Get one Quoter catalog supplier by id (from scalepad_quoter_list_suppliers).
`scalepad_quoter_list_datafeed_suppliers` Free · Read-only	List the SupplierSync data feeds configured for the account — a READ-ONLY projection, richer than the editable Quoter supplier records at scalepad_quoter_list_suppliers, and not creatable or editable through this API.
`scalepad_quoter_list_suppliers` Free · Read-only	List Quoter catalog suppliers — the editable vendor records, NOT the SupplierSync feeds (for those use scalepad_quoter_list_datafeed_suppliers).
`scalepad_quoter_update_supplier` Pro · Write	Partially update a Quoter catalog supplier (HTTP PATCH).

Quotes & Authoring

Tool	What it does
`scalepad_quoter_create_line_item` Pro · Write	Create a single STANDALONE line item in an existing quote (POST /v1/line-items) — the older flat contract, which is a DIFFERENT operation from scalepad_quoter_create_quote_section_line_items.
`scalepad_quoter_create_quote` Pro · Write	Create a DRAFT quote from a template, identifying or creating its primary contact.
`scalepad_quoter_create_quote_section_line_items` Pro · Write	Add a BATCH of line items to one SECTION of a draft quote and recompute line, section, and quote totals — one call creates SEVERAL line items, which is why this tool is plural and its body is a top-level JSON ARRAY.
`scalepad_quoter_create_quote_sections` Pro · Write	Add a BATCH of sections to a draft quote — one call creates SEVERAL sections, which is why this tool is plural and its body is a top-level JSON ARRAY, not a single object.
`scalepad_quoter_get_quote` Free · Read-only	Fetch one full quote revision (the QuoteFetchResponse that every authoring write also returns).
`scalepad_quoter_list_quote_templates` Free · Read-only	List quote templates — the starting points for a new draft.
`scalepad_quoter_list_quotes` Free · Read-only	List quote revisions.
`scalepad_quoter_publish_quote` Pro · Destructive	Publish a draft quote, making it LIVE and sendable.
`scalepad_quoter_update_quote_section_line_item` Pro · Write	Patch ONE existing line item in a draft quote's section and recompute the affected totals.

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