Workflow
Chat → Presentation: AI-Powered Deck Generation
Automate QBR slide decks by syncing Lifecycle Manager assessments with roadmap initiatives and improvements.
ScalePad Platform
Build for impact.
Connect every tool in your stack. Automate your workflows. Build with REST APIs, MCP, and autonomous agents — and deliver the kind of proactive, high-impact outcomes your clients expect.
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Build Hub
API. MCP. Agents.
Three ways to connect ScalePad to the tools, agents, and workflows that run your business.
PLT.01 — API
API
Full-stack MSP data, one API. Pull signals, push updates, and automate your customer success workflow end-to-end.
PLT.02 — MCP
MCP
Give your AI tools direct access to ScalePad. Connect Claude, Cursor, or any MCP client — and start asking questions your data can answer.
PLT.03 — Agents
Agents
Deploy autonomous agents that take action across your MSP stack, in or out of the loop. Not just chat — execution.
Integrations
Your whole stack, in one place.
Native connectors for the platforms MSPs run on — PSA, RMM, documentation, security, and more.
INT.01 — PSA
Professional Services Automation
Integrate service and financial data directly from 16+ PSAs, including ConnectWise, Autotask, and HaloPSA — no manual data entry.
INT.02 — RMM
Remote Monitoring & Management
Integrate device, software, and lifecycle status from 30+ RMMs including ConnectWise, Datto, and Ninja.
INT.03 — Security
Security & Compliance
Surface threat intelligence and compliance from 20+ leading security tools.
INT.04 — Documentation
IT Documentation
Integrate essential documentation data into your customer success workflow, including IT Glue, Hudu, and Lexful.
INT.05 — CRM
CRM & Sales Pipeline
Push renewal and upsell signals into HubSpot, Salesforce, and your sales workflow — automatically.
INT.06 — BDR
Backup & Disaster Recovery
Monitor backup job status, storage consumption, and recovery readiness from 235+ integrations including Datto, Slide, Veeam, and Acronis.
Recipes
Copy. Paste. Ship.
Pre-built automations and scripts for every tool in the MSP stack. Pick one and have it running in minutes.
Workflow
Client Meeting & Planning Workflow
Automate Lifecycle Manager meeting scheduling and artifact linking using ScalePad MCP.
Workflow
ControlMap Risk-to-Roadmap Generator
Generate a risk-based QBR roadmap for MSP clients using ScalePad and ControlMap MCP integrations.
App
Lifecycle Manager Copilot
A keyboard-friendly copilot for bulk-deploying ScalePad initiatives, goals, and managing sales opportunities.
Give your agents something to work with.
Your stack is only as smart as what it knows. Give every tool and every teammate the context to act.