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Combine ControlMap, Lifecycle Manager and Quoter

A pattern for prompts that pull from several ScalePad products at once.

ControlMap
Lifecycle Manager
Quoter
Requires MCPby Greg Brydon · Solutions Engineer

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.

Work in progress. Treat this recipe as a starting point and validate it in your own environment before use.

User prompt

1 input to fill
For [CLIENT NAME], connect the dots across ScalePad:
- From ControlMap: their open gaps and top risks
- From Lifecycle Manager: initiatives, hardware and warranty status related to those gaps
- From Quoter: any open quotes that would address them

Show one table: Gap or risk | Related initiative | Related quote | Status. Then tell me which gaps have no plan or quote yet. Read-only.

How to work with the ControlMap API (ScalePad MCP):
- Find the client with GET /controlmap/v1/clients/health and use its tenant ID (for example "dundmif") in every request. Some clients have no UUID.
- Send the header Content-Type: application/json on every POST, PUT and PATCH, including searches.
- Use page_size of 50 or less and follow next_cursor. The "fields" parameter is ignored, so responses are large.
- Judge controls by "status", not the "compliant" flag. Objective lists include sub-objectives, so take totals from objective_summary.
- Use framework-level scores and labels. The overall score_label on client health can be wrong.
- Older policy sections may be URL-encoded twice: decode them and use the highest version of each section.
- If a call returns 502 or fails to connect, wait a few seconds and retry once. If it still fails, tell me exactly which data is missing.

# Combine ControlMap, Lifecycle Manager and Quoter

Hook: A pattern for prompts that pull from several ScalePad products at once.

When to use it

You want one answer that spans compliance, planning and pricing.

What you get

A connected view across products for one client.

Fill in the details

  • [CLIENT NAME]: Client name (e.g. Acme Dental)

Status

Not tested yet. Lifecycle Manager and Quoter data haven't been fully tested. Works only for clients linked to a ScalePad Core client.

GBAuthorGreg BrydonSolutions Engineer · ScalePad

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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